|
2726
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$525K
|
+$138K
|
1
|
0.34%
|
Increased
|
|
|
2727
|
Nautilus Advisors
La Jolla,
California
|
$525K
|
-$69.8K
|
1
|
0.34%
|
Reduced
|
|
|
2728
|
Stone Summit Wealth
Miami,
Florida
|
$525K
|
+$37.4K
|
1
|
0.14%
|
Increased
|
|
|
2729
|
Buck Wealth Strategies
Denver,
Colorado
|
$524K
|
+$6.29K
|
1
|
0.07%
|
Increased
|
|
|
2730
|
Independence Wealth Advisors (Ohio)
Independence,
Ohio
|
$523K
|
+$528K
|
2
|
0.29%
|
New
|
|
|
2731
|
Sandler Capital Management
New York
|
$523K
|
+$583K
|
1
|
0.17%
|
New
|
|
|
2732
|
First Business Financial Services
Madison,
Wisconsin
|
$523K
|
-$52.1K
|
1
|
0.05%
|
Reduced
|
|
|
2733
|
Kentucky Trust Company
Danville,
Kentucky
|
$522K
|
-$29.9K
|
1
|
0.28%
|
Reduced
|
|
|
2734
|
Private Management Group
Irvine,
California
|
$521K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2735
|
Whelan Financial
Fresno,
California
|
$521K
|
-$80.3K
|
1
|
0.16%
|
Reduced
|
|
|
2736
|
Pacifica Partners
Surrey,
Canada
|
$521K
|
-$19.8K
|
1
|
0.23%
|
Reduced
|
|
|
2737
|
Jamison Private Wealth Management
Milton,
Georgia
|
$520K
|
+$1.5K
|
1
|
0.06%
|
Increased
|
|
|
2738
|
PFS Partners
Mine Hill,
New Jersey
|
$520K
|
+$1.5K
|
1
|
0.24%
|
Increased
|
|
|
2739
|
Windsor Capital Management
Phoenix,
Arizona
|
$519K
|
-$6.89K
|
1
|
0.14%
|
Reduced
|
|
|
2740
|
South Plains Financial
Lubbock,
Texas
|
$519K
|
-$1.5K
|
1
|
0.31%
|
Reduced
|
|
|
2741
|
Aspire Capital Advisors
Seattle,
Washington
|
$519K
|
+$33.4K
|
2
|
0.12%
|
Increased
|
|
|
2742
|
Coerente Capital Management
Toronto,
Ontario, Canada
|
$518K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2743
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$518K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
2744
|
Pioneer Trust Bank
Salem,
Oregon
|
$518K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2745
|
Stonebrook Private
Northville,
Michigan
|
$517K
|
+$19.8K
|
1
|
0.11%
|
Increased
|
|
|
2746
|
JGP Wealth Management
Bend,
Oregon
|
$517K
|
+$10.5K
|
1
|
0.05%
|
Increased
|
|
|
2747
|
Fortitude Family Office
Scottsdale,
Arizona
|
$516K
|
-$5.46K
|
3
|
0.12%
|
Reduced
|
|
|
2748
|
West Wealth Group
Irvine,
California
|
$516K
|
-$51.5K
|
1
|
0.11%
|
Reduced
|
|
|
2749
|
Proficio Capital Partners
Newton,
Massachusetts
|
$516K
|
-$21.3K
|
1
|
0.04%
|
Reduced
|
|
|
2750
|
Meridian Financial
Holliston,
Massachusetts
|
$515K
|
-$12.3K
|
1
|
0.28%
|
Reduced
|
|
