|
3101
|
TCP Asset Management
Columbus,
Ohio
|
$255K
|
+$773
|
1
|
0.05%
|
Increased
|
|
|
3102
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$254K
|
+$222K
|
1
|
0.11%
|
New
|
|
|
3103
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
$254K
|
+$222K
|
1
|
0.18%
|
New
|
|
|
3104
|
Financial Council
Towson,
Maryland
|
$254K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
3105
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$253K
|
+$5.93K
|
1
|
0.11%
|
Increased
|
|
|
3106
|
Truepoint Inc
Cincinnati,
Ohio
|
$253K
|
-$22.4K
|
1
|
0.01%
|
Reduced
|
|
|
3107
|
OFC Financial Planning
Short Hills,
New Jersey
|
$253K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
3108
|
Stephenson & Company
San Clemente,
California
|
$253K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
3109
|
AGH Wealth Advisors
Wichita,
Kansas
|
$252K
|
+$4.38K
|
1
|
0.21%
|
Increased
|
|
|
3110
|
Sunflower Bank
Dallas,
Texas
|
$252K
|
-$26.3K
|
1
|
0.06%
|
Reduced
|
|
|
3111
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$252K
|
+$201K
|
4
|
0.12%
|
Increased
|
|
|
3112
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$252K
|
-$40.7K
|
1
|
0.03%
|
Reduced
|
|
|
3113
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$251K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
3114
|
AtlasMark Financial
Austin,
Texas
|
$251K
|
-$32.7K
|
1
|
0.19%
|
Reduced
|
|
|
3115
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$251K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
3116
|
Peak Financial Management
Wellesley,
Massachusetts
|
$251K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
3117
|
Custos Family Office
Austin,
Texas
|
$251K
|
+$219K
|
1
|
0.08%
|
New
|
|
|
3118
|
Malaga Cove Capital
Pv Estates,
California
|
$251K
|
-$116K
|
1
|
0.1%
|
Reduced
|
|
|
3119
|
Castle Wealth Management
West Palm Beach,
Florida
|
$250K
|
+$258
|
1
|
0.09%
|
Increased
|
|
|
3120
|
Falcon Wealth Planning
Ontario,
California
|
$250K
|
+$218K
|
1
|
0.03%
|
New
|
|
|
3121
|
Morse Asset Management
Darien,
Connecticut
|
$250K
|
+$218K
|
1
|
0.05%
|
Increased
|
|
|
3122
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$249K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
3123
|
Weaver Capital Management
Suwanee,
Georgia
|
$248K
|
+$7.73K
|
1
|
0.06%
|
Increased
|
|
|
3124
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$248K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
3125
|
Matrix Asset Advisors
White Plains,
New York
|
$248K
|
-$74.5K
|
1
|
0.03%
|
Reduced
|
|