|
3251
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$77.8K
|
+$26.2K
|
1
|
0%
|
Increased
|
|
|
3252
|
Whipplewood Advisors
Littleton,
Colorado
|
$76.8K
|
-$29.4K
|
1
|
0.05%
|
Reduced
|
|
|
3253
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$76.1K
|
-$258K
|
2
|
0.04%
|
Reduced
|
|
|
3254
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$76.1K
|
+$24.2K
|
1
|
0.03%
|
Increased
|
|
|
3255
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$76K
|
+$67.2K
|
1
|
0.01%
|
New
|
|
|
3256
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$75.8K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
3257
|
Briaud Financial Planning
College Station,
Texas
|
$75K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
3258
|
Advantage Trust Company
Salina,
Kansas
|
$74.6K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
3259
|
WealthCollab
Bellevue,
Washington
|
$74.6K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
3260
|
Tidemark
San Diego,
California
|
$73.9K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
3261
|
Bank & Trust Company
Litchfield,
Illinois
|
$73.6K
|
-$19.6K
|
1
|
0.06%
|
Reduced
|
|
|
3262
|
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
|
$73.1K
|
+$71.9K
|
1
|
0.11%
|
New
|
|
|
3263
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$72.1K
|
-$34.7K
|
1
|
0.02%
|
Reduced
|
|
|
3264
|
Manitou Investment Management
Toronto,
Ontario, Canada
|
$69.6K
|
+$68.5K
|
1
|
0.01%
|
New
|
|
|
3265
|
EQ Wealth Advisors
Dallas,
Texas
|
$69.2K
|
+$68K
|
2
|
0.06%
|
New
|
|
|
3266
|
Montag & Caldwell
Atlanta,
Georgia
|
$67.1K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
3267
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$66.6K
|
+$65.6K
|
1
|
0.06%
|
New
|
|
|
3268
|
Dunhill Financial
London,
United Kingdom
|
$66.2K
|
-$8.56K
|
1
|
0.03%
|
Reduced
|
|
|
3269
|
South Plains Financial
Lubbock,
Texas
|
$66.1K
|
-$88.3K
|
1
|
0.05%
|
Reduced
|
|
|
3270
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$63.1K
|
+$63.8K
|
1
|
0.05%
|
New
|
|
|
3271
|
GoalVest Advisory
New York
|
$62.9K
|
+$1.22K
|
1
|
0.02%
|
Increased
|
|
|
3272
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$62.2K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
3273
|
Main Management
San Francisco,
California
|
$62K
|
-$8K
|
1
|
0.01%
|
Reduced
|
|
|
3274
|
Graney & King
Latham,
New York
|
$60.4K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
3275
|
Painted Porch Advisors
Santa Barbara,
California
|
$57.7K
|
-$20.3K
|
1
|
0.02%
|
Reduced
|
|
