|
1751
|
Post Resch Tallon Group
Pittsford,
New York
|
$1.01M
|
$0
|
1
|
1.03%
|
Maintained
|
|
|
1752
|
Olistico Wealth
Tulsa,
Oklahoma
|
$1.01M
|
+$79.5K
|
2
|
0.63%
|
Increased
|
|
|
1753
|
Oak Asset Management
Westlake Village,
California
|
$1.01M
|
+$489
|
1
|
0.37%
|
Increased
|
|
|
1754
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.01M
|
+$74.1K
|
1
|
0.08%
|
Increased
|
|
|
1755
|
Boston Family Office
Boston,
Massachusetts
|
$1.01M
|
-$57.5K
|
1
|
0.07%
|
Reduced
|
|
|
1756
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$1.01M
|
-$182K
|
1
|
0.05%
|
Reduced
|
|
|
1757
|
Archvest Wealth Advisors
Concord,
California
|
$1.01M
|
+$2.45K
|
1
|
0.83%
|
Increased
|
|
|
1758
|
Legacy Capital Group California
Los Gatos,
California
|
$1M
|
-$9.8K
|
1
|
0.35%
|
Reduced
|
|
|
1759
|
GeoWealth Management
Chicago,
Illinois
|
$1M
|
-$603K
|
1
|
0.04%
|
Reduced
|
|
|
1760
|
WrapManager Inc
Mill Valley,
California
|
$999K
|
-$48.9K
|
1
|
0.26%
|
Reduced
|
|
|
1761
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$997K
|
-$363K
|
1
|
0.15%
|
Reduced
|
|
|
1762
|
Maxi Investments CY
Limassol,
Cyprus
|
$995K
|
+$978K
|
1
|
0.2%
|
New
|
|
|
1763
|
Cullen Investment Group
Lafayette,
Louisiana
|
$995K
|
+$3.91K
|
1
|
0.15%
|
Increased
|
|
|
1764
|
PKS Advisory Services
Albany,
New York
|
$988K
|
-$42.8K
|
1
|
0.27%
|
Reduced
|
|
|
1765
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$987K
|
-$15.2K
|
2
|
0.05%
|
Reduced
|
|
|
1766
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$987K
|
-$472K
|
3
|
0.08%
|
Reduced
|
|
|
1767
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$986K
|
-$1.47K
|
1
|
0.35%
|
Reduced
|
|
|
1768
|
Centaurus Financial
Anaheim,
California
|
$985K
|
-$156K
|
1
|
0.06%
|
Reduced
|
|
|
1769
|
City State Bank
Norwalk,
Iowa
|
$983K
|
-$31.6K
|
3
|
0.32%
|
Reduced
|
|
|
1770
|
Calamos Wealth Management
Naperville,
Illinois
|
$982K
|
+$477K
|
1
|
0.05%
|
Increased
|
|
|
1771
|
Weatherly Asset Management
Del Mar,
California
|
$980K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1772
|
Keynote Financial Services
Vernon,
Connecticut
|
$980K
|
+$18.3K
|
1
|
0.7%
|
Increased
|
|
|
1773
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$979K
|
-$343K
|
1
|
0.75%
|
Reduced
|
|
|
1774
|
Northwest Financial Advisors
Herndon,
Virginia
|
$977K
|
+$88.3K
|
1
|
0.81%
|
Increased
|
|
|
1775
|
Rinkey Investments
San Diego,
California
|
$976K
|
-$3.67K
|
1
|
0.31%
|
Reduced
|
|
