|
2201
|
CFM Wealth Partners
Austin,
Texas
|
$424K
|
-$95.5K
|
1
|
0.07%
|
Reduced
|
|
|
2202
|
Pasadena Private Wealth
Pasadena,
California
|
$424K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2203
|
Calamos Wealth Management
Naperville,
Illinois
|
$423K
|
+$4.31K
|
1
|
0.02%
|
Increased
|
|
|
2204
|
Argus Investors Counsel
New York
|
$422K
|
+$374K
|
1
|
0.28%
|
New
|
|
|
2205
|
Lyell Wealth Management
Menlo Park,
California
|
$421K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2206
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$421K
|
+$73.9K
|
1
|
0.1%
|
Increased
|
|
|
2207
|
Clarity Wealth Advisors
San Jose,
California
|
$420K
|
+$2.94K
|
1
|
0.12%
|
Increased
|
|
|
2208
|
Silvia McColl Wealth Management
San Diego,
California
|
$420K
|
$0
|
1
|
0.31%
|
Maintained
|
|
|
2209
|
Advisory Services & Investments
Bend,
Oregon
|
$420K
|
+$372K
|
1
|
0.29%
|
New
|
|
|
2210
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$420K
|
-$37.1K
|
1
|
0.21%
|
Reduced
|
|
|
2211
|
Lee Financial
Dallas,
Texas
|
$420K
|
+$47.8K
|
1
|
0.06%
|
Increased
|
|
|
2212
|
von Borstel & Associates
The Dalles,
Oregon
|
$418K
|
+$371K
|
1
|
0.24%
|
New
|
|
|
2213
|
Vista Capital Partners
Portland,
Oregon
|
$418K
|
-$27.1K
|
1
|
0.05%
|
Reduced
|
|
|
2214
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$417K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2215
|
Lazari Capital Management
Woodland Hills,
California
|
$417K
|
-$17.1K
|
1
|
0.18%
|
Reduced
|
|
|
2216
|
Central Bank & Trust
Lexington,
Kentucky
|
$415K
|
+$12.9K
|
1
|
0.06%
|
Increased
|
|
|
2217
|
CVA Family Office
Denver,
Colorado
|
$415K
|
+$15.7K
|
1
|
0.07%
|
Increased
|
|
|
2218
|
Rebalance
Palo Alto,
California
|
$415K
|
+$58K
|
1
|
0.03%
|
Increased
|
|
|
2219
|
Riverview Trust Company
Vancouver,
Washington
|
$414K
|
-$6.67K
|
1
|
0.36%
|
Reduced
|
|
|
2220
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$413K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2221
|
Morton Capital Management
Calabasas,
California
|
$413K
|
+$980
|
1
|
0.08%
|
Increased
|
|
|
2222
|
Stratos Investment Management
Beachwood,
Ohio
|
$413K
|
+$366K
|
1
|
0.03%
|
New
|
|
|
2223
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$412K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2224
|
Mattern Wealth Management
Lawrence,
Kansas
|
$411K
|
-$35.7K
|
1
|
0.09%
|
Reduced
|
|
|
2225
|
MCF Advisors
Covington,
Kentucky
|
$411K
|
+$2.94K
|
1
|
0.03%
|
Increased
|
|