|
2226
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$717K
|
-$16.2K
|
1
|
0.19%
|
Reduced
|
|
|
2227
|
CVA Family Office
Denver,
Colorado
|
$717K
|
+$142K
|
4
|
0.08%
|
Increased
|
|
|
2228
|
Lodestar Private Asset Management
Alamo,
California
|
$716K
|
+$19.2K
|
1
|
0.07%
|
Increased
|
|
|
2229
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$715K
|
-$229K
|
1
|
0.3%
|
Reduced
|
|
|
2230
|
Grant Private Wealth Management
Pleasanton,
California
|
$714K
|
+$107K
|
1
|
0.38%
|
Increased
|
|
|
2231
|
Ponta Wealth Partners
Winter Park,
Florida
|
$713K
|
+$70.9K
|
1
|
0.57%
|
Increased
|
|
|
2232
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$712K
|
-$11.1K
|
2
|
0.26%
|
Reduced
|
|
|
2233
|
Sonata Capital Group
Seattle,
Washington
|
$711K
|
-$71.7K
|
1
|
0.26%
|
Reduced
|
|
|
2234
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$711K
|
-$76.6K
|
1
|
0.03%
|
Reduced
|
|
|
2235
|
Professional Advisory Services
Vero Beach,
Florida
|
$711K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2236
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$711K
|
-$89.8K
|
1
|
0.31%
|
Reduced
|
|
|
2237
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$711K
|
-$541
|
1
|
0.2%
|
Reduced
|
|
|
2238
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$711K
|
$0
|
1
|
0.5%
|
Maintained
|
|
|
2239
|
Davidson Trust Company
Seattle,
Washington
|
$710K
|
-$100K
|
1
|
0.31%
|
Reduced
|
|
|
2240
|
Cahill Financial Advisors
Edina,
Minnesota
|
$710K
|
-$8.66K
|
1
|
0.08%
|
Reduced
|
|
|
2241
|
Valpey Financial Services
Concord,
New Hampshire
|
$709K
|
$0
|
1
|
0.46%
|
Maintained
|
|
|
2242
|
Sachetta
Lynnfield,
Massachusetts
|
$709K
|
-$1.08K
|
3
|
0.38%
|
Reduced
|
|
|
2243
|
Citizens Business Bank
Ontario,
California
|
$706K
|
-$5.68K
|
1
|
0.12%
|
Reduced
|
|
|
2244
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$706K
|
+$42.5K
|
1
|
0.19%
|
Increased
|
|
|
2245
|
Laurion Capital Management
New York
|
$704K
|
+$786K
|
1
|
0.03%
|
New
|
|
|
2246
|
Pegasus Asset Management
Montebello,
New York
|
$704K
|
-$2.71K
|
1
|
0.23%
|
Reduced
|
|
|
2247
|
Versant Capital Management
Phoenix,
Arizona
|
$704K
|
+$261K
|
5
|
0.07%
|
Increased
|
|
|
2248
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$703K
|
$0
|
1
|
0.68%
|
Maintained
|
|
|
2249
|
Paradigm Capital Management Inc
Albany,
New York
|
$703K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2250
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$703K
|
+$40.6K
|
1
|
0.18%
|
Increased
|
|
