|
2401
|
Family CFO
Los Altos,
California
|
$10.6K
|
+$135
|
1
|
0.01%
|
Increased
|
|
|
2402
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$10K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2403
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$10K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2404
|
Level Financial Advisors
East Amherst,
New York
|
$8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2405
|
Triumph Capital Management
Denver,
Colorado
|
$7K
|
+$1.35M
|
1
|
0%
|
New
|
|
|
2406
|
GoalVest Advisory
New York
|
$6K
|
+$4.86K
|
1
|
0%
|
Increased
|
|
|
2407
|
Laurel Wealth Planning
Edina,
Minnesota
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2408
|
Wolff Wiese Magana
Carslbad,
California
|
$6K
|
+$675
|
1
|
0%
|
Increased
|
|
|
2409
|
Financial Perspectives
Minneapolis,
Minnesota
|
$5.65K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2410
|
Activest Wealth Management
Aventure,
Florida
|
$5K
|
+$135
|
1
|
0%
|
Increased
|
|
|
2411
|
Fortis Advisors
Wayne,
Pennsylvania
|
$5K
|
+$4.45K
|
1
|
0%
|
New
|
|
|
2412
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$5K
|
-$16.9K
|
1
|
0%
|
Reduced
|
|
|
2413
|
Versant Capital Management
Phoenix,
Arizona
|
$5K
|
+$645
|
2
|
0%
|
Increased
|
|
|
2414
|
Castleview Partners
Dallas,
Texas
|
$4.86K
|
-$522K
|
1
|
0%
|
Reduced
|
|
|
2415
|
Cordant Inc
Portland,
Oregon
|
$4K
|
-$6.48K
|
1
|
0%
|
Reduced
|
|
|
2416
|
Asset Dedication LLC
San Francisco,
California
|
$2K
|
-$2.5M
|
1
|
0%
|
Reduced
|
|
|
2417
|
KB Financial Partners
Princeton,
New Jersey
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2418
|
TFO Wealth Partners
Maumee,
Ohio
|
$2K
|
+$2.02K
|
1
|
0%
|
New
|
|
|
2419
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2K
|
+$510
|
2
|
0%
|
New
|
|
|
2420
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.7K
|
+$1.62K
|
1
|
0%
|
New
|
|
|
2421
|
WestEnd Advisors
Charlotte,
North Carolina
|
$1.13K
|
+$1.08K
|
1
|
0%
|
New
|
|
|
2422
|
Eukles Asset Management
Cincinnati,
Ohio
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2423
|
USA Financial Formulas
Ada,
Michigan
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2424
|
Old North State Trust
Greensboro,
North Carolina
|
$565
|
+$135
|
1
|
0.52%
|
Increased
|
|
|
2425
|
Advent Capital Management
New York
|
$0
|
-$3.25M
|
0
|
–
|
Closed
|
|