|
2076
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$245K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2077
|
WealthCollab
Bellevue,
Washington
|
$245K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2078
|
Curated Wealth Partners
El Segundo,
California
|
$245K
|
-$418K
|
1
|
0.03%
|
Reduced
|
|
|
2079
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$244K
|
+$247K
|
1
|
0.03%
|
New
|
|
|
2080
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$242K
|
-$20.9K
|
1
|
0.11%
|
Reduced
|
|
|
2081
|
Simplify Asset Management
Las Vegas,
Nevada
|
$242K
|
+$4.4K
|
1
|
0%
|
Increased
|
|
|
2082
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$242K
|
+$245K
|
1
|
0.07%
|
New
|
|
|
2083
|
Covestor
London,
United Kingdom
|
$241K
|
+$85.6K
|
3
|
0.14%
|
Increased
|
|
|
2084
|
Tevis Investment Management
Plano,
Texas
|
$241K
|
-$11.7K
|
1
|
0.13%
|
Reduced
|
|
|
2085
|
Sherry Group
Mountain Home,
Arkansas
|
$240K
|
-$57.2K
|
1
|
0.23%
|
Reduced
|
|
|
2086
|
Daner Wealth Management
Alpharetta,
Georgia
|
$240K
|
+$1.1K
|
1
|
0.13%
|
Increased
|
|
|
2087
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$240K
|
-$37.2K
|
1
|
0.05%
|
Reduced
|
|
|
2088
|
Van Diest Capital
Poly City,
Iowa
|
$240K
|
-$81.8K
|
1
|
0.22%
|
Reduced
|
|
|
2089
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$240K
|
-$11K
|
1
|
0.11%
|
Reduced
|
|
|
2090
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$239K
|
+$243K
|
1
|
0.06%
|
New
|
|
|
2091
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$239K
|
+$243K
|
1
|
0.03%
|
New
|
|
|
2092
|
SPWM Advisors
Traverse City,
Michigan
|
$238K
|
-$84.3K
|
1
|
0.22%
|
Reduced
|
|
|
2093
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$238K
|
+$44K
|
1
|
0.1%
|
Increased
|
|
|
2094
|
Morangie Management
Vero Beach,
Florida
|
$237K
|
-$49.9K
|
1
|
0.2%
|
Reduced
|
|
|
2095
|
Worth Asset Management
Dallas,
Texas
|
$237K
|
-$1.76K
|
1
|
0.08%
|
Reduced
|
|
|
2096
|
IFG Advisory
Atlanta,
Georgia
|
$236K
|
+$240K
|
1
|
0.01%
|
New
|
|
|
2097
|
Channel Wealth
Santa Barbara,
California
|
$235K
|
-$5.09M
|
1
|
0.05%
|
Reduced
|
|
|
2098
|
Lodestone Wealth Management
Spokane,
Washington
|
$235K
|
-$109K
|
1
|
0.08%
|
Reduced
|
|
|
2099
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$235K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2100
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$234K
|
-$30.9K
|
1
|
0.01%
|
Reduced
|
|