|
3401
|
Tradewinds Capital Management
Bellingham,
Washington
|
$127K
|
-$455
|
7
|
0.06%
|
Reduced
|
|
|
3402
|
Lagoda Investment Management
New York
|
$123K
|
-$4.41K
|
1
|
0.08%
|
Reduced
|
|
|
3403
|
Clean Yield Group
Norwich,
Vermont
|
$123K
|
+$4.74K
|
7
|
0.05%
|
Increased
|
|
|
3404
|
Pacifica Partners
Surrey,
Canada
|
$121K
|
+$51.1K
|
5
|
0.08%
|
Increased
|
|
|
3405
|
Cove Street Capital
El Segundo,
California
|
$121K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
3406
|
Newton One Investments
Newark,
Delaware
|
$121K
|
-$46.2K
|
3
|
0.08%
|
Reduced
|
|
|
3407
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$119K
|
+$1.75K
|
5
|
0.08%
|
Increased
|
|
|
3408
|
BOK Financial Private Wealth
Denver,
Colorado
|
$118K
|
+$71.3K
|
2
|
0.01%
|
Increased
|
|
|
3409
|
Winch Advisory Services
Appleton,
Wisconsin
|
$115K
|
+$38.5K
|
8
|
0.05%
|
Increased
|
|
|
3410
|
Red Tortoise LLC
Atlanta,
Georgia
|
$115K
|
+$112K
|
6
|
0.08%
|
New
|
|
|
3411
|
Canton Hathaway
Providence,
Rhode Island
|
$114K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
3412
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$114K
|
-$2.44K
|
4
|
0.04%
|
Reduced
|
|
|
3413
|
Capital Impact Advisors
Boston,
Massachusetts
|
$112K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
3414
|
Orion Capital Management
Coronado,
California
|
$107K
|
-$7K
|
3
|
0.08%
|
Reduced
|
|
|
3415
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$107K
|
+$1.04K
|
5
|
0.05%
|
Increased
|
|
|
3416
|
Marshall & Sullivan
Seattle,
Washington
|
$106K
|
+$99K
|
1
|
0.07%
|
New
|
|
|
3417
|
Ruedi Wealth Management
Champaign,
Illinois
|
$105K
|
+$101K
|
4
|
0.07%
|
New
|
|
|
3418
|
Penobscot Wealth Management
Portland,
Maine
|
$102K
|
+$123K
|
1
|
0.09%
|
New
|
|
|
3419
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$100K
|
+$96.1K
|
4
|
0.09%
|
New
|
|
|
3420
|
FNY Investment Advisers
New York
|
$100K
|
-$3.45M
|
4
|
0.13%
|
Reduced
|
|
|
3421
|
Raffa Wealth Management
Washington,
District of Columbia
|
$98.6K
|
-$15.3K
|
16
|
0.04%
|
Reduced
|
|
|
3422
|
Abound Wealth Management
Franklin,
Tennessee
|
$96.4K
|
-$21.6K
|
12
|
0.05%
|
Reduced
|
|
|
3423
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$96K
|
+$90.1K
|
2
|
0.12%
|
Increased
|
|
|
3424
|
Asset Dedication LLC
San Francisco,
California
|
$96K
|
+$15.1K
|
8
|
0.01%
|
Increased
|
|
|
3425
|
Destiny Wealth Partners
Tavares,
Florida
|
$95.6K
|
-$310K
|
5
|
0.02%
|
Reduced
|
|