|
2101
|
J. Safra Asset Management
New York
|
$515K
|
-$1.09M
|
6
|
0.84%
|
Reduced
|
|
|
2102
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$515K
|
+$3.99K
|
1
|
0.1%
|
Increased
|
|
|
2103
|
Spectrum Management Group
Indianapolis,
Indiana
|
$512K
|
+$266K
|
1
|
0.21%
|
Increased
|
|
|
2104
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$511K
|
-$90.2K
|
1
|
0.54%
|
Reduced
|
|
|
2105
|
American Economic Planning Group
Warren,
New Jersey
|
$510K
|
+$52.9K
|
2
|
0.21%
|
Increased
|
|
|
2106
|
PT Asset Management
Chicago,
Illinois
|
$508K
|
+$533K
|
1
|
0.08%
|
New
|
|
|
2107
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$507K
|
-$297K
|
3
|
0.32%
|
Reduced
|
|
|
2108
|
New York Life Trust
New York
|
$504K
|
-$72.9K
|
2
|
2.44%
|
Reduced
|
|
|
2109
|
Verity Asset Management
Durham,
North Carolina
|
$502K
|
-$44.9K
|
2
|
0.5%
|
Reduced
|
|
|
2110
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$502K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2111
|
Torch Wealth Management
Cincinnati,
Ohio
|
$501K
|
$0
|
1
|
0.37%
|
Maintained
|
|
|
2112
|
Brave Asset Management
Summit,
New Jersey
|
$500K
|
+$19.9K
|
4
|
0.33%
|
Increased
|
|
|
2113
|
Greylin Investment Management
Orange,
Virginia
|
$493K
|
-$26.4K
|
2
|
0.12%
|
Reduced
|
|
|
2114
|
|
$493K
|
+$4.99K
|
2
|
0.29%
|
Increased
|
|
|
2115
|
Wimmer Associates 1
Pasadena,
California
|
$493K
|
-$35.7K
|
1
|
0.44%
|
Reduced
|
|
|
2116
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$492K
|
-$1.43M
|
2
|
0.03%
|
Reduced
|
|
|
2117
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$490K
|
+$478K
|
2
|
0.44%
|
New
|
|
|
2118
|
Vicus Capital
State College,
Pennsylvania
|
$489K
|
+$22.8K
|
2
|
0.12%
|
Increased
|
|
|
2119
|
Leisure Capital Management
Costa Mesa,
California
|
$488K
|
+$666
|
1
|
0.48%
|
Increased
|
|
|
2120
|
Gargoyle Investment Advisor
Englewood,
New Jersey
|
$485K
|
-$1.25M
|
1
|
0.18%
|
Reduced
|
|
|
2121
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$482K
|
+$460K
|
2
|
0.21%
|
New
|
|
|
2122
|
Pathstone Family Office
Englewood,
New Jersey
|
$481K
|
-$1.38K
|
3
|
0.46%
|
Reduced
|
|
|
2123
|
Syntal Capital Partners
Midland,
Texas
|
$480K
|
-$284K
|
2
|
0.57%
|
Reduced
|
|
|
2124
|
Avidian Wealth Enterprises
Houston,
Texas
|
$475K
|
-$1.67K
|
2
|
0.17%
|
Reduced
|
|
|
2125
|
iAB Financial Bank
Fort Wayne,
Indiana
|
$475K
|
$0
|
2
|
0.3%
|
Maintained
|
|