|
2051
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$201K
|
-$319K
|
1
|
0.14%
|
Reduced
|
|
|
2052
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$201K
|
+$191K
|
1
|
0.03%
|
New
|
|
|
2053
|
ROI Financial Advisors
Beaverton,
Oregon
|
$201K
|
+$184K
|
1
|
0.1%
|
New
|
|
|
2054
|
Howard Financial Services
Dallas,
Texas
|
$200K
|
+$190K
|
1
|
0.02%
|
New
|
|
|
2055
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$200K
|
+$190K
|
1
|
0.09%
|
New
|
|
|
2056
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$200K
|
+$190K
|
1
|
0.03%
|
New
|
|
|
2057
|
Manchester Capital Management
Manchester,
Vermont
|
$197K
|
-$46.5K
|
4
|
0.03%
|
Reduced
|
|
|
2058
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$194K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2059
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$192K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2060
|
YANKCOM Partnership
Yankton,
South Dakota
|
$192K
|
+$11.6K
|
1
|
0.07%
|
Increased
|
|
|
2061
|
Pingora Partners
Wilson,
Wyoming
|
$190K
|
-$10.3K
|
1
|
0.11%
|
Reduced
|
|
|
2062
|
RMG Wealth Management
Platteville,
Wisconsin
|
$183K
|
+$382
|
1
|
0.02%
|
Increased
|
|
|
2063
|
Disciplina Capital Management
Nashville,
Tennessee
|
$182K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2064
|
Summit Securities Group
New York
|
$182K
|
+$148K
|
3
|
0.02%
|
Increased
|
|
|
2065
|
West Paces Advisors
Atlanta,
Georgia
|
$181K
|
+$172K
|
1
|
0.03%
|
New
|
|
|
2066
|
Pin Oak Investment Advisors
Houston,
Texas
|
$174K
|
+$2.05K
|
1
|
0.12%
|
Increased
|
|
|
2067
|
IFG Advisory
Atlanta,
Georgia
|
$174K
|
+$137K
|
1
|
0.01%
|
Increased
|
|
|
2068
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$172K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2069
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$171K
|
-$43.1K
|
1
|
0.05%
|
Reduced
|
|
|
2070
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$169K
|
+$54.3K
|
5
|
0.03%
|
Increased
|
|
|
2071
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$168K
|
-$59.5K
|
1
|
0.01%
|
Reduced
|
|
|
2072
|
|
$165K
|
-$457K
|
5
|
0.01%
|
Reduced
|
|
|
2073
|
Anchor Investment Management
Columbia,
South Carolina
|
$163K
|
-$110K
|
3
|
0.01%
|
Reduced
|
|
|
2074
|
Strategic Advocates
Logan,
Utah
|
$156K
|
+$17.1K
|
1
|
0.6%
|
Increased
|
|
|
2075
|
Wellington Shields & Co
New York
|
$153K
|
+$126K
|
1
|
0.03%
|
Increased
|
|