|
2676
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$202K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2677
|
KFG Wealth Management
Granger,
Indiana
|
$202K
|
+$215K
|
1
|
0.11%
|
New
|
|
|
2678
|
RFP Financial Group
Atlanta,
Georgia
|
$202K
|
-$3.06K
|
8
|
0.09%
|
Reduced
|
|
|
2679
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$201K
|
-$127K
|
1
|
0.03%
|
Reduced
|
|
|
2680
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$201K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2681
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$201K
|
+$41.7K
|
2
|
0.18%
|
Increased
|
|
|
2682
|
United Bank (Virginia)
Vienna,
Virginia
|
$200K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2683
|
180 Wealth Advisors
Federal Way,
Washington
|
$200K
|
+$201K
|
1
|
0.05%
|
New
|
|
|
2684
|
Oakworth Capital
Birmingham,
Alabama
|
$199K
|
-$55.3K
|
5
|
0.02%
|
Reduced
|
|
|
2685
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$198K
|
-$298K
|
7
|
0.01%
|
Reduced
|
|
|
2686
|
Optimum Investment Advisors
Chicago,
Illinois
|
$196K
|
+$25.1K
|
5
|
0.1%
|
Increased
|
|
|
2687
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$195K
|
-$740K
|
6
|
0.05%
|
Reduced
|
|
|
2688
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$194K
|
+$208K
|
1
|
0.23%
|
New
|
|
|
2689
|
Close Asset Management
London,
United Kingdom
|
$193K
|
+$33K
|
5
|
0.01%
|
Increased
|
|
|
2690
|
Trivant Custom Portfolio Group
San Diego,
California
|
$192K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2691
|
ARK Investment Management
St. Petersburg,
Florida
|
$190K
|
+$376
|
1
|
0%
|
Increased
|
|
|
2692
|
Private Ocean
San Rafael,
California
|
$186K
|
-$9.75K
|
5
|
0.02%
|
Reduced
|
|
|
2693
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$184K
|
+$24.1K
|
1
|
0.02%
|
Increased
|
|
|
2694
|
Pacifica Partners
Surrey,
Canada
|
$177K
|
+$146K
|
8
|
0.1%
|
Increased
|
|
|
2695
|
Olistico Wealth
Tulsa,
Oklahoma
|
$177K
|
-$156K
|
1
|
0.16%
|
Reduced
|
|
|
2696
|
Truvestments Capital
Sarasota,
Florida
|
$177K
|
-$6.95K
|
2
|
0.09%
|
Reduced
|
|
|
2697
|
Tortoise Investment Management
White Plains,
New York
|
$177K
|
-$3.81K
|
9
|
0.03%
|
Reduced
|
|
|
2698
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$173K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2699
|
LGT Financial Advisors
Dallas,
Texas
|
$173K
|
-$982K
|
14
|
0.22%
|
Reduced
|
|
|
2700
|
Virtus Fund Advisers
Hartford,
Connecticut
|
$172K
|
-$102K
|
3
|
1.22%
|
Reduced
|
|