|
2901
|
Joel Isaacson & Co
New York
|
$263K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2902
|
Cypress Capital Group
Palm Beach,
Florida
|
$262K
|
-$5.27K
|
1
|
0.02%
|
Reduced
|
|
|
2903
|
Opal Wealth Advisors
Jericho,
New York
|
$262K
|
-$40.5K
|
1
|
0.06%
|
Reduced
|
|
|
2904
|
Global Assets Advisory
Orlando,
Florida
|
$262K
|
+$144K
|
1
|
0.06%
|
Increased
|
|
|
2905
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$261K
|
-$25K
|
1
|
0.12%
|
Reduced
|
|
|
2906
|
IAM Advisory
Easton,
Pennsylvania
|
$261K
|
+$11.1K
|
1
|
0.05%
|
Increased
|
|
|
2907
|
Urban Wealth Management
El Segundo,
California
|
$261K
|
+$273K
|
1
|
0.23%
|
New
|
|
|
2908
|
Tempus Wealth Planning
Irvine,
California
|
$260K
|
-$78.5K
|
1
|
0.05%
|
Reduced
|
|
|
2909
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$260K
|
-$10.4K
|
6
|
0.05%
|
Reduced
|
|
|
2910
|
Second Line Capital
Metairie,
Louisiana
|
$259K
|
-$4.09K
|
1
|
0.05%
|
Reduced
|
|
|
2911
|
Roundview Capital
Princeton,
New Jersey
|
$259K
|
-$4K
|
1
|
0.01%
|
Reduced
|
|
|
2912
|
Guilbault Capital
Metairie,
Louisiana
|
$259K
|
-$142
|
1
|
0.26%
|
Reduced
|
|
|
2913
|
Rice Partnership
Honolulu,
Hawaii
|
$258K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2914
|
Sagewood Asset Management
New York
|
$258K
|
-$19.3K
|
1
|
0.06%
|
Reduced
|
|
|
2915
|
Ramsey Quantitative Systems
Louisville,
Kentucky
|
$258K
|
+$317K
|
1
|
0.23%
|
New
|
|
|
2916
|
Kennedy Investment Group
West Depford,
New Jersey
|
$257K
|
-$305
|
1
|
0.09%
|
Reduced
|
|
|
2917
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$257K
|
-$27.5K
|
1
|
0.06%
|
Reduced
|
|
|
2918
|
Excalibur Management
Waltham,
Massachusetts
|
$257K
|
-$4.97K
|
1
|
0.08%
|
Reduced
|
|
|
2919
|
Harvey Investment Company
Louisville,
Kentucky
|
$256K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2920
|
Prentice Wealth Management
Rochester,
New York
|
$256K
|
-$3.32K
|
1
|
0.05%
|
Reduced
|
|
|
2921
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$256K
|
+$115
|
1
|
0.12%
|
Increased
|
|
|
2922
|
Valmark Advisers
Akron,
Ohio
|
$256K
|
+$1.84K
|
1
|
0%
|
Increased
|
|
|
2923
|
Legacy Wealth Advisors
Miami,
Florida
|
$255K
|
+$21.9K
|
1
|
0.11%
|
Increased
|
|
|
2924
|
Convergence Financial
Columbia,
Missouri
|
$254K
|
+$250K
|
1
|
0.02%
|
New
|
|
|
2925
|
180 Wealth Advisors
Federal Way,
Washington
|
$254K
|
+$3.95K
|
1
|
0.03%
|
Increased
|
|