|
3226
|
Caption Management
Oklahoma City,
Oklahoma
|
$175K
|
+$157K
|
1
|
0%
|
New
|
|
|
3227
|
Deeter Investments
Austin,
Texas
|
$174K
|
+$119K
|
1
|
0.02%
|
New
|
|
|
3228
|
Allied Private Wealth
Boca Raton,
Florida
|
$173K
|
+$164K
|
1
|
0.11%
|
New
|
|
|
3229
|
Summit Securities Group
New York
|
$172K
|
+$100K
|
1
|
0.02%
|
Increased
|
|
|
3230
|
Able Wealth Management
Toms River,
New Jersey
|
$170K
|
+$153K
|
1
|
0.04%
|
New
|
|
|
3231
|
Main Street Group
Glen Allen,
Virginia
|
$168K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
3232
|
Osbon Capital Management
Boston,
Massachusetts
|
$167K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
3233
|
GGM Financials
Columbus,
Ohio
|
$166K
|
+$49K
|
1
|
0.06%
|
Increased
|
|
|
3234
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$166K
|
+$29.6K
|
1
|
0.02%
|
Increased
|
|
|
3235
|
|
$165K
|
-$59.7M
|
1
|
0%
|
Reduced
|
|
|
3236
|
Hamrick Investment Counsel
Seattle,
Washington
|
$162K
|
-$147K
|
1
|
0.11%
|
Reduced
|
|
|
3237
|
Valley Wealth Managers
Paramus,
New Jersey
|
$161K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
3238
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$160K
|
-$57.2K
|
1
|
0.07%
|
Reduced
|
|
|
3239
|
Leo H. Evart Inc
Redwood City,
California
|
$160K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
3240
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$159K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
3241
|
Crews Bank & Trust
Wauchula,
Florida
|
$157K
|
+$4.08K
|
1
|
0.02%
|
Increased
|
|
|
3242
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$155K
|
+$135K
|
1
|
0.04%
|
New
|
|
|
3243
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$152K
|
+$51K
|
1
|
0%
|
Increased
|
|
|
3244
|
West Paces Advisors
Atlanta,
Georgia
|
$152K
|
+$132K
|
1
|
0.03%
|
New
|
|
|
3245
|
Fortitude Family Office
Scottsdale,
Arizona
|
$150K
|
+$72.5K
|
1
|
0.03%
|
Increased
|
|
|
3246
|
Arlington Trust
Birmingham,
Alabama
|
$149K
|
-$20.4K
|
1
|
0.01%
|
Reduced
|
|
|
3247
|
WealthCollab
Bellevue,
Washington
|
$141K
|
+$629
|
2
|
0.05%
|
Increased
|
|
|
3248
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$140K
|
+$3.06K
|
2
|
0.01%
|
Increased
|
|
|
3249
|
MASECO Private Wealth
London,
|
$139K
|
+$120K
|
1
|
0%
|
New
|
|
|
3250
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$136K
|
$0
|
1
|
0.02%
|
Maintained
|
|