|
1701
|
M&R Capital Management
Summit,
New Jersey
|
$140K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1702
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$137K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1703
|
LM Advisors
San Diego,
California
|
$136K
|
+$125K
|
1
|
0.03%
|
New
|
|
|
1704
|
Arax Advisory Partners
Denver,
Colorado
|
$135K
|
+$9.12K
|
2
|
0.02%
|
Increased
|
|
|
1705
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$133K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1706
|
Tradition Wealth Management
Edina,
Minnesota
|
$133K
|
+$64.4K
|
1
|
0.01%
|
Increased
|
|
|
1707
|
American National Bank & Trust
Wichita Falls,
Texas
|
$133K
|
-$10.7K
|
1
|
0.02%
|
Reduced
|
|
|
1708
|
Winch Advisory Services
Appleton,
Wisconsin
|
$131K
|
+$477
|
1
|
0.04%
|
Increased
|
|
|
1709
|
Tompkins Financial
Ithaca,
New York
|
$130K
|
+$9.54K
|
1
|
0.02%
|
Increased
|
|
|
1710
|
|
$130K
|
-$3.62K
|
1
|
0.02%
|
Reduced
|
|
|
1711
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$125K
|
+$114K
|
1
|
0.04%
|
New
|
|
|
1712
|
Syntax Research
Boca Raton,
Florida
|
$125K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1713
|
USA Financial Formulas
Ada,
Michigan
|
$120K
|
+$100K
|
2
|
0.02%
|
Increased
|
|
|
1714
|
WealthCollab
Bellevue,
Washington
|
$120K
|
+$108K
|
5
|
0.09%
|
New
|
|
|
1715
|
Sunbelt Securities
Houston,
Texas
|
$117K
|
-$66.2K
|
2
|
0.01%
|
Reduced
|
|
|
1716
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$117K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1717
|
Central Bank & Trust
Lexington,
Kentucky
|
$117K
|
+$25.6K
|
1
|
0.02%
|
Increased
|
|
|
1718
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$115K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1719
|
Hoey Investments
Coatesville,
Pennsylvania
|
$113K
|
-$20.6K
|
1
|
0.03%
|
Reduced
|
|
|
1720
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$113K
|
-$6.53K
|
3
|
0.03%
|
Reduced
|
|
|
1721
|
Financial Management Professionals
Austin,
Texas
|
$109K
|
+$17K
|
3
|
0.02%
|
Increased
|
|
|
1722
|
RFP Financial Group
Atlanta,
Georgia
|
$106K
|
-$27.8K
|
3
|
0.04%
|
Reduced
|
|
|
1723
|
CNB Bank
Clearfield,
Pennsylvania
|
$105K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1724
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$105K
|
-$858
|
1
|
0.05%
|
Reduced
|
|
|
1725
|
Focused Wealth Management
Newburgh,
New York
|
$104K
|
+$50.8K
|
2
|
0.02%
|
Increased
|
|