|
7001
|
Ares Systematic Credit
London,
|
$1.1M
|
-$673K
|
2
|
0.87%
|
Reduced
|
|
|
7002
|
Sentinel Advisory Group
Middleton,
Wisconsin
|
$1.1M
|
+$1.24M
|
2
|
0.54%
|
New
|
|
|
7003
|
Whitcomb & Hess
Ashland,
Ohio
|
$1.1M
|
+$16.1K
|
3
|
0.26%
|
Increased
|
|
|
7004
|
TFO Wealth Partners
Maumee,
Ohio
|
$1.1M
|
+$1.2M
|
4
|
0.15%
|
New
|
|
|
7005
|
WHI Trust
Chicago,
Illinois
|
$1.09M
|
-$16K
|
5
|
0.82%
|
Reduced
|
|
|
7006
|
Palisades Investment Partners
Santa Monica,
California
|
$1.09M
|
-$571K
|
1
|
0.43%
|
Reduced
|
|
|
7007
|
Stephenson & Company
San Clemente,
California
|
$1.09M
|
+$12.7K
|
3
|
0.59%
|
Increased
|
|
|
7008
|
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
|
$1.09M
|
-$1.25M
|
2
|
0.49%
|
Reduced
|
|
|
7009
|
Rye Brook Capital
Greenwich,
Connecticut
|
$1.09M
|
-$2.74M
|
3
|
1%
|
Reduced
|
|
|
7010
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$1.08M
|
-$297K
|
3
|
0.91%
|
Reduced
|
|
|
7011
|
Cassilly Financial Group
Severna Park,
Maryland
|
$1.08M
|
+$254K
|
2
|
0.94%
|
Increased
|
|
|
7012
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$1.08M
|
-$492K
|
3
|
0.72%
|
Reduced
|
|
|
7013
|
Clear Retirement Advice
San Mateo,
California
|
$1.08M
|
$0
|
2
|
0.85%
|
Maintained
|
|
|
7014
|
Saber Capital Management
Fuquay Varina,
North Carolina
|
$1.07M
|
-$3.29M
|
1
|
0.8%
|
Reduced
|
|
|
7015
|
Adirondack Capital Advisors
Syracuse,
New York
|
$1.07M
|
+$78.6K
|
4
|
0.69%
|
Increased
|
|
|
7016
|
Significant Wealth Partners
Cary,
Illinois
|
$1.07M
|
-$650K
|
2
|
1.31%
|
Reduced
|
|
|
7017
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$1.06M
|
-$407K
|
1
|
0.27%
|
Reduced
|
|
|
7018
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$1.06M
|
-$224K
|
3
|
0.61%
|
Reduced
|
|
|
7019
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$1.06M
|
+$95.1K
|
1
|
0.61%
|
Increased
|
|
|
7020
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$1.06M
|
+$1.57K
|
2
|
0.68%
|
Increased
|
|
|
7021
|
FIDELIS iM
Medford,
Oregon
|
$1.05M
|
+$210K
|
1
|
0.4%
|
Increased
|
|
|
7022
|
Cooke Wealth Management
Irvine,
California
|
$1.05M
|
$0
|
1
|
0.93%
|
Maintained
|
|
|
7023
|
Summit Financial Consulting
Sterling Heights,
Michigan
|
$1.05M
|
+$244K
|
2
|
0.75%
|
Increased
|
|
|
7024
|
Ameraudi Asset Management
New York
|
$1.05M
|
-$68.7K
|
2
|
0.57%
|
Reduced
|
|
|
7025
|
KMT Wealth Management
El Segundo,
California
|
$1.04M
|
-$279K
|
3
|
0.56%
|
Reduced
|
|