|
2901
|
SMART Wealth
Omaha,
Nebraska
|
$202K
|
-$2.42M
|
1
|
0.04%
|
Reduced
|
|
|
2902
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$201K
|
+$143K
|
1
|
0.12%
|
New
|
|
|
2903
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$201K
|
+$143K
|
1
|
0.01%
|
New
|
|
|
2904
|
Carr Financial Group
Worcester,
Massachusetts
|
$200K
|
+$143K
|
1
|
0.05%
|
New
|
|
|
2905
|
Libra Wealth
Los Gatos,
California
|
$200K
|
+$143K
|
1
|
0.05%
|
New
|
|
|
2906
|
High Note Wealth
Deephaven,
Minnesota
|
$200K
|
+$411
|
2
|
0.03%
|
Increased
|
|
|
2907
|
Winthrop Capital Management
Carmel,
Indiana
|
$196K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2908
|
Elevation Wealth Partners
Santa Rosa,
California
|
$196K
|
+$95K
|
4
|
0.06%
|
Increased
|
|
|
2909
|
Signature Equity Partners
Columbus,
Ohio
|
$195K
|
+$56K
|
3
|
0.09%
|
Increased
|
|
|
2910
|
Financial Avengers
Oakland,
California
|
$194K
|
-$7.28K
|
1
|
0.08%
|
Reduced
|
|
|
2911
|
Bellecapital
Zurich,
Switzerland
|
$191K
|
+$224K
|
1
|
0.03%
|
New
|
|
|
2912
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$191K
|
+$137K
|
2
|
0.05%
|
New
|
|
|
2913
|
Graticule Asia Macro Advisors
New York
|
$190K
|
+$183K
|
1
|
0.01%
|
New
|
|
|
2914
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$189K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2915
|
Avion Wealth
The Woodlands,
Texas
|
$189K
|
+$85K
|
5
|
0.04%
|
Increased
|
|
|
2916
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$188K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2917
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$184K
|
-$32.1K
|
4
|
0%
|
Reduced
|
|
|
2918
|
Asset Planning Inc
Cypress,
California
|
$184K
|
+$9.1K
|
2
|
0.12%
|
Increased
|
|
|
2919
|
First Bancorp
Damariscotta,
Maine
|
$183K
|
+$132K
|
2
|
0.07%
|
New
|
|
|
2920
|
Reyes Financial Architecture
San Diego,
California
|
$182K
|
+$111K
|
1
|
0.1%
|
Increased
|
|
|
2921
|
Adalta Capital Management
New York
|
$179K
|
+$127K
|
1
|
0.08%
|
New
|
|
|
2922
|
Howard Capital Management Group
Los Angeles,
California
|
$179K
|
+$127K
|
1
|
0.01%
|
New
|
|
|
2923
|
Physician Wealth Advisors
Midvale,
Utah
|
$178K
|
+$77.7K
|
3
|
0.02%
|
Increased
|
|
|
2924
|
Venturi Wealth Management
Austin,
Texas
|
$174K
|
-$93.3K
|
1
|
0.01%
|
Reduced
|
|
|
2925
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$171K
|
-$298K
|
1
|
0.52%
|
Reduced
|
|