|
6301
|
FSR Wealth Management
Elmhurst,
Illinois
|
$908K
|
+$918K
|
2
|
1.14%
|
New
|
|
|
6302
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$903K
|
-$291K
|
2
|
0.71%
|
Reduced
|
|
|
6303
|
Investment Counsel Company of Nevada
Las Vegas,
Nevada
|
$902K
|
+$903K
|
3
|
2.29%
|
New
|
|
|
6304
|
Entruity Wealth
Bakersfield,
California
|
$899K
|
+$908K
|
1
|
0.89%
|
New
|
|
|
6305
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$898K
|
+$187K
|
4
|
0.51%
|
Increased
|
|
|
6306
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$898K
|
+$26.6K
|
10
|
0.5%
|
Increased
|
|
|
6307
|
Mills Wealth Advisors
Southlake,
Texas
|
$889K
|
+$332K
|
3
|
0.51%
|
Increased
|
|
|
6308
|
Forum Private Client Group
Fishers,
Indiana
|
$888K
|
+$417K
|
2
|
0.4%
|
Increased
|
|
|
6309
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$885K
|
+$858K
|
2
|
0.15%
|
New
|
|
|
6310
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$877K
|
+$840K
|
2
|
0.89%
|
New
|
|
|
6311
|
Alpha Wealth Funds
Park City,
Utah
|
$876K
|
+$862K
|
2
|
0.84%
|
New
|
|
|
6312
|
Peconic Partners
New York
|
$873K
|
-$8.84M
|
1
|
0.04%
|
Reduced
|
|
|
6313
|
Citrine Capital
San Francisco,
California
|
$872K
|
+$810K
|
2
|
0.64%
|
New
|
|
|
6314
|
Latko Wealth Management
Frankfort,
Illinois
|
$863K
|
+$50.1K
|
2
|
0.51%
|
Increased
|
|
|
6315
|
Hoya Capital Real Estate
Rowayton,
Connecticut
|
$862K
|
$0
|
1
|
16.26%
|
Maintained
|
|
|
6316
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$860K
|
+$406K
|
2
|
1.55%
|
Increased
|
|
|
6317
|
Evolution Advisers
Richmond,
Virginia
|
$855K
|
+$57.1K
|
6
|
0.47%
|
Increased
|
|
|
6318
|
Wise Wealth Partners
Phoenix,
Arizona
|
$855K
|
+$817K
|
3
|
2.11%
|
New
|
|
|
6319
|
Burrus Financial Services
Salt Lake City,
Utah
|
$854K
|
+$1.7K
|
1
|
0.44%
|
Increased
|
|
|
6320
|
Family CFO
Los Altos,
California
|
$854K
|
-$13.2K
|
8
|
0.47%
|
Reduced
|
|
|
6321
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$853K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
6322
|
Stance Capital
Boston,
Massachusetts
|
$851K
|
+$843K
|
8
|
0.53%
|
New
|
|
|
6323
|
Total Wealth Planning
Cincinnati,
Ohio
|
$850K
|
+$372K
|
2
|
0.13%
|
Increased
|
|
|
6324
|
Fifth Lane Capital
Austin,
Texas
|
$850K
|
+$749K
|
1
|
2.5%
|
New
|
|
|
6325
|
Systrade
Vaduz,
Liechtenstein
|
$848K
|
$0
|
1
|
1.45%
|
Maintained
|
|