|
7001
|
M Wealth Management LLC
San Diego,
California
|
$333K
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
7002
|
Gladwyn Financial Advisors
Chantilly,
Virginia
|
$332K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
7003
|
Portland Financial Advisors
Port Washington,
New York
|
$331K
|
$0
|
1
|
0.7%
|
Maintained
|
|
|
7004
|
Rangeley Capital
New Canaan,
Connecticut
|
$326K
|
-$68.8K
|
1
|
0.27%
|
Reduced
|
|
|
7005
|
Edgar Lomax Company
Kingstowne,
Virginia
|
$324K
|
-$53.5M
|
1
|
0.02%
|
Reduced
|
|
|
7006
|
Brandywine Trust
Hockessin,
Delaware
|
$323K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
7007
|
Ramsey Quantitative Systems
Louisville,
Kentucky
|
$320K
|
+$333K
|
2
|
0.29%
|
New
|
|
|
7008
|
Notable Capital Management
Menlo Park,
California
|
$319K
|
$0
|
1
|
0.44%
|
Maintained
|
|
|
7009
|
Client First Capital
San Diego,
California
|
$314K
|
+$287K
|
1
|
0.13%
|
New
|
|
|
7010
|
Novus Advisors
Greenville,
South Carolina
|
$313K
|
-$18.8K
|
1
|
0.7%
|
Reduced
|
|
|
7011
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$313K
|
+$6.63K
|
1
|
0.15%
|
Increased
|
|
|
7012
|
Neo Ivy Capital Management
New York
|
$312K
|
-$4.74M
|
2
|
0.05%
|
Reduced
|
|
|
7013
|
Fluent Financial
Dallas,
Texas
|
$310K
|
-$9.75M
|
1
|
0.12%
|
Reduced
|
|
|
7014
|
swisspartners Advisors
Zurich,
Switzerland
|
$309K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
7015
|
Carter Financial
La Jolla,
California
|
$307K
|
+$318K
|
1
|
0.27%
|
New
|
|
|
7016
|
|
$306K
|
+$295K
|
5
|
0.17%
|
New
|
|
|
7017
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$304K
|
+$6.86K
|
1
|
0.13%
|
Increased
|
|
|
7018
|
Symmetry Peak Management
Radnor,
Pennsylvania
|
$302K
|
-$1.17M
|
1
|
0.08%
|
Reduced
|
|
|
7019
|
Fifth Third Securities
Cincinnati,
Ohio
|
$301K
|
-$8.28K
|
1
|
0.02%
|
Reduced
|
|
|
7020
|
Platt Investment Counsel
Lake Mary,
Florida
|
$297K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
7021
|
Vinland Capital Management Gestora de Recursos
Sao Paulo,
Brazil
|
$294K
|
-$103K
|
2
|
3.6%
|
Reduced
|
|
|
7022
|
Reality Financial Planning Services
Sarasota,
Florida
|
$293K
|
+$303K
|
1
|
0.28%
|
New
|
|
|
7023
|
Mayar Capital
London,
United Kingdom
|
$292K
|
-$9.22M
|
1
|
0.4%
|
Reduced
|
|
|
7024
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$292K
|
-$458
|
1
|
0.18%
|
Reduced
|
|
|
7025
|
Wheels Up Wealth
Benicia,
California
|
$291K
|
+$302K
|
1
|
0.27%
|
New
|
|