|
3501
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$1.81M
|
-$215K
|
2
|
0.84%
|
Reduced
|
|
|
3502
|
American Financial & Tax Strategies
New York
|
$1.81M
|
-$393K
|
1
|
0.82%
|
Reduced
|
|
|
3503
|
Strategic Financial Concepts
San Antonio,
Texas
|
$1.81M
|
+$1.19M
|
2
|
0.54%
|
Increased
|
|
|
3504
|
Berman McAleer
Timonium,
Maryland
|
$1.8M
|
+$343K
|
3
|
0.21%
|
Increased
|
|
|
3505
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$1.8M
|
-$29K
|
5
|
1.55%
|
Reduced
|
|
|
3506
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$1.8M
|
-$135K
|
3
|
1%
|
Reduced
|
|
|
3507
|
Terra Nova Asset Management
New York
|
$1.8M
|
$0
|
1
|
1.1%
|
Maintained
|
|
|
3508
|
Richardson Financial Services
Medway,
Massachusetts
|
$1.8M
|
-$1.72K
|
5
|
1.02%
|
Reduced
|
|
|
3509
|
Weiss Asset Management
Boston,
Massachusetts
|
$1.8M
|
-$27.1M
|
4
|
0.02%
|
Reduced
|
|
|
3510
|
Provident Living Financial Services
Lehi,
Utah
|
$1.79M
|
-$5.12K
|
1
|
1.77%
|
Reduced
|
|
|
3511
|
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
|
$1.79M
|
+$244K
|
2
|
0.03%
|
Increased
|
|
|
3512
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$1.79M
|
+$20.9K
|
4
|
0.1%
|
Increased
|
|
|
3513
|
COFG Advisors
Oak Brook,
Illinois
|
$1.79M
|
+$121K
|
4
|
0.31%
|
Increased
|
|
|
3514
|
Highbridge Capital Management
New York
|
$1.79M
|
+$1.32M
|
1
|
0.04%
|
Increased
|
|
|
3515
|
Shepherd Street Advisors
Larkspur,
California
|
$1.79M
|
-$185K
|
2
|
1.57%
|
Reduced
|
|
|
3516
|
Brandywine Trust
Hockessin,
Delaware
|
$1.78M
|
+$1.33M
|
1
|
0.29%
|
New
|
|
|
3517
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$1.78M
|
-$76.2K
|
5
|
1.08%
|
Reduced
|
|
|
3518
|
Battery Global Advisors
Boston,
Massachusetts
|
$1.78M
|
$0
|
2
|
0.89%
|
Maintained
|
|
|
3519
|
Custos Family Office
Austin,
Texas
|
$1.78M
|
-$191K
|
2
|
1.06%
|
Reduced
|
|
|
3520
|
Verum Partners
Charlotte,
North Carolina
|
$1.77M
|
+$327K
|
2
|
0.27%
|
Increased
|
|
|
3521
|
West Michigan Advisors
Holland,
Michigan
|
$1.77M
|
-$5.86M
|
2
|
0.34%
|
Reduced
|
|
|
3522
|
Insight 2811 Inc
Chicago,
Illinois
|
$1.77M
|
+$3.97K
|
1
|
0.68%
|
Increased
|
|
|
3523
|
Saba Capital Management
New York
|
$1.77M
|
-$14.8M
|
1
|
0.05%
|
Reduced
|
|
|
3524
|
EdgeRock Capital
Denver,
Colorado
|
$1.76M
|
-$203K
|
2
|
0.4%
|
Reduced
|
|
|
3525
|
Revisor Wealth Management
Akron,
Ohio
|
$1.76M
|
-$83.7K
|
4
|
0.42%
|
Reduced
|
|