|
6001
|
Weitzel Financial Services
Dubuque,
Iowa
|
$370K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
6002
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$361K
|
$0
|
1
|
0.31%
|
Maintained
|
|
|
6003
|
Optimist Retirement Group
Bellevue,
Washington
|
$358K
|
+$344K
|
1
|
0.23%
|
New
|
|
|
6004
|
IFS Advisors
Overland Park,
Kansas
|
$358K
|
+$6.5K
|
5
|
0.43%
|
Increased
|
|
|
6005
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$358K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
6006
|
Alexander Randolph Advisory
Mclean,
Virginia
|
$357K
|
+$343K
|
1
|
0.32%
|
New
|
|
|
6007
|
Andina Capital Management
Lehi,
Utah
|
$357K
|
+$343K
|
1
|
0.31%
|
New
|
|
|
6008
|
Alethea Capital Management
Mercer Island,
Washington
|
$356K
|
-$92.3K
|
1
|
0.41%
|
Reduced
|
|
|
6009
|
Cultivar Capital
Denton,
Texas
|
$356K
|
+$341K
|
1
|
0.31%
|
New
|
|
|
6010
|
|
$347K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
6011
|
Crestmont Private Wealth
Houston,
Texas
|
$344K
|
-$5.54K
|
1
|
0.18%
|
Reduced
|
|
|
6012
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$339K
|
-$127K
|
4
|
0.3%
|
Reduced
|
|
|
6013
|
Kabouter Management
Chicago,
Illinois
|
$337K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
6014
|
Harvest Management
New York
|
$336K
|
+$261K
|
1
|
0.31%
|
New
|
|
|
6015
|
Astoria Strategic Wealth
Conroe,
Texas
|
$335K
|
-$12.6K
|
1
|
0.11%
|
Reduced
|
|
|
6016
|
Revere Asset Management
Dallas,
Texas
|
$334K
|
+$6.46K
|
1
|
0.36%
|
Increased
|
|
|
6017
|
Michael & Susan Dell Foundation
New York
|
$332K
|
+$297K
|
1
|
0.02%
|
New
|
|
|
6018
|
MontVue Capital Management
Lynchburg,
Virginia
|
$328K
|
+$315K
|
1
|
0.32%
|
New
|
|
|
6019
|
Dorval Corp
Maple Grove,
Minnesota
|
$327K
|
+$314K
|
1
|
0.16%
|
New
|
|
|
6020
|
Ariston Services Group
San Diego,
California
|
$325K
|
+$313K
|
1
|
0.32%
|
New
|
|
|
6021
|
William Marsh Rice University
Houston,
Texas
|
$325K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
6022
|
TFO Wealth Partners
Maumee,
Ohio
|
$324K
|
-$483K
|
17
|
0.07%
|
Reduced
|
|
|
6023
|
Core Wealth Management
Jupiter,
Florida
|
$322K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
6024
|
Bontempo Ohly Capital Management
Bethesda,
Maryland
|
$319K
|
+$14K
|
1
|
0.15%
|
Increased
|
|
|
6025
|
SKBA Capital Management
San Francisco,
California
|
$314K
|
-$83.2K
|
1
|
0.05%
|
Reduced
|
|