|
1026
|
Ramirez Asset Management
New York
|
$261K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
1027
|
PFG Investments
Woodbury,
New York
|
$261K
|
+$12K
|
1
|
0.02%
|
Increased
|
|
|
1028
|
Doliver Advisors
Houston,
Texas
|
$260K
|
+$227K
|
1
|
0.07%
|
New
|
|
|
1029
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$260K
|
+$228K
|
2
|
0.04%
|
New
|
|
|
1030
|
Lake Street Private Wealth
Chicago,
Illinois
|
$259K
|
-$5.53K
|
1
|
0.03%
|
Reduced
|
|
|
1031
|
Relative Value Partners Group
|
$259K
|
+$226K
|
1
|
0.03%
|
New
|
|
|
1032
|
Axxcess Wealth Management
Carlsbad,
California
|
$257K
|
+$224K
|
1
|
0.01%
|
New
|
|
|
1033
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$256K
|
+$223K
|
1
|
0.02%
|
New
|
|
|
1034
|
Harbour Investments
Madison,
Wisconsin
|
$256K
|
+$16.5K
|
4
|
0.01%
|
Increased
|
|
|
1035
|
Peak Asset Management
Louisville,
Colorado
|
$256K
|
-$161K
|
1
|
0.05%
|
Reduced
|
|
|
1036
|
Powell Investment Advisors
Miami,
Florida
|
$255K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1037
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$255K
|
-$103K
|
1
|
0.04%
|
Reduced
|
|
|
1038
|
|
$254K
|
-$5.53K
|
1
|
0.14%
|
Reduced
|
|
|
1039
|
United Asset Strategies
Garden City,
New York
|
$253K
|
+$221K
|
1
|
0.03%
|
New
|
|
|
1040
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$252K
|
-$194K
|
1
|
0.19%
|
Reduced
|
|
|
1041
|
Focused Wealth Management
Newburgh,
New York
|
$250K
|
+$121K
|
2
|
0.04%
|
Increased
|
|
|
1042
|
First Dallas Securities
Dallas,
Texas
|
$247K
|
+$215K
|
1
|
0.11%
|
New
|
|
|
1043
|
GeoWealth Management
Chicago,
Illinois
|
$246K
|
+$5.55K
|
1
|
0.01%
|
Increased
|
|
|
1044
|
Avidian Wealth Enterprises
Houston,
Texas
|
$244K
|
+$213K
|
1
|
0.01%
|
New
|
|
|
1045
|
Certuity
North Palm Beach,
Florida
|
$243K
|
+$34.9K
|
1
|
0.02%
|
Increased
|
|
|
1046
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$242K
|
-$254K
|
1
|
0.04%
|
Reduced
|
|
|
1047
|
Delta Capital Management
Red Bank,
New Jersey
|
$241K
|
+$5.8K
|
1
|
0.15%
|
Increased
|
|
|
1048
|
Berger Financial Group
Plymouth,
Minnesota
|
$240K
|
-$7.21K
|
1
|
0.02%
|
Reduced
|
|
|
1049
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$238K
|
-$11.4K
|
1
|
0.06%
|
Reduced
|
|
|
1050
|
Capital Planning
Bellevue,
Washington
|
$238K
|
$0
|
1
|
0.07%
|
Maintained
|
|
