|
3001
|
Shikiar Asset Management
New York
|
$310K
|
-$45.2K
|
1
|
0.08%
|
Reduced
|
|
|
3002
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$310K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
3003
|
Beacon Financial Group
Dallas,
Texas
|
$310K
|
+$2.71K
|
1
|
0.03%
|
Increased
|
|
|
3004
|
McIlrath & Eck
Arlington,
Washington
|
$309K
|
-$4.71K
|
8
|
0.04%
|
Reduced
|
|
|
3005
|
Maia Wealth
Denver,
Colorado
|
$309K
|
+$76.3K
|
2
|
0.08%
|
Increased
|
|
|
3006
|
Summit Wealth Partners
Orlando,
Florida
|
$309K
|
-$8.34K
|
1
|
0.06%
|
Reduced
|
|
|
3007
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$308K
|
-$538K
|
5
|
0.12%
|
Reduced
|
|
|
3008
|
Regatta Capital Group
El Segundo,
California
|
$307K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
3009
|
Madison Wealth Partners
Madison,
Wisconsin
|
$307K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
3010
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$306K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
3011
|
Warner Financial
Bethesda,
Maryland
|
$306K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
3012
|
Montis Financial
Waltham,
Massachusetts
|
$305K
|
-$30K
|
1
|
0.11%
|
Reduced
|
|
|
3013
|
|
$305K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
3014
|
Secure Asset Management
Troy,
Michigan
|
$304K
|
+$303K
|
1
|
0.05%
|
New
|
|
|
3015
|
TrueMark Investments
Chicago,
Illinois
|
$304K
|
-$260
|
1
|
0.1%
|
Reduced
|
|
|
3016
|
LifePlan Financial
Mankato,
Minnesota
|
$303K
|
-$13.7K
|
1
|
0.26%
|
Reduced
|
|
|
3017
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$303K
|
-$19.6K
|
1
|
0.19%
|
Reduced
|
|
|
3018
|
Titleist Asset Management
San Antonio,
Texas
|
$303K
|
-$46.5K
|
1
|
0.04%
|
Reduced
|
|
|
3019
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$303K
|
+$20.6K
|
1
|
0.11%
|
Increased
|
|
|
3020
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$303K
|
+$4.46K
|
1
|
0.2%
|
Increased
|
|
|
3021
|
CPA Asset Management
West Palm Beach,
Florida
|
$301K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
3022
|
Aspect Partners
Fairfax,
Virginia
|
$301K
|
$0
|
4
|
0.17%
|
Maintained
|
|
|
3023
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$300K
|
-$132K
|
1
|
0.05%
|
Reduced
|
|
|
3024
|
American Alpha Advisors
New York
|
$299K
|
+$285K
|
1
|
0.27%
|
New
|
|
|
3025
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$299K
|
$0
|
1
|
0.24%
|
Maintained
|
|