|
3026
|
Constitution Capital
Shelton,
Connecticut
|
$252K
|
-$76.6K
|
1
|
0.15%
|
Reduced
|
|
|
3027
|
|
$252K
|
+$230K
|
1
|
0.05%
|
New
|
|
|
3028
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$251K
|
-$18.9K
|
1
|
0.04%
|
Reduced
|
|
|
3029
|
Frisch Financial Group
Melville,
New York
|
$251K
|
+$1.26K
|
1
|
0.09%
|
Increased
|
|
|
3030
|
Planned Solutions
Folsom,
California
|
$250K
|
+$210K
|
5
|
0.12%
|
New
|
|
|
3031
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$250K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
3032
|
WealthPLAN Partners
Omaha,
Nebraska
|
$250K
|
-$7.03K
|
1
|
0.03%
|
Reduced
|
|
|
3033
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$250K
|
+$952
|
1
|
0.09%
|
Increased
|
|
|
3034
|
Catalina Capital Group
Torrance,
California
|
$249K
|
+$227K
|
1
|
0.17%
|
New
|
|
|
3035
|
Alpha Financial Partners
Lexington,
Kentucky
|
$248K
|
-$413K
|
1
|
0.24%
|
Reduced
|
|
|
3036
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$248K
|
-$13.3K
|
1
|
0.13%
|
Reduced
|
|
|
3037
|
NinePointTwo Capital
Los Angeles,
California
|
$247K
|
-$226K
|
1
|
0.1%
|
Reduced
|
|
|
3038
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$247K
|
-$844K
|
1
|
0.16%
|
Reduced
|
|
|
3039
|
Princeton Capital Management
Red Bank,
New Jersey
|
$246K
|
+$224K
|
1
|
0.1%
|
New
|
|
|
3040
|
Falcon Wealth Planning
Ontario,
California
|
$244K
|
+$223K
|
1
|
0.04%
|
New
|
|
|
3041
|
|
$244K
|
-$212K
|
1
|
0.08%
|
Reduced
|
|
|
3042
|
Merriman Wealth Management
Seattle,
Washington
|
$244K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
3043
|
Smith Anglin Financial
Dallas,
Texas
|
$243K
|
+$1.98K
|
2
|
0.03%
|
Increased
|
|
|
3044
|
US Financial Advisors
Braintree,
Massachusetts
|
$243K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
3045
|
Phoenix Financial
Givatayim,
Israel
|
$243K
|
-$1.66M
|
1
|
0%
|
Reduced
|
|
|
3046
|
KKM Financial
Chicago,
Illinois
|
$243K
|
+$222K
|
1
|
0.15%
|
New
|
|
|
3047
|
AAF Wealth Management
Westborough,
Massachusetts
|
$243K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
3048
|
Point72 Asia (Singapore)
Singapore
|
$242K
|
+$212K
|
4
|
0.06%
|
New
|
|
|
3049
|
Cypress Wealth Services
Palm Desert,
California
|
$242K
|
-$162K
|
1
|
0.06%
|
Reduced
|
|
|
3050
|
Retirement Guys Formula
Maumee,
Ohio
|
$242K
|
+$185K
|
1
|
0.13%
|
New
|
|