|
1301
|
Alyeska Investment Group
Chicago,
Illinois
|
$231K
|
-$8.5M
|
1
|
0%
|
Reduced
|
|
|
1302
|
ICA Group Wealth Management
Denver,
Colorado
|
$230K
|
+$228K
|
3
|
0.05%
|
New
|
|
|
1303
|
|
$229K
|
-$59.4K
|
1
|
0.05%
|
Reduced
|
|
|
1304
|
Catalyst Wealth Management
Atlanta,
Georgia
|
$229K
|
+$233K
|
1
|
0.22%
|
New
|
|
|
1305
|
Arax Advisory Partners
Denver,
Colorado
|
$227K
|
-$14.2K
|
4
|
0.03%
|
Reduced
|
|
|
1306
|
Willner & Heller
Encino,
California
|
$227K
|
+$231K
|
1
|
0.32%
|
New
|
|
|
1307
|
Transcend Capital Advisors
Madison,
New Jersey
|
$226K
|
-$17.9K
|
1
|
0.02%
|
Reduced
|
|
|
1308
|
Gofen & Glossberg
Chicago,
Illinois
|
$226K
|
+$213K
|
1
|
0.01%
|
New
|
|
|
1309
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$226K
|
+$108K
|
3
|
0.03%
|
Increased
|
|
|
1310
|
Madrona Financial Services
Everett,
Washington
|
$224K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1311
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$223K
|
+$226K
|
1
|
0.1%
|
New
|
|
|
1312
|
|
$222K
|
-$61.4K
|
2
|
0.17%
|
Reduced
|
|
|
1313
|
Toth Financial Advisory
Leesburg,
Virginia
|
$222K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1314
|
XY Capital
Central,
Hong Kong
|
$221K
|
+$164K
|
1
|
0.14%
|
New
|
|
|
1315
|
Stonegate Investment Group
Birmingham,
Alabama
|
$221K
|
-$86.5K
|
1
|
0.01%
|
Reduced
|
|
|
1316
|
Insight Folios
Charlotte,
North Carolina
|
$221K
|
-$5.51K
|
1
|
0.1%
|
Reduced
|
|
|
1317
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$219K
|
-$370K
|
1
|
0.07%
|
Reduced
|
|
|
1318
|
XML Financial
Bethesda,
Maryland
|
$219K
|
+$221K
|
1
|
0.03%
|
New
|
|
|
1319
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$218K
|
+$167K
|
1
|
0.03%
|
Increased
|
|
|
1320
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$218K
|
+$206K
|
1
|
0.17%
|
New
|
|
|
1321
|
TwinBeech Capital
Purchase,
New York
|
$217K
|
-$1.23M
|
1
|
0%
|
Reduced
|
|
|
1322
|
MTM Investment Management
Spartanburg,
South Carolina
|
$216K
|
-$8.47K
|
1
|
0.11%
|
Reduced
|
|
|
1323
|
Boston Common Asset Management
Boston,
Massachusetts
|
$216K
|
+$204K
|
1
|
0.01%
|
New
|
|
|
1324
|
Curi Wealth Management
Raleigh,
North Carolina
|
$216K
|
+$218K
|
1
|
0.03%
|
New
|
|
|
1325
|
Putnam Investments
Boston,
Massachusetts
|
$214K
|
-$19.1K
|
1
|
0%
|
Reduced
|
|