|
1101
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$240K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1102
|
Vawter Financial
Columbus,
Ohio
|
$236K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1103
|
First Bank & Trust
Brookings,
South Dakota
|
$236K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1104
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$235K
|
+$8.69K
|
1
|
0.02%
|
Increased
|
|
|
1105
|
|
$235K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1106
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$235K
|
-$43.7K
|
1
|
0.02%
|
Reduced
|
|
|
1107
|
Freedom Day Solutions
Houston,
Texas
|
$234K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1108
|
Point72 Hong Kong
Hong Kong
|
$233K
|
+$236K
|
1
|
0.01%
|
New
|
|
|
1109
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$233K
|
-$32K
|
1
|
0.11%
|
Reduced
|
|
|
1110
|
Waterway Wealth Management
The Woodlands,
Texas
|
$233K
|
+$231K
|
1
|
0.11%
|
New
|
|
|
1111
|
Baron Wealth Management
Troy,
Michigan
|
$233K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1112
|
Elevation Wealth Partners
Santa Rosa,
California
|
$230K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1113
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$230K
|
+$233K
|
1
|
0%
|
New
|
|
|
1114
|
Smith Anglin Financial
Dallas,
Texas
|
$230K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1115
|
Great Diamond Partners
Portland,
Maine
|
$228K
|
+$231K
|
1
|
0.05%
|
New
|
|
|
1116
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$227K
|
-$12.6K
|
1
|
0%
|
Reduced
|
|
|
1117
|
Acima Private Wealth
Richmond,
Virginia
|
$226K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1118
|
Morningstar Investment Management
Chicago,
Illinois
|
$225K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1119
|
Summitry LLC
Foster City,
California
|
$224K
|
+$210K
|
1
|
0.01%
|
New
|
|
|
1120
|
LVW Advisors
Pittsford,
New York
|
$224K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1121
|
Rothschild Investment LLC
Chicago,
Illinois
|
$224K
|
+$38.1K
|
4
|
0.02%
|
Increased
|
|
|
1122
|
Lake Street Private Wealth
Chicago,
Illinois
|
$223K
|
-$3.04K
|
1
|
0.03%
|
Reduced
|
|
|
1123
|
Relative Value Partners Group
|
$223K
|
+$221K
|
1
|
0.03%
|
New
|
|
|
1124
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$220K
|
+$537
|
1
|
0.04%
|
Increased
|
|
|
1125
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$219K
|
+$211K
|
2
|
0.05%
|
Increased
|
|