|
3001
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$254K
|
+$244K
|
1
|
0.06%
|
New
|
|
|
3002
|
Investors Research Corp
Atlanta,
Georgia
|
$254K
|
-$10.5K
|
2
|
0.05%
|
Reduced
|
|
|
3003
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$254K
|
-$1.21K
|
1
|
0.07%
|
Reduced
|
|
|
3004
|
Worth Asset Management
Dallas,
Texas
|
$254K
|
-$382K
|
1
|
0.08%
|
Reduced
|
|
|
3005
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$254K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
3006
|
Atwater Malick
Lancaster,
Pennsylvania
|
$253K
|
+$246K
|
1
|
0.06%
|
New
|
|
|
3007
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$253K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
3008
|
RW Investment Management
Eagle,
Idaho
|
$253K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
3009
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$253K
|
+$246K
|
1
|
0.19%
|
New
|
|
|
3010
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$252K
|
-$14.1K
|
1
|
0.01%
|
Reduced
|
|
|
3011
|
Atala Financial
Calabasas,
California
|
$252K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
3012
|
PAX Financial Group
San Antonio,
Texas
|
$251K
|
+$246K
|
1
|
0.04%
|
New
|
|
|
3013
|
Falcon Wealth Planning
Ontario,
California
|
$251K
|
+$240K
|
1
|
0.02%
|
New
|
|
|
3014
|
Kickstand Ventures
Pittsford,
New York
|
$251K
|
+$2.51K
|
1
|
0.05%
|
Increased
|
|
|
3015
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$250K
|
+$3.69K
|
3
|
0.06%
|
Increased
|
|
|
3016
|
Nelson Capital Management
Menlo Park,
California
|
$250K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
3017
|
Estate Planners Group
Yardley,
Pennsylvania
|
$250K
|
+$243K
|
1
|
0.11%
|
New
|
|
|
3018
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$250K
|
+$27.7K
|
1
|
0.06%
|
Increased
|
|
|
3019
|
Mainsail Asset Management
Birmingham,
Alabama
|
$250K
|
+$225K
|
1
|
0.1%
|
New
|
|
|
3020
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$249K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
3021
|
Connecticut Capital Management Group
Milford,
Connecticut
|
$248K
|
+$520
|
1
|
0.2%
|
Increased
|
|
|
3022
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$248K
|
+$6.35K
|
3
|
0.09%
|
Increased
|
|
|
3023
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$247K
|
-$87K
|
2
|
0.03%
|
Reduced
|
|
|
3024
|
Caption Management
Oklahoma City,
Oklahoma
|
$247K
|
-$5.63M
|
1
|
0%
|
Reduced
|
|
|
3025
|
Foster & Motley
Cincinnati,
Ohio
|
$247K
|
-$9.7K
|
1
|
0.01%
|
Reduced
|
|