|
3001
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$170K
|
+$18.8K
|
7
|
0.04%
|
Increased
|
|
|
3002
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$167K
|
-$1.2K
|
4
|
0.05%
|
Reduced
|
|
|
3003
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$167K
|
-$65.7K
|
3
|
0.08%
|
Reduced
|
|
|
3004
|
REAP Financial Group
Austin,
Texas
|
$166K
|
-$29.9K
|
4
|
0.04%
|
Reduced
|
|
|
3005
|
Gables Capital Management
Miami,
Florida
|
$164K
|
$0
|
4
|
0.09%
|
Maintained
|
|
|
3006
|
Operose Advisors
Milwaukee,
Wisconsin
|
$163K
|
-$53.5K
|
8
|
0.06%
|
Reduced
|
|
|
3007
|
Glassman Wealth Services
Vienna,
Virginia
|
$162K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
3008
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$162K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
3009
|
Caption Management
Oklahoma City,
Oklahoma
|
$160K
|
+$167K
|
1
|
0%
|
New
|
|
|
3010
|
VisionPoint Advisory Group
Dallas,
Texas
|
$160K
|
+$46.6K
|
9
|
0.06%
|
Increased
|
|
|
3011
|
Fortitude Family Office
Scottsdale,
Arizona
|
$159K
|
+$32.6K
|
10
|
0.09%
|
Increased
|
|
|
3012
|
Creekmur Asset Management
Morton,
Illinois
|
$156K
|
-$13.7K
|
11
|
0.04%
|
Reduced
|
|
|
3013
|
DecisionPoint Financial
Mesa,
Arizona
|
$156K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
3014
|
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
$150K
|
-$4.04K
|
1
|
0.01%
|
Reduced
|
|
|
3015
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$150K
|
+$1.61K
|
6
|
0.02%
|
Increased
|
|
|
3016
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$148K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
3017
|
Pacifica Partners
Surrey,
Canada
|
$148K
|
+$10.9K
|
6
|
0.06%
|
Increased
|
|
|
3018
|
Bray Capital Advisors
Naples,
Florida
|
$148K
|
+$98
|
1
|
0.04%
|
Increased
|
|
|
3019
|
Clearstead Trust
Portland,
Maine
|
$147K
|
-$19.6K
|
5
|
0.04%
|
Reduced
|
|
|
3020
|
Alpine Global Management
New York
|
$145K
|
-$657K
|
1
|
0.03%
|
Reduced
|
|
|
3021
|
Grove Bank & Trust
Miami,
Florida
|
$145K
|
-$8.47K
|
6
|
0.02%
|
Reduced
|
|
|
3022
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$144K
|
+$26.7K
|
6
|
0.03%
|
Increased
|
|
|
3023
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$144K
|
-$10.6K
|
7
|
0.1%
|
Reduced
|
|
|
3024
|
TFO Wealth Partners
Maumee,
Ohio
|
$142K
|
+$140K
|
1
|
0.03%
|
Increased
|
|
|
3025
|
Evolution Advisers
Richmond,
Virginia
|
$138K
|
$0
|
3
|
0.08%
|
Maintained
|
|