|
3001
|
Joel Isaacson & Co
New York
|
$223K
|
-$274K
|
1
|
0.01%
|
Reduced
|
|
|
3002
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$223K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
3003
|
Tudor Financial
Dayton,
Ohio
|
$223K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
3004
|
Horizon Family Wealth
Chicago,
Illinois
|
$222K
|
+$31.5K
|
1
|
0.15%
|
Increased
|
|
|
3005
|
Perennial Investment Advisors
Los Angeles,
California
|
$222K
|
+$221K
|
1
|
0.03%
|
New
|
|
|
3006
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$221K
|
+$237K
|
1
|
0.16%
|
New
|
|
|
3007
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$221K
|
-$46.9K
|
5
|
0.09%
|
Reduced
|
|
|
3008
|
Summitry LLC
Foster City,
California
|
$221K
|
+$197K
|
1
|
0.01%
|
New
|
|
|
3009
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$221K
|
+$2.48K
|
1
|
0.16%
|
Increased
|
|
|
3010
|
Veery Capital
Wilmington,
Delaware
|
$221K
|
+$210K
|
1
|
0.09%
|
New
|
|
|
3011
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$220K
|
+$229K
|
1
|
0.05%
|
New
|
|
|
3012
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$220K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
3013
|
PACK Private Wealth
Wayzata,
Minnesota
|
$220K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
3014
|
|
$219K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
3015
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$219K
|
+$196K
|
1
|
0.19%
|
New
|
|
|
3016
|
Centre Asset Management
New York
|
$219K
|
+$195K
|
1
|
0.06%
|
New
|
|
|
3017
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$219K
|
+$2.02K
|
1
|
0.15%
|
Increased
|
|
|
3018
|
Claris Financial
Glen Allen,
Virginia
|
$219K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
3019
|
Orion Capital Management
Coronado,
California
|
$219K
|
-$114K
|
6
|
0.09%
|
Reduced
|
|
|
3020
|
Bell Investment Advisors
Oakland,
California
|
$219K
|
-$2.12K
|
22
|
0.04%
|
Reduced
|
|
|
3021
|
Seneca Financial Advisors
Rochester,
New York
|
$218K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
3022
|
Stockman Wealth Management
Billings,
Montana
|
$218K
|
+$195K
|
1
|
0.03%
|
New
|
|
|
3023
|
Montis Financial
Waltham,
Massachusetts
|
$218K
|
-$17.3K
|
1
|
0.06%
|
Reduced
|
|
|
3024
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$218K
|
+$195K
|
1
|
0.14%
|
New
|
|
|
3025
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$218K
|
+$223K
|
1
|
0.11%
|
New
|
|