|
2876
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$1.64M
|
+$104K
|
1
|
0.28%
|
Increased
|
|
|
2877
|
Traveka Wealth
Los Altos,
California
|
$1.63M
|
+$6.36K
|
2
|
0.54%
|
Increased
|
|
|
2878
|
Trueblood Wealth Management
Lima,
Ohio
|
$1.63M
|
+$151K
|
3
|
0.57%
|
Increased
|
|
|
2879
|
Van Diest Capital
Poly City,
Iowa
|
$1.63M
|
+$61.4K
|
2
|
1.46%
|
Increased
|
|
|
2880
|
Eos Management LP
New York
|
$1.63M
|
$0
|
1
|
0.65%
|
Maintained
|
|
|
2881
|
Prosperity Bancshares
Houston,
Texas
|
$1.63M
|
-$11.2K
|
3
|
1.06%
|
Reduced
|
|
|
2882
|
Buffalo Business & Estate Services
Orchard Park,
New York
|
$1.63M
|
-$2.8M
|
0
|
–
|
Closed
|
|
|
2883
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.62M
|
-$111K
|
1
|
0.19%
|
Reduced
|
|
|
2884
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$1.62M
|
+$165K
|
1
|
0.36%
|
Increased
|
|
|
2885
|
Courier Capital
Buffalo,
New York
|
$1.62M
|
+$337K
|
3
|
0.08%
|
Increased
|
|
|
2886
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$1.62M
|
+$406K
|
2
|
0.09%
|
Increased
|
|
|
2887
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$1.62M
|
+$8.18K
|
3
|
0.25%
|
Increased
|
|
|
2888
|
Essex Savings Bank
Essex,
Connecticut
|
$1.62M
|
-$58.9K
|
2
|
0.35%
|
Reduced
|
|
|
2889
|
Iams Wealth Management
Omaha,
Nebraska
|
$1.61M
|
+$140K
|
1
|
0.49%
|
Increased
|
|
|
2890
|
Step Capital Management
Singapore,
|
$1.61M
|
$0
|
2
|
0.35%
|
Maintained
|
|
|
2891
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.61M
|
+$126K
|
1
|
0.15%
|
Increased
|
|
|
2892
|
Allred Capital Management
Dallas,
Texas
|
$1.61M
|
+$26.2K
|
1
|
0.53%
|
Increased
|
|
|
2893
|
Parkway Wealth Management
Plano,
Texas
|
$1.61M
|
+$3.58K
|
1
|
0.19%
|
Increased
|
|
|
2894
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.61M
|
-$12.3K
|
1
|
0.11%
|
Reduced
|
|
|
2895
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$1.61M
|
+$824K
|
1
|
0.25%
|
Increased
|
|
|
2896
|
Steinberganna Wealth Management
Huntington,
New York
|
$1.61M
|
+$229K
|
3
|
0.65%
|
Increased
|
|
|
2897
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$1.6M
|
-$105K
|
1
|
0.05%
|
Reduced
|
|
|
2898
|
Seven Mile Advisory
Ewing,
New Jersey
|
$1.6M
|
-$237K
|
1
|
1.07%
|
Reduced
|
|
|
2899
|
Balance Wealth
Delaware,
Ohio
|
$1.6M
|
+$257K
|
1
|
0.42%
|
Increased
|
|
|
2900
|
Tortuga Wealth Management
Torrance,
California
|
$1.6M
|
+$257K
|
2
|
1.21%
|
Increased
|
|