|
4401
|
OLIO Financial Planning
Mclean,
Virginia
|
$252K
|
-$36.1K
|
1
|
0.07%
|
Reduced
|
|
|
4402
|
Valued Retirements
Houston,
Texas
|
$251K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
4403
|
FSR Wealth Management
Elmhurst,
Illinois
|
$251K
|
+$196K
|
1
|
0.3%
|
New
|
|
|
4404
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$250K
|
+$195K
|
1
|
0.03%
|
New
|
|
|
4405
|
JDM Financial Group
Austin,
Texas
|
$250K
|
-$35.3K
|
2
|
0.1%
|
Reduced
|
|
|
4406
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$250K
|
-$99.1K
|
1
|
0.07%
|
Reduced
|
|
|
4407
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$250K
|
+$20.2K
|
2
|
0.13%
|
Increased
|
|
|
4408
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$249K
|
+$199K
|
2
|
0.07%
|
New
|
|
|
4409
|
Accredited Wealth Management
Louisville,
Kentucky
|
$249K
|
-$63.8K
|
3
|
0.19%
|
Reduced
|
|
|
4410
|
Foronjy Financial
Santa Barbara,
California
|
$249K
|
-$123K
|
1
|
0.11%
|
Reduced
|
|
|
4411
|
Whitcomb & Hess
Ashland,
Ohio
|
$248K
|
+$194K
|
1
|
0.06%
|
New
|
|
|
4412
|
KW Wealth Management
Sacramento,
California
|
$248K
|
+$193K
|
1
|
0.42%
|
New
|
|
|
4413
|
MFA Wealth Services
Thousand Oaks,
California
|
$248K
|
+$193K
|
1
|
0.17%
|
New
|
|
|
4414
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$247K
|
+$193K
|
1
|
0.13%
|
New
|
|
|
4415
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$247K
|
+$236K
|
1
|
0.14%
|
New
|
|
|
4416
|
Shilanski & Associates
Anchorage,
Alaska
|
$247K
|
+$192K
|
1
|
0.07%
|
New
|
|
|
4417
|
WestHill Financial Advisors
San Rafael,
California
|
$247K
|
+$192K
|
1
|
0.05%
|
New
|
|
|
4418
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$247K
|
$0
|
2
|
0.69%
|
Maintained
|
|
|
4419
|
Global Wealth Management
Kingston,
New Jersey
|
$246K
|
+$192K
|
1
|
0.13%
|
New
|
|
|
4420
|
Human Investing
Lake Oswego,
Oregon
|
$246K
|
+$192K
|
1
|
0.04%
|
New
|
|
|
4421
|
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
$246K
|
-$102K
|
2
|
0.01%
|
Reduced
|
|
|
4422
|
Carnegie Lake Advisors
Princeton,
New Jersey
|
$245K
|
+$191K
|
1
|
0.09%
|
New
|
|
|
4423
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$244K
|
+$183K
|
3
|
0.05%
|
New
|
|
|
4424
|
Brio Consultants
San Francisco,
California
|
$244K
|
-$86.4K
|
1
|
0.03%
|
Reduced
|
|
|
4425
|
Peak Planning Group
Centennial,
Colorado
|
$244K
|
+$190K
|
1
|
0.13%
|
New
|
|