|
3976
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$1.15M
|
+$227K
|
3
|
0.6%
|
Increased
|
|
|
3977
|
Resource Planning Group
Atlanta,
Georgia
|
$1.15M
|
+$80.5K
|
2
|
0.87%
|
Increased
|
|
|
3978
|
Courage Miller Partners
Norfolk,
Virginia
|
$1.15M
|
$0
|
1
|
0.62%
|
Maintained
|
|
|
3979
|
LifePlan Financial Group
Dayton,
Ohio
|
$1.14M
|
-$23.5K
|
9
|
0.49%
|
Reduced
|
|
|
3980
|
R.W. Roge & Company
Bohemia,
New York
|
$1.13M
|
$0
|
2
|
0.87%
|
Maintained
|
|
|
3981
|
Defender Capital
Charlotte,
North Carolina
|
$1.13M
|
$0
|
2
|
0.56%
|
Maintained
|
|
|
3982
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.13M
|
-$91.9K
|
2
|
0.33%
|
Reduced
|
|
|
3983
|
Total Investment Management
Scottsdale,
Arizona
|
$1.12M
|
+$136K
|
3
|
0.33%
|
Increased
|
|
|
3984
|
Trilogy Capital
Irvine,
California
|
$1.12M
|
+$269K
|
3
|
0.11%
|
Increased
|
|
|
3985
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$1.12M
|
-$331K
|
4
|
0.29%
|
Reduced
|
|
|
3986
|
Permanens Capital
New York
|
$1.12M
|
+$379K
|
4
|
0.39%
|
Increased
|
|
|
3987
|
Opus Capital Group
Cincinnati,
Ohio
|
$1.1M
|
-$160K
|
1
|
0.32%
|
Reduced
|
|
|
3988
|
UBP Investment Advisors
Geneva,
Switzerland
|
$1.1M
|
$0
|
3
|
0.85%
|
Maintained
|
|
|
3989
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$1.1M
|
+$87.3K
|
2
|
0.35%
|
Increased
|
|
|
3990
|
GSB Wealth Management
Guilford,
Connecticut
|
$1.1M
|
+$1.26K
|
3
|
5.01%
|
Increased
|
|
|
3991
|
Planned Solutions
Folsom,
California
|
$1.1M
|
+$1.11M
|
7
|
1.07%
|
New
|
|
|
3992
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$1.08M
|
+$135K
|
5
|
0.49%
|
Increased
|
|
|
3993
|
American Asset Management
Boca Raton,
Florida
|
$1.08M
|
$0
|
2
|
2.26%
|
Maintained
|
|
|
3994
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$1.08M
|
+$227K
|
2
|
0.62%
|
Increased
|
|
|
3995
|
LPWM LLC
Minneapolis,
Minnesota
|
$1.07M
|
+$236K
|
3
|
0.87%
|
Increased
|
|
|
3996
|
Element Wealth
Ridgeland,
Mississippi
|
$1.07M
|
+$224K
|
4
|
1.14%
|
Increased
|
|
|
3997
|
Inspire Investing
Meridian,
Idaho
|
$1.06M
|
+$257K
|
2
|
0.29%
|
Increased
|
|
|
3998
|
Opus Investment Management
Worcester,
Massachusetts
|
$1.05M
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
3999
|
P.A.W. Capital
Greenwich,
Connecticut
|
$1.05M
|
-$105K
|
1
|
1.15%
|
Reduced
|
|
|
4000
|
WESCAP Management Group
Glendale,
California
|
$1.05M
|
+$125K
|
1
|
0.35%
|
Increased
|
|