|
4026
|
Strategic Financial Partners
Bend,
Oregon
|
$568K
|
+$529K
|
1
|
0.47%
|
New
|
|
|
4027
|
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
|
$564K
|
+$540K
|
1
|
0.08%
|
New
|
|
|
4028
|
Goldstein Munger & Associates
San Ramon,
California
|
$556K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
4029
|
PVG Asset Management
Golden,
Colorado
|
$556K
|
-$1.75M
|
1
|
0.77%
|
Reduced
|
|
|
4030
|
Ascension Capital Advisors
Houston,
Texas
|
$555K
|
+$523K
|
2
|
0.38%
|
New
|
|
|
4031
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$553K
|
-$25.1K
|
2
|
0.45%
|
Reduced
|
|
|
4032
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$547K
|
+$528K
|
2
|
0.54%
|
New
|
|
|
4033
|
Financial Strategies Group
Okemos,
Michigan
|
$542K
|
+$505K
|
1
|
0.44%
|
New
|
|
|
4034
|
Macroview Investment Management
Bethesda,
Maryland
|
$542K
|
+$1.75K
|
5
|
1.13%
|
Increased
|
|
|
4035
|
Resource Planning Group
Atlanta,
Georgia
|
$539K
|
$0
|
1
|
0.31%
|
Maintained
|
|
|
4036
|
Seven Post Investment Office
San Francisco,
California
|
$532K
|
+$510K
|
1
|
0.39%
|
New
|
|
|
4037
|
Emancipation Management
New York
|
$529K
|
-$481K
|
1
|
2.36%
|
Reduced
|
|
|
4038
|
|
$527K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
4039
|
Thomas Story & Son
Culver,
Indiana
|
$527K
|
$0
|
2
|
0.26%
|
Maintained
|
|
|
4040
|
Halpern Financial
Ashburn,
Virginia
|
$521K
|
+$509K
|
6
|
0.41%
|
New
|
|
|
4041
|
Disciplined Investments
Tulsa,
Oklahoma
|
$521K
|
+$500K
|
9
|
0.44%
|
New
|
|
|
4042
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$516K
|
+$484K
|
7
|
0.21%
|
New
|
|
|
4043
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$512K
|
+$477K
|
1
|
0.32%
|
New
|
|
|
4044
|
Rhenman & Partners Asset Management
Stockholm,
Sweden
|
$511K
|
-$6.59K
|
2
|
0.06%
|
Reduced
|
|
|
4045
|
Terril Brothers
St. Louis,
Missouri
|
$509K
|
-$58.4K
|
2
|
0.18%
|
Reduced
|
|
|
4046
|
Portfolio Strategies
Monsey,
New York
|
$507K
|
-$73.7K
|
1
|
0.23%
|
Reduced
|
|
|
4047
|
Powell Investment Advisors
Miami,
Florida
|
$502K
|
+$488K
|
2
|
0.52%
|
New
|
|
|
4048
|
Private Wealth Strategies
New Albany,
Ohio
|
$495K
|
+$474K
|
1
|
0.2%
|
New
|
|
|
4049
|
Rovin Capital
Mesa,
Arizona
|
$495K
|
+$476K
|
2
|
0.43%
|
New
|
|
|
4050
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$487K
|
+$147
|
1
|
0.24%
|
Increased
|
|