|
4501
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$608K
|
-$2.86M
|
2
|
5.77%
|
Reduced
|
|
|
4502
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$607K
|
-$72.2K
|
1
|
0.38%
|
Reduced
|
|
|
4503
|
Triad Investment Management
Newport Beach,
California
|
$604K
|
+$110K
|
2
|
0.67%
|
Increased
|
|
|
4504
|
Daniels + Tansey
Wilmington,
Delaware
|
$598K
|
+$570K
|
2
|
0.25%
|
New
|
|
|
4505
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$594K
|
-$472K
|
1
|
0.38%
|
Reduced
|
|
|
4506
|
Jordan Park Group
San Francisco,
California
|
$591K
|
+$575K
|
2
|
0.04%
|
New
|
|
|
4507
|
MKD Wealth Coaches
Troy,
Michigan
|
$591K
|
+$478K
|
3
|
0.95%
|
Increased
|
|
|
4508
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$587K
|
+$99.6K
|
7
|
0.24%
|
Increased
|
|
|
4509
|
Stephens Investment Management Group
Houston,
Texas
|
$586K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
4510
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$585K
|
+$11.7K
|
2
|
0.35%
|
Increased
|
|
|
4511
|
Seneca Financial Advisors
Rochester,
New York
|
$583K
|
+$568K
|
2
|
0.44%
|
New
|
|
|
4512
|
Landscape Capital Management
Englewood,
New Jersey
|
$583K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
4513
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$581K
|
+$562K
|
1
|
0.57%
|
New
|
|
|
4514
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$575K
|
-$62.8K
|
5
|
0.7%
|
Reduced
|
|
|
4515
|
BCK Partners
Corning,
New York
|
$573K
|
+$557K
|
2
|
0.5%
|
New
|
|
|
4516
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$560K
|
-$13.1K
|
1
|
0.27%
|
Reduced
|
|
|
4517
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$558K
|
+$539K
|
1
|
0.25%
|
New
|
|
|
4518
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$558K
|
-$540K
|
2
|
0.08%
|
Reduced
|
|
|
4519
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$557K
|
-$331K
|
1
|
0.37%
|
Reduced
|
|
|
4520
|
Total Wealth Planning
Cincinnati,
Ohio
|
$557K
|
+$33.2K
|
2
|
0.26%
|
Increased
|
|
|
4521
|
Peavine Capital
Reno,
Nevada
|
$554K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
4522
|
Gleason Group
Prospect,
Kentucky
|
$546K
|
+$32.3K
|
6
|
0.26%
|
Increased
|
|
|
4523
|
JMG Financial Group
Downers Grove,
Illinois
|
$545K
|
-$67.9K
|
2
|
0.04%
|
Reduced
|
|
|
4524
|
Alpha Omega Group
Reston,
Virginia
|
$537K
|
+$523K
|
2
|
0.52%
|
New
|
|
|
4525
|
TFO Wealth Partners
Maumee,
Ohio
|
$534K
|
-$365K
|
2
|
0.17%
|
Reduced
|
|