|
4501
|
Summit Wealth Group
White River Junction,
Vermont
|
$653K
|
-$945K
|
8
|
1.05%
|
Reduced
|
|
|
4502
|
Terril Brothers
St. Louis,
Missouri
|
$651K
|
+$197K
|
2
|
0.17%
|
Increased
|
|
|
4503
|
DC Investments Management
Mclean,
Virginia
|
$647K
|
+$663K
|
1
|
1.6%
|
New
|
|
|
4504
|
Main Management
San Francisco,
California
|
$647K
|
-$90.9K
|
1
|
0.07%
|
Reduced
|
|
|
4505
|
Financial Life Advisors
San Antonio,
Texas
|
$640K
|
+$9.51K
|
1
|
0.3%
|
Increased
|
|
|
4506
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$614K
|
-$28.8K
|
1
|
0.4%
|
Reduced
|
|
|
4507
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$614K
|
-$6.26K
|
1
|
0.57%
|
Reduced
|
|
|
4508
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$613K
|
-$250K
|
1
|
0.19%
|
Reduced
|
|
|
4509
|
Wealthsimple US
Brooklyn,
New York
|
$612K
|
-$165K
|
2
|
0.36%
|
Reduced
|
|
|
4510
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$611K
|
+$1.15K
|
2
|
2.8%
|
Increased
|
|
|
4511
|
Stephens Investment Management Group
Houston,
Texas
|
$604K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
4512
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$594K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
4513
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$592K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
4514
|
Paradigm Capital Management Inc
Albany,
New York
|
$582K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
4515
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$579K
|
+$232
|
2
|
0.33%
|
Increased
|
|
|
4516
|
Oppenheimer & Close
New York
|
$577K
|
$0
|
1
|
0.65%
|
Maintained
|
|
|
4517
|
Daniels + Tansey
Wilmington,
Delaware
|
$576K
|
-$12.8K
|
2
|
0.23%
|
Reduced
|
|
|
4518
|
Machina Capital
Paris,
France
|
$570K
|
+$550K
|
2
|
6.49%
|
New
|
|
|
4519
|
Gleason Group
Prospect,
Kentucky
|
$569K
|
$0
|
6
|
0.22%
|
Maintained
|
|
|
4520
|
Compass Advisory Group
Melville,
New York
|
$565K
|
-$328K
|
1
|
0.38%
|
Reduced
|
|
|
4521
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$565K
|
+$76.3K
|
2
|
0.09%
|
Increased
|
|
|
4522
|
Marks Wealth
Annapolis,
Maryland
|
$560K
|
-$1.2M
|
1
|
0.18%
|
Reduced
|
|
|
4523
|
JMG Financial Group
Downers Grove,
Illinois
|
$557K
|
+$3.17K
|
2
|
0.03%
|
Increased
|
|
|
4524
|
Omega Financial Group
Santa Barbara,
California
|
$555K
|
+$53.4K
|
2
|
0.28%
|
Increased
|
|
|
4525
|
Landscape Capital Management
Englewood,
New Jersey
|
$554K
|
$0
|
1
|
0.09%
|
Maintained
|
|