|
5051
|
Windham Capital Management
Boston,
Massachusetts
|
$649K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
5052
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$648K
|
-$1.53M
|
1
|
0.67%
|
Reduced
|
|
|
5053
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$647K
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
5054
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$646K
|
+$92K
|
1
|
0.78%
|
Increased
|
|
|
5055
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
$641K
|
+$179K
|
2
|
2.4%
|
Increased
|
|
|
5056
|
James Reed Financial Services
Cleveland,
Ohio
|
$638K
|
$0
|
1
|
0.88%
|
Maintained
|
|
|
5057
|
Warwick Investment Management
Bryan,
Texas
|
$635K
|
+$813
|
2
|
0.31%
|
Increased
|
|
|
5058
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$630K
|
+$13.8K
|
1
|
0.55%
|
Increased
|
|
|
5059
|
Avant Capital
Lafayette,
Louisiana
|
$628K
|
+$101K
|
2
|
0.81%
|
Increased
|
|
|
5060
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$619K
|
+$482K
|
11
|
0.1%
|
Increased
|
|
|
5061
|
Bivin & Associates
Ponca City,
Oklahoma
|
$617K
|
-$65.1K
|
6
|
0.66%
|
Reduced
|
|
|
5062
|
Chico Wealth RIA
Chico,
California
|
$614K
|
+$102K
|
2
|
0.5%
|
Increased
|
|
|
5063
|
Triad Investment Management
Newport Beach,
California
|
$606K
|
$0
|
2
|
0.9%
|
Maintained
|
|
|
5064
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$600K
|
-$27.1K
|
1
|
0.31%
|
Reduced
|
|
|
5065
|
Wealthgate Family Office
Boulder,
Colorado
|
$595K
|
+$318K
|
2
|
1.47%
|
Increased
|
|
|
5066
|
Axim Planning & Wealth
Springboro,
Ohio
|
$594K
|
+$571K
|
4
|
0.46%
|
New
|
|
|
5067
|
Cahill Wealth Management
Portage,
Michigan
|
$592K
|
-$127K
|
1
|
0.5%
|
Reduced
|
|
|
5068
|
Hershey Trust Company
Hershey,
Pennsylvania
|
$584K
|
$0
|
1
|
0%
|
Maintained
|
|
|
5069
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$583K
|
$0
|
2
|
0.09%
|
Maintained
|
|
|
5070
|
Kennicott Capital Management
Corte Madera,
California
|
$579K
|
+$279K
|
2
|
0.44%
|
Increased
|
|
|
5071
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$577K
|
-$77.9K
|
1
|
0.45%
|
Reduced
|
|
|
5072
|
DeepCurrents Investment Group
New York
|
$572K
|
+$532K
|
2
|
0.02%
|
Increased
|
|
|
5073
|
|
$568K
|
-$613K
|
1
|
3.42%
|
Reduced
|
|
|
5074
|
Mad River Investors
Boston,
Massachusetts
|
$568K
|
$0
|
1
|
0.44%
|
Maintained
|
|
|
5075
|
CPR Investments
Rochester,
Michigan
|
$566K
|
-$1.4M
|
1
|
0.85%
|
Reduced
|
|