|
5101
|
Heard Capital LLC
Chicago,
Illinois
|
$967K
|
+$208K
|
1
|
0.1%
|
Increased
|
|
|
5102
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$961K
|
-$239K
|
3
|
0.51%
|
Reduced
|
|
|
5103
|
Briggs Advisory Group
Lincoln,
Rhode Island
|
$957K
|
-$774K
|
1
|
0.61%
|
Reduced
|
|
|
5104
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$955K
|
+$1.01M
|
3
|
0.87%
|
New
|
|
|
5105
|
Scarborough Advisors
Annapolis,
Maryland
|
$954K
|
-$5.31M
|
1
|
0.26%
|
Reduced
|
|
|
5106
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$953K
|
+$33.2K
|
2
|
0.81%
|
Increased
|
|
|
5107
|
Financial Futures
Brielle,
New Jersey
|
$952K
|
$0
|
2
|
0.86%
|
Maintained
|
|
|
5108
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$946K
|
+$301K
|
1
|
1.02%
|
Increased
|
|
|
5109
|
Straight Path Wealth Management
Jenison,
Michigan
|
$942K
|
$0
|
1
|
0.9%
|
Maintained
|
|
|
5110
|
Windham Capital Management
Boston,
Massachusetts
|
$941K
|
$0
|
1
|
0.36%
|
Maintained
|
|
|
5111
|
Brogan Financial
Knoxville,
Tennessee
|
$939K
|
+$988K
|
2
|
0.84%
|
New
|
|
|
5112
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$930K
|
-$421K
|
1
|
0.82%
|
Reduced
|
|
|
5113
|
Lutz Financial Services
Omaha,
Nebraska
|
$925K
|
-$381K
|
2
|
0.11%
|
Reduced
|
|
|
5114
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$925K
|
-$68.3K
|
9
|
0.29%
|
Reduced
|
|
|
5115
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$916K
|
-$277K
|
4
|
5.2%
|
Reduced
|
|
|
5116
|
CAZ Investments
Houston,
Texas
|
$915K
|
$0
|
3
|
1.64%
|
Maintained
|
|
|
5117
|
Theory Financial
Fort Collins,
Colorado
|
$915K
|
+$998K
|
2
|
0.61%
|
New
|
|
|
5118
|
Virginia National Bank
Charlottesville,
Virginia
|
$907K
|
-$31.7K
|
1
|
3.34%
|
Reduced
|
|
|
5119
|
Westerly Capital Management
San Francisco,
California
|
$904K
|
-$1.28M
|
1
|
0.71%
|
Reduced
|
|
|
5120
|
West Financial Advisors
Des Moines,
Iowa
|
$902K
|
-$274K
|
5
|
0.25%
|
Reduced
|
|
|
5121
|
Darlington Partners Capital Management
Greenbrae,
California
|
$901K
|
+$970K
|
1
|
0.08%
|
New
|
|
|
5122
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$899K
|
-$60.5K
|
3
|
0.65%
|
Reduced
|
|
|
5123
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$898K
|
-$204K
|
1
|
0.28%
|
Reduced
|
|
|
5124
|
Ballew Advisors
Jackson,
Mississippi
|
$893K
|
-$245K
|
2
|
0.68%
|
Reduced
|
|
|
5125
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$885K
|
-$4.86K
|
2
|
0.77%
|
Reduced
|
|