|
5126
|
Planning Directions
Glen Mills,
Pennsylvania
|
$2.89M
|
+$226K
|
4
|
2.01%
|
Increased
|
|
|
5127
|
Instrumental Wealth
Tampa,
Florida
|
$2.88M
|
+$132K
|
4
|
1.26%
|
Increased
|
|
|
5128
|
Camelot Portfolios
Maumee,
Ohio
|
$2.88M
|
-$1.23M
|
4
|
2.81%
|
Reduced
|
|
|
5129
|
Tacita Capital
Toronto,
Ontario, Canada
|
$2.87M
|
-$19.3K
|
6
|
1.99%
|
Reduced
|
|
|
5130
|
St Louis Trust
Saint Louis,
Missouri
|
$2.86M
|
+$700K
|
5
|
0.45%
|
Increased
|
|
|
5131
|
LPWM LLC
Minneapolis,
Minnesota
|
$2.86M
|
+$14.4K
|
4
|
1.05%
|
Increased
|
|
|
5132
|
Partnership Wealth Management
Towson,
Maryland
|
$2.86M
|
+$10.1K
|
4
|
2.01%
|
Increased
|
|
|
5133
|
Bayshore Asset Management
Coral Gables,
Florida
|
$2.86M
|
-$4.49K
|
2
|
1.4%
|
Reduced
|
|
|
5134
|
Accordant Advisory Group
Annapolis,
Maryland
|
$2.86M
|
+$2.74M
|
8
|
2.14%
|
New
|
|
|
5135
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$2.86M
|
+$842K
|
3
|
2.15%
|
Increased
|
|
|
5136
|
Durante & Waters
Brewster,
New York
|
$2.86M
|
$0
|
3
|
2.61%
|
Maintained
|
|
|
5137
|
Gray Private Wealth
Canton,
Massachusetts
|
$2.85M
|
+$2.67M
|
3
|
1.88%
|
New
|
|
|
5138
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$2.85M
|
+$59.1K
|
3
|
2.51%
|
Increased
|
|
|
5139
|
Balanced Wealth Group
Westlake,
Ohio
|
$2.85M
|
+$29.4K
|
4
|
1.27%
|
Increased
|
|
|
5140
|
Enzi Wealth
Austin,
Texas
|
$2.84M
|
+$27.9K
|
4
|
1.33%
|
Increased
|
|
|
5141
|
Millington Financial Advisors
Naperville,
Illinois
|
$2.83M
|
+$170K
|
3
|
2.02%
|
Increased
|
|
|
5142
|
|
$2.83M
|
+$2.68M
|
1
|
2%
|
New
|
|
|
5143
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$2.83M
|
+$463K
|
3
|
1.67%
|
Increased
|
|
|
5144
|
Arrowroot Family Office
Marina Del Rey,
California
|
$2.82M
|
-$17.9K
|
4
|
1.81%
|
Reduced
|
|
|
5145
|
Continental Investors Services
Longview,
Washington
|
$2.82M
|
+$106K
|
4
|
6.68%
|
Increased
|
|
|
5146
|
Account Management
Boxford,
Massachusetts
|
$2.81M
|
$0
|
3
|
3.03%
|
Maintained
|
|
|
5147
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.81M
|
-$589K
|
3
|
1.38%
|
Reduced
|
|
|
5148
|
Clearview Wealth Advisors
Salem,
Oregon
|
$2.8M
|
-$85.8K
|
2
|
2.86%
|
Reduced
|
|
|
5149
|
Private Wealth Management Group
Princeton,
New Jersey
|
$2.8M
|
+$148K
|
18
|
1.27%
|
Increased
|
|
|
5150
|
Ackerman Capital Advisors
Dallas,
Texas
|
$2.8M
|
-$2.83K
|
2
|
0.77%
|
Reduced
|
|