|
5201
|
Total Wealth Planning
Cincinnati,
Ohio
|
$275K
|
-$53.6K
|
1
|
0.08%
|
Reduced
|
|
|
5202
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$271K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
5203
|
Appleton Group
Appleton,
Wisconsin
|
$270K
|
+$269K
|
1
|
1.57%
|
New
|
|
|
5204
|
|
$268K
|
$0
|
4
|
76.35%
|
Maintained
|
|
|
5205
|
Seaside Wealth Management
Carlsbad,
California
|
$268K
|
+$259K
|
1
|
0.2%
|
New
|
|
|
5206
|
Your Advocates Ltd
Houston,
Texas
|
$267K
|
+$30K
|
6
|
0.16%
|
Increased
|
|
|
5207
|
Leverty Financial Group
Hudson,
Wisconsin
|
$265K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
5208
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$264K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
5209
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$263K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
5210
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$263K
|
+$263K
|
1
|
0.2%
|
New
|
|
|
5211
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$262K
|
-$3.64K
|
1
|
0.24%
|
Reduced
|
|
|
5212
|
Tanglewood Wealth Management
Houston,
Texas
|
$261K
|
-$217K
|
1
|
0.04%
|
Reduced
|
|
|
5213
|
RP Investment Advisors
Toronto,
Ontario, Canada
|
$260K
|
-$3.6M
|
1
|
0.04%
|
Reduced
|
|
|
5214
|
Whitcomb & Hess
Ashland,
Ohio
|
$258K
|
+$85.8K
|
1
|
0.11%
|
Increased
|
|
|
5215
|
Fusion Family Wealth
Woodbury,
New York
|
$257K
|
+$61.2K
|
1
|
0.04%
|
Increased
|
|
|
5216
|
Svenska Handelsbanken
Stockholm,
Sweden
|
$257K
|
$0
|
1
|
4.36%
|
Maintained
|
|
|
5217
|
Sprott Inc
Toronto,
Ontario, Canada
|
$255K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
5218
|
WESCAP Management Group
Glendale,
California
|
$254K
|
-$213K
|
1
|
0.09%
|
Reduced
|
|
|
5219
|
Weinberger Asset Management
Los Angeles,
California
|
$254K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
5220
|
Forum Private Client Group
Fishers,
Indiana
|
$252K
|
-$11.4K
|
1
|
0.18%
|
Reduced
|
|
|
5221
|
Strid Group
Newtown Square,
Pennsylvania
|
$252K
|
-$284K
|
1
|
0.06%
|
Reduced
|
|
|
5222
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$251K
|
-$92.9K
|
3
|
0.53%
|
Reduced
|
|
|
5223
|
Tilden Park Management I
New York
|
$250K
|
$0
|
1
|
3.86%
|
Maintained
|
|
|
5224
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$249K
|
+$212K
|
4
|
0.11%
|
New
|
|
|
5225
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$246K
|
+$22.6K
|
1
|
0.26%
|
Increased
|
|