|
5276
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$510K
|
-$111K
|
1
|
1.17%
|
Reduced
|
|
|
5277
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$509K
|
+$196K
|
2
|
0.47%
|
Increased
|
|
|
5278
|
Kennicott Capital Management
Corte Madera,
California
|
$507K
|
+$180K
|
2
|
0.31%
|
Increased
|
|
|
5279
|
Triune Financial Partners
Overland Park,
Kansas
|
$505K
|
+$3.83K
|
2
|
0.22%
|
Increased
|
|
|
5280
|
Acrisure Capital Management
Austin,
Texas
|
$498K
|
+$253K
|
1
|
0.5%
|
Increased
|
|
|
5281
|
|
$492K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
5282
|
Stableford Capital II
Scottsdale,
Arizona
|
$481K
|
-$18.7M
|
1
|
0.34%
|
Reduced
|
|
|
5283
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$476K
|
+$77.8K
|
6
|
0.2%
|
Increased
|
|
|
5284
|
WorthPointe
La Jolla,
California
|
$475K
|
-$72.4K
|
1
|
0.31%
|
Reduced
|
|
|
5285
|
Banta Asset Management
Newport Beach,
California
|
$475K
|
$0
|
1
|
0.55%
|
Maintained
|
|
|
5286
|
Capital Impact Advisors
Boston,
Massachusetts
|
$473K
|
-$5.31M
|
2
|
0.58%
|
Reduced
|
|
|
5287
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$469K
|
$0
|
1
|
0.4%
|
Maintained
|
|
|
5288
|
GoalFusion Wealth Management
Austin,
Texas
|
$466K
|
+$6.89K
|
1
|
0.37%
|
Increased
|
|
|
5289
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$465K
|
+$25.5K
|
1
|
0.37%
|
Increased
|
|
|
5290
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$465K
|
+$83.2K
|
1
|
0.43%
|
Increased
|
|
|
5291
|
Laurel Wealth Planning
Edina,
Minnesota
|
$464K
|
-$46.1K
|
1
|
0.31%
|
Reduced
|
|
|
5292
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$462K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
5293
|
Sagefield Capital
Dallas,
Texas
|
$462K
|
-$384K
|
1
|
0.11%
|
Reduced
|
|
|
5294
|
Spartan Fund Management
Toronto, Ontario,
Canada
|
$460K
|
-$2.39M
|
2
|
0.21%
|
Reduced
|
|
|
5295
|
Strategic Equity Management
Tucson,
Arizona
|
$459K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
5296
|
Family CFO
Los Altos,
California
|
$456K
|
+$134
|
7
|
0.35%
|
Increased
|
|
|
5297
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$451K
|
+$399K
|
1
|
0.26%
|
New
|
|
|
5298
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
$446K
|
-$217K
|
1
|
1.62%
|
Reduced
|
|
|
5299
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$442K
|
+$255
|
1
|
0.16%
|
Increased
|
|
|
5300
|
SMH Capital Advisors
Fort Worth,
Texas
|
$441K
|
-$37.5K
|
1
|
2.62%
|
Reduced
|
|