|
5376
|
Index Fund Advisors
Irvine,
California
|
$3.35M
|
-$3.6M
|
4
|
0.21%
|
Reduced
|
|
|
5377
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$3.35M
|
-$75.1K
|
4
|
1.92%
|
Reduced
|
|
|
5378
|
Hoge Financial Services
Canonsburg,
Pennsylvania
|
$3.34M
|
+$526K
|
3
|
2.34%
|
Increased
|
|
|
5379
|
Capitol Family Office
Beaverton,
Oregon
|
$3.34M
|
-$347K
|
3
|
4.73%
|
Reduced
|
|
|
5380
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$3.33M
|
-$230K
|
4
|
2.51%
|
Reduced
|
|
|
5381
|
Warburton Capital Management
Tulsa,
Oklahoma
|
$3.32M
|
+$1.09M
|
5
|
2.41%
|
Increased
|
|
|
5382
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$3.32M
|
+$1.89M
|
3
|
2.68%
|
Increased
|
|
|
5383
|
Planning Directions
Glen Mills,
Pennsylvania
|
$3.32M
|
+$468K
|
4
|
1.42%
|
Increased
|
|
|
5384
|
Teza Capital Management
Chicago,
Illinois
|
$3.32M
|
-$10.3M
|
4
|
1.52%
|
Reduced
|
|
|
5385
|
Columbia River Financial Group
Vancouver,
Washington
|
$3.32M
|
+$76.2K
|
4
|
2.22%
|
Increased
|
|
|
5386
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$3.31M
|
+$350K
|
2
|
1.63%
|
Increased
|
|
|
5387
|
May Barnhard Investments
Bethesda,
Maryland
|
$3.31M
|
+$281K
|
3
|
1.65%
|
Increased
|
|
|
5388
|
Sovereign's Capital Management
Atlanta,
Georgia
|
$3.31M
|
+$3.73M
|
1
|
1.97%
|
Increased
|
|
|
5389
|
Lifestyle Asset Management
Friendswood,
Texas
|
$3.3M
|
+$336K
|
4
|
1.81%
|
Increased
|
|
|
5390
|
K2 Principal Fund
Toronto,
Ontario, Canada
|
$3.28M
|
-$11.7M
|
2
|
0.42%
|
Reduced
|
|
|
5391
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$3.28M
|
-$55.2K
|
2
|
2.73%
|
Reduced
|
|
|
5392
|
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
|
$3.28M
|
+$3.72M
|
9
|
4.97%
|
New
|
|
|
5393
|
SK Wealth Management
Providence,
Rhode Island
|
$3.28M
|
+$81.5K
|
4
|
1.76%
|
Increased
|
|
|
5394
|
BlueCrest Capital Management
St Helier,
Jersey
|
$3.28M
|
+$1.24M
|
2
|
0.14%
|
Increased
|
|
|
5395
|
Freedom Together Foundation
New York
|
$3.28M
|
$0
|
1
|
0.43%
|
Maintained
|
|
|
5396
|
Western Financial Corp
San Diego,
California
|
$3.27M
|
-$2.01M
|
6
|
1.9%
|
Reduced
|
|
|
5397
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$3.27M
|
-$330K
|
5
|
0.45%
|
Reduced
|
|
|
5398
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$3.27M
|
+$3.66M
|
4
|
2.93%
|
New
|
|
|
5399
|
Meredith Wealth Planning
Maryville,
Illinois
|
$3.26M
|
-$55.2K
|
3
|
1.44%
|
Reduced
|
|
|
5400
|
Nova Wealth Management
Bonita Springs,
Florida
|
$3.26M
|
-$94.6K
|
6
|
2.82%
|
Reduced
|
|
