|
5401
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$262K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
5402
|
Financial Alternatives
La Jolla,
California
|
$262K
|
+$262K
|
1
|
0.26%
|
New
|
|
|
5403
|
Crane Advisory
Fullerton,
California
|
$259K
|
-$265K
|
1
|
0.11%
|
Reduced
|
|
|
5404
|
Industry Ventures
San Francisco,
California
|
$258K
|
+$267K
|
1
|
0.13%
|
New
|
|
|
5405
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$256K
|
+$257K
|
1
|
0.27%
|
New
|
|
|
5406
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$255K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
5407
|
Kennicott Capital Management
Corte Madera,
California
|
$254K
|
+$33.6K
|
1
|
0.19%
|
Increased
|
|
|
5408
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$253K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
5409
|
Mad River Investors
Boston,
Massachusetts
|
$251K
|
-$120K
|
1
|
0.15%
|
Reduced
|
|
|
5410
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$250K
|
+$99
|
1
|
0.18%
|
Increased
|
|
|
5411
|
Tri-Star Advisors
Houston,
Texas
|
$250K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
5412
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$250K
|
-$852K
|
1
|
0.04%
|
Reduced
|
|
|
5413
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$248K
|
+$12.7K
|
1
|
0.2%
|
Increased
|
|
|
5414
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$248K
|
-$430K
|
1
|
0.18%
|
Reduced
|
|
|
5415
|
Regimen Wealth
Atlanta,
Georgia
|
$247K
|
+$290K
|
1
|
0.17%
|
New
|
|
|
5416
|
Acute Investment Advisory
Mesa,
Arizona
|
$246K
|
-$713K
|
1
|
0.17%
|
Reduced
|
|
|
5417
|
Newton One Investments
Newark,
Delaware
|
$246K
|
+$19.8K
|
3
|
0.16%
|
Increased
|
|
|
5418
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$246K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
5419
|
Tanglewood Wealth Management
Houston,
Texas
|
$244K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
5420
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$244K
|
+$25.2K
|
1
|
0.14%
|
Increased
|
|
|
5421
|
Forum Private Client Group
Fishers,
Indiana
|
$238K
|
-$1.68K
|
1
|
0.16%
|
Reduced
|
|
|
5422
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$236K
|
+$6.62K
|
1
|
0.12%
|
Increased
|
|
|
5423
|
Seaside Wealth Management
Carlsbad,
California
|
$235K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
5424
|
Fifth Lane Capital
Austin,
Texas
|
$235K
|
-$66.4K
|
1
|
0.21%
|
Reduced
|
|
|
5425
|
Acrisure Capital Management
Austin,
Texas
|
$233K
|
+$258K
|
1
|
0.26%
|
New
|
|