|
5576
|
Lowery Thomas LLC
Pebble Beach,
California
|
$911K
|
-$35.1K
|
2
|
0.78%
|
Reduced
|
|
|
5577
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$908K
|
+$897K
|
2
|
0.83%
|
New
|
|
|
5578
|
Donor Advised Charitable Giving
San Francisco,
California
|
$906K
|
-$268K
|
1
|
0.05%
|
Reduced
|
|
|
5579
|
Financial Alternatives
La Jolla,
California
|
$906K
|
-$221K
|
3
|
0.76%
|
Reduced
|
|
|
5580
|
Kennicott Capital Management
Corte Madera,
California
|
$901K
|
+$240K
|
2
|
0.44%
|
Increased
|
|
|
5581
|
Triad Investment Management
Newport Beach,
California
|
$897K
|
+$45.6K
|
2
|
1.18%
|
Increased
|
|
|
5582
|
Triune Financial Partners
Overland Park,
Kansas
|
$895K
|
+$212K
|
3
|
0.33%
|
Increased
|
|
|
5583
|
Sound Stewardship
Overland Park,
Kansas
|
$886K
|
$0
|
1
|
0.59%
|
Maintained
|
|
|
5584
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$886K
|
+$838K
|
1
|
0.73%
|
New
|
|
|
5585
|
Prism Advisors
Studio City,
California
|
$877K
|
+$214K
|
2
|
0.28%
|
Increased
|
|
|
5586
|
Windsor Advisory Group
Columbus,
Ohio
|
$876K
|
-$2.78M
|
1
|
2.61%
|
Reduced
|
|
|
5587
|
Rather & Kittrell
Knoxville,
Tennessee
|
$874K
|
+$188K
|
2
|
0.31%
|
Increased
|
|
|
5588
|
Kickstand Ventures
Pittsford,
New York
|
$873K
|
-$70.8K
|
1
|
0.25%
|
Reduced
|
|
|
5589
|
Clearfield Capital Management
New York
|
$868K
|
+$655K
|
1
|
0.76%
|
New
|
|
|
5590
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$863K
|
-$125K
|
1
|
0.58%
|
Reduced
|
|
|
5591
|
Axiom Financial Strategies
New Albany,
Indiana
|
$862K
|
-$189K
|
1
|
0.56%
|
Reduced
|
|
|
5592
|
Arbor Wealth Advisors
Troy,
Michigan
|
$852K
|
+$806K
|
1
|
0.88%
|
New
|
|
|
5593
|
Resource Planning Group
Atlanta,
Georgia
|
$851K
|
-$9.08K
|
2
|
0.54%
|
Reduced
|
|
|
5594
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$838K
|
$0
|
2
|
0.32%
|
Maintained
|
|
|
5595
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$837K
|
-$81.5K
|
9
|
0.29%
|
Reduced
|
|
|
5596
|
Sandia Investment Management
Boston,
Massachusetts
|
$837K
|
-$2.36M
|
1
|
0.58%
|
Reduced
|
|
|
5597
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$835K
|
+$220K
|
2
|
1.22%
|
Increased
|
|
|
5598
|
Regimen Wealth
Atlanta,
Georgia
|
$833K
|
-$5.61K
|
1
|
0.32%
|
Reduced
|
|
|
5599
|
GoalFusion Wealth Management
Austin,
Texas
|
$827K
|
+$212K
|
2
|
0.56%
|
Increased
|
|
|
5600
|
Sage Financial Management Group
Mclean,
Virginia
|
$825K
|
+$213K
|
1
|
0.44%
|
Increased
|
|