|
5601
|
OLIO Financial Planning
Mclean,
Virginia
|
$1.17M
|
$0
|
2
|
0.49%
|
Maintained
|
|
|
5602
|
EnRich Financial Partners
Madison,
Wisconsin
|
$1.15M
|
+$4.42K
|
4
|
0.42%
|
Increased
|
|
|
5603
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.15M
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
5604
|
Main Line Retirement Advisors
Whitefish,
Montana
|
$1.15M
|
-$129K
|
1
|
0.88%
|
Reduced
|
|
|
5605
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$1.15M
|
+$79.2K
|
2
|
0.56%
|
Increased
|
|
|
5606
|
P.A.W. Capital
Greenwich,
Connecticut
|
$1.15M
|
-$3.64M
|
1
|
2.8%
|
Reduced
|
|
|
5607
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$1.14M
|
+$749K
|
2
|
4.81%
|
Increased
|
|
|
5608
|
Carmel Capital Management
Carmel,
California
|
$1.13M
|
$0
|
1
|
0.44%
|
Maintained
|
|
|
5609
|
Traction Financial Partners
Encampment,
Wyoming
|
$1.13M
|
-$214K
|
3
|
0.82%
|
Reduced
|
|
|
5610
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$1.13M
|
+$1.07M
|
1
|
0.88%
|
New
|
|
|
5611
|
Denali Advisors
San Diego,
California
|
$1.13M
|
-$288K
|
1
|
0.31%
|
Reduced
|
|
|
5612
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$1.13M
|
-$19.7K
|
3
|
0.95%
|
Reduced
|
|
|
5613
|
SWP Financial
San Diego,
California
|
$1.13M
|
-$7.6K
|
4
|
0.74%
|
Reduced
|
|
|
5614
|
Denver Wealth Management
Denver,
Colorado
|
$1.13M
|
-$8.7K
|
2
|
0.56%
|
Reduced
|
|
|
5615
|
Win Advisors
Palm Beach Gardens,
Florida
|
$1.12M
|
+$1.01M
|
2
|
0.5%
|
New
|
|
|
5616
|
Sender Company & Partners
New York
|
$1.11M
|
-$1.89M
|
3
|
1.28%
|
Reduced
|
|
|
5617
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$1.11M
|
-$17K
|
3
|
0.9%
|
Reduced
|
|
|
5618
|
Dorval Corp
Maple Grove,
Minnesota
|
$1.11M
|
-$12.2K
|
1
|
0.49%
|
Reduced
|
|
|
5619
|
Prism Advisors
Studio City,
California
|
$1.1M
|
+$12.6K
|
2
|
0.33%
|
Increased
|
|
|
5620
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.09M
|
+$15.4K
|
3
|
0.24%
|
Increased
|
|
|
5621
|
Andina Capital Management
Lehi,
Utah
|
$1.09M
|
+$687K
|
3
|
0.82%
|
Increased
|
|
|
5622
|
Stephen J. Garry & Associates
Garden City,
New York
|
$1.08M
|
+$147K
|
3
|
1.1%
|
Increased
|
|
|
5623
|
Cahill Wealth Management
Portage,
Michigan
|
$1.08M
|
+$132K
|
2
|
0.65%
|
Increased
|
|
|
5624
|
ETF Portfolio Partners
Leawood,
Kansas
|
$1.08M
|
+$29.4K
|
2
|
0.34%
|
Increased
|
|
|
5625
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$1.08M
|
+$544K
|
2
|
1.27%
|
Increased
|
|