|
5901
|
Private Wealth Advisors (California)
Fresno,
California
|
$251K
|
-$1.21K
|
1
|
0.1%
|
Reduced
|
|
|
5902
|
Fischer Investment Strategies
Westlake Village,
California
|
$246K
|
+$1.21K
|
1
|
0.22%
|
Increased
|
|
|
5903
|
swisspartners Advisors
Zurich,
Switzerland
|
$243K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
5904
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$243K
|
-$22.3K
|
1
|
0.02%
|
Reduced
|
|
|
5905
|
Straight Path Wealth Management
Jenison,
Michigan
|
$242K
|
-$876K
|
1
|
0.14%
|
Reduced
|
|
|
5906
|
|
$242K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
5907
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$242K
|
-$36.7K
|
1
|
0.07%
|
Reduced
|
|
|
5908
|
Starfox Financial Services
The Woodlands,
Texas
|
$240K
|
-$13.4K
|
1
|
0.2%
|
Reduced
|
|
|
5909
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$232K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
5910
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$232K
|
+$215K
|
1
|
0.19%
|
New
|
|
|
5911
|
Williams Financial
North Bennington,
Vermont
|
$228K
|
+$211K
|
1
|
0.15%
|
New
|
|
|
5912
|
Cobblestone Asset Management
Richmond,
Virginia
|
$227K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
5913
|
Regis Management Company
Menlo Park,
California
|
$226K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
5914
|
Spectrum Financial Alliance
Nicholasville,
Kentucky
|
$226K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
5915
|
ALM First Financial Advisors
Dallas,
Texas
|
$223K
|
+$215K
|
1
|
0.06%
|
New
|
|
|
5916
|
One Advisory Partners
Overland Park,
Kansas
|
$222K
|
+$214K
|
1
|
0.11%
|
New
|
|
|
5917
|
Marks Wealth
Annapolis,
Maryland
|
$220K
|
+$204K
|
1
|
0.08%
|
New
|
|
|
5918
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$220K
|
+$204K
|
1
|
0.07%
|
New
|
|
|
5919
|
RCS Financial Planning
Annapolis,
Maryland
|
$220K
|
+$212K
|
1
|
0.14%
|
New
|
|
|
5920
|
Peirce Capital Management
The Woodlands,
Texas
|
$216K
|
+$199K
|
1
|
0.12%
|
New
|
|
|
5921
|
Yakira Capital Management
Westport,
Connecticut
|
$215K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
5922
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$214K
|
+$198K
|
1
|
0.22%
|
New
|
|
|
5923
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$214K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
5924
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$214K
|
-$251K
|
1
|
0.09%
|
Reduced
|
|
|
5925
|
Members Advisory Group
Williamsville,
New York
|
$214K
|
+$198K
|
1
|
0.12%
|
New
|
|