|
6551
|
Prossimo Advisors
San Luis Obispo,
California
|
$1.64M
|
+$47.1K
|
3
|
9.44%
|
Increased
|
|
|
6552
|
Fischer Investment Strategies
Westlake Village,
California
|
$1.64M
|
+$1.16M
|
4
|
0.78%
|
Increased
|
|
|
6553
|
Succession Financial
Mckinney,
Texas
|
$1.64M
|
+$1.66M
|
4
|
1.56%
|
New
|
|
|
6554
|
Bucket List Wealth Management
The Villages,
Florida
|
$1.64M
|
+$191K
|
4
|
0.81%
|
Increased
|
|
|
6555
|
Strid Group
Newtown Square,
Pennsylvania
|
$1.63M
|
+$39.9K
|
4
|
0.18%
|
Increased
|
|
|
6556
|
Colony Family Offices
Charlotte,
North Carolina
|
$1.63M
|
-$377K
|
1
|
0.36%
|
Reduced
|
|
|
6557
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$1.63M
|
-$29.7K
|
3
|
0.87%
|
Reduced
|
|
|
6558
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$1.63M
|
-$277K
|
5
|
4.98%
|
Reduced
|
|
|
6559
|
Lotus Technology Management
Orlando,
Florida
|
$1.63M
|
-$306K
|
4
|
2%
|
Reduced
|
|
|
6560
|
Financial Concepts Unlimited
Centreville,
Maine
|
$1.63M
|
+$35K
|
4
|
1.28%
|
Increased
|
|
|
6561
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$1.63M
|
-$38.7K
|
3
|
0.56%
|
Reduced
|
|
|
6562
|
ETF Store
Overland Park,
Kansas
|
$1.62M
|
+$445K
|
4
|
1.35%
|
Increased
|
|
|
6563
|
Capstone Capital
Henderson,
Nevada
|
$1.62M
|
+$17.6K
|
4
|
0.92%
|
Increased
|
|
|
6564
|
Andina Capital Management
Lehi,
Utah
|
$1.61M
|
-$1.45M
|
4
|
2.6%
|
Reduced
|
|
|
6565
|
Fullerton Advisors
Danville,
California
|
$1.61M
|
-$385K
|
4
|
1.5%
|
Reduced
|
|
|
6566
|
Blom & Howell Financial Planning
Modesto,
California
|
$1.61M
|
-$5.04K
|
3
|
1.34%
|
Reduced
|
|
|
6567
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$1.61M
|
$0
|
8
|
0.06%
|
Maintained
|
|
|
6568
|
Magnolia Wealth Management
Dothan,
Alabama
|
$1.6M
|
-$195K
|
2
|
0.84%
|
Reduced
|
|
|
6569
|
Virtus Family Office
El Paso,
Texas
|
$1.6M
|
-$496K
|
2
|
1.26%
|
Reduced
|
|
|
6570
|
Measured Risk Portfolios
San Diego,
California
|
$1.59M
|
+$176K
|
4
|
1.42%
|
Increased
|
|
|
6571
|
Gridiron Partners
Wexford,
Pennsylvania
|
$1.59M
|
$0
|
1
|
0.84%
|
Maintained
|
|
|
6572
|
Cobblestone Asset Management
Richmond,
Virginia
|
$1.59M
|
-$85.6K
|
4
|
0.66%
|
Reduced
|
|
|
6573
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$1.58M
|
-$187K
|
1
|
0.91%
|
Reduced
|
|
|
6574
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$1.57M
|
$0
|
3
|
0.27%
|
Maintained
|
|
|
6575
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.57M
|
-$27.8K
|
4
|
0.49%
|
Reduced
|
|