|
3351
|
Financial Insights
Tacoma,
Washington
|
$240K
|
+$892
|
1
|
0.18%
|
Increased
|
|
|
3352
|
Planning Alternatives
Birmingham,
Michigan
|
$240K
|
-$15.4K
|
1
|
0.04%
|
Reduced
|
|
|
3353
|
1900 Wealth Management
San Antonio,
Texas
|
$239K
|
+$216K
|
1
|
0.02%
|
New
|
|
|
3354
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$239K
|
+$216K
|
1
|
0.02%
|
New
|
|
|
3355
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$239K
|
+$257K
|
1
|
0.03%
|
New
|
|
|
3356
|
Trellis Advisors
Ellensburg,
Washington
|
$239K
|
-$3.62K
|
1
|
0.13%
|
Reduced
|
|
|
3357
|
Hershey Trust Company
Hershey,
Pennsylvania
|
$238K
|
-$551K
|
1
|
0%
|
Reduced
|
|
|
3358
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$238K
|
+$217K
|
1
|
0.15%
|
New
|
|
|
3359
|
William Marsh Rice University
Houston,
Texas
|
$238K
|
+$276K
|
1
|
0.13%
|
New
|
|
|
3360
|
McLean Asset Management
Tysons,
Virginia
|
$237K
|
-$13.4K
|
1
|
0.19%
|
Reduced
|
|
|
3361
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$237K
|
+$215K
|
1
|
0.1%
|
New
|
|
|
3362
|
626 Financial
Portage,
Michigan
|
$236K
|
+$198K
|
1
|
0.15%
|
New
|
|
|
3363
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$236K
|
-$8.2K
|
9
|
0.05%
|
Reduced
|
|
|
3364
|
Legacy Wealth Planning
Reno,
Nevada
|
$236K
|
-$23.3K
|
1
|
0.3%
|
Reduced
|
|
|
3365
|
Pavion Blue Capital
Newport Beach,
California
|
$235K
|
-$3.05K
|
1
|
0.15%
|
Reduced
|
|
|
3366
|
Round Rock Advisors
Wilton,
Connecticut
|
$235K
|
+$246K
|
1
|
0.19%
|
New
|
|
|
3367
|
Curi Wealth Management
Raleigh,
North Carolina
|
$233K
|
-$2.87K
|
1
|
0.15%
|
Reduced
|
|
|
3368
|
LPWM LLC
Minneapolis,
Minnesota
|
$233K
|
+$210K
|
1
|
0.16%
|
New
|
|
|
3369
|
Main Management
San Francisco,
California
|
$233K
|
-$746K
|
1
|
0.03%
|
Reduced
|
|
|
3370
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$233K
|
+$269K
|
1
|
0.12%
|
New
|
|
|
3371
|
Apella Capital
West Hartford,
Connecticut
|
$232K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
3372
|
Gray Wealth Management
Bangor,
Maine
|
$232K
|
+$211K
|
1
|
0.15%
|
New
|
|
|
3373
|
Matthew Hamilton Rosenberg
|
$232K
|
-$1.46K
|
2
|
0.13%
|
Reduced
|
|
|
3374
|
TL Private Wealth
Southlake,
Texas
|
$232K
|
+$212K
|
1
|
0.14%
|
New
|
|
|
3375
|
Unified Trust Company
Lexington,
Kentucky
|
$232K
|
$0
|
1
|
0.08%
|
Maintained
|
|