|
3401
|
Oakwell Private Wealth Management
Austin,
Texas
|
$283K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
3402
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$282K
|
-$1.9K
|
1
|
0.16%
|
Reduced
|
|
|
3403
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$282K
|
+$280K
|
1
|
0.14%
|
New
|
|
|
3404
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$282K
|
+$248K
|
1
|
0.26%
|
New
|
|
|
3405
|
Newton One Investments
Newark,
Delaware
|
$281K
|
+$63.7K
|
2
|
0.22%
|
Increased
|
|
|
3406
|
Planned Solutions
Folsom,
California
|
$280K
|
+$52.6K
|
1
|
0.19%
|
Increased
|
|
|
3407
|
O'Dell Group
Cincinnati,
Ohio
|
$279K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
3408
|
Beaumont Asset Management
Beaumont,
Texas
|
$278K
|
+$1.29K
|
1
|
0.21%
|
Increased
|
|
|
3409
|
KWB Wealth
Redlands,
California
|
$278K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
3410
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$278K
|
-$9.51K
|
13
|
0.07%
|
Reduced
|
|
|
3411
|
Barnett & Company
Chattanooga,
Tennessee
|
$276K
|
-$12.2K
|
3
|
0.18%
|
Reduced
|
|
|
3412
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$276K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
3413
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$275K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
3414
|
Synergy Asset Management
Vancouver,
Washington
|
$275K
|
-$3.58K
|
1
|
0.07%
|
Reduced
|
|
|
3415
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$273K
|
+$271K
|
1
|
0.08%
|
New
|
|
|
3416
|
Meridian Financial Partners
Warrenton,
Virginia
|
$273K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
3417
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$273K
|
+$14.2K
|
1
|
0.09%
|
Increased
|
|
|
3418
|
Capital Square
Chattanooga,
Tennessee
|
$272K
|
+$105
|
1
|
0.2%
|
Increased
|
|
|
3419
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$272K
|
-$152K
|
1
|
0.03%
|
Reduced
|
|
|
3420
|
TRH Financial
North Liberty,
Iowa
|
$271K
|
-$41.2K
|
1
|
0.12%
|
Reduced
|
|
|
3421
|
Cordant Inc
Portland,
Oregon
|
$270K
|
+$74.8K
|
2
|
0.17%
|
Increased
|
|
|
3422
|
Catalyst Private Wealth
San Mateo,
California
|
$269K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
3423
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$269K
|
-$26.8K
|
11
|
0.22%
|
Reduced
|
|
|
3424
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$267K
|
-$1.17M
|
1
|
0.04%
|
Reduced
|
|
|
3425
|
Lesa Sroufe & Co
Seattle,
Washington
|
$266K
|
$0
|
1
|
0.27%
|
Maintained
|
|