|
4151
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$210K
|
+$203K
|
1
|
0.13%
|
New
|
|
|
4152
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$210K
|
+$207K
|
1
|
0.06%
|
New
|
|
|
4153
|
Vienna Asset Management
Saratoga,
California
|
$210K
|
-$978K
|
1
|
0.16%
|
Reduced
|
|
|
4154
|
Gray Wealth Management
Bangor,
Maine
|
$210K
|
+$192K
|
1
|
0.08%
|
New
|
|
|
4155
|
Napa Wealth Management
Napa,
California
|
$210K
|
+$192K
|
1
|
0.1%
|
New
|
|
|
4156
|
Riverstone Advisors
New Braunfels,
Texas
|
$209K
|
+$191K
|
1
|
0.12%
|
New
|
|
|
4157
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$209K
|
-$1.52M
|
1
|
0.22%
|
Reduced
|
|
|
4158
|
Burton Enright Welch
Walnut Creek,
California
|
$209K
|
+$191K
|
1
|
0.04%
|
New
|
|
|
4159
|
Members Capital Advisors Inc
Madison,
Wisconsin
|
$209K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
4160
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$208K
|
-$175K
|
1
|
0.14%
|
Reduced
|
|
|
4161
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$208K
|
+$190K
|
1
|
0.13%
|
New
|
|
|
4162
|
Heritage Wealth Partners
Dublin,
Ohio
|
$208K
|
+$190K
|
1
|
0.24%
|
New
|
|
|
4163
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$208K
|
+$13.4K
|
1
|
0.09%
|
Increased
|
|
|
4164
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$208K
|
-$22K
|
1
|
0.08%
|
Reduced
|
|
|
4165
|
Unique Wealth
Clearwater,
Florida
|
$208K
|
+$25K
|
1
|
0.05%
|
Increased
|
|
|
4166
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$208K
|
+$190K
|
1
|
0.15%
|
New
|
|
|
4167
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$208K
|
+$190K
|
1
|
0.2%
|
New
|
|
|
4168
|
Wiser Advisor Group
Phoenix,
Arizona
|
$206K
|
-$10.5K
|
4
|
0.31%
|
Reduced
|
|
|
4169
|
New Insight Wealth Advisors
San Ramon,
California
|
$206K
|
-$51.7K
|
1
|
0.11%
|
Reduced
|
|
|
4170
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$206K
|
+$188K
|
1
|
0.03%
|
New
|
|
|
4171
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$206K
|
+$188K
|
1
|
0.07%
|
New
|
|
|
4172
|
Townsend Asset Management
Raleigh,
North Carolina
|
$205K
|
+$204K
|
1
|
0.08%
|
New
|
|
|
4173
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$205K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
4174
|
Hill Island Financial
Grand Rapids,
Michigan
|
$205K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
4175
|
RiverPark Advisors
New York
|
$205K
|
-$177K
|
3
|
0.17%
|
Reduced
|
|