|
4401
|
|
$631K
|
-$141K
|
1
|
0.32%
|
Reduced
|
|
|
4402
|
SharpePoint
Phoenix,
Arizona
|
$629K
|
+$154K
|
2
|
0.32%
|
Increased
|
|
|
4403
|
Old Peak Finance
Chapel Hill,
North Carolina
|
$628K
|
+$501K
|
2
|
0.3%
|
New
|
|
|
4404
|
CPA Asset Management
West Palm Beach,
Florida
|
$627K
|
+$9.73K
|
1
|
0.18%
|
Increased
|
|
|
4405
|
Fortitude Family Office
Scottsdale,
Arizona
|
$626K
|
+$84.5K
|
20
|
0.12%
|
Increased
|
|
|
4406
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$624K
|
-$29.8K
|
2
|
0.15%
|
Reduced
|
|
|
4407
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$623K
|
+$56.9K
|
1
|
0.06%
|
Increased
|
|
|
4408
|
Capital Squared Financial
Rockville,
Maryland
|
$622K
|
-$4.29K
|
1
|
0.41%
|
Reduced
|
|
|
4409
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$622K
|
$0
|
1
|
0.38%
|
Maintained
|
|
|
4410
|
Matters Capital
Miami,
Florida
|
$622K
|
+$439K
|
2
|
0.44%
|
New
|
|
|
4411
|
Stembrook Asset Management
Red Bank,
New Jersey
|
$622K
|
$0
|
1
|
0.54%
|
Maintained
|
|
|
4412
|
Windward Capital Management
Los Angeles,
California
|
$622K
|
-$7.55K
|
1
|
0.05%
|
Reduced
|
|
|
4413
|
Sender Company & Partners
New York
|
$621K
|
+$222K
|
1
|
0.18%
|
Increased
|
|
|
4414
|
RFP Financial Group
Atlanta,
Georgia
|
$621K
|
+$51.5K
|
1
|
0.28%
|
Increased
|
|
|
4415
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$619K
|
+$652K
|
1
|
0.11%
|
New
|
|
|
4416
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$619K
|
+$132K
|
1
|
0.12%
|
Increased
|
|
|
4417
|
Genesis Financial Group
Paramus,
New Jersey
|
$619K
|
-$1.5M
|
2
|
0.4%
|
Reduced
|
|
|
4418
|
WealthPoint Financial
Cramerton,
North Carolina
|
$618K
|
-$137K
|
1
|
0.45%
|
Reduced
|
|
|
4419
|
Watchman Group
Plano,
Texas
|
$617K
|
+$15.6K
|
1
|
0.14%
|
Increased
|
|
|
4420
|
SilverOak Wealth Management
Edina,
Minnesota
|
$616K
|
+$199K
|
2
|
0.08%
|
Increased
|
|
|
4421
|
Thryve Wealth Management
Irving,
Texas
|
$616K
|
+$229
|
1
|
0.34%
|
Increased
|
|
|
4422
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$616K
|
-$659K
|
5
|
0.24%
|
Reduced
|
|
|
4423
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$615K
|
+$1.53K
|
8
|
0.05%
|
Increased
|
|
|
4424
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$613K
|
-$39.7K
|
1
|
0.06%
|
Reduced
|
|
|
4425
|
North Capital
Salt Lake City,
Utah
|
$613K
|
$0
|
1
|
0.46%
|
Maintained
|
|