|
4401
|
AAF Wealth Management
Westborough,
Massachusetts
|
$253K
|
+$244K
|
1
|
0.13%
|
New
|
|
|
4402
|
Private Wealth Management Group
Princeton,
New Jersey
|
$253K
|
+$21.7K
|
19
|
0.1%
|
Increased
|
|
|
4403
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$253K
|
+$245K
|
1
|
0.03%
|
New
|
|
|
4404
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$252K
|
+$225K
|
1
|
0.11%
|
New
|
|
|
4405
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$252K
|
+$237K
|
1
|
0.11%
|
New
|
|
|
4406
|
Shira Ridge Wealth Management
Larkspur,
California
|
$251K
|
+$1.08K
|
1
|
0.12%
|
Increased
|
|
|
4407
|
Schoolcraft Capital
Boulder,
Colorado
|
$251K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
4408
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$249K
|
+$262K
|
1
|
0.18%
|
New
|
|
|
4409
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$248K
|
-$2.74K
|
1
|
0.06%
|
Reduced
|
|
|
4410
|
|
$248K
|
+$22.4K
|
1
|
0%
|
Increased
|
|
|
4411
|
Sandia Investment Management
Boston,
Massachusetts
|
$248K
|
-$10K
|
1
|
0.47%
|
Reduced
|
|
|
4412
|
Challenger Wealth Management
Aliso Viejo,
California
|
$248K
|
+$225K
|
1
|
0.21%
|
New
|
|
|
4413
|
Davies Financial Advisors
Murrieta,
California
|
$247K
|
-$28.9K
|
1
|
0.21%
|
Reduced
|
|
|
4414
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$247K
|
+$238K
|
1
|
0.03%
|
New
|
|
|
4415
|
Cheviot Value Management
Beverly Hills,
California
|
$247K
|
-$3.71K
|
1
|
0.05%
|
Reduced
|
|
|
4416
|
Intelligence Driven Advisers
Carlsbad,
California
|
$247K
|
+$238K
|
1
|
0.05%
|
New
|
|
|
4417
|
Longboard Asset Management
Phoenix,
Arizona
|
$247K
|
+$259K
|
1
|
0.65%
|
New
|
|
|
4418
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$247K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
4419
|
Letson Investment Management
Atlanta,
Georgia
|
$246K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
4420
|
CV Advisors
Aventura,
Florida
|
$246K
|
+$673K
|
1
|
0.09%
|
New
|
|
|
4421
|
Barnett & Company
Chattanooga,
Tennessee
|
$246K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
4422
|
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
|
$245K
|
-$342K
|
1
|
0.56%
|
Reduced
|
|
|
4423
|
Facet Wealth Inc
Baltimore,
Maryland
|
$244K
|
-$333K
|
1
|
0.01%
|
Reduced
|
|
|
4424
|
Fortis Capital Management
Bellevue,
Washington
|
$244K
|
+$253K
|
1
|
0.05%
|
New
|
|
|
4425
|
Black Point Wealth Management
Naples,
Florida
|
$244K
|
+$253K
|
1
|
0.28%
|
New
|
|