|
7101
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$285K
|
-$7.15K
|
1
|
0.11%
|
Reduced
|
|
|
7102
|
Plus Group Wealth Advisors
Belgium,
Wisconsin
|
$282K
|
-$17.2K
|
1
|
0.26%
|
Reduced
|
|
|
7103
|
Mann Financial Group
Detroit Lakes,
Minnesota
|
$281K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
7104
|
Capstone Wealth Management
Billings,
Montana
|
$281K
|
+$12K
|
1
|
0.21%
|
Increased
|
|
|
7105
|
|
$276K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
7106
|
Brown Capital Management
Baltimore,
Maryland
|
$275K
|
-$48.4M
|
1
|
0.06%
|
Reduced
|
|
|
7107
|
Aurelius Family Office
Bedford,
New Hampshire
|
$275K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
7108
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$271K
|
-$65.5K
|
1
|
0.12%
|
Reduced
|
|
|
7109
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$270K
|
-$261K
|
4
|
0.12%
|
Reduced
|
|
|
7110
|
Peirce Capital Management
The Woodlands,
Texas
|
$269K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
7111
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$267K
|
+$264K
|
1
|
0.16%
|
New
|
|
|
7112
|
Bontempo Ohly Capital Management
Bethesda,
Maryland
|
$267K
|
+$17.7K
|
1
|
0.11%
|
Increased
|
|
|
7113
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$267K
|
+$29.7K
|
1
|
0.11%
|
Increased
|
|
|
7114
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$265K
|
-$25.7K
|
1
|
0.01%
|
Reduced
|
|
|
7115
|
|
$265K
|
-$19K
|
6
|
0.02%
|
Reduced
|
|
|
7116
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$264K
|
-$67.8K
|
1
|
0.16%
|
Reduced
|
|
|
7117
|
NorthAvenue LLC
Columbus,
Ohio
|
$260K
|
+$749
|
8
|
0.19%
|
Increased
|
|
|
7118
|
Kastel Capital Advisors
Wellesley,
Massachusetts
|
$260K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
7119
|
McMorgan & Co
San Francisco,
California
|
$260K
|
-$2.5K
|
1
|
0.04%
|
Reduced
|
|
|
7120
|
VanWeelden Wealth Management
West Chester Township,
Ohio
|
$257K
|
-$236K
|
1
|
0.19%
|
Reduced
|
|
|
7121
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$257K
|
-$251K
|
1
|
0.16%
|
Reduced
|
|
|
7122
|
Sherwood Financial Partners
Westlake Village,
California
|
$256K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
7123
|
SeedSafe Financial
Austin,
Texas
|
$252K
|
+$499
|
1
|
0.18%
|
Increased
|
|
|
7124
|
New Dimensions Wealth Management
Allen,
Texas
|
$251K
|
+$12.6K
|
1
|
0.19%
|
Increased
|
|
|
7125
|
Members Advisory Group
Williamsville,
New York
|
$250K
|
$0
|
1
|
0.07%
|
Maintained
|
|