|
1851
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$516K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1852
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$514K
|
+$80.2K
|
1
|
0.25%
|
Increased
|
|
|
1853
|
E&G Advisors
Houston,
Texas
|
$511K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1854
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$510K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1855
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$509K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1856
|
First County Bank
Stamford,
Connecticut
|
$509K
|
+$20.8K
|
1
|
0.24%
|
Increased
|
|
|
1857
|
Avantax Planning Partners
Dubuque,
Iowa
|
$509K
|
-$3.5K
|
1
|
0.01%
|
Reduced
|
|
|
1858
|
MN Wealth Advisors
Overland Park,
Kansas
|
$505K
|
+$215K
|
2
|
0.22%
|
Increased
|
|
|
1859
|
Manchester Capital Management
Manchester,
Vermont
|
$504K
|
-$2.08K
|
6
|
0.07%
|
Reduced
|
|
|
1860
|
Falcon Wealth Planning
Ontario,
California
|
$503K
|
-$7.5K
|
1
|
0.03%
|
Reduced
|
|
|
1861
|
Coastline Trust
Providence,
Rhode Island
|
$502K
|
-$213K
|
2
|
0.04%
|
Reduced
|
|
|
1862
|
Archford Capital Strategies
Swansea,
Illinois
|
$502K
|
-$358
|
1
|
0.05%
|
Reduced
|
|
|
1863
|
Jag Capital Management
St Louis,
Missouri
|
$501K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1864
|
Diligent Investors
Redlands,
California
|
$501K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1865
|
Rockport Wealth
Fairview Park,
Ohio
|
$499K
|
+$565K
|
1
|
0.08%
|
New
|
|
|
1866
|
Curated Wealth Partners
El Segundo,
California
|
$498K
|
-$40.9K
|
2
|
0.06%
|
Reduced
|
|
|
1867
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$497K
|
-$179K
|
2
|
0.16%
|
Reduced
|
|
|
1868
|
Morningstar Investment Management
Chicago,
Illinois
|
$497K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1869
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$496K
|
+$1.73K
|
2
|
0.07%
|
Increased
|
|
|
1870
|
|
$495K
|
+$536K
|
1
|
0.25%
|
New
|
|
|
1871
|
White Pine Capital
Bloomington,
Minnesota
|
$491K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1872
|
Southern Financial Group
Birmingham,
Alabama
|
$490K
|
+$32.5K
|
2
|
0.13%
|
Increased
|
|
|
1873
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$490K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1874
|
Orion Capital Management
Coronado,
California
|
$490K
|
$0
|
3
|
0.15%
|
Maintained
|
|
|
1875
|
Live Oak Investment Partners
Austin,
Texas
|
$489K
|
+$73.8K
|
1
|
0.26%
|
Increased
|
|