|
5376
|
Round Hill Asset Management
Pasadena,
California
|
$1.18M
|
-$70.3K
|
1
|
0.78%
|
Reduced
|
|
|
5377
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.18M
|
+$66K
|
2
|
0.24%
|
Increased
|
|
|
5378
|
Regal Wealth Group
Seal Beach,
California
|
$1.18M
|
+$121K
|
1
|
0.8%
|
Increased
|
|
|
5379
|
Socha Financial Group
Corning,
New York
|
$1.17M
|
-$7.46K
|
2
|
0.62%
|
Reduced
|
|
|
5380
|
Moon Capital Management
New York
|
$1.16M
|
+$1.29M
|
1
|
1.4%
|
New
|
|
|
5381
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.16M
|
-$3.54M
|
2
|
0.07%
|
Reduced
|
|
|
5382
|
Beddow Capital Management
Jackson,
Wyoming
|
$1.16M
|
-$19.9K
|
2
|
0.56%
|
Reduced
|
|
|
5383
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$1.16M
|
+$16.3K
|
1
|
0.56%
|
Increased
|
|
|
5384
|
iSAM Funds (UK)
London,
United Kingdom
|
$1.15M
|
-$1.07M
|
3
|
0.73%
|
Reduced
|
|
|
5385
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$1.15M
|
-$21.4K
|
2
|
0.7%
|
Reduced
|
|
|
5386
|
Allie Family Office
Miami,
Florida
|
$1.14M
|
$0
|
2
|
0.92%
|
Maintained
|
|
|
5387
|
Sandia Investment Management
Boston,
Massachusetts
|
$1.14M
|
+$1.26M
|
4
|
0.31%
|
New
|
|
|
5388
|
Estate Counselors
Thiensville,
Wisconsin
|
$1.14M
|
+$5.18K
|
1
|
0.15%
|
Increased
|
|
|
5389
|
Yorktown Management & Research Company
Forest,
Virginia
|
$1.13M
|
-$955K
|
4
|
1.27%
|
Reduced
|
|
|
5390
|
TKG Advisors
Valparaiso,
Indiana
|
$1.13M
|
-$4.92M
|
2
|
0.75%
|
Reduced
|
|
|
5391
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.13M
|
-$11.4K
|
1
|
0.75%
|
Reduced
|
|
|
5392
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$1.12M
|
+$2.35K
|
2
|
0.49%
|
Increased
|
|
|
5393
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$1.12M
|
+$12.8K
|
1
|
0.44%
|
Increased
|
|
|
5394
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$1.11M
|
-$23.8K
|
2
|
0.91%
|
Reduced
|
|
|
5395
|
Briaud Financial Planning
College Station,
Texas
|
$1.11M
|
+$137K
|
4
|
0.9%
|
Increased
|
|
|
5396
|
|
$1.1M
|
-$202K
|
1
|
0.16%
|
Reduced
|
|
|
5397
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$1.1M
|
-$235K
|
1
|
0.17%
|
Reduced
|
|
|
5398
|
Noble Family Wealth
Clearwater,
Florida
|
$1.1M
|
$0
|
1
|
0.37%
|
Maintained
|
|
|
5399
|
Chico Wealth RIA
Chico,
California
|
$1.09M
|
-$383K
|
2
|
1.31%
|
Reduced
|
|
|
5400
|
Shore Point Advisors
Brielle,
New Jersey
|
$1.09M
|
+$105K
|
1
|
0.79%
|
Increased
|
|