|
6051
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$252K
|
+$215K
|
1
|
0.17%
|
New
|
|
|
6052
|
Triune Financial Partners
Overland Park,
Kansas
|
$251K
|
+$192K
|
2
|
0.09%
|
Increased
|
|
|
6053
|
Cornerstone Management
Duluth,
Georgia
|
$250K
|
-$9.05K
|
1
|
0.06%
|
Reduced
|
|
|
6054
|
Squire Investment Management Company
Orem,
Utah
|
$243K
|
+$233K
|
1
|
0.2%
|
New
|
|
|
6055
|
Disciplina Capital Management
Nashville,
Tennessee
|
$241K
|
+$185
|
2
|
0.05%
|
Increased
|
|
|
6056
|
Brown Financial Advisory
Fairhope,
Alabama
|
$238K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
6057
|
Huber Capital Management
El Segundo,
California
|
$236K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
6058
|
Kitching Partners
Conshohocken,
Pennsylvania
|
$236K
|
+$218K
|
1
|
0.47%
|
New
|
|
|
6059
|
Kraft Asset Management
Nashville,
Tennessee
|
$232K
|
-$24.4K
|
1
|
0.2%
|
Reduced
|
|
|
6060
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$231K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
6061
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$231K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
6062
|
Twele Capital Management
Minnetonka,
Minnesota
|
$231K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
6063
|
Yakira Capital Management
Westport,
Connecticut
|
$231K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
6064
|
Schaeffer Financial
Rockville,
Maryland
|
$229K
|
+$219K
|
1
|
0.24%
|
New
|
|
|
6065
|
Wellington Wealth Strategies
Indianapolis,
Indiana
|
$228K
|
+$219K
|
1
|
0.19%
|
New
|
|
|
6066
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$227K
|
+$218K
|
1
|
0.14%
|
New
|
|
|
6067
|
Strategic Equity Management
Tucson,
Arizona
|
$222K
|
-$1.76M
|
1
|
0.25%
|
Reduced
|
|
|
6068
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$220K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
6069
|
Raymond James Trust Company of New Hampshire
Portsmouth,
New Hampshire
|
$219K
|
-$99.2K
|
1
|
2.45%
|
Reduced
|
|
|
6070
|
KM Capital Management
Austin,
Texas
|
$217K
|
+$208K
|
1
|
0.13%
|
New
|
|
|
6071
|
Evoke Wealth
Los Angeles,
California
|
$214K
|
-$51.6M
|
2
|
0.35%
|
Reduced
|
|
|
6072
|
Brandywine Trust
Hockessin,
Delaware
|
$213K
|
+$196K
|
1
|
0.04%
|
New
|
|
|
6073
|
Regents of the University of California
Oakland,
California
|
$212K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
6074
|
Shaker Financial Services
Arlington,
Virginia
|
$212K
|
+$203K
|
1
|
0.09%
|
New
|
|
|
6075
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$208K
|
+$199K
|
1
|
0.19%
|
New
|
|