|
7076
|
Family CFO
Los Altos,
California
|
$706K
|
+$94.8K
|
3
|
0.32%
|
Increased
|
|
|
7077
|
Beartown Capital Management
Huntington Woods,
Michigan
|
$706K
|
+$795K
|
2
|
0.51%
|
New
|
|
|
7078
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$702K
|
$0
|
1
|
0.41%
|
Maintained
|
|
|
7079
|
Cassilly Financial Group
Severna Park,
Maryland
|
$699K
|
+$686K
|
3
|
0.62%
|
New
|
|
|
7080
|
BFI Infinity
Zurich,
Switzerland
|
$698K
|
$0
|
2
|
0.22%
|
Maintained
|
|
|
7081
|
Twele Capital Management
Minnetonka,
Minnesota
|
$695K
|
-$22.8K
|
1
|
0.12%
|
Reduced
|
|
|
7082
|
Scalar Gauge Management
Dallas,
Texas
|
$692K
|
+$686K
|
1
|
0.46%
|
New
|
|
|
7083
|
ArborFi Advisors
Ann Arbor,
Michigan
|
$690K
|
-$31.9K
|
2
|
0.56%
|
Reduced
|
|
|
7084
|
LCW Services
Virginia Beach,
Virginia
|
$688K
|
+$681K
|
2
|
0.37%
|
New
|
|
|
7085
|
Sunesis Advisors
Overland Park,
Kansas
|
$684K
|
$0
|
1
|
0.31%
|
Maintained
|
|
|
7086
|
TrustWell Financial Advisors
Jacksonville,
Florida
|
$683K
|
+$665K
|
2
|
0.66%
|
New
|
|
|
7087
|
Pandowealth
Peachtree City,
Georgia
|
$683K
|
+$669K
|
2
|
0.63%
|
New
|
|
|
7088
|
|
$677K
|
+$670K
|
2
|
0.7%
|
New
|
|
|
7089
|
Centerstone Investors
New York
|
$675K
|
$0
|
1
|
2.12%
|
Maintained
|
|
|
7090
|
Sapience Investments
Newport Beach,
California
|
$671K
|
+$69.8K
|
1
|
2.53%
|
Increased
|
|
|
7091
|
Uptown Financial Advisors
Dallas,
Texas
|
$671K
|
$0
|
2
|
0.48%
|
Maintained
|
|
|
7092
|
rebel Financial
Groveport,
Ohio
|
$668K
|
+$645K
|
2
|
0.29%
|
New
|
|
|
7093
|
Envision Financial
Brookfield,
Wisconsin
|
$667K
|
-$32.2K
|
1
|
0.35%
|
Reduced
|
|
|
7094
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$664K
|
+$322K
|
30
|
0.26%
|
Increased
|
|
|
7095
|
Mizuho Securities
Tokyo,
Japan
|
$664K
|
-$907K
|
2
|
8.88%
|
Reduced
|
|
|
7096
|
Kickstand Ventures
Pittsford,
New York
|
$661K
|
-$692K
|
2
|
0.14%
|
Reduced
|
|
|
7097
|
Powerhouse Assets
Lincoln,
Massachusetts
|
$659K
|
+$650K
|
1
|
0.58%
|
New
|
|
|
7098
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$657K
|
+$519K
|
4
|
0.1%
|
New
|
|
|
7099
|
Fairholme Capital Management
South Miami,
Florida
|
$652K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
7100
|
ShariaPortfolio
Lake Mary,
Florida
|
$648K
|
-$123K
|
1
|
0.27%
|
Reduced
|
|