|
7201
|
Reality Financial Planning Services
Sarasota,
Florida
|
$336K
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
7202
|
Frankly Finances
Winter Park,
Florida
|
$336K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
7203
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$335K
|
-$29.1K
|
1
|
0.26%
|
Reduced
|
|
|
7204
|
Longview Financial Advisors
Huntsville,
Alabama
|
$324K
|
-$201K
|
2
|
0.2%
|
Reduced
|
|
|
7205
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$321K
|
-$180K
|
1
|
0.16%
|
Reduced
|
|
|
7206
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$316K
|
-$51K
|
1
|
0.12%
|
Reduced
|
|
|
7207
|
Cosner Financial Group
Windsor,
Colorado
|
$315K
|
+$6.51K
|
1
|
0.17%
|
Increased
|
|
|
7208
|
Portfolio Resources Advisor Group
Coral Gables,
Florida
|
$308K
|
-$18.7K
|
1
|
0.31%
|
Reduced
|
|
|
7209
|
Bull Oak Capital
San Diego,
California
|
$308K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
7210
|
LuminArx Capital Management
New York
|
$307K
|
-$5.47M
|
1
|
0.23%
|
Reduced
|
|
|
7211
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$307K
|
-$5.19M
|
1
|
0.14%
|
Reduced
|
|
|
7212
|
NorthAvenue LLC
Columbus,
Ohio
|
$305K
|
-$199
|
4
|
0.24%
|
Reduced
|
|
|
7213
|
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
|
$305K
|
-$14.4M
|
1
|
0.02%
|
Reduced
|
|
|
7214
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$305K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
7215
|
Salus Financial Advisors
Colorado Springs,
Colorado
|
$304K
|
-$14.3K
|
1
|
0.18%
|
Reduced
|
|
|
7216
|
Riverchase Wealth Management
Flower Mound,
Texas
|
$300K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
7217
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$300K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
7218
|
Schaeffer Financial
Rockville,
Maryland
|
$300K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
7219
|
BFI Wealth Solutions
Dallas,
Texas
|
$299K
|
+$1.04K
|
1
|
0.29%
|
Increased
|
|
|
7220
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$296K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
7221
|
Brandywine Trust
Hockessin,
Delaware
|
$292K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
7222
|
Brave Warrior Advisors
New York
|
$292K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
7223
|
Israel Discount Bank of New York
New York
|
$291K
|
-$241K
|
1
|
0.64%
|
Reduced
|
|
|
7224
|
Pandowealth
Peachtree City,
Georgia
|
$288K
|
-$368K
|
1
|
0.25%
|
Reduced
|
|
|
7225
|
Eversept Partners
New York
|
$285K
|
-$3.83K
|
1
|
0.02%
|
Reduced
|
|