|
5001
|
Providence Financial Advisors
Overland Park,
Kansas
|
$304K
|
+$795
|
1
|
0.17%
|
Increased
|
|
|
5002
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$304K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
5003
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$303K
|
+$104K
|
1
|
0.03%
|
Increased
|
|
|
5004
|
RM Financial Services
Falmouth,
Maine
|
$303K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
5005
|
21 West Wealth Management
Tustin,
California
|
$303K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
5006
|
Davis Investment Partners
Charlotte,
North Carolina
|
$302K
|
+$28.2K
|
1
|
0.09%
|
Increased
|
|
|
5007
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$302K
|
+$8.88K
|
7
|
0.09%
|
Increased
|
|
|
5008
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$302K
|
+$115K
|
20
|
0.24%
|
Increased
|
|
|
5009
|
Connective Capital Management
Palo Alto,
California
|
$301K
|
-$157K
|
1
|
0.21%
|
Reduced
|
|
|
5010
|
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
|
$301K
|
-$1.59K
|
1
|
0.21%
|
Reduced
|
|
|
5011
|
|
$300K
|
+$284K
|
1
|
0.09%
|
New
|
|
|
5012
|
Caden Capital Partners
Santa Monica,
California
|
$300K
|
$0
|
1
|
3.62%
|
Maintained
|
|
|
5013
|
Retirement Planning Group (New York)
Malta,
New York
|
$300K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
5014
|
Financial & Tax Architects
St Louis,
Missouri
|
$299K
|
-$15.1K
|
1
|
0.06%
|
Reduced
|
|
|
5015
|
Hofer & Associates
Thousand Oaks,
California
|
$299K
|
+$283K
|
1
|
0.14%
|
New
|
|
|
5016
|
Momentous Wealth Management
Vancouver,
Washington
|
$299K
|
-$66K
|
1
|
0.15%
|
Reduced
|
|
|
5017
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$299K
|
+$284K
|
5
|
0.08%
|
New
|
|
|
5018
|
Pavaki Capital Management
Pueblo,
Colorado
|
$298K
|
$0
|
2
|
0.1%
|
Maintained
|
|
|
5019
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$297K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
5020
|
Lifestyle Asset Management
Friendswood,
Texas
|
$297K
|
+$58.1K
|
1
|
0.08%
|
Increased
|
|
|
5021
|
Olympiad Research
Stamford,
Connecticut
|
$297K
|
-$382K
|
2
|
0.62%
|
Reduced
|
|
|
5022
|
|
$296K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
5023
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$296K
|
-$3.18K
|
1
|
0.02%
|
Reduced
|
|
|
5024
|
Turning Point Benefit Group
Frederick,
Maryland
|
$295K
|
-$23.1K
|
1
|
0.13%
|
Reduced
|
|
|
5025
|
Founders Capital Management (Texas)
Houston,
Texas
|
$295K
|
+$3.77K
|
3
|
0.13%
|
Increased
|
|
