|
3376
|
OLIO Financial Planning
Mclean,
Virginia
|
$277K
|
+$212K
|
1
|
0.13%
|
New
|
|
|
3377
|
My Personal CFO LLC
Vancouver,
Washington
|
$277K
|
-$11.2K
|
1
|
0.22%
|
Reduced
|
|
|
3378
|
Independent Wealth Network
Urbandale,
Iowa
|
$277K
|
+$10K
|
1
|
0.17%
|
Increased
|
|
|
3379
|
TRUADVICE
Sarasota,
Florida
|
$276K
|
+$225K
|
1
|
0.1%
|
New
|
|
|
3380
|
PACK Private Wealth
Wayzata,
Minnesota
|
$276K
|
$0
|
2
|
0.21%
|
Maintained
|
|
|
3381
|
Athena Investment Management
Orinda,
California
|
$275K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
3382
|
First Interstate Bank
Billings,
Montana
|
$275K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
3383
|
Barrett & Company
Providence,
Rhode Island
|
$275K
|
+$1.13M
|
2
|
0.16%
|
Increased
|
|
|
3384
|
Fairview Capital Investment Management
Greenbrae,
California
|
$275K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
3385
|
Verum Partners
Charlotte,
North Carolina
|
$275K
|
+$240K
|
1
|
0.25%
|
New
|
|
|
3386
|
Shira Ridge Wealth Management
Larkspur,
California
|
$274K
|
-$17.5K
|
1
|
0.17%
|
Reduced
|
|
|
3387
|
AJ Advisors
Nashville,
Tennessee
|
$274K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
3388
|
First National Corp
Rockland,
Massachusetts
|
$274K
|
-$6.6K
|
1
|
0.07%
|
Reduced
|
|
|
3389
|
Values Added Financial
Washington,
District of Columbia
|
$273K
|
+$243K
|
1
|
0.26%
|
New
|
|
|
3390
|
United Bank (Georgia)
Zebulon,
Georgia
|
$273K
|
+$7.2K
|
1
|
0.16%
|
Increased
|
|
|
3391
|
Probity Advisors
Dallas,
Texas
|
$272K
|
+$238K
|
1
|
0.06%
|
New
|
|
|
3392
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$272K
|
+$208K
|
1
|
0.16%
|
New
|
|
|
3393
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$272K
|
-$30.6K
|
1
|
0.26%
|
Reduced
|
|
|
3394
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$271K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
3395
|
Western Financial Corp
San Diego,
California
|
$271K
|
-$6.33K
|
1
|
0.18%
|
Reduced
|
|
|
3396
|
Catalyst Private Wealth
San Mateo,
California
|
$270K
|
-$15.4K
|
1
|
0.17%
|
Reduced
|
|
|
3397
|
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
|
$269K
|
+$206K
|
1
|
0.39%
|
New
|
|
|
3398
|
McLean Asset Management
Tysons,
Virginia
|
$269K
|
+$205K
|
1
|
0.11%
|
New
|
|
|
3399
|
Holland Advisory Services
Ormond Beach,
Florida
|
$268K
|
-$53.4K
|
1
|
0.34%
|
Reduced
|
|
|
3400
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$268K
|
-$36K
|
1
|
0.08%
|
Reduced
|
|