|
5001
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$171K
|
$0
|
3
|
0.15%
|
Maintained
|
|
|
5002
|
Corton Capital
Carrying Place,
Ontario, Canada
|
$168K
|
+$130K
|
1
|
0.41%
|
New
|
|
|
5003
|
First Financial Corp
Terre Haute,
Indiana
|
$164K
|
+$4.83K
|
3
|
0.06%
|
Increased
|
|
|
5004
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$161K
|
+$7.96K
|
4
|
0.05%
|
Increased
|
|
|
5005
|
Riverview Trust Company
Vancouver,
Washington
|
$159K
|
$0
|
3
|
0.19%
|
Maintained
|
|
|
5006
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$159K
|
+$114K
|
4
|
0.08%
|
Increased
|
|
|
5007
|
Aspect Partners
Fairfax,
Virginia
|
$153K
|
-$2.78K
|
6
|
0.07%
|
Reduced
|
|
|
5008
|
Evolution Advisers
Richmond,
Virginia
|
$151K
|
-$19.4K
|
4
|
0.07%
|
Reduced
|
|
|
5009
|
St. Johns Investment Management
Jacksonville,
Florida
|
$148K
|
+$606
|
3
|
0.06%
|
Increased
|
|
|
5010
|
Bare Financial Services
Gap,
Pennsylvania
|
$145K
|
+$16.3K
|
12
|
0.04%
|
Increased
|
|
|
5011
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$142K
|
-$40.5K
|
1
|
0.12%
|
Reduced
|
|
|
5012
|
Evelyn Partners Asset Management
London,
|
$142K
|
+$29.7K
|
3
|
0.03%
|
Increased
|
|
|
5013
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$142K
|
$0
|
5
|
0.03%
|
Maintained
|
|
|
5014
|
Principia Wealth Advisory
Dallas,
Texas
|
$142K
|
+$10K
|
5
|
0.1%
|
Increased
|
|
|
5015
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$139K
|
+$116K
|
7
|
0.02%
|
New
|
|
|
5016
|
Robinswood Financial
Kirkland,
Washington
|
$134K
|
+$16.6K
|
2
|
0.04%
|
Increased
|
|
|
5017
|
Compass Financial Services
West Des Moines,
Iowa
|
$132K
|
+$1.44K
|
2
|
0.06%
|
Increased
|
|
|
5018
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$131K
|
-$276K
|
1
|
0.29%
|
Reduced
|
|
|
5019
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$129K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
5020
|
CFC Planning Company
Cicero,
Indiana
|
$128K
|
+$99.5K
|
1
|
0.1%
|
New
|
|
|
5021
|
Alpha Wealth Funds
Park City,
Utah
|
$123K
|
-$109K
|
1
|
0.09%
|
Reduced
|
|
|
5022
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$119K
|
+$31K
|
3
|
0.09%
|
Increased
|
|
|
5023
|
Maryland Capital Advisors
Chester,
Maryland
|
$118K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
5024
|
Curat Global
Springfield,
New Hampshire
|
$118K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
5025
|
Capitol Family Office
Beaverton,
Oregon
|
$118K
|
$0
|
1
|
0.14%
|
Maintained
|
|