|
5201
|
Brio Consultants
San Francisco,
California
|
$259K
|
+$11.5K
|
1
|
0.03%
|
Increased
|
|
|
5202
|
North Forty Two & Co
Lake Oswego,
Oregon
|
$258K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
5203
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$258K
|
+$29.4K
|
1
|
0.12%
|
Increased
|
|
|
5204
|
Kaydan Wealth Management
Fenton,
Michigan
|
$258K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
5205
|
S&T Bank
Indiana,
Pennsylvania
|
$258K
|
+$6.49K
|
5
|
0.08%
|
Increased
|
|
|
5206
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$257K
|
-$223K
|
1
|
0.15%
|
Reduced
|
|
|
5207
|
United Financial Planning Group
Hauppauge,
New York
|
$257K
|
+$72.3K
|
6
|
0.16%
|
Increased
|
|
|
5208
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$256K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
5209
|
Providence Financial Advisors
Overland Park,
Kansas
|
$256K
|
+$253K
|
1
|
0.26%
|
New
|
|
|
5210
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$256K
|
+$19.9K
|
1
|
0.19%
|
Increased
|
|
|
5211
|
Atlantic Family Wealth
Coral Gables,
Florida
|
$255K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
5212
|
Prossimo Advisors
San Luis Obispo,
California
|
$255K
|
-$25.3K
|
1
|
1.64%
|
Reduced
|
|
|
5213
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$255K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
5214
|
Capital Squared Financial
Rockville,
Maryland
|
$254K
|
-$11.1K
|
1
|
0.2%
|
Reduced
|
|
|
5215
|
Seneca House Advisors
Richmond,
Virginia
|
$253K
|
+$34.6K
|
1
|
0.09%
|
Increased
|
|
|
5216
|
BlueDoor Private Wealth
Beverly,
Massachusetts
|
$252K
|
+$249K
|
1
|
0.12%
|
New
|
|
|
5217
|
Team Financial Group
Temecula,
California
|
$251K
|
+$28.8K
|
3
|
0.11%
|
Increased
|
|
|
5218
|
Summit Financial Consulting
Sterling Heights,
Michigan
|
$251K
|
+$247K
|
1
|
0.18%
|
New
|
|
|
5219
|
JLB & Associates
Plymouth,
Michigan
|
$251K
|
+$248K
|
1
|
0.03%
|
New
|
|
|
5220
|
KW Wealth Management
Sacramento,
California
|
$250K
|
$0
|
1
|
0.38%
|
Maintained
|
|
|
5221
|
Wealth Science Advisors
Alpharetta,
Georgia
|
$250K
|
+$246K
|
1
|
0.14%
|
New
|
|
|
5222
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$250K
|
-$6.65K
|
1
|
0.05%
|
Reduced
|
|
|
5223
|
Compass Advisory Group
Melville,
New York
|
$249K
|
-$141K
|
1
|
0.07%
|
Reduced
|
|
|
5224
|
Diesslin Group
Fort Worth,
Texas
|
$249K
|
+$246K
|
1
|
0.1%
|
New
|
|
|
5225
|
Investment Advisory Services
The Woodlands,
Texas
|
$249K
|
-$15.5K
|
1
|
0.08%
|
Reduced
|
|