|
5301
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$312K
|
+$8.95K
|
6
|
0.08%
|
Increased
|
|
|
5302
|
United Financial Planning Group
Hauppauge,
New York
|
$312K
|
+$10.1K
|
7
|
0.16%
|
Increased
|
|
|
5303
|
Crestmont Private Wealth
Houston,
Texas
|
$310K
|
-$292K
|
1
|
0.09%
|
Reduced
|
|
|
5304
|
Two West Capital Advisors
Overland Park,
Kansas
|
$310K
|
-$294K
|
2
|
0.15%
|
Reduced
|
|
|
5305
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
$310K
|
+$285K
|
4
|
0.14%
|
New
|
|
|
5306
|
Family Wealth Partners
Matthews,
North Carolina
|
$309K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
5307
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$309K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
5308
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$309K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
5309
|
Edge Wealth Management
New York
|
$309K
|
-$99.4K
|
1
|
0.05%
|
Reduced
|
|
|
5310
|
Dynamic Financial Group
Cedar Falls,
Iowa
|
$308K
|
+$14.3K
|
1
|
0.23%
|
Increased
|
|
|
5311
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$307K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
5312
|
J. Mark Nickell & Co
Brentwood,
Tennessee
|
$307K
|
+$299K
|
1
|
0.24%
|
New
|
|
|
5313
|
Fortune Financial Group
Naples,
Florida
|
$306K
|
+$300K
|
1
|
0.24%
|
New
|
|
|
5314
|
Gilbert Capital Group
North Yarmouth,
Maine
|
$306K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
5315
|
Redwood Family Wealth
Addison,
Texas
|
$306K
|
+$40.5K
|
2
|
0.27%
|
Increased
|
|
|
5316
|
Berkeley Inc
Boise,
Idaho
|
$305K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
5317
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$305K
|
+$1.99K
|
1
|
0.18%
|
Increased
|
|
|
5318
|
North Forty Two & Co
Lake Oswego,
Oregon
|
$305K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
5319
|
Providence Financial Advisors
Overland Park,
Kansas
|
$304K
|
+$795
|
1
|
0.17%
|
Increased
|
|
|
5320
|
JDM Financial Group
Austin,
Texas
|
$304K
|
+$38.7K
|
6
|
0.1%
|
Increased
|
|
|
5321
|
Swan Capital
Pensacola,
Florida
|
$304K
|
-$59K
|
6
|
0.1%
|
Reduced
|
|
|
5322
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$303K
|
+$104K
|
1
|
0.03%
|
Increased
|
|
|
5323
|
RM Financial Services
Falmouth,
Maine
|
$303K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
5324
|
21 West Wealth Management
Tustin,
California
|
$303K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
5325
|
KWMG LLC
Overland Park,
Kansas
|
$302K
|
-$10.9K
|
1
|
0.02%
|
Reduced
|
|