|
5401
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$204K
|
+$14.4K
|
1
|
0.02%
|
Increased
|
|
|
5402
|
VERITY Wealth Advisors
Sausalito,
United States
|
$203K
|
-$546K
|
1
|
0.14%
|
Reduced
|
|
|
5403
|
Northwest Financial Advisors
Herndon,
Virginia
|
$203K
|
+$182K
|
1
|
0.39%
|
New
|
|
|
5404
|
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
|
$203K
|
+$21.8K
|
1
|
0.17%
|
Increased
|
|
|
5405
|
Avenir Corporation
Alexandria,
Virginia
|
$202K
|
+$180K
|
1
|
0.02%
|
New
|
|
|
5406
|
Semanteon Capital Management
Newton,
Massachusetts
|
$201K
|
+$169K
|
1
|
2.7%
|
New
|
|
|
5407
|
Strategic Advisory Partners
Greensboro,
North Carolina
|
$201K
|
-$2.06K
|
1
|
0.16%
|
Reduced
|
|
|
5408
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$201K
|
+$179K
|
1
|
0.08%
|
New
|
|
|
5409
|
Estate Planners Group
Yardley,
Pennsylvania
|
$200K
|
-$38.2K
|
1
|
0.1%
|
Reduced
|
|
|
5410
|
Riverview Trust Company
Vancouver,
Washington
|
$196K
|
$0
|
3
|
0.24%
|
Maintained
|
|
|
5411
|
Miller Global Investments
Dallas,
Texas
|
$196K
|
+$179K
|
4
|
0.18%
|
Increased
|
|
|
5412
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$195K
|
+$6.09K
|
6
|
0.14%
|
Increased
|
|
|
5413
|
Step Capital Management
Singapore,
|
$195K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
5414
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$194K
|
+$7.87K
|
4
|
0.17%
|
Increased
|
|
|
5415
|
Decker Retirement Planning
Levi,
Utah
|
$193K
|
+$70K
|
2
|
0.09%
|
Increased
|
|
|
5416
|
Price Financial Group Wealth Management
Portland,
Oregon
|
$190K
|
+$150K
|
1
|
3.13%
|
New
|
|
|
5417
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$189K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
5418
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$186K
|
+$21.7K
|
12
|
0.17%
|
Increased
|
|
|
5419
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$186K
|
+$26.8K
|
9
|
0.12%
|
Increased
|
|
|
5420
|
LOM Asset Management
Hamilton,
|
$182K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
5421
|
9823 Capital
Dallas,
Texas
|
$181K
|
-$173K
|
1
|
0.14%
|
Reduced
|
|
|
5422
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$180K
|
+$9.89K
|
5
|
0.04%
|
Increased
|
|
|
5423
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$180K
|
-$1.29M
|
1
|
0.13%
|
Reduced
|
|
|
5424
|
Clear Investment Research
Alpharetta,
Georgia
|
$180K
|
+$194K
|
2
|
0.28%
|
New
|
|
|
5425
|
Burk Holdings
Tulsa,
Oklahoma
|
$178K
|
+$190K
|
4
|
0.08%
|
New
|
|