|
3401
|
SOA Wealth Advisors
New York
|
$234K
|
-$12.8K
|
4
|
0.04%
|
Reduced
|
|
|
3402
|
Forum Private Client Group
Fishers,
Indiana
|
$234K
|
+$211K
|
1
|
0.09%
|
New
|
|
|
3403
|
Holistic Planning
Nacogdoches,
Texas
|
$234K
|
+$215K
|
1
|
0.07%
|
New
|
|
|
3404
|
WJ Wealth Management
Glendale,
Arizona
|
$233K
|
+$215K
|
1
|
0.07%
|
New
|
|
|
3405
|
Chokshi & Queen Wealth Advisors
San Diego,
California
|
$233K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
3406
|
Guidance Capital
Lousville,
Kentucky
|
$232K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
3407
|
Pin Oak Investment Advisors
Houston,
Texas
|
$232K
|
+$14.8K
|
2
|
0.2%
|
Increased
|
|
|
3408
|
Summit X LLC
Chesterfield,
Missouri
|
$232K
|
+$202K
|
1
|
0.04%
|
New
|
|
|
3409
|
Whipplewood Advisors
Littleton,
Colorado
|
$232K
|
+$1.99K
|
10
|
0.13%
|
Increased
|
|
|
3410
|
Eagle Strategies
New York
|
$231K
|
+$1.82K
|
1
|
0.04%
|
Increased
|
|
|
3411
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$231K
|
-$59.1K
|
1
|
0.02%
|
Reduced
|
|
|
3412
|
GatePass Capital
Independence,
Ohio
|
$231K
|
-$2.02K
|
1
|
0.15%
|
Reduced
|
|
|
3413
|
Horizon Investment Services
Hammond,
Indiana
|
$231K
|
+$208K
|
1
|
0.1%
|
New
|
|
|
3414
|
eCIO Inc
Madison,
Wisconsin
|
$230K
|
-$121K
|
1
|
0.1%
|
Reduced
|
|
|
3415
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$230K
|
+$207K
|
1
|
0.07%
|
New
|
|
|
3416
|
TPG Financial Advisors
Portland,
Oregon
|
$230K
|
+$207K
|
1
|
0.09%
|
New
|
|
|
3417
|
Root Financial Partners
Encinitas,
California
|
$229K
|
-$11.5K
|
1
|
0.02%
|
Reduced
|
|
|
3418
|
William Mack & Associates
Troy,
Michigan
|
$229K
|
+$211K
|
1
|
0.15%
|
New
|
|
|
3419
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$228K
|
+$212K
|
1
|
0.03%
|
New
|
|
|
3420
|
WealthPLAN Partners
Omaha,
Nebraska
|
$228K
|
+$211K
|
1
|
0.04%
|
New
|
|
|
3421
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$228K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
3422
|
Middleton & Co
Boston,
Massachusetts
|
$228K
|
-$10.9K
|
1
|
0.03%
|
Reduced
|
|
|
3423
|
Index Fund Advisors
Irvine,
California
|
$228K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
3424
|
May Hill Capital
Cohasset,
Massachusetts
|
$227K
|
-$40.2K
|
1
|
0.07%
|
Reduced
|
|
|
3425
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$226K
|
+$209K
|
1
|
0.02%
|
New
|
|