|
2501
|
Insight Wealth Strategies
San Ramon,
California
|
$1.18M
|
-$1.19K
|
1
|
0.12%
|
Reduced
|
|
|
2502
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.18M
|
+$205K
|
1
|
0.15%
|
Increased
|
|
|
2503
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.18M
|
-$367K
|
1
|
0.05%
|
Reduced
|
|
|
2504
|
Massar Capital Management
Stamford,
Connecticut
|
$1.18M
|
+$1.12M
|
3
|
0.11%
|
New
|
|
|
2505
|
Everett Harris & Co
Los Angeles,
California
|
$1.18M
|
+$11.9K
|
1
|
0.01%
|
Increased
|
|
|
2506
|
IF Advisors
San Antonio,
Texas
|
$1.18M
|
$0
|
1
|
0.77%
|
Maintained
|
|
|
2507
|
LifeSteps Financial
Claremont,
California
|
$1.18M
|
+$78.7K
|
1
|
0.55%
|
Increased
|
|
|
2508
|
Markowski Investments
Tampa,
Florida
|
$1.17M
|
+$1.11M
|
1
|
0.26%
|
New
|
|
|
2509
|
Integris Wealth Management
Monterey,
California
|
$1.17M
|
-$65.2K
|
1
|
0.24%
|
Reduced
|
|
|
2510
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.17M
|
+$214K
|
1
|
0.27%
|
Increased
|
|
|
2511
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$1.17M
|
+$172K
|
1
|
0.07%
|
Increased
|
|
|
2512
|
Family CFO
Los Altos,
California
|
$1.17M
|
-$1.99K
|
1
|
0.45%
|
Reduced
|
|
|
2513
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$1.17M
|
+$85.5K
|
1
|
0.16%
|
Increased
|
|
|
2514
|
Gerald Baker Financial Group
Arlington,
Texas
|
$1.17M
|
+$37.8K
|
1
|
0.33%
|
Increased
|
|
|
2515
|
Center for Financial Planning
Southfied,
Michigan
|
$1.17M
|
-$71.6K
|
2
|
0.11%
|
Reduced
|
|
|
2516
|
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
|
$1.16M
|
+$64.4K
|
1
|
0.75%
|
Increased
|
|
|
2517
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$1.16M
|
+$125K
|
1
|
0.41%
|
Increased
|
|
|
2518
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.16M
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2519
|
First Financial Bankshares
Abilene,
Texas
|
$1.16M
|
-$3.29M
|
1
|
0.02%
|
Reduced
|
|
|
2520
|
Private Management Group
Irvine,
California
|
$1.16M
|
+$259K
|
1
|
0.03%
|
Increased
|
|
|
2521
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$1.16M
|
-$30.2K
|
1
|
0.12%
|
Reduced
|
|
|
2522
|
Avalon Trust
Santa Fe,
New Mexico
|
$1.16M
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2523
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.16M
|
+$9.54K
|
1
|
0.18%
|
Increased
|
|
|
2524
|
Alexis Investment Partners
Montgomery,
Texas
|
$1.16M
|
-$353K
|
1
|
0.68%
|
Reduced
|
|
|
2525
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$1.16M
|
+$10.7K
|
1
|
0.1%
|
Increased
|
|