|
2051
|
Patten Group
Chattanooga,
Tennessee
|
$226K
|
-$90.6K
|
1
|
0.04%
|
Reduced
|
|
|
2052
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$226K
|
+$195K
|
1
|
0.01%
|
New
|
|
|
2053
|
Wealth Effects
Boston,
Massachusetts
|
$225K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2054
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$225K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2055
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$225K
|
-$25.4K
|
1
|
0.05%
|
Reduced
|
|
|
2056
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$225K
|
+$205K
|
21
|
0.02%
|
New
|
|
|
2057
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$222K
|
+$1.96K
|
3
|
0.14%
|
Increased
|
|
|
2058
|
Second Half Financial Partners
Sebring,
Florida
|
$222K
|
+$203K
|
1
|
0.09%
|
New
|
|
|
2059
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$221K
|
+$203K
|
1
|
0.13%
|
New
|
|
|
2060
|
Marble Wealth
Montgomery,
Alabama
|
$220K
|
+$195K
|
1
|
0.03%
|
New
|
|
|
2061
|
QTR Family Wealth
Lake Mary,
Florida
|
$220K
|
+$218K
|
1
|
0.08%
|
New
|
|
|
2062
|
|
$219K
|
+$199K
|
1
|
0.09%
|
New
|
|
|
2063
|
SFMG Wealth Advisors
Plano,
Texas
|
$219K
|
+$200K
|
1
|
0.01%
|
New
|
|
|
2064
|
Golden State Wealth Management
Santa Ana,
California
|
$219K
|
+$61K
|
7
|
0.02%
|
Increased
|
|
|
2065
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$218K
|
-$325K
|
1
|
0.01%
|
Reduced
|
|
|
2066
|
LeClair Wealth Partners
Dublin,
Ohio
|
$217K
|
+$199K
|
1
|
0.11%
|
New
|
|
|
2067
|
Physician Wealth Advisors
Midvale,
Utah
|
$217K
|
+$15.8K
|
15
|
0.03%
|
Increased
|
|
|
2068
|
Cogent Private Wealth
Orlando,
Florida
|
$217K
|
+$192K
|
1
|
0.14%
|
New
|
|
|
2069
|
55 North Private Wealth
Winter Park,
Florida
|
$217K
|
+$199K
|
1
|
0.04%
|
New
|
|
|
2070
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$217K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2071
|
nVerses Capital
Wellington,
Florida
|
$216K
|
-$1.48M
|
1
|
0.33%
|
Reduced
|
|
|
2072
|
First Command Advisory Services
Fort Worth,
Texas
|
$216K
|
+$131K
|
4
|
0%
|
Increased
|
|
|
2073
|
Waystone Advisors
Redmond,
Washington
|
$216K
|
+$191K
|
1
|
0.16%
|
New
|
|
|
2074
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$216K
|
-$28.3K
|
1
|
0.1%
|
Reduced
|
|
|
2075
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$215K
|
-$61.2K
|
1
|
0.03%
|
Reduced
|
|