|
2951
|
SkyOak Wealth
Southfield,
Michigan
|
$202K
|
+$188K
|
1
|
0.06%
|
New
|
|
|
2952
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$202K
|
+$186K
|
1
|
0.17%
|
New
|
|
|
2953
|
Executive Wealth Management
Brighton,
Michigan
|
$201K
|
-$94.3K
|
1
|
0.02%
|
Reduced
|
|
|
2954
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$200K
|
+$187K
|
1
|
0.07%
|
New
|
|
|
2955
|
Constitution Capital
Shelton,
Connecticut
|
$200K
|
+$187K
|
1
|
0.14%
|
New
|
|
|
2956
|
Greylin Investment Management
Orange,
Virginia
|
$200K
|
+$187K
|
1
|
0.05%
|
New
|
|
|
2957
|
West Coast Financial
Santa Barbara,
California
|
$200K
|
+$187K
|
1
|
0.04%
|
New
|
|
|
2958
|
Clean Yield Group
Norwich,
Vermont
|
$195K
|
$0
|
2
|
0.07%
|
Maintained
|
|
|
2959
|
FSA Wealth Management
Needham,
Massachusetts
|
$193K
|
+$178K
|
2
|
0.1%
|
New
|
|
|
2960
|
Black Swift Group
Boulder,
Colorado
|
$182K
|
+$119K
|
2
|
0.12%
|
New
|
|
|
2961
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$178K
|
-$24.4K
|
1
|
0.12%
|
Reduced
|
|
|
2962
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$177K
|
+$112K
|
1
|
0.04%
|
New
|
|
|
2963
|
One68 Global Capital
New York
|
$172K
|
+$109K
|
1
|
0.35%
|
New
|
|
|
2964
|
D'Orazio & Associates
Falls Church,
Virginia
|
$171K
|
+$17.7K
|
3
|
0.06%
|
Increased
|
|
|
2965
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$171K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2966
|
Vestor Capital
Chicago,
Illinois
|
$171K
|
+$156K
|
1
|
0.02%
|
New
|
|
|
2967
|
Truehand Inc
Strafford,
New Hampshire
|
$169K
|
$0
|
2
|
0.11%
|
Maintained
|
|
|
2968
|
Newton One Investments
Newark,
Delaware
|
$168K
|
+$155K
|
1
|
0.17%
|
New
|
|
|
2969
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$164K
|
+$152K
|
2
|
0.01%
|
New
|
|
|
2970
|
Rockbridge Investment Management
Syracuse,
New York
|
$164K
|
+$1.79K
|
8
|
0.03%
|
Increased
|
|
|
2971
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$164K
|
-$611
|
8
|
0.02%
|
Reduced
|
|
|
2972
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$160K
|
-$298K
|
3
|
0.13%
|
Reduced
|
|
|
2973
|
Larson Financial Group
St Louis,
Missouri
|
$160K
|
-$260K
|
5
|
0.05%
|
Reduced
|
|
|
2974
|
Liberty Wealth Management
Oakland,
California
|
$152K
|
+$26.7K
|
12
|
0.07%
|
Increased
|
|
|
2975
|
CVA Family Office
Denver,
Colorado
|
$149K
|
-$14.2K
|
4
|
0.09%
|
Reduced
|
|