|
4076
|
Vista Investment Partners II
Richmond,
Indiana
|
$1.51M
|
+$4.33K
|
2
|
0.59%
|
Increased
|
|
|
4077
|
Tumwater Wealth Management
Boise,
Idaho
|
$1.51M
|
+$878
|
1
|
0.55%
|
Increased
|
|
|
4078
|
MW Advisory
Atlanta,
Georgia
|
$1.51M
|
+$1.32M
|
3
|
0.6%
|
New
|
|
|
4079
|
Journey Retirement Planning & Investment Management
Ammon,
Idaho
|
$1.5M
|
+$150K
|
4
|
1.17%
|
Increased
|
|
|
4080
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$1.5M
|
+$103K
|
2
|
0.03%
|
Increased
|
|
|
4081
|
Waterway Wealth Management
The Woodlands,
Texas
|
$1.5M
|
-$551K
|
1
|
0.31%
|
Reduced
|
|
|
4082
|
Independent Investors Inc
Nesconset,
New York
|
$1.5M
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
4083
|
EJMK Ventures
Itasca,
Illinois
|
$1.5M
|
-$38.6K
|
3
|
0.68%
|
Reduced
|
|
|
4084
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$1.49M
|
+$58.9K
|
2
|
0.61%
|
Increased
|
|
|
4085
|
Acima Private Wealth
Richmond,
Virginia
|
$1.49M
|
$0
|
1
|
0.43%
|
Maintained
|
|
|
4086
|
Monetta Financial Services
Wheaton,
Illinois
|
$1.49M
|
$0
|
1
|
1%
|
Maintained
|
|
|
4087
|
RBO & Co
Saint Helena,
California
|
$1.49M
|
-$87.8K
|
1
|
0.24%
|
Reduced
|
|
|
4088
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$1.49M
|
+$4K
|
2
|
0.58%
|
Increased
|
|
|
4089
|
Family Capital Management
Grand Rapids,
Michigan
|
$1.49M
|
+$30.4K
|
2
|
0.58%
|
Increased
|
|
|
4090
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$1.48M
|
+$293K
|
1
|
0.48%
|
Increased
|
|
|
4091
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$1.48M
|
-$200K
|
2
|
0.4%
|
Reduced
|
|
|
4092
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.48M
|
-$1.25M
|
3
|
0.11%
|
Reduced
|
|
|
4093
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$1.48M
|
+$35.3K
|
4
|
0.89%
|
Increased
|
|
|
4094
|
|
$1.48M
|
+$1.23M
|
1
|
0.78%
|
New
|
|
|
4095
|
Park Edge Advisors
Cleveland,
Ohio
|
$1.48M
|
+$1.22M
|
1
|
0.31%
|
New
|
|
|
4096
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.48M
|
+$205K
|
4
|
0.45%
|
Increased
|
|
|
4097
|
MOR Wealth Management
Philadelphia,
Pennsylvania
|
$1.48M
|
-$131K
|
2
|
0.59%
|
Reduced
|
|
|
4098
|
Athena Wealth Management
Reno,
Nevada
|
$1.48M
|
+$127K
|
2
|
1.1%
|
Increased
|
|
|
4099
|
Planned Solutions
Folsom,
California
|
$1.47M
|
+$20.2K
|
1
|
0.42%
|
Increased
|
|
|
4100
|
Crown Wealth Group
Charlotte,
North Carolina
|
$1.47M
|
+$25.5K
|
2
|
0.37%
|
Increased
|
|