|
4226
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$366K
|
+$335K
|
6
|
0.35%
|
New
|
|
|
4227
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$365K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
4228
|
Mainstream Capital Management
Los Angeles,
California
|
$365K
|
-$1.26K
|
1
|
0.27%
|
Reduced
|
|
|
4229
|
RHS Financial
San Francisco,
California
|
$364K
|
+$342K
|
1
|
0.21%
|
New
|
|
|
4230
|
Private Advisory Group
Redmond,
Washington
|
$363K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
4231
|
James J. Burns & Company
Melville,
New York
|
$363K
|
+$8K
|
1
|
0.06%
|
Increased
|
|
|
4232
|
Rockport Wealth
Fairview Park,
Ohio
|
$362K
|
+$299K
|
1
|
0.08%
|
New
|
|
|
4233
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$362K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
4234
|
Crane Advisory
Fullerton,
California
|
$360K
|
-$42.7K
|
1
|
0.06%
|
Reduced
|
|
|
4235
|
Chico Wealth RIA
Chico,
California
|
$359K
|
+$59K
|
1
|
0.28%
|
Increased
|
|
|
4236
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$359K
|
-$26.9K
|
1
|
0.24%
|
Reduced
|
|
|
4237
|
Manchester Financial
Westlake Village,
California
|
$359K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
4238
|
NDVR Inc
Boston,
Massachusetts
|
$358K
|
-$127K
|
1
|
0.34%
|
Reduced
|
|
|
4239
|
HeadInvest LLC
Portland,
Maine
|
$357K
|
-$282K
|
1
|
0.08%
|
Reduced
|
|
|
4240
|
Defender Capital
Charlotte,
North Carolina
|
$357K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
4241
|
MASECO Private Wealth
London,
|
$356K
|
+$312K
|
10
|
0.01%
|
New
|
|
|
4242
|
Bruce G. Allen Investments
Denver,
Colorado
|
$356K
|
-$11.8K
|
16
|
0.27%
|
Reduced
|
|
|
4243
|
SONA Asset Management (US)
New York
|
$353K
|
-$30.1M
|
1
|
0.01%
|
Reduced
|
|
|
4244
|
Wood Tarver Financial Group
Boise,
Idaho
|
$353K
|
+$5.54K
|
12
|
0.11%
|
Increased
|
|
|
4245
|
Heritage Financial Services
Westwood,
Massachusetts
|
$353K
|
-$23.3K
|
1
|
0.03%
|
Reduced
|
|
|
4246
|
WPWealth
Fort Worth,
Texas
|
$352K
|
-$3.7K
|
1
|
0.06%
|
Reduced
|
|
|
4247
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$352K
|
-$49.8K
|
1
|
0.18%
|
Reduced
|
|
|
4248
|
Shearwater Capital
Denver,
Colorado
|
$352K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
4249
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$351K
|
-$739K
|
1
|
0.29%
|
Reduced
|
|
|
4250
|
Crestmont Private Wealth
Houston,
Texas
|
$351K
|
+$1K
|
1
|
0.13%
|
Increased
|
|