|
5026
|
Fiduciary Planning
Englewood,
Florida
|
$225K
|
-$330K
|
1
|
0.07%
|
Reduced
|
|
|
5027
|
Saxony Capital Management
St. Louis,
Missouri
|
$224K
|
+$218K
|
1
|
0.14%
|
New
|
|
|
5028
|
AIMZ Investment Advisors
Los Altos,
California
|
$224K
|
+$218K
|
1
|
0.06%
|
New
|
|
|
5029
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$224K
|
-$28.9K
|
1
|
0.1%
|
Reduced
|
|
|
5030
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$224K
|
+$217K
|
1
|
0.06%
|
New
|
|
|
5031
|
First Bancorp
Damariscotta,
Maine
|
$224K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
5032
|
Capital City Trust
Tallahassee,
Florida
|
$224K
|
+$216K
|
1
|
0.05%
|
New
|
|
|
5033
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$223K
|
+$208K
|
1
|
0.08%
|
New
|
|
|
5034
|
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
|
$222K
|
+$216K
|
1
|
0.15%
|
New
|
|
|
5035
|
OneAscent Family Office
Birmingham,
Alabama
|
$221K
|
-$218K
|
1
|
0.15%
|
Reduced
|
|
|
5036
|
Vawter Financial
Columbus,
Ohio
|
$221K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
5037
|
Compton Financial Group
Towson,
Maryland
|
$221K
|
+$215K
|
1
|
0.05%
|
New
|
|
|
5038
|
Gordian Capital (Singapore)
Singapore
|
$221K
|
+$141K
|
4
|
0.31%
|
Increased
|
|
|
5039
|
Fonville Wealth Management
Richmond,
Virginia
|
$221K
|
+$214K
|
1
|
0.05%
|
New
|
|
|
5040
|
Seldon Capital
San Francisco,
California
|
$221K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
5041
|
Ruedi Wealth Management
Champaign,
Illinois
|
$220K
|
+$213K
|
1
|
0.06%
|
New
|
|
|
5042
|
Talbot Financial
Bellevue,
Washington
|
$220K
|
+$205K
|
1
|
0.02%
|
New
|
|
|
5043
|
swisspartners Advisors
Zurich,
Switzerland
|
$220K
|
-$128K
|
1
|
0.16%
|
Reduced
|
|
|
5044
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$219K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
5045
|
CPR Investments
Rochester,
Michigan
|
$219K
|
-$19.1K
|
1
|
0.15%
|
Reduced
|
|
|
5046
|
Provident Investment Management
Novi,
Michigan
|
$218K
|
+$226K
|
1
|
0.02%
|
New
|
|
|
5047
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$218K
|
-$3.75K
|
1
|
0.1%
|
Reduced
|
|
|
5048
|
Hopwood Financial Services
Reston,
Virginia
|
$217K
|
-$62.3K
|
1
|
0.15%
|
Reduced
|
|
|
5049
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$217K
|
-$213K
|
1
|
0.07%
|
Reduced
|
|
|
5050
|
Values Added Financial
Washington,
District of Columbia
|
$217K
|
-$241K
|
1
|
0.09%
|
Reduced
|
|