|
5301
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$302K
|
+$116K
|
7
|
0.19%
|
Increased
|
|
|
5302
|
Family Office Research
Bethesda,
Maryland
|
$302K
|
-$1.16K
|
1
|
0.11%
|
Reduced
|
|
|
5303
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$300K
|
+$7.04K
|
1
|
0.16%
|
Increased
|
|
|
5304
|
Triton Wealth Management
Sun City,
Arizona
|
$300K
|
-$8.79K
|
1
|
0.09%
|
Reduced
|
|
|
5305
|
Valued Wealth Advisors
Holladay,
Utah
|
$300K
|
+$56.2K
|
26
|
0.11%
|
Increased
|
|
|
5306
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$298K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
5307
|
Cypress Capital
Franklin,
Tennessee
|
$298K
|
+$283K
|
1
|
0.08%
|
New
|
|
|
5308
|
Artesa Financial Group
Conroe,
Texas
|
$297K
|
+$245K
|
1
|
0.25%
|
New
|
|
|
5309
|
|
$297K
|
-$163K
|
1
|
0.32%
|
Reduced
|
|
|
5310
|
JDH Wealth Management
Santa Rosa,
California
|
$297K
|
-$3.63K
|
1
|
0.18%
|
Reduced
|
|
|
5311
|
Disciplina Capital Management
Nashville,
Tennessee
|
$297K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
5312
|
|
$297K
|
+$296K
|
3
|
0.05%
|
New
|
|
|
5313
|
Upper Left Wealth Management
Tampa,
Florida
|
$296K
|
+$270K
|
1
|
0.16%
|
New
|
|
|
5314
|
|
$293K
|
+$579
|
1
|
0.08%
|
Increased
|
|
|
5315
|
Downshift Financial
Boulder,
Colorado
|
$293K
|
+$253K
|
11
|
0.13%
|
New
|
|
|
5316
|
Old Peak Finance
Chapel Hill,
North Carolina
|
$293K
|
+$242K
|
1
|
0.14%
|
New
|
|
|
5317
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$292K
|
+$241K
|
1
|
0.12%
|
New
|
|
|
5318
|
Stevens Capital Partners
Omaha,
Nebraska
|
$292K
|
+$241K
|
1
|
0.06%
|
New
|
|
|
5319
|
Terril Brothers
St. Louis,
Missouri
|
$292K
|
-$518K
|
1
|
0.08%
|
Reduced
|
|
|
5320
|
Passive Capital Management
Baltimore,
Maryland
|
$291K
|
-$9.66K
|
1
|
0.09%
|
Reduced
|
|
|
5321
|
Delos Wealth Advisors
Dallas,
Texas
|
$290K
|
+$15.8K
|
3
|
0.15%
|
Increased
|
|
|
5322
|
Everest Management Corp
Cupertino,
California
|
$290K
|
+$239K
|
1
|
0.11%
|
New
|
|
|
5323
|
Capstone Capital Management
Hong Kong,
|
$290K
|
+$242K
|
1
|
0.13%
|
New
|
|
|
5324
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$289K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
5325
|
HBE Wealth Management
Lincoln,
Nebraska
|
$289K
|
+$265K
|
1
|
0.21%
|
New
|
|