|
5401
|
Gross & Hartman Investments
Leola,
Pennsylvania
|
$255K
|
+$210K
|
1
|
0.11%
|
New
|
|
|
5402
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$255K
|
-$69.5K
|
1
|
0.09%
|
Reduced
|
|
|
5403
|
Provident Wealth Management
Brentwood,
Tennessee
|
$255K
|
+$210K
|
1
|
0.07%
|
New
|
|
|
5404
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$254K
|
+$210K
|
1
|
0.06%
|
New
|
|
|
5405
|
Cultivar Capital
Denton,
Texas
|
$254K
|
-$2.44M
|
1
|
0.16%
|
Reduced
|
|
|
5406
|
WealthSpring Partners
Long Beach,
California
|
$254K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
5407
|
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
|
$253K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
5408
|
Yukon Wealth Management
Overland Park,
Kansas
|
$253K
|
-$24.3K
|
1
|
0.07%
|
Reduced
|
|
|
5409
|
Financial Planning Navigators
Maple Grove,
Minnesota
|
$252K
|
+$208K
|
1
|
0.09%
|
New
|
|
|
5410
|
Salus Financial Advisors
Colorado Springs,
Colorado
|
$252K
|
+$208K
|
1
|
0.12%
|
New
|
|
|
5411
|
Ameraudi Asset Management
New York
|
$252K
|
-$238K
|
1
|
0.11%
|
Reduced
|
|
|
5412
|
Charter Capital Management
Brookfield,
Wisconsin
|
$252K
|
+$239K
|
1
|
0.11%
|
New
|
|
|
5413
|
Raffa Wealth Management
Washington,
District of Columbia
|
$251K
|
-$30K
|
34
|
0.03%
|
Reduced
|
|
|
5414
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$251K
|
+$207K
|
1
|
0.13%
|
New
|
|
|
5415
|
Palatine Hill Wealth Management
Birmingham,
Michigan
|
$250K
|
+$206K
|
1
|
0.2%
|
New
|
|
|
5416
|
Schiavi & Co
Wilmington,
Delaware
|
$250K
|
+$206K
|
1
|
0.07%
|
New
|
|
|
5417
|
Tribridge Partners Financial
Columbia,
Maryland
|
$250K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
5418
|
Chatterton & Associates
Anaheim,
California
|
$250K
|
+$248K
|
1
|
0.15%
|
New
|
|
|
5419
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$249K
|
+$206K
|
1
|
0.06%
|
New
|
|
|
5420
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$249K
|
+$878
|
5
|
0.15%
|
Increased
|
|
|
5421
|
Gentry Private Wealth
Wichita,
Kansas
|
$249K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
5422
|
Arta Finance Wealth Management
Mountain View,
California
|
$248K
|
+$205K
|
1
|
0.11%
|
New
|
|
|
5423
|
Cassilly Financial Group
Severna Park,
Maryland
|
$248K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
5424
|
Tempus Wealth Planning
Irvine,
California
|
$247K
|
+$204K
|
1
|
0.05%
|
New
|
|
|
5425
|
Threadgill Financial
Spring,
Texas
|
$247K
|
$0
|
1
|
0.1%
|
Maintained
|
|