|
3001
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$205K
|
+$198K
|
1
|
0.15%
|
New
|
|
|
3002
|
Bellwether Advisors
Lincoln,
Nebraska
|
$204K
|
+$198K
|
1
|
0.06%
|
New
|
|
|
3003
|
Well Done LLC
Holland,
Michigan
|
$204K
|
+$198K
|
1
|
0.05%
|
New
|
|
|
3004
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$204K
|
-$35.5K
|
1
|
0.17%
|
Reduced
|
|
|
3005
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$204K
|
+$11.5K
|
1
|
0.14%
|
Increased
|
|
|
3006
|
Iron Gate Global Advisors
Nsl,
Utah
|
$203K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
3007
|
Total Investment Management
Scottsdale,
Arizona
|
$203K
|
+$197K
|
1
|
0.03%
|
New
|
|
|
3008
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$203K
|
+$197K
|
1
|
0.06%
|
New
|
|
|
3009
|
FMB Wealth Management
Westlake Village,
California
|
$203K
|
+$196K
|
1
|
0.22%
|
New
|
|
|
3010
|
America First Investment Advisors
Omaha,
Nebraska
|
$202K
|
$0
|
3
|
0.06%
|
Maintained
|
|
|
3011
|
Cypress Wealth Services
Palm Desert,
California
|
$202K
|
-$13.3K
|
1
|
0.06%
|
Reduced
|
|
|
3012
|
Liberty Wealth Management
Oakland,
California
|
$202K
|
+$196K
|
1
|
0.05%
|
New
|
|
|
3013
|
Five Oceans Advisors
Santa Monica,
California
|
$202K
|
+$190K
|
1
|
0.13%
|
New
|
|
|
3014
|
Merriman Wealth Management
Seattle,
Washington
|
$202K
|
+$196K
|
1
|
0.01%
|
New
|
|
|
3015
|
Bensler
Bellevue,
Washington
|
$202K
|
+$196K
|
1
|
0.04%
|
New
|
|
|
3016
|
Triune Financial Partners
Overland Park,
Kansas
|
$202K
|
+$195K
|
1
|
0.08%
|
New
|
|
|
3017
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$201K
|
+$194K
|
1
|
0.01%
|
New
|
|
|
3018
|
PFG Private Wealth Management
Lutz,
Florida
|
$201K
|
-$126K
|
3
|
0.15%
|
Reduced
|
|
|
3019
|
Facet Wealth Inc
Baltimore,
Maryland
|
$201K
|
+$196K
|
1
|
0.01%
|
New
|
|
|
3020
|
360 Financial
Wayzata,
Minnesota
|
$200K
|
+$202K
|
1
|
0.12%
|
New
|
|
|
3021
|
Hemington Wealth Management
Falls Church,
Virginia
|
$195K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
3022
|
Mattern Capital Management
Lakewood,
Colorado
|
$195K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
3023
|
GoalVest Advisory
New York
|
$192K
|
+$49.7K
|
3
|
0.1%
|
Increased
|
|
|
3024
|
Acropolis Investment Management
St. Louis,
Missouri
|
$192K
|
-$2.67K
|
1
|
0.01%
|
Reduced
|
|
|
3025
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$192K
|
+$6.74K
|
1
|
0.18%
|
Increased
|
|