|
4501
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$362K
|
-$5.67K
|
5
|
0.49%
|
Reduced
|
|
|
4502
|
KKM Financial
Chicago,
Illinois
|
$362K
|
+$70.6K
|
2
|
0.05%
|
Increased
|
|
|
4503
|
Lane Generational
Dover,
Massachusetts
|
$361K
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
4504
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$361K
|
+$71.4K
|
1
|
0.03%
|
Increased
|
|
|
4505
|
MKT Advisors
Escondido,
California
|
$360K
|
-$86K
|
1
|
0.11%
|
Reduced
|
|
|
4506
|
Godfrey Financial Associates
Glenmont,
New York
|
$360K
|
-$7.46K
|
7
|
0.28%
|
Reduced
|
|
|
4507
|
Michael J. Porro & Co. Financial Advisors, Inc.
Old Tappan,
New Jersey
|
$360K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
4508
|
Banyan Capital Management
Atlanta,
Georgia
|
$359K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
4509
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$356K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
4510
|
Essential Investment Partners
Englewood,
Colorado
|
$356K
|
+$304K
|
9
|
0.29%
|
Increased
|
|
|
4511
|
Rockbridge Capital Management
Alexandria,
Virginia
|
$356K
|
+$223K
|
2
|
0.23%
|
Increased
|
|
|
4512
|
Cypress Capital
Franklin,
Tennessee
|
$355K
|
-$29.6K
|
1
|
0.1%
|
Reduced
|
|
|
4513
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$355K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
4514
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$353K
|
-$156K
|
12
|
0.1%
|
Reduced
|
|
|
4515
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$353K
|
+$14.5K
|
6
|
0.03%
|
Increased
|
|
|
4516
|
Concentrum Wealth Management
San Jose,
California
|
$353K
|
+$306K
|
1
|
0.08%
|
New
|
|
|
4517
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$353K
|
+$1.02K
|
1
|
0.18%
|
Increased
|
|
|
4518
|
Prosperity Advisers
Fort Washington,
Pennsylvania
|
$353K
|
+$1.52K
|
1
|
0.26%
|
Increased
|
|
|
4519
|
Arcus Capital Partners
Atlanta,
Georgia
|
$352K
|
-$64.3K
|
1
|
0.15%
|
Reduced
|
|
|
4520
|
Bosun Asset Management
Chicago,
Illinois
|
$352K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
4521
|
Friedenthal Financial
Marlton,
New Jersey
|
$352K
|
-$1.07M
|
1
|
0.16%
|
Reduced
|
|
|
4522
|
Mann Financial Group
Detroit Lakes,
Minnesota
|
$352K
|
-$114K
|
1
|
0.29%
|
Reduced
|
|
|
4523
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$351K
|
+$31.6K
|
3
|
0.17%
|
Increased
|
|
|
4524
|
Magnolia Wealth Management
Dothan,
Alabama
|
$350K
|
-$37.7K
|
1
|
0.18%
|
Reduced
|
|
|
4525
|
Global Endowment Management
Charlotte,
North Carolina
|
$350K
|
-$331K
|
1
|
0.04%
|
Reduced
|
|