|
5001
|
Reyes Financial Architecture
San Diego,
California
|
$174K
|
-$4.53K
|
6
|
0.1%
|
Reduced
|
|
|
5002
|
CGC Financial Services
Lake Oswego,
Oregon
|
$173K
|
-$26K
|
5
|
0.04%
|
Reduced
|
|
|
5003
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$173K
|
$0
|
7
|
0.01%
|
Maintained
|
|
|
5004
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$173K
|
$0
|
6
|
0.01%
|
Maintained
|
|
|
5005
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$172K
|
$0
|
8
|
0.02%
|
Maintained
|
|
|
5006
|
Greykasell Wealth Strategies
Danville,
California
|
$171K
|
-$1.08K
|
6
|
0.06%
|
Reduced
|
|
|
5007
|
Cane Capital Partners
Saint Francisville,
Louisiana
|
$169K
|
-$171K
|
1
|
0.07%
|
Reduced
|
|
|
5008
|
Valued Wealth Advisors
Holladay,
Utah
|
$166K
|
-$21K
|
11
|
0.06%
|
Reduced
|
|
|
5009
|
BHK Investment Advisors
Birmingham,
Alabama
|
$166K
|
+$173K
|
1
|
0.05%
|
New
|
|
|
5010
|
Sawyer Falduto Asset Management
Elmhurst,
Illinois
|
$165K
|
$0
|
5
|
0.14%
|
Maintained
|
|
|
5011
|
Decker Retirement Planning
Levi,
Utah
|
$163K
|
+$60.3K
|
4
|
0.06%
|
Increased
|
|
|
5012
|
Advantage Trust Company
Salina,
Kansas
|
$162K
|
+$105K
|
4
|
0.06%
|
Increased
|
|
|
5013
|
Hamrick Investment Counsel
Seattle,
Washington
|
$162K
|
-$154K
|
1
|
0.11%
|
Reduced
|
|
|
5014
|
|
$160K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
5015
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$159K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
5016
|
Acima Private Wealth
Richmond,
Virginia
|
$158K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
5017
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$158K
|
-$762
|
5
|
0.08%
|
Reduced
|
|
|
5018
|
Fairway Wealth
Independence,
Ohio
|
$156K
|
-$124K
|
3
|
0.04%
|
Reduced
|
|
|
5019
|
|
$156K
|
+$142K
|
3
|
0.15%
|
New
|
|
|
5020
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$155K
|
+$493
|
6
|
0.07%
|
Increased
|
|
|
5021
|
Harborfront Financial Group
Ludington,
Michigan
|
$154K
|
+$142K
|
4
|
0.58%
|
New
|
|
|
5022
|
South Plains Financial
Lubbock,
Texas
|
$154K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
5023
|
Refined Wealth Management
Salt Lake City,
Utah
|
$151K
|
-$212K
|
3
|
0.09%
|
Reduced
|
|
|
5024
|
MASECO Private Wealth
London,
|
$149K
|
+$120K
|
2
|
0%
|
Increased
|
|
|
5025
|
XP Advisory US
Miami,
Florida
|
$149K
|
+$168K
|
2
|
0.08%
|
New
|
|