|
1801
|
Holistic Planning
Nacogdoches,
Texas
|
$576K
|
+$5.21K
|
1
|
0.09%
|
Increased
|
|
|
1802
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$575K
|
-$25.5K
|
1
|
0.03%
|
Reduced
|
|
|
1803
|
First Citizens Financial Corp
Mason City,
Iowa
|
$574K
|
-$86.9K
|
1
|
0.24%
|
Reduced
|
|
|
1804
|
Retirement Planning Group (New York)
Malta,
New York
|
$574K
|
$0
|
1
|
0.31%
|
Maintained
|
|
|
1805
|
Blue Fin Capital
Warren,
Rhode Island
|
$573K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1806
|
Bolthouse Investments
Bakersfield,
California
|
$572K
|
$0
|
1
|
0.46%
|
Maintained
|
|
|
1807
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$571K
|
$0
|
1
|
0.35%
|
Maintained
|
|
|
1808
|
Myriad Asset Management US
West Palm Beach,
Florida
|
$570K
|
+$185K
|
1
|
0.79%
|
Increased
|
|
|
1809
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$567K
|
+$115K
|
1
|
0.05%
|
Increased
|
|
|
1810
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$567K
|
+$141K
|
1
|
0.42%
|
Increased
|
|
|
1811
|
Berger Financial Group
Plymouth,
Minnesota
|
$565K
|
+$115K
|
1
|
0.03%
|
Increased
|
|
|
1812
|
Maridea Wealth Management
Brooklyn,
New York
|
$565K
|
+$503K
|
2
|
0.06%
|
New
|
|
|
1813
|
Gryphon Financial Partners
Columbus,
Ohio
|
$563K
|
+$105K
|
1
|
0.05%
|
Increased
|
|
|
1814
|
Lynch Investment Planning
Newtown Square,
Pennsylvania
|
$563K
|
+$1.16K
|
1
|
0.43%
|
Increased
|
|
|
1815
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$561K
|
+$11.6K
|
1
|
0.09%
|
Increased
|
|
|
1816
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$561K
|
-$1.77M
|
1
|
0.09%
|
Reduced
|
|
|
1817
|
ticino wealth
Mission Viejo,
California
|
$561K
|
+$308K
|
1
|
0.18%
|
Increased
|
|
|
1818
|
Compass Financial Services
West Des Moines,
Iowa
|
$560K
|
+$1.16K
|
1
|
0.21%
|
Increased
|
|
|
1819
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$560K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1820
|
Stonebrook Private
Northville,
Michigan
|
$560K
|
+$15.6K
|
1
|
0.1%
|
Increased
|
|
|
1821
|
Perennial Investment Advisors
Los Angeles,
California
|
$559K
|
+$160K
|
1
|
0.04%
|
Increased
|
|
|
1822
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$559K
|
-$46.3K
|
1
|
0.07%
|
Reduced
|
|
|
1823
|
Belleair Asset Management
Belleair Bluffs,
Florida
|
$558K
|
$0
|
1
|
0.47%
|
Maintained
|
|
|
1824
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$558K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1825
|
Facet Wealth Inc
Baltimore,
Maryland
|
$558K
|
+$180K
|
1
|
0.01%
|
Increased
|
|