|
2701
|
Crews Bank & Trust
Wauchula,
Florida
|
$322K
|
-$9.05K
|
1
|
0.06%
|
Reduced
|
|
|
2702
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$321K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
2703
|
WealthBridge Capital Management
Westerville,
Ohio
|
$321K
|
-$2.2K
|
1
|
0.09%
|
Reduced
|
|
|
2704
|
LifeSteps Financial
Claremont,
California
|
$320K
|
+$734
|
1
|
0.26%
|
Increased
|
|
|
2705
|
Aspire Capital Advisors
Seattle,
Washington
|
$318K
|
+$48.9K
|
2
|
0.09%
|
Increased
|
|
|
2706
|
Retirement Solution
Redmond,
Washington
|
$318K
|
+$978
|
1
|
0.09%
|
Increased
|
|
|
2707
|
Hopwood Financial Services
Reston,
Virginia
|
$318K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
2708
|
Serenus Wealth Advisors
Santa Monica,
California
|
$317K
|
+$312K
|
1
|
0.05%
|
New
|
|
|
2709
|
Patron Partners
Houston,
Texas
|
$317K
|
+$312K
|
1
|
0.17%
|
New
|
|
|
2710
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$317K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
2711
|
GW&K Investment Management
Boston,
Massachusetts
|
$317K
|
+$47.5K
|
1
|
0%
|
Increased
|
|
|
2712
|
Arlington Trust
Birmingham,
Alabama
|
$317K
|
-$158K
|
2
|
0.07%
|
Reduced
|
|
|
2713
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$317K
|
+$29.1K
|
1
|
0.27%
|
Increased
|
|
|
2714
|
Ashford Capital Management
Wilmington,
Delaware
|
$316K
|
-$33.5K
|
1
|
0.04%
|
Reduced
|
|
|
2715
|
Castleview Partners
Dallas,
Texas
|
$316K
|
-$82.2K
|
1
|
0.21%
|
Reduced
|
|
|
2716
|
Lincoln Capital
Lincoln,
Nebraska
|
$316K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2717
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$316K
|
-$75.6K
|
1
|
0.2%
|
Reduced
|
|
|
2718
|
Enzi Wealth
Austin,
Texas
|
$316K
|
-$978
|
1
|
0.13%
|
Reduced
|
|
|
2719
|
Willow Creek Wealth Management
Sebastopol,
California
|
$316K
|
+$978
|
1
|
0.03%
|
Increased
|
|
|
2720
|
Campion Asset Management
Falls Church,
Virginia
|
$315K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
2721
|
Litman Gregory Wealth Management
Larkspur,
California
|
$315K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2722
|
Beck Capital Management
Austin,
Texas
|
$313K
|
+$978
|
1
|
0.09%
|
Increased
|
|
|
2723
|
Latitude Advisors
Vero Beach,
Florida
|
$312K
|
-$89.5K
|
1
|
0.18%
|
Reduced
|
|
|
2724
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$312K
|
+$2.45K
|
1
|
0.09%
|
Increased
|
|
|
2725
|
Tucker Asset Management
Littleton,
Colorado
|
$312K
|
-$101K
|
2
|
0.1%
|
Reduced
|
|
