|
3026
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$380K
|
+$150K
|
1
|
0.09%
|
Increased
|
|
|
3027
|
Troutman Wealth Management
Malvern,
Pennsylvania
|
$379K
|
+$383K
|
1
|
0.31%
|
New
|
|
|
3028
|
Ring Mountain Capital
Tiburon,
California
|
$378K
|
-$18K
|
1
|
0.19%
|
Reduced
|
|
|
3029
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$378K
|
+$382K
|
1
|
0.15%
|
New
|
|
|
3030
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$378K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
3031
|
Tred Avon Family Wealth
Easton,
Maryland
|
$377K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
3032
|
Crews Bank & Trust
Wauchula,
Florida
|
$377K
|
-$24.1K
|
3
|
0.05%
|
Reduced
|
|
|
3033
|
Keystone Wealth Services
Palm Desert,
California
|
$376K
|
-$78.2K
|
1
|
0.08%
|
Reduced
|
|
|
3034
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$376K
|
-$16.2K
|
1
|
0.21%
|
Reduced
|
|
|
3035
|
Campion Asset Management
Falls Church,
Virginia
|
$376K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
3036
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$375K
|
+$29.9K
|
1
|
0.25%
|
Increased
|
|
|
3037
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$375K
|
+$4.79K
|
1
|
0.11%
|
Increased
|
|
|
3038
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$375K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
3039
|
RBA Wealth Management
Newport Beach,
California
|
$374K
|
-$1.8K
|
1
|
0.13%
|
Reduced
|
|
|
3040
|
First Merchants Corp
Muncie,
Indiana
|
$373K
|
+$377K
|
1
|
0.01%
|
New
|
|
|
3041
|
Zevin Asset Management
Boston,
Massachusetts
|
$373K
|
-$59.9K
|
1
|
0.05%
|
Reduced
|
|
|
3042
|
Private Wealth Management Group
Princeton,
New Jersey
|
$371K
|
-$13.8K
|
2
|
0.1%
|
Reduced
|
|
|
3043
|
Jag Capital Management
St Louis,
Missouri
|
$371K
|
+$12.9K
|
1
|
0.04%
|
Increased
|
|
|
3044
|
HC Advisors
Sandy Springs,
Georgia
|
$370K
|
-$41.9K
|
1
|
0.26%
|
Reduced
|
|
|
3045
|
Hohimer Wealth Management
Seattle,
Washington
|
$370K
|
-$2.7K
|
1
|
0.05%
|
Reduced
|
|
|
3046
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$369K
|
+$1.5K
|
1
|
0.06%
|
Increased
|
|
|
3047
|
NavPoint Financial
Prior Lake,
Minnesota
|
$369K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
3048
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$369K
|
-$25.5K
|
4
|
0.07%
|
Reduced
|
|
|
3049
|
Taylor Financial Group
Roanoke,
Virginia
|
$369K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
3050
|
Northwest Wealth Management
Spencer,
Iowa
|
$368K
|
+$28.5K
|
1
|
0.06%
|
Increased
|
|
