|
1926
|
Lokken Investment Group
Lewes,
Delaware
|
$284K
|
-$4.83K
|
1
|
0.23%
|
Reduced
|
|
|
1927
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$284K
|
-$1.04K
|
1
|
0.12%
|
Reduced
|
|
|
1928
|
AH Equity Partners IV (Parallel)
Menlo Park,
California
|
$283K
|
+$400K
|
1
|
0.33%
|
New
|
|
|
1929
|
Merriman Wealth Management
Seattle,
Washington
|
$283K
|
+$10.7K
|
1
|
0.02%
|
Increased
|
|
|
1930
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$283K
|
+$284K
|
1
|
0.08%
|
New
|
|
|
1931
|
Wade Financial Advisory
Campbell,
California
|
$283K
|
+$283K
|
1
|
0.12%
|
New
|
|
|
1932
|
Colonial River Investments
Midlothian,
Virginia
|
$282K
|
-$35.7K
|
1
|
0.16%
|
Reduced
|
|
|
1933
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$282K
|
-$31.3K
|
1
|
0.08%
|
Reduced
|
|
|
1934
|
Saratoga Research & Investment Management
Saratoga,
California
|
$282K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1935
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$282K
|
-$38.6K
|
1
|
0.05%
|
Reduced
|
|
|
1936
|
|
$281K
|
-$17.6K
|
1
|
0.07%
|
Reduced
|
|
|
1937
|
Catalyst Capital Advisors
Huntington,
New York
|
$281K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1938
|
Summitry LLC
Foster City,
California
|
$280K
|
-$4.3K
|
1
|
0.02%
|
Reduced
|
|
|
1939
|
Summit Wealth Partners
Orlando,
Florida
|
$280K
|
+$261
|
1
|
0.06%
|
Increased
|
|
|
1940
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$279K
|
-$32K
|
1
|
0.25%
|
Reduced
|
|
|
1941
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$279K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1942
|
United Bank (Virginia)
Vienna,
Virginia
|
$279K
|
-$130K
|
1
|
0.04%
|
Reduced
|
|
|
1943
|
Abacus Wealth Partners
Santa Monica,
California
|
$277K
|
-$14.1K
|
1
|
0.12%
|
Reduced
|
|
|
1944
|
Bridgeworth
Birmingham,
Alabama
|
$276K
|
-$53.9K
|
1
|
0.06%
|
Reduced
|
|
|
1945
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$276K
|
+$11.2K
|
1
|
0.03%
|
Increased
|
|
|
1946
|
Curi RMB Capital
Chicago,
Illinois
|
$275K
|
+$1.56K
|
1
|
0.01%
|
Increased
|
|
|
1947
|
Prudent Investors Network
Lake Forest,
California
|
$275K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1948
|
AllSquare Wealth Management
Albany,
New York
|
$274K
|
+$6.52K
|
1
|
0.16%
|
Increased
|
|
|
1949
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$274K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1950
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$274K
|
-$14.6K
|
1
|
0.51%
|
Reduced
|
|