|
2051
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$263K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2052
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$262K
|
-$3.64K
|
1
|
0.24%
|
Reduced
|
|
|
2053
|
Colonial River Investments
Midlothian,
Virginia
|
$261K
|
-$43.2K
|
1
|
0.17%
|
Reduced
|
|
|
2054
|
Howard Capital Management Group
Los Angeles,
California
|
$261K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2055
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$261K
|
-$7.83K
|
1
|
0.08%
|
Reduced
|
|
|
2056
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$260K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
2057
|
First Farmers & Merchants Bank Trust
Columbia,
Tennessee
|
$259K
|
+$13.5K
|
1
|
0.32%
|
Increased
|
|
|
2058
|
Foster Group
West Des Moines,
Iowa
|
$259K
|
+$28.5K
|
1
|
0.02%
|
Increased
|
|
|
2059
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$259K
|
-$18.2K
|
1
|
0.02%
|
Reduced
|
|
|
2060
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$259K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2061
|
Tortoise Investment Management
White Plains,
New York
|
$259K
|
-$1K
|
1
|
0.05%
|
Reduced
|
|
|
2062
|
United Bank (Virginia)
Vienna,
Virginia
|
$259K
|
-$40.5K
|
1
|
0.04%
|
Reduced
|
|
|
2063
|
Verus Financial Partners
Richmond,
Virginia
|
$259K
|
+$18.8K
|
1
|
0.04%
|
Increased
|
|
|
2064
|
WestHill Financial Advisors
San Rafael,
California
|
$259K
|
-$60.7K
|
1
|
0.09%
|
Reduced
|
|
|
2065
|
One Plus One Wealth Management
Jupiter,
Florida
|
$258K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
2066
|
Private Ocean
San Rafael,
California
|
$258K
|
+$68.2K
|
1
|
0.04%
|
Increased
|
|
|
2067
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$258K
|
+$247K
|
1
|
0.24%
|
New
|
|
|
2068
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$257K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2069
|
Planning Center Inc
Moline,
Illinois
|
$255K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
2070
|
Boyar Asset Management
New York
|
$253K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
2071
|
CVA Family Office
Denver,
Colorado
|
$253K
|
+$7.69K
|
1
|
0.07%
|
Increased
|
|
|
2072
|
Hartline Investment Corp
Winnetka,
Illinois
|
$253K
|
-$30.8K
|
1
|
0.04%
|
Reduced
|
|
|
2073
|
Private Capital Group
West Hartford,
Connecticut
|
$253K
|
-$297K
|
1
|
0.19%
|
Reduced
|
|
|
2074
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$253K
|
+$242K
|
1
|
0.03%
|
New
|
|
|
2075
|
Centric Wealth Management
Chicago,
Illinois
|
$252K
|
-$211K
|
1
|
0.09%
|
Reduced
|
|