|
7001
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
$235K
|
-$27.6K
|
1
|
0.07%
|
Reduced
|
|
|
7002
|
Professional Financial Solutions
Falls Chruch,
Virginia
|
$235K
|
+$247K
|
1
|
0.18%
|
New
|
|
|
7003
|
Marks Wealth
Annapolis,
Maryland
|
$234K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
7004
|
Generations Wealth LLC
Mason,
Ohio
|
$231K
|
+$244K
|
1
|
0.22%
|
New
|
|
|
7005
|
|
$227K
|
-$159K
|
1
|
0.08%
|
Reduced
|
|
|
7006
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$227K
|
+$233K
|
1
|
0.11%
|
New
|
|
|
7007
|
Roan Capital Partners
Johnson City,
Tennessee
|
$226K
|
-$216K
|
1
|
0.19%
|
Reduced
|
|
|
7008
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$225K
|
-$367K
|
1
|
0.14%
|
Reduced
|
|
|
7009
|
Stewardship Concepts Financial Services
Spokane,
Washington
|
$224K
|
+$236K
|
1
|
0.15%
|
New
|
|
|
7010
|
ATX Financial Planning
Austin,
Texas
|
$223K
|
+$235K
|
1
|
0.15%
|
New
|
|
|
7011
|
Mayar Capital
London,
United Kingdom
|
$223K
|
-$107K
|
1
|
0.25%
|
Reduced
|
|
|
7012
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
$223K
|
+$225K
|
1
|
0.07%
|
New
|
|
|
7013
|
Arnold Financial Planning
Hiawatha,
Iowa
|
$220K
|
+$232K
|
1
|
0.16%
|
New
|
|
|
7014
|
Williamson Legacy Group
Carmel,
Indiana
|
$220K
|
+$222K
|
1
|
0.11%
|
New
|
|
|
7015
|
Optimus Capital Advisors
Coppel,
Texas
|
$220K
|
+$231K
|
1
|
0.12%
|
New
|
|
|
7016
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$219K
|
$0
|
3
|
0.16%
|
Maintained
|
|
|
7017
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$219K
|
-$73.6K
|
1
|
0.09%
|
Reduced
|
|
|
7018
|
Englebert Financial Advisers
Allentown,
Pennsylvania
|
$218K
|
+$219K
|
1
|
0.21%
|
New
|
|
|
7019
|
Capstone Wealth Management
Billings,
Montana
|
$216K
|
+$216K
|
1
|
0.16%
|
New
|
|
|
7020
|
Walker Financial Services
Bowling Green,
Kentucky
|
$215K
|
+$218K
|
1
|
0.07%
|
New
|
|
|
7021
|
Axim Planning & Wealth
Springboro,
Ohio
|
$215K
|
-$17.3K
|
1
|
0.3%
|
Reduced
|
|
|
7022
|
Schaeffer Financial
Rockville,
Maryland
|
$214K
|
+$216K
|
1
|
0.17%
|
New
|
|
|
7023
|
VanWeelden Wealth Management
West Chester Township,
Ohio
|
$214K
|
+$216K
|
1
|
0.16%
|
New
|
|
|
7024
|
Family CFO
Los Altos,
California
|
$214K
|
+$226K
|
1
|
0.08%
|
New
|
|
|
7025
|
KRM Wealth Management
Reno,
Nevada
|
$214K
|
+$217K
|
1
|
0.09%
|
New
|
|