|
2301
|
Optimize Financial
Laguna Hills,
California
|
$726K
|
+$188K
|
3
|
0.26%
|
Increased
|
|
|
2302
|
Sound Capital Solutions
Naples,
Florida
|
$726K
|
+$703K
|
3
|
0.17%
|
New
|
|
|
2303
|
Register Financial Advisors
Atlanta,
Georgia
|
$725K
|
-$628K
|
1
|
0.22%
|
Reduced
|
|
|
2304
|
Stamos Capital Partners
Menlo Park,
California
|
$724K
|
+$42.6K
|
1
|
0.11%
|
Increased
|
|
|
2305
|
71 West Capital Partners
Boston,
Massachusetts
|
$721K
|
+$84.5K
|
2
|
0.03%
|
Increased
|
|
|
2306
|
Genesee Capital Advisors
Auburn,
New York
|
$719K
|
+$573K
|
1
|
0.23%
|
New
|
|
|
2307
|
|
$719K
|
-$967K
|
2
|
0.1%
|
Reduced
|
|
|
2308
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$719K
|
-$14.4K
|
2
|
0.15%
|
Reduced
|
|
|
2309
|
Bell Bank
Fargo,
North Dakota
|
$718K
|
+$6.06K
|
2
|
0.03%
|
Increased
|
|
|
2310
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$716K
|
-$69.1K
|
2
|
0.09%
|
Reduced
|
|
|
2311
|
First Business Financial Services
Madison,
Wisconsin
|
$716K
|
-$311K
|
2
|
0.06%
|
Reduced
|
|
|
2312
|
Shah Wealth Advisors
Chino Hills,
California
|
$715K
|
+$698K
|
1
|
0.16%
|
New
|
|
|
2313
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$714K
|
+$134K
|
4
|
0.44%
|
Increased
|
|
|
2314
|
Capital Financial Group
Greenwood Village,
Colorado
|
$711K
|
+$94.4K
|
1
|
0.37%
|
Increased
|
|
|
2315
|
Family Legacy Financial Solutions
Cary,
North Carolina
|
$710K
|
-$57K
|
1
|
0.43%
|
Reduced
|
|
|
2316
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$709K
|
-$37.6K
|
2
|
0.28%
|
Reduced
|
|
|
2317
|
TownSquare Capital
Provo,
Utah
|
$709K
|
+$10.3K
|
1
|
0.13%
|
Increased
|
|
|
2318
|
Shoker Investment Counsel
Oxford,
Ohio
|
$708K
|
+$15.7K
|
2
|
0.18%
|
Increased
|
|
|
2319
|
Hendershot Investments
Centreville,
Virginia
|
$706K
|
$0
|
2
|
0.09%
|
Maintained
|
|
|
2320
|
Willow Creek Capital Management
Missoula,
Montana
|
$706K
|
+$703K
|
1
|
0.69%
|
New
|
|
|
2321
|
Elevated Capital Advisors
Sandy,
Utah
|
$703K
|
-$264K
|
8
|
0.19%
|
Reduced
|
|
|
2322
|
Everpar Advisors
Tulsa,
Oklahoma
|
$700K
|
-$249K
|
2
|
0.2%
|
Reduced
|
|
|
2323
|
Providence First Trust
Scottsdale,
Arizona
|
$700K
|
+$7.67K
|
1
|
0.2%
|
Increased
|
|
|
2324
|
Laurel Wealth Planning
Edina,
Minnesota
|
$699K
|
$0
|
1
|
0.31%
|
Maintained
|
|
|
2325
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$695K
|
-$402
|
1
|
0.05%
|
Reduced
|
|