|
5101
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$235K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
5102
|
Windham Capital Management
Boston,
Massachusetts
|
$227K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
5103
|
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
|
$227K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
5104
|
Cornerstone Management
Duluth,
Georgia
|
$227K
|
+$4K
|
1
|
0.05%
|
Increased
|
|
|
5105
|
Brown Financial Advisory
Fairhope,
Alabama
|
$225K
|
+$14K
|
1
|
0.18%
|
Increased
|
|
|
5106
|
Westend Capital Management
Sausalito,
California
|
$224K
|
+$237K
|
3
|
0.09%
|
New
|
|
|
5107
|
Touchstone Capital
Pittsburgh,
Pennsylvania
|
$223K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
5108
|
Members Advisory Group
Williamsville,
New York
|
$220K
|
+$234K
|
1
|
0.12%
|
New
|
|
|
5109
|
Envision Financial Planning
Memphis,
Tennessee
|
$220K
|
-$27.1K
|
1
|
0.18%
|
Reduced
|
|
|
5110
|
Samjo Management
New York
|
$219K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
5111
|
Financial Life Advisors
San Antonio,
Texas
|
$217K
|
+$29.8K
|
1
|
0.09%
|
Increased
|
|
|
5112
|
Axim Planning & Wealth
Springboro,
Ohio
|
$216K
|
+$10.2K
|
1
|
0.18%
|
Increased
|
|
|
5113
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$216K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
5114
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$215K
|
+$16.7K
|
1
|
0.08%
|
Increased
|
|
|
5115
|
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
|
$215K
|
+$228K
|
1
|
0.2%
|
New
|
|
|
5116
|
Thor Investment Management
Cincinnati,
Ohio
|
$211K
|
-$173K
|
1
|
0.17%
|
Reduced
|
|
|
5117
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$210K
|
+$223K
|
1
|
0.11%
|
New
|
|
|
5118
|
Raymond James Trust Company of New Hampshire
Portsmouth,
New Hampshire
|
$209K
|
+$14.4K
|
1
|
2.08%
|
Increased
|
|
|
5119
|
Pacific Financial Group
Bellevue,
Washington
|
$208K
|
+$220K
|
1
|
0.14%
|
New
|
|
|
5120
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$206K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
5121
|
Numerai
San Francisco,
California
|
$206K
|
+$187K
|
1
|
0.09%
|
New
|
|
|
5122
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$206K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
5123
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$204K
|
-$1.65M
|
1
|
0.13%
|
Reduced
|
|
|
5124
|
Schaeffer Financial
Rockville,
Maryland
|
$204K
|
+$182
|
1
|
0.2%
|
Increased
|
|
|
5125
|
Nexpoint Asset Management
Dallas,
Texas
|
$189K
|
+$200K
|
1
|
0.03%
|
New
|
|