|
5401
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$1.55M
|
-$1.14K
|
1
|
0.89%
|
Reduced
|
|
|
5402
|
Joel Adams & Associates
Asheville,
North Carolina
|
$1.55M
|
$0
|
1
|
0.99%
|
Maintained
|
|
|
5403
|
Lighthouse Wealth Management
Ashland,
Ohio
|
$1.55M
|
-$4K
|
1
|
0.96%
|
Reduced
|
|
|
5404
|
Waycross Investment Management
Bellingham,
Washington
|
$1.54M
|
-$46.1K
|
1
|
1.17%
|
Reduced
|
|
|
5405
|
Shepherd Wealth Management
Cincinnati,
Ohio
|
$1.54M
|
+$858
|
1
|
0.85%
|
Increased
|
|
|
5406
|
Crestmont Private Wealth
Houston,
Texas
|
$1.54M
|
-$7.32K
|
2
|
0.43%
|
Reduced
|
|
|
5407
|
|
$1.53M
|
+$324K
|
2
|
0.28%
|
Increased
|
|
|
5408
|
Ackerman Capital Advisors
Dallas,
Texas
|
$1.53M
|
+$10.3K
|
1
|
0.31%
|
Increased
|
|
|
5409
|
USA Financial Formulas
Ada,
Michigan
|
$1.53M
|
+$502K
|
2
|
0.28%
|
Increased
|
|
|
5410
|
Argo Wealth Advisory
Mclean,
Virginia
|
$1.53M
|
-$8.01K
|
1
|
0.84%
|
Reduced
|
|
|
5411
|
Good Harbor Advisors
Gloucester,
Massachusetts
|
$1.53M
|
-$235K
|
1
|
1.49%
|
Reduced
|
|
|
5412
|
Ferguson Johnson Wealth Management
Rockville,
Maryland
|
$1.52M
|
+$37.2K
|
1
|
1.11%
|
Increased
|
|
|
5413
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$1.52M
|
-$106K
|
1
|
0.39%
|
Reduced
|
|
|
5414
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$1.52M
|
-$187K
|
1
|
1.23%
|
Reduced
|
|
|
5415
|
Prota Financial
Houston,
Texas
|
$1.52M
|
-$445K
|
1
|
1%
|
Reduced
|
|
|
5416
|
Davidson Capital Management
Corpus Christi,
Texas
|
$1.51M
|
-$1.33M
|
1
|
0.24%
|
Reduced
|
|
|
5417
|
HFG Advisors
Cincinatti,
Ohio
|
$1.51M
|
-$58.9K
|
1
|
0.94%
|
Reduced
|
|
|
5418
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
$1.51M
|
+$1.49M
|
3
|
0.66%
|
New
|
|
|
5419
|
Covestor
London,
United Kingdom
|
$1.51M
|
+$82.4K
|
7
|
0.87%
|
Increased
|
|
|
5420
|
SVRN Asset Management
Austin,
Texas
|
$1.51M
|
$0
|
1
|
0.77%
|
Maintained
|
|
|
5421
|
Berkeley Inc
Boise,
Idaho
|
$1.5M
|
+$10.9K
|
1
|
0.47%
|
Increased
|
|
|
5422
|
Osbon Capital Management
Boston,
Massachusetts
|
$1.5M
|
-$52.1K
|
1
|
1.18%
|
Reduced
|
|
|
5423
|
Daviman Financial
Noblesville,
Indiana
|
$1.5M
|
+$20K
|
1
|
0.83%
|
Increased
|
|
|
5424
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$1.5M
|
-$115K
|
1
|
0.9%
|
Reduced
|
|
|
5425
|
Walker Financial Services
Bowling Green,
Kentucky
|
$1.5M
|
-$288K
|
1
|
0.46%
|
Reduced
|
|