|
5126
|
AllGen Financial Advisors
Orlando,
Florida
|
$1.8M
|
–
|
–
|
–
|
|
|
5127
|
|
$1.8M
|
+$6.01K
|
+21
|
+0.3%
|
|
|
5128
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$1.8M
|
–
|
–
|
–
|
|
|
5129
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$1.8M
|
-$45.2K
|
-158
|
-2%
|
|
|
5130
|
Lutz Financial Services
Omaha,
Nebraska
|
$1.79M
|
+$42.3K
|
+148
|
+2%
|
|
|
5131
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$1.79M
|
-$460K
|
-1,607
|
-21%
|
|
|
5132
|
Schiavi & Co
Wilmington,
Delaware
|
$1.79M
|
+$998K
|
+3,489
|
+129%
|
|
|
5133
|
Kinloch Capital
Glen Allen,
Virginia
|
$1.79M
|
+$156K
|
+545
|
+10%
|
|
|
5134
|
Decker Retirement Planning
Levi,
Utah
|
$1.79M
|
+$138K
|
+481
|
+8%
|
|
|
5135
|
Fortress Financial Group
Rochester,
Minnesota
|
$1.79M
|
-$502K
|
-1,754
|
-22%
|
|
|
5136
|
Resolute Capital
Greenville,
South Carolina
|
$1.79M
|
+$754K
|
+2,636
|
+74%
|
|
|
5137
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$1.78M
|
-$25.7K
|
-90
|
-1%
|
|
|
5138
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$1.78M
|
-$1.67M
|
-5,847
|
-49%
|
|
|
5139
|
Western Financial Corp
San Diego,
California
|
$1.78M
|
-$87.8K
|
-307
|
-5%
|
|
|
5140
|
Catalyst Investment Management
Windham,
New Hampshire
|
$1.78M
|
+$20.6K
|
+72
|
+1%
|
|
|
5141
|
Guardsman Private Capital Management
Sarasota,
Florida
|
$1.77M
|
–
|
–
|
–
|
|
|
5142
|
OneAscent Family Office
Birmingham,
Alabama
|
$1.77M
|
+$463K
|
+1,618
|
+36%
|
|
|
5143
|
Professional Financial Solutions
Falls Chruch,
Virginia
|
$1.77M
|
+$9.15K
|
+32
|
+0.5%
|
|
|
5144
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$1.77M
|
-$32.9K
|
-115
|
-2%
|
|
|
5145
|
Engineers Gate Manager
New York
|
$1.77M
|
-$9.42M
|
-32,946
|
-84%
|
|
|
5146
|
Walser Wealth Management
Tampa,
Florida
|
$1.77M
|
-$1.12M
|
-3,921
|
-39%
|
|
|
5147
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$1.77M
|
+$389K
|
+1,361
|
+29%
|
|
|
5148
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$1.77M
|
–
|
–
|
–
|
|
|
5149
|
Blue Jean Financial
Albany,
New York
|
$1.77M
|
-$2.4M
|
-8,407
|
-58%
|
|
|
5150
|
Adalta Capital Management
New York
|
$1.76M
|
-$402K
|
-1,405
|
-19%
|
|
