|
3001
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$4.64M
|
+$580K
|
11
|
2.15%
|
Increased
|
|
|
3002
|
Profit Investment Management
North Bethesda,
Maryland
|
$4.63M
|
$0
|
4
|
3.53%
|
Maintained
|
|
|
3003
|
Meridian Financial Partners
Warrenton,
Virginia
|
$4.63M
|
-$49.4K
|
6
|
5.24%
|
Reduced
|
|
|
3004
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$4.61M
|
-$12.4K
|
3
|
4.71%
|
Reduced
|
|
|
3005
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$4.61M
|
+$346K
|
5
|
0.79%
|
Increased
|
|
|
3006
|
AlphaSimPlex Group
Boston,
Massachusetts
|
$4.61M
|
-$382K
|
3
|
1.55%
|
Reduced
|
|
|
3007
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$4.59M
|
+$226K
|
4
|
4.92%
|
Increased
|
|
|
3008
|
American Financial Network Advisory Services
Calabasas,
California
|
$4.56M
|
-$1.29M
|
5
|
3.37%
|
Reduced
|
|
|
3009
|
Premia Global Advisors
Coral Gables,
Florida
|
$4.55M
|
+$4.29M
|
10
|
4.61%
|
New
|
|
|
3010
|
Clearline Capital
New York
|
$4.54M
|
-$5.23M
|
1
|
2.38%
|
Reduced
|
|
|
3011
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$4.53M
|
+$179K
|
6
|
2.6%
|
Increased
|
|
|
3012
|
Nepsis Inc
Minneapolis,
Minnesota
|
$4.52M
|
+$5.48M
|
1
|
2.36%
|
New
|
|
|
3013
|
Valmark Advisers
Akron,
Ohio
|
$4.52M
|
+$409K
|
7
|
0.1%
|
Increased
|
|
|
3014
|
Tuscan Ridge Asset Management
Chicago,
Illinois
|
$4.5M
|
-$4.73M
|
4
|
0.32%
|
Reduced
|
|
|
3015
|
Monroe Bank & Trust
Monroe,
Michigan
|
$4.5M
|
+$289K
|
3
|
1.45%
|
Increased
|
|
|
3016
|
HM Capital Management
Clayton,
Missouri
|
$4.49M
|
+$56K
|
2
|
3.31%
|
Increased
|
|
|
3017
|
JSF Financial
Los Angeles,
California
|
$4.48M
|
-$112K
|
7
|
4.94%
|
Reduced
|
|
|
3018
|
Mork Capital Management
Healdsburg,
California
|
$4.47M
|
$0
|
4
|
4.16%
|
Maintained
|
|
|
3019
|
Fortem Financial Group
Palm Desert,
California
|
$4.46M
|
+$235K
|
5
|
4.63%
|
Increased
|
|
|
3020
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$4.42M
|
+$33K
|
4
|
1.25%
|
Increased
|
|
|
3021
|
Partner Investment Management
San Francisco,
California
|
$4.42M
|
-$3.24M
|
5
|
5.11%
|
Reduced
|
|
|
3022
|
Centric Wealth Management
Chicago,
Illinois
|
$4.41M
|
-$689K
|
5
|
4.08%
|
Reduced
|
|
|
3023
|
BigSur Wealth Management
Miami,
Florida
|
$4.4M
|
-$752K
|
5
|
2.89%
|
Reduced
|
|
|
3024
|
Unified Trust Company
Lexington,
Kentucky
|
$4.4M
|
-$1.61M
|
1
|
3.29%
|
Reduced
|
|
|
3025
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$4.39M
|
-$224K
|
3
|
2.01%
|
Reduced
|
|
