|
3901
|
Shone Asset Management
Walnut Creek,
California
|
$996K
|
+$993K
|
3
|
1.18%
|
New
|
|
|
3902
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$989K
|
+$114K
|
1
|
0.75%
|
Increased
|
|
|
3903
|
Donor Advised Charitable Giving
San Francisco,
California
|
$980K
|
-$37K
|
2
|
0.5%
|
Reduced
|
|
|
3904
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$980K
|
+$10.6K
|
3
|
0.17%
|
Increased
|
|
|
3905
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$980K
|
-$152K
|
2
|
0.23%
|
Reduced
|
|
|
3906
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$979K
|
-$130K
|
4
|
0.23%
|
Reduced
|
|
|
3907
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$977K
|
+$38.7K
|
1
|
0.88%
|
Increased
|
|
|
3908
|
Yakira Capital Management
Westport,
Connecticut
|
$968K
|
$0
|
1
|
0.34%
|
Maintained
|
|
|
3909
|
LVZ Inc
Holland,
Michigan
|
$966K
|
+$31K
|
3
|
0.24%
|
Increased
|
|
|
3910
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$966K
|
+$298K
|
2
|
0.5%
|
Increased
|
|
|
3911
|
Opus Capital Group
Cincinnati,
Ohio
|
$960K
|
-$729K
|
1
|
0.34%
|
Reduced
|
|
|
3912
|
Quantinno Capital Management
New York
|
$958K
|
-$1.21M
|
3
|
0.6%
|
Reduced
|
|
|
3913
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$954K
|
+$784K
|
6
|
0.73%
|
Increased
|
|
|
3914
|
CAZ Investments
Houston,
Texas
|
$950K
|
+$1.07M
|
3
|
2.43%
|
New
|
|
|
3915
|
P.A.W. Capital
Greenwich,
Connecticut
|
$946K
|
$0
|
1
|
1.27%
|
Maintained
|
|
|
3916
|
BHK Investment Advisors
Birmingham,
Alabama
|
$940K
|
-$206K
|
1
|
0.67%
|
Reduced
|
|
|
3917
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$940K
|
+$83K
|
2
|
1.07%
|
Increased
|
|
|
3918
|
AtlasMark Financial
Austin,
Texas
|
$933K
|
$0
|
1
|
2.33%
|
Maintained
|
|
|
3919
|
Value Holdings Management Company
Hampton Bays,
New York
|
$931K
|
+$1.11M
|
2
|
0.44%
|
New
|
|
|
3920
|
Yorktown Management & Research Company
Forest,
Virginia
|
$926K
|
+$749K
|
3
|
0.94%
|
Increased
|
|
|
3921
|
Biltmore Wealth Management
Tempe,
Arizona
|
$922K
|
$0
|
2
|
0.44%
|
Maintained
|
|
|
3922
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$915K
|
-$268K
|
1
|
0.85%
|
Reduced
|
|
|
3923
|
Tolleson Wealth Management
Dallas,
Texas
|
$914K
|
-$604K
|
1
|
0.4%
|
Reduced
|
|
|
3924
|
PFG Private Wealth Management
Lutz,
Florida
|
$910K
|
-$605K
|
2
|
0.98%
|
Reduced
|
|
|
3925
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$908K
|
-$23.2K
|
5
|
0.67%
|
Reduced
|
|