|
3976
|
Opus Investment Management
Worcester,
Massachusetts
|
$1.02M
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
3977
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$1.02M
|
+$30.7K
|
1
|
1.14%
|
Increased
|
|
|
3978
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$1.02M
|
+$1.63K
|
2
|
1.43%
|
Increased
|
|
|
3979
|
Resource Planning Group
Atlanta,
Georgia
|
$1.01M
|
+$251K
|
2
|
0.75%
|
Increased
|
|
|
3980
|
R.W. Roge & Company
Bohemia,
New York
|
$1.01M
|
+$190K
|
2
|
0.85%
|
Increased
|
|
|
3981
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1.01M
|
+$186K
|
10
|
0.54%
|
Increased
|
|
|
3982
|
Soundwatch Capital
Rowayton,
Connecticut
|
$1M
|
+$968K
|
2
|
0.6%
|
New
|
|
|
3983
|
WESCAP Management Group
Glendale,
California
|
$996K
|
+$885K
|
1
|
0.35%
|
New
|
|
|
3984
|
Ferguson Shapiro
Decatur,
Georgia
|
$995K
|
+$1.09K
|
2
|
0.69%
|
Increased
|
|
|
3985
|
Pachira Investments
Dana Point,
California
|
$992K
|
+$83.9K
|
2
|
1.77%
|
Increased
|
|
|
3986
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$988K
|
-$345K
|
1
|
0.62%
|
Reduced
|
|
|
3987
|
Yorktown Management & Research Company
Forest,
Virginia
|
$984K
|
-$209K
|
3
|
0.88%
|
Reduced
|
|
|
3988
|
Steph & Co
Marinette,
Wisconsin
|
$983K
|
+$166K
|
6
|
0.98%
|
Increased
|
|
|
3989
|
Karst Peak Capital
Hong Kong
|
$982K
|
-$24.4M
|
1
|
15.69%
|
Reduced
|
|
|
3990
|
Bain Capital Venture Investors
Boston,
Massachusetts
|
$981K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
3991
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$980K
|
-$23.2K
|
3
|
0.47%
|
Reduced
|
|
|
3992
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$976K
|
+$536K
|
8
|
0.78%
|
Increased
|
|
|
3993
|
American Asset Management
Boca Raton,
Florida
|
$972K
|
-$14.5K
|
2
|
2.25%
|
Reduced
|
|
|
3994
|
Total Investment Management
Scottsdale,
Arizona
|
$969K
|
-$2.04M
|
3
|
0.34%
|
Reduced
|
|
|
3995
|
Tatro Capital
Lexington,
Kentucky
|
$967K
|
+$241K
|
3
|
1.39%
|
Increased
|
|
|
3996
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$966K
|
-$428K
|
1
|
0.29%
|
Reduced
|
|
|
3997
|
Aspire Private Capital
Cornelius,
North Carolina
|
$959K
|
+$344K
|
6
|
0.45%
|
Increased
|
|
|
3998
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$949K
|
-$607K
|
2
|
0.46%
|
Reduced
|
|
|
3999
|
Towerpoint Wealth
Sacramento,
California
|
$937K
|
+$443K
|
3
|
0.58%
|
Increased
|
|
|
4000
|
Oldfather Financial Services
Kearney,
Nebraska
|
$910K
|
-$61.5K
|
3
|
0.71%
|
Reduced
|
|