|
3976
|
Valley Forge Capital Management
Miami,
Florida
|
$3.26M
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
3977
|
Lokken Investment Group
Lewes,
Delaware
|
$3.25M
|
+$3.15M
|
2
|
2.97%
|
New
|
|
|
3978
|
Courage Capital Management
Nashville,
Tennessee
|
$3.24M
|
$0
|
2
|
3.23%
|
Maintained
|
|
|
3979
|
Advisory Alpha
Holland,
Michigan
|
$3.24M
|
-$895K
|
3
|
0.66%
|
Reduced
|
|
|
3980
|
Source Financial Advisors
New York
|
$3.21M
|
+$3.11M
|
4
|
0.87%
|
New
|
|
|
3981
|
Dalton, Greiner, Hartman, Maher & Co
New York
|
$3.21M
|
-$188K
|
2
|
0.68%
|
Reduced
|
|
|
3982
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3.21M
|
+$3.12M
|
7
|
4.88%
|
New
|
|
|
3983
|
Barber Financial Group
Lenexa,
Kansas
|
$3.2M
|
+$5.53K
|
5
|
0.59%
|
Increased
|
|
|
3984
|
Lumina Fund Management
New York
|
$3.2M
|
$0
|
2
|
1.32%
|
Maintained
|
|
|
3985
|
WJ Wealth Management
Glendale,
Arizona
|
$3.18M
|
-$133K
|
4
|
9.88%
|
Reduced
|
|
|
3986
|
AllGen Financial Advisors
Orlando,
Florida
|
$3.17M
|
+$3.06M
|
1
|
2.94%
|
New
|
|
|
3987
|
Springhouse Capital Management
Westport,
Connecticut
|
$3.17M
|
+$793K
|
2
|
3.05%
|
Increased
|
|
|
3988
|
Echo Wealth Management
Plymouth,
Minnesota
|
$3.17M
|
+$3.37M
|
3
|
4.14%
|
New
|
|
|
3989
|
CVA Family Office
Denver,
Colorado
|
$3.16M
|
+$1.12M
|
9
|
1.94%
|
Increased
|
|
|
3990
|
Adams Wealth Management
Logan,
Utah
|
$3.16M
|
-$304K
|
4
|
1.99%
|
Reduced
|
|
|
3991
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$3.16M
|
+$503K
|
3
|
1.17%
|
Increased
|
|
|
3992
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$3.16M
|
+$113K
|
6
|
2.18%
|
Increased
|
|
|
3993
|
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
$3.15M
|
+$283K
|
3
|
0.11%
|
Increased
|
|
|
3994
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$3.15M
|
+$174K
|
4
|
0.7%
|
Increased
|
|
|
3995
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$3.14M
|
+$1.26M
|
3
|
1.91%
|
Increased
|
|
|
3996
|
Summit Financial Strategies
Columbus,
Ohio
|
$3.13M
|
+$395K
|
3
|
1.08%
|
Increased
|
|
|
3997
|
TAP Consulting
Kirkwood,
Missouri
|
$3.13M
|
+$11.2K
|
6
|
1.13%
|
Increased
|
|
|
3998
|
Bickling Financial Services
Lexington,
Massachusetts
|
$3.11M
|
+$3.02M
|
4
|
1.92%
|
New
|
|
|
3999
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$3.1M
|
+$2.84M
|
9
|
3.4%
|
New
|
|
|
4000
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$3.1M
|
$0
|
1
|
1.84%
|
Maintained
|
|