|
4001
|
Lakewood Asset Management
Naperville,
Illinois
|
$4.74M
|
+$4.61M
|
8
|
3.84%
|
New
|
|
|
4002
|
Goldstein Advisors
Madison,
Wisconsin
|
$4.74M
|
+$4.96M
|
4
|
1.15%
|
New
|
|
|
4003
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$4.74M
|
-$1.38M
|
4
|
2.74%
|
Reduced
|
|
|
4004
|
Momentum Advisors
New York
|
$4.74M
|
-$155K
|
4
|
4.8%
|
Reduced
|
|
|
4005
|
Round Rock Advisors
Wilton,
Connecticut
|
$4.72M
|
+$317K
|
6
|
1.93%
|
Increased
|
|
|
4006
|
Castle Wealth Management
West Palm Beach,
Florida
|
$4.72M
|
-$630K
|
5
|
2.97%
|
Reduced
|
|
|
4007
|
Guardian Investment Management
Tiburon,
California
|
$4.72M
|
+$218K
|
2
|
4.46%
|
Increased
|
|
|
4008
|
Aft Forsyth & Sober
Valrico,
Florida
|
$4.72M
|
$0
|
3
|
2.12%
|
Maintained
|
|
|
4009
|
RW Investment Management
Eagle,
Idaho
|
$4.72M
|
+$4.68M
|
3
|
1.86%
|
New
|
|
|
4010
|
Atlas Private Wealth Management
Albany,
New York
|
$4.71M
|
+$77.7K
|
3
|
2.17%
|
Increased
|
|
|
4011
|
HighVista Strategies
Boston,
Massachusetts
|
$4.71M
|
-$243K
|
4
|
2.79%
|
Reduced
|
|
|
4012
|
GoalVest Advisory
New York
|
$4.69M
|
-$6.46M
|
7
|
3.03%
|
Reduced
|
|
|
4013
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$4.69M
|
+$190K
|
2
|
4.71%
|
Increased
|
|
|
4014
|
Ballast Inc
Lexington,
Kentucky
|
$4.69M
|
-$56.7K
|
5
|
2.05%
|
Reduced
|
|
|
4015
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$4.69M
|
-$33K
|
3
|
4.92%
|
Reduced
|
|
|
4016
|
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
$4.68M
|
+$74.4K
|
1
|
3.24%
|
Increased
|
|
|
4017
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$4.67M
|
-$159K
|
5
|
3.18%
|
Reduced
|
|
|
4018
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$4.67M
|
+$218K
|
7
|
1.02%
|
Increased
|
|
|
4019
|
Smith Graham & Co Investment Advisors
Houston,
Texas
|
$4.66M
|
-$113K
|
1
|
0.57%
|
Reduced
|
|
|
4020
|
Noble Path Asset Management
New York
|
$4.66M
|
-$1.41M
|
1
|
5.68%
|
Reduced
|
|
|
4021
|
MGO Private Wealth
Irvine,
California
|
$4.65M
|
-$218K
|
4
|
2.12%
|
Reduced
|
|
|
4022
|
GEM Asset Management
Plymouth,
Michigan
|
$4.65M
|
+$4.87M
|
4
|
3.99%
|
New
|
|
|
4023
|
Catalyst Wealth Management
Atlanta,
Georgia
|
$4.65M
|
+$4.72M
|
4
|
4.39%
|
New
|
|
|
4024
|
Silicon Hills Wealth Management
Austin,
Texas
|
$4.65M
|
-$183K
|
5
|
3.45%
|
Reduced
|
|
|
4025
|
Perkins Capital Management
Wayzata,
Minnesota
|
$4.65M
|
+$5.1K
|
3
|
4.91%
|
Increased
|
|