|
4001
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$8.38M
|
-$1.13M
|
1
|
2.88%
|
Reduced
|
|
|
4002
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$8.37M
|
-$177K
|
6
|
2.39%
|
Reduced
|
|
|
4003
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$8.37M
|
+$105K
|
5
|
17.66%
|
Increased
|
|
|
4004
|
Opal Wealth Advisors
Jericho,
New York
|
$8.37M
|
-$614K
|
6
|
3.3%
|
Reduced
|
|
|
4005
|
Dover Advisors
Richmond,
Virginia
|
$8.36M
|
-$2.95M
|
4
|
11%
|
Reduced
|
|
|
4006
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$8.35M
|
+$244K
|
4
|
4.63%
|
Increased
|
|
|
4007
|
Rakuten Investment Management
Tokyo,
Japan
|
$8.35M
|
+$7.85M
|
12
|
0.07%
|
New
|
|
|
4008
|
Berry Wealth Group
Granbury,
Texas
|
$8.35M
|
+$7.89M
|
3
|
7.68%
|
New
|
|
|
4009
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$8.35M
|
-$133K
|
6
|
3.33%
|
Reduced
|
|
|
4010
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$8.33M
|
+$613K
|
6
|
2.5%
|
Increased
|
|
|
4011
|
Sara-Bay Financial
Sarasota,
Florida
|
$8.33M
|
-$35.3K
|
3
|
4.06%
|
Reduced
|
|
|
4012
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$8.32M
|
+$84.4K
|
6
|
3%
|
Increased
|
|
|
4013
|
Per Stirling Capital Management
Austin,
Texas
|
$8.31M
|
+$1.25M
|
6
|
1.53%
|
Increased
|
|
|
4014
|
17 Capital Partners
Pheonix,
Arizona
|
$8.31M
|
+$7.89M
|
4
|
7.63%
|
New
|
|
|
4015
|
Truvestments Capital
Sarasota,
Florida
|
$8.3M
|
-$133K
|
15
|
3.75%
|
Reduced
|
|
|
4016
|
LSP Investment Advisors
New York
|
$8.29M
|
$0
|
3
|
3.92%
|
Maintained
|
|
|
4017
|
Opes Wealth Management
Menlo Park,
California
|
$8.28M
|
+$301K
|
6
|
1.99%
|
Increased
|
|
|
4018
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$8.28M
|
-$129K
|
5
|
4.93%
|
Reduced
|
|
|
4019
|
Mizuho Securities USA
New York
|
$8.27M
|
+$576K
|
2
|
0.19%
|
Increased
|
|
|
4020
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$8.27M
|
+$3.47M
|
4
|
6.03%
|
Increased
|
|
|
4021
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$8.26M
|
+$18.7K
|
4
|
7.87%
|
Increased
|
|
|
4022
|
Norris Financial Group
Greenville,
South Carolina
|
$8.25M
|
+$37.9K
|
3
|
5.01%
|
Increased
|
|
|
4023
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$8.25M
|
+$80.9K
|
6
|
2.05%
|
Increased
|
|
|
4024
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$8.24M
|
-$189K
|
5
|
0.82%
|
Reduced
|
|
|
4025
|
NRI Wealth Management
Santa Clara,
California
|
$8.23M
|
+$7.72M
|
3
|
8.22%
|
New
|
|
