|
4026
|
Integris Wealth Management
Monterey,
California
|
$5.27M
|
-$222K
|
4
|
1.94%
|
Reduced
|
|
|
4027
|
Diversified
Wilmington,
Delaware
|
$5.27M
|
-$978K
|
5
|
1.89%
|
Reduced
|
|
|
4028
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$5.27M
|
+$374K
|
7
|
2.31%
|
Increased
|
|
|
4029
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$5.25M
|
+$40.2K
|
4
|
3.55%
|
Increased
|
|
|
4030
|
Catalyst Capital Advisors
Huntington,
New York
|
$5.25M
|
-$903K
|
6
|
0.16%
|
Reduced
|
|
|
4031
|
Spinnaker Investment Group
Newport Beach,
California
|
$5.25M
|
+$7.91K
|
5
|
1.84%
|
Increased
|
|
|
4032
|
Omnia Family Wealth
Aventura,
Florida
|
$5.24M
|
+$19.5K
|
4
|
4.03%
|
Increased
|
|
|
4033
|
ASB Consultores
Aventura,
Florida
|
$5.24M
|
-$1.11M
|
7
|
2.11%
|
Reduced
|
|
|
4034
|
Basso Capital Management
Stamford,
Connecticut
|
$5.23M
|
+$154K
|
2
|
5.06%
|
Increased
|
|
|
4035
|
Norris Financial Group
Greenville,
South Carolina
|
$5.23M
|
-$1.48M
|
3
|
3.84%
|
Reduced
|
|
|
4036
|
Trikon Asset Management
Hong Kong
|
$5.23M
|
+$5.13M
|
1
|
25.09%
|
New
|
|
|
4037
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$5.22M
|
+$107K
|
4
|
2.67%
|
Increased
|
|
|
4038
|
Castleview Partners
Dallas,
Texas
|
$5.22M
|
+$1.75M
|
9
|
4.63%
|
Increased
|
|
|
4039
|
Perkins Capital Management
Wayzata,
Minnesota
|
$5.22M
|
+$60.8K
|
3
|
4.93%
|
Increased
|
|
|
4040
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$5.22M
|
+$828K
|
4
|
0.53%
|
Increased
|
|
|
4041
|
Martel Wealth Advisors
Vancouver,
Washington
|
$5.21M
|
+$167K
|
2
|
1.33%
|
Increased
|
|
|
4042
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$5.2M
|
-$681K
|
5
|
1.46%
|
Reduced
|
|
|
4043
|
Bislett Management
Palo Alto,
California
|
$5.2M
|
$0
|
1
|
3.45%
|
Maintained
|
|
|
4044
|
Kamunting Street Capital Management
Miami Beach,
Florida
|
$5.2M
|
-$12.5M
|
2
|
6.63%
|
Reduced
|
|
|
4045
|
Objective Capital Management
Pepper Pike,
Ohio
|
$5.19M
|
+$83.7K
|
4
|
4.74%
|
Increased
|
|
|
4046
|
LifeSteps Financial
Claremont,
California
|
$5.19M
|
-$241K
|
3
|
5.5%
|
Reduced
|
|
|
4047
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$5.18M
|
+$645K
|
6
|
4.1%
|
Increased
|
|
|
4048
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$5.17M
|
-$227K
|
5
|
3.3%
|
Reduced
|
|
|
4049
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$5.16M
|
-$109K
|
5
|
4.86%
|
Reduced
|
|
|
4050
|
Northwest Wealth Management
Spencer,
Iowa
|
$5.16M
|
+$1.52M
|
4
|
1.97%
|
Increased
|
|