|
4401
|
Momentum Wealth Planning
Estero,
Florida
|
$11M
|
+$4.5M
|
6
|
8.55%
|
Increased
|
|
|
4402
|
Olstein Capital Management
Purchase,
New York
|
$11M
|
-$362K
|
3
|
2.07%
|
Reduced
|
|
|
4403
|
Carson Advisory
Athens,
Georgia
|
$11M
|
+$378K
|
6
|
5.93%
|
Increased
|
|
|
4404
|
Shelton Wealth Management
Fort Worth,
Texas
|
$11M
|
-$575K
|
8
|
4.97%
|
Reduced
|
|
|
4405
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$11M
|
-$325K
|
5
|
3.99%
|
Reduced
|
|
|
4406
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$11M
|
+$5.68M
|
6
|
4.61%
|
Increased
|
|
|
4407
|
Dymon Asia Capital (Singapore)
Singapore
|
$11M
|
+$4.43M
|
5
|
1.15%
|
Increased
|
|
|
4408
|
Partners Value Investments
Hamilton,
Bermuda
|
$11M
|
-$22M
|
1
|
0.1%
|
Reduced
|
|
|
4409
|
Wolverine Asset Management
Chicago,
Illinois
|
$11M
|
+$9.25M
|
4
|
0.08%
|
Increased
|
|
|
4410
|
Willow Creek Wealth Management
Sebastopol,
California
|
$11M
|
-$463K
|
6
|
0.9%
|
Reduced
|
|
|
4411
|
Baron Wealth Management
Troy,
Michigan
|
$11M
|
-$736K
|
6
|
3.62%
|
Reduced
|
|
|
4412
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$10.9M
|
+$1.67M
|
5
|
4.54%
|
Increased
|
|
|
4413
|
CNA Financial
Chicago,
Illinois
|
$10.9M
|
$0
|
1
|
6.44%
|
Maintained
|
|
|
4414
|
Warwick Investment Management
Bryan,
Texas
|
$10.9M
|
+$985K
|
6
|
1.9%
|
Increased
|
|
|
4415
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$10.9M
|
+$305K
|
6
|
5.44%
|
Increased
|
|
|
4416
|
Balentine LLC
Atlanta,
Georgia
|
$10.9M
|
+$1.52M
|
7
|
0.4%
|
Increased
|
|
|
4417
|
Vienna Asset Management
Saratoga,
California
|
$10.9M
|
-$444K
|
5
|
6.48%
|
Reduced
|
|
|
4418
|
RW Investment Management
Eagle,
Idaho
|
$10.9M
|
-$244K
|
6
|
1.12%
|
Reduced
|
|
|
4419
|
Delphi Financial Group
Wilmington,
Delaware
|
$10.9M
|
$0
|
2
|
6.11%
|
Maintained
|
|
|
4420
|
Elevate Capital Advisors
Eagle,
Colorado
|
$10.8M
|
+$290K
|
3
|
7.56%
|
Increased
|
|
|
4421
|
Walker Asset Management
Verona,
Missouri
|
$10.8M
|
+$138K
|
5
|
6.07%
|
Increased
|
|
|
4422
|
Genesee Capital Advisors
Auburn,
New York
|
$10.8M
|
+$87.9K
|
6
|
4.69%
|
Increased
|
|
|
4423
|
Kirkwood Financial Services
San Antonio,
Texas
|
$10.8M
|
+$319K
|
4
|
4%
|
Increased
|
|
|
4424
|
WinCap Financial
Boston,
Massachusetts
|
$10.8M
|
+$439K
|
7
|
7.45%
|
Increased
|
|
|
4425
|
Paladin Wealth
Arden Hills,
Minnesota
|
$10.8M
|
-$573K
|
3
|
7.82%
|
Reduced
|
|
