|
4651
|
Independent Family Office
Albany,
New York
|
$2.6M
|
+$673K
|
3
|
0.98%
|
Increased
|
|
|
4652
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$2.6M
|
-$11.4M
|
2
|
2.65%
|
Reduced
|
|
|
4653
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$2.6M
|
-$164K
|
3
|
2.07%
|
Reduced
|
|
|
4654
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$2.59M
|
+$2.6M
|
4
|
1.24%
|
New
|
|
|
4655
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$2.59M
|
+$258K
|
3
|
0.1%
|
Increased
|
|
|
4656
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$2.59M
|
+$2.54M
|
4
|
2.5%
|
New
|
|
|
4657
|
Raffa Wealth Management
Washington,
District of Columbia
|
$2.59M
|
+$83.7K
|
20
|
0.85%
|
Increased
|
|
|
4658
|
Windsor Capital Management
Phoenix,
Arizona
|
$2.58M
|
+$53.6K
|
4
|
0.78%
|
Increased
|
|
|
4659
|
FSA Wealth Management
Needham,
Massachusetts
|
$2.58M
|
-$128K
|
4
|
1.5%
|
Reduced
|
|
|
4660
|
Resource Consulting Group
Orlando,
Florida
|
$2.58M
|
+$2.54M
|
5
|
0.91%
|
New
|
|
|
4661
|
Brandywine Managers
Hockessin,
Delaware
|
$2.58M
|
$0
|
1
|
2.92%
|
Maintained
|
|
|
4662
|
IMPACTfolio
Denver,
Colorado
|
$2.57M
|
+$2.51M
|
2
|
2.25%
|
New
|
|
|
4663
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$2.57M
|
-$49.4K
|
3
|
6.42%
|
Reduced
|
|
|
4664
|
|
$2.57M
|
-$760K
|
4
|
1.29%
|
Reduced
|
|
|
4665
|
Berkeley Inc
Boise,
Idaho
|
$2.57M
|
+$25.4K
|
3
|
1.71%
|
Increased
|
|
|
4666
|
SRH Advisors
Salina,
Kansas
|
$2.57M
|
-$115K
|
11
|
2.91%
|
Reduced
|
|
|
4667
|
Ackerman Capital Advisors
Dallas,
Texas
|
$2.56M
|
-$28.2K
|
2
|
0.59%
|
Reduced
|
|
|
4668
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$2.55M
|
+$2.5M
|
8
|
2.26%
|
New
|
|
|
4669
|
Karn Couzens & Associates
Farmington,
Connecticut
|
$2.54M
|
+$32.3K
|
4
|
1.74%
|
Increased
|
|
|
4670
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$2.53M
|
+$2.51M
|
3
|
2.54%
|
New
|
|
|
4671
|
Future Fund LLC
Chicago,
Illinois
|
$2.52M
|
+$2.6M
|
2
|
2.18%
|
New
|
|
|
4672
|
Friess Associates
Greenville,
Delaware
|
$2.52M
|
+$110K
|
1
|
0.99%
|
Increased
|
|
|
4673
|
Fox Run Management
Greenwich,
Connecticut
|
$2.52M
|
+$733K
|
8
|
1.48%
|
Increased
|
|
|
4674
|
UBS O'Connor
Chicago,
Illinois
|
$2.5M
|
-$31M
|
1
|
0.02%
|
Reduced
|
|
|
4675
|
Asset Management Resources
Hyannis,
Massachusetts
|
$2.5M
|
+$2.5M
|
4
|
2.19%
|
New
|
|