|
4901
|
Optivise Advisory Services
Franklin,
Tennessee
|
$7.28M
|
+$858K
|
5
|
4.33%
|
Increased
|
|
|
4902
|
Tortoise Investment Management
White Plains,
New York
|
$7.27M
|
+$182K
|
18
|
0.65%
|
Increased
|
|
|
4903
|
New England Asset Management
Farmington,
Connecticut
|
$7.27M
|
-$863K
|
3
|
0.95%
|
Reduced
|
|
|
4904
|
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
|
$7.26M
|
-$6.54M
|
7
|
6.36%
|
Reduced
|
|
|
4905
|
Symphony Financial Services
Akron,
Ohio
|
$7.26M
|
+$348K
|
4
|
3.91%
|
Increased
|
|
|
4906
|
Baring Financial
Bellingham,
Washington
|
$7.26M
|
+$32.9K
|
4
|
4.95%
|
Increased
|
|
|
4907
|
BOS Asset Management
Springfield,
Illinois
|
$7.25M
|
+$372K
|
6
|
2.04%
|
Increased
|
|
|
4908
|
BAM Wealth Management
Lakewood,
Colorado
|
$7.24M
|
+$6.99M
|
3
|
5.61%
|
New
|
|
|
4909
|
Galilei Investment Office
London,
United Kingdom
|
$7.24M
|
$0
|
2
|
3.48%
|
Maintained
|
|
|
4910
|
Entropy Technologies
New York
|
$7.24M
|
-$16.7M
|
6
|
0.54%
|
Reduced
|
|
|
4911
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$7.24M
|
+$4.33M
|
6
|
0.98%
|
Increased
|
|
|
4912
|
Meritas Wealth Management
Larkspur,
California
|
$7.22M
|
+$981K
|
6
|
3.58%
|
Increased
|
|
|
4913
|
Summit Wealth Partners
Orlando,
Florida
|
$7.22M
|
+$23.4K
|
6
|
1.3%
|
Increased
|
|
|
4914
|
Fortune 45 LLC
Gonzales,
Louisiana
|
$7.22M
|
+$156K
|
3
|
3.66%
|
Increased
|
|
|
4915
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$7.21M
|
-$287K
|
5
|
5.7%
|
Reduced
|
|
|
4916
|
Veery Capital
Wilmington,
Delaware
|
$7.2M
|
+$168K
|
6
|
2.27%
|
Increased
|
|
|
4917
|
First Citizens Financial Corp
Mason City,
Iowa
|
$7.2M
|
+$616K
|
5
|
3.56%
|
Increased
|
|
|
4918
|
Clune & Associates
Chicago,
Illinois
|
$7.19M
|
+$112K
|
5
|
1.8%
|
Increased
|
|
|
4919
|
WJ Wealth Management
Glendale,
Arizona
|
$7.17M
|
-$7.77M
|
3
|
3.15%
|
Reduced
|
|
|
4920
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$7.16M
|
+$428K
|
6
|
1.37%
|
Increased
|
|
|
4921
|
Rialto Wealth Management
Syracuse,
New York
|
$7.16M
|
+$25.5K
|
21
|
1.85%
|
Increased
|
|
|
4922
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$7.16M
|
+$806K
|
5
|
3.09%
|
Increased
|
|
|
4923
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$7.16M
|
+$291K
|
5
|
1.06%
|
Increased
|
|
|
4924
|
Waycross Investment Management
Bellingham,
Washington
|
$7.15M
|
+$91.8K
|
3
|
7.29%
|
Increased
|
|
|
4925
|
LVZ Inc
Holland,
Michigan
|
$7.14M
|
+$183K
|
5
|
0.81%
|
Increased
|
|