|
4951
|
Surience Private Wealth
Yakima,
Washington
|
$8.86M
|
+$8.53M
|
3
|
9.51%
|
Increased
|
|
|
4952
|
Sun Financial
Midvale,
Utah
|
$8.86M
|
+$8.69M
|
5
|
4.94%
|
New
|
|
|
4953
|
AXQ Capital
Jersey City,
New Jersey
|
$8.82M
|
+$5.19M
|
10
|
1.99%
|
Increased
|
|
|
4954
|
Capital Square
Chattanooga,
Tennessee
|
$8.82M
|
-$297K
|
5
|
4.5%
|
Reduced
|
|
|
4955
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$8.82M
|
+$1.64M
|
11
|
2.56%
|
Increased
|
|
|
4956
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$8.8M
|
+$8.72M
|
12
|
6.52%
|
New
|
|
|
4957
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$8.8M
|
-$31.2M
|
5
|
0.38%
|
Reduced
|
|
|
4958
|
Frederick Financial Consultants
Frederick,
Maryland
|
$8.8M
|
+$445K
|
5
|
4.82%
|
Increased
|
|
|
4959
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$8.79M
|
-$1.7M
|
4
|
6.97%
|
Reduced
|
|
|
4960
|
Aldebaran Capital
Carmel,
Indiana
|
$8.77M
|
-$430K
|
1
|
7.87%
|
Reduced
|
|
|
4961
|
Contango Wealth Management
Oakland,
California
|
$8.77M
|
+$8.04M
|
6
|
9.8%
|
New
|
|
|
4962
|
Pentwater Capital Management
Naples,
Florida
|
$8.75M
|
+$12.1M
|
2
|
0.05%
|
Increased
|
|
|
4963
|
Northern Right Capital Management
Darien,
Connecticut
|
$8.75M
|
$0
|
1
|
2.3%
|
Maintained
|
|
|
4964
|
Pinnacle Wealth Management
Roseville,
California
|
$8.74M
|
-$176K
|
3
|
5.89%
|
Reduced
|
|
|
4965
|
Green Alpha Advisors
Niwot,
Colorado
|
$8.74M
|
-$58.4K
|
4
|
8.01%
|
Reduced
|
|
|
4966
|
SONA Asset Management (US)
New York
|
$8.72M
|
+$2M
|
1
|
0.2%
|
Increased
|
|
|
4967
|
American Capital Advisory
Ketchum,
Idaho
|
$8.72M
|
+$400K
|
20
|
3.78%
|
Increased
|
|
|
4968
|
WPG Advisers
Baltimore,
Maryland
|
$8.72M
|
+$659K
|
19
|
6.47%
|
Increased
|
|
|
4969
|
Collective Family Office
York,
Pennsylvania
|
$8.71M
|
+$581K
|
4
|
2%
|
Increased
|
|
|
4970
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$8.71M
|
+$199K
|
5
|
5.57%
|
Increased
|
|
|
4971
|
Adams Asset Advisors
Dallas,
Texas
|
$8.69M
|
-$157K
|
2
|
1.14%
|
Reduced
|
|
|
4972
|
Lombard Odier Asset Management (USA)
New York
|
$8.69M
|
-$3.53M
|
4
|
0.81%
|
Reduced
|
|
|
4973
|
Tortoise Investment Management
White Plains,
New York
|
$8.68M
|
+$1.13M
|
5
|
0.76%
|
Increased
|
|
|
4974
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$8.68M
|
-$2.51K
|
6
|
2.85%
|
Reduced
|
|
|
4975
|
Centennial Bank
Conway,
Arkansas
|
$8.67M
|
-$2.07M
|
8
|
3.45%
|
Reduced
|
|