|
4976
|
Virtus Family Office
El Paso,
Texas
|
$3.06M
|
+$2.75M
|
1
|
5.13%
|
Increased
|
|
|
4977
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$3.06M
|
+$2.94M
|
2
|
2.24%
|
New
|
|
|
4978
|
Krane Funds Advisors
New York
|
$3.06M
|
+$693K
|
3
|
0.13%
|
Increased
|
|
|
4979
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$3.06M
|
-$10.3M
|
2
|
1.3%
|
Reduced
|
|
|
4980
|
25 LLC
St. Louis,
Missouri
|
$3.06M
|
+$1.95M
|
3
|
1.58%
|
Increased
|
|
|
4981
|
Lockerman Financial Group
Newport Beach,
California
|
$3.05M
|
+$228K
|
5
|
7.05%
|
Increased
|
|
|
4982
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$3.05M
|
+$324K
|
4
|
1.7%
|
Increased
|
|
|
4983
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$3.05M
|
-$126K
|
3
|
2.72%
|
Reduced
|
|
|
4984
|
Dalton Investments
Las Vegas,
Nevada
|
$3.05M
|
$0
|
1
|
2.02%
|
Maintained
|
|
|
4985
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$3.04M
|
-$578K
|
3
|
1.49%
|
Reduced
|
|
|
4986
|
Davis Investment Partners
Charlotte,
North Carolina
|
$3.04M
|
-$29.6K
|
5
|
1.47%
|
Reduced
|
|
|
4987
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$3.03M
|
-$237K
|
4
|
1.52%
|
Reduced
|
|
|
4988
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$3.03M
|
-$5.21K
|
4
|
0.89%
|
Reduced
|
|
|
4989
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$3.02M
|
-$787K
|
4
|
3.48%
|
Reduced
|
|
|
4990
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$3.02M
|
+$322K
|
2
|
2.32%
|
Increased
|
|
|
4991
|
Connective Portfolio Management
New York
|
$3.01M
|
-$60.9K
|
2
|
6.14%
|
Reduced
|
|
|
4992
|
Pacific Capital Wealth Advisors
Corona,
California
|
$3.01M
|
+$304K
|
9
|
0.76%
|
Increased
|
|
|
4993
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$3.01M
|
+$516K
|
6
|
1.96%
|
Increased
|
|
|
4994
|
Windsor Capital Management
Phoenix,
Arizona
|
$3.01M
|
+$7.84K
|
4
|
0.98%
|
Increased
|
|
|
4995
|
Keating Wealth Management
Denver,
Colorado
|
$3M
|
+$2.88M
|
3
|
2.07%
|
New
|
|
|
4996
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$3M
|
+$68.5K
|
3
|
0.53%
|
Increased
|
|
|
4997
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$3M
|
-$160K
|
2
|
4.24%
|
Reduced
|
|
|
4998
|
360 Financial
Wayzata,
Minnesota
|
$2.99M
|
+$717K
|
3
|
1.32%
|
Increased
|
|
|
4999
|
Sterling Financial Planning
Sparta,
New Jersey
|
$2.99M
|
+$391K
|
5
|
1.29%
|
Increased
|
|
|
5000
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.99M
|
+$50.2K
|
3
|
1.54%
|
Increased
|
|
