|
5001
|
Opus Investment Management
Worcester,
Massachusetts
|
$1.7M
|
$0
|
1
|
0.61%
|
Maintained
|
|
|
5002
|
WorthPointe
La Jolla,
California
|
$1.7M
|
+$1.03M
|
4
|
1.03%
|
Increased
|
|
|
5003
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$1.7M
|
-$118K
|
4
|
10.01%
|
Reduced
|
|
|
5004
|
Safeguard Financial
Minocqua,
Wisconsin
|
$1.7M
|
+$394K
|
13
|
0.82%
|
Increased
|
|
|
5005
|
MAS Advisors
Miami,
Florida
|
$1.69M
|
+$68.5K
|
3
|
2.36%
|
Increased
|
|
|
5006
|
LifePro Asset Management
San Diego,
California
|
$1.69M
|
+$628K
|
4
|
1.3%
|
Increased
|
|
|
5007
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$1.68M
|
+$149K
|
3
|
1.39%
|
Increased
|
|
|
5008
|
Oldfather Financial Services
Kearney,
Nebraska
|
$1.68M
|
+$212K
|
3
|
0.82%
|
Increased
|
|
|
5009
|
Helen Stephens Group
Fort Worth,
Texas
|
$1.67M
|
+$34.8K
|
1
|
0.85%
|
Increased
|
|
|
5010
|
ML&R Wealth Management
Austin,
Texas
|
$1.67M
|
+$17K
|
2
|
0.37%
|
Increased
|
|
|
5011
|
Bridger Management
New York
|
$1.66M
|
$0
|
1
|
0.55%
|
Maintained
|
|
|
5012
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.66M
|
+$559K
|
5
|
0.86%
|
Increased
|
|
|
5013
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$1.66M
|
+$25.9K
|
3
|
1.12%
|
Increased
|
|
|
5014
|
Sebold Capital Management
Lisle,
Illinois
|
$1.65M
|
-$265K
|
2
|
1.32%
|
Reduced
|
|
|
5015
|
One River Asset Management
Stamford,
Connecticut
|
$1.65M
|
-$5.86M
|
2
|
0.19%
|
Reduced
|
|
|
5016
|
Parker Financial
Silverdale,
Washington
|
$1.64M
|
+$335K
|
2
|
1.19%
|
Increased
|
|
|
5017
|
Schoolcraft Capital
Boulder,
Colorado
|
$1.64M
|
+$1.28M
|
4
|
0.45%
|
Increased
|
|
|
5018
|
CMC Financial Group
Atlanta,
Georgia
|
$1.64M
|
-$243K
|
1
|
3.12%
|
Reduced
|
|
|
5019
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$1.64M
|
$0
|
4
|
1.1%
|
Maintained
|
|
|
5020
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$1.63M
|
-$74K
|
5
|
0.48%
|
Reduced
|
|
|
5021
|
Del-Sette Capital Management
Schenectady,
New York
|
$1.62M
|
-$2.19K
|
3
|
1.54%
|
Reduced
|
|
|
5022
|
Biltmore Wealth Management
Tempe,
Arizona
|
$1.62M
|
-$12.4K
|
4
|
0.69%
|
Reduced
|
|
|
5023
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$1.61M
|
-$832K
|
3
|
1.58%
|
Reduced
|
|
|
5024
|
CGC Financial Services
Lake Oswego,
Oregon
|
$1.6M
|
+$1.46M
|
12
|
1.04%
|
New
|
|
|
5025
|
MA Private Wealth
San Carlos,
California
|
$1.6M
|
+$256K
|
2
|
0.37%
|
Increased
|
|