|
5026
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$636K
|
+$72.9K
|
1
|
0.6%
|
Increased
|
|
|
5027
|
Safeguard Financial
Minocqua,
Wisconsin
|
$630K
|
+$711K
|
2
|
0.58%
|
New
|
|
|
5028
|
Lanham O'Dell & Company
Hurricane,
West Virginia
|
$625K
|
+$247K
|
2
|
2.22%
|
Increased
|
|
|
5029
|
Sutton Place Investors
Katonah,
New York
|
$625K
|
-$273K
|
1
|
0.95%
|
Reduced
|
|
|
5030
|
DUMAC Inc
Durham,
North Carolina
|
$617K
|
$0
|
1
|
3.48%
|
Maintained
|
|
|
5031
|
James Reed Financial Services
Cleveland,
Ohio
|
$617K
|
+$43.8K
|
1
|
0.92%
|
Increased
|
|
|
5032
|
Oppenheimer & Close
New York
|
$616K
|
+$139K
|
1
|
0.67%
|
Increased
|
|
|
5033
|
Alethea Capital Management
Mercer Island,
Washington
|
$615K
|
-$577K
|
2
|
0.78%
|
Reduced
|
|
|
5034
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$613K
|
-$5.08K
|
12
|
0.11%
|
Reduced
|
|
|
5035
|
Contrarian Capital Management
Greenwich,
Connecticut
|
$612K
|
+$192K
|
1
|
0.14%
|
Increased
|
|
|
5036
|
Glaxis Capital Management
Sarasota,
Florida
|
$606K
|
$0
|
1
|
8.76%
|
Maintained
|
|
|
5037
|
Holland Advisory Services
Ormond Beach,
Florida
|
$604K
|
-$528
|
1
|
0.75%
|
Reduced
|
|
|
5038
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$604K
|
+$19.3K
|
1
|
0.29%
|
Increased
|
|
|
5039
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$603K
|
-$139K
|
2
|
0.38%
|
Reduced
|
|
|
5040
|
FIDELIS iM
Medford,
Oregon
|
$601K
|
+$792
|
1
|
0.42%
|
Increased
|
|
|
5041
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$598K
|
$0
|
1
|
0.73%
|
Maintained
|
|
|
5042
|
Gibson Capital
Wexford,
Pennsylvania
|
$598K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
5043
|
Johnson Midwest Financial
Glidden,
Iowa
|
$595K
|
-$902
|
8
|
2.27%
|
Reduced
|
|
|
5044
|
AGF Investments America
Toronto,
Ontario, Canada
|
$586K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
5045
|
Praetorian Wealth Management
Carmel,
California
|
$584K
|
+$659K
|
2
|
0.22%
|
New
|
|
|
5046
|
Bellevue Group
Kuesnacht,
Switzerland
|
$577K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
5047
|
Steph & Co
Marinette,
Wisconsin
|
$575K
|
$0
|
5
|
0.4%
|
Maintained
|
|
|
5048
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
$573K
|
$0
|
2
|
2.29%
|
Maintained
|
|
|
5049
|
Strategic Asset Management
Rochester,
Minnesota
|
$570K
|
+$106K
|
7
|
0.99%
|
Increased
|
|
|
5050
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$569K
|
-$19.8K
|
1
|
0.69%
|
Reduced
|
|