|
5026
|
Caitlin John
Brighton,
Michigan
|
$3.7M
|
+$932K
|
16
|
2.66%
|
Increased
|
|
|
5027
|
Walker Financial Services
Bowling Green,
Kentucky
|
$3.7M
|
-$61.7K
|
1
|
2.89%
|
Reduced
|
|
|
5028
|
Bain Capital Public Equity
Boston,
Massachusetts
|
$3.7M
|
-$359K
|
1
|
3.52%
|
Reduced
|
|
|
5029
|
Denver PWM
Denver,
Colorado
|
$3.69M
|
-$53.9K
|
6
|
1.47%
|
Reduced
|
|
|
5030
|
Eschler Asset Management
London,
United Kingdom
|
$3.69M
|
-$1.48M
|
3
|
2.9%
|
Reduced
|
|
|
5031
|
Shearwater Capital
Denver,
Colorado
|
$3.69M
|
+$62.2K
|
3
|
2.71%
|
Increased
|
|
|
5032
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$3.69M
|
-$128K
|
4
|
2.5%
|
Reduced
|
|
|
5033
|
Western Financial Corp
San Diego,
California
|
$3.68M
|
-$761K
|
5
|
2.22%
|
Reduced
|
|
|
5034
|
Retirement Capital Strategies
San Jose,
California
|
$3.67M
|
-$938K
|
3
|
1.47%
|
Reduced
|
|
|
5035
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$3.67M
|
+$24K
|
3
|
3.19%
|
Increased
|
|
|
5036
|
360 Financial
Wayzata,
Minnesota
|
$3.66M
|
+$422
|
3
|
1.38%
|
Increased
|
|
|
5037
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$3.66M
|
+$422
|
3
|
0.59%
|
Increased
|
|
|
5038
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$3.65M
|
-$245K
|
6
|
0.71%
|
Reduced
|
|
|
5039
|
Valued Retirements
Houston,
Texas
|
$3.64M
|
-$66.8K
|
4
|
5.53%
|
Reduced
|
|
|
5040
|
Kerusso Capital Management
Winston Salem,
North Carolina
|
$3.64M
|
+$3.2M
|
1
|
2.64%
|
New
|
|
|
5041
|
Krane Funds Advisors
New York
|
$3.63M
|
+$104K
|
4
|
0.15%
|
Increased
|
|
|
5042
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$3.62M
|
+$77.4K
|
4
|
1.08%
|
Increased
|
|
|
5043
|
Dalton Investments
Las Vegas,
Nevada
|
$3.62M
|
$0
|
1
|
2.06%
|
Maintained
|
|
|
5044
|
Yoder Wealth Management
Walnut Creek,
California
|
$3.62M
|
-$23K
|
4
|
2.34%
|
Reduced
|
|
|
5045
|
Farrow Financial
Randolph,
Vermont
|
$3.62M
|
+$264K
|
2
|
2.47%
|
Increased
|
|
|
5046
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$3.61M
|
+$3.69M
|
2
|
2.75%
|
New
|
|
|
5047
|
Global Frontier Investments
Charleston,
South Carolina
|
$3.6M
|
$0
|
1
|
1.07%
|
Maintained
|
|
|
5048
|
FMB Wealth Management
Westlake Village,
California
|
$3.6M
|
+$80.7K
|
4
|
2.74%
|
Increased
|
|
|
5049
|
Courage Miller Partners
Norfolk,
Virginia
|
$3.59M
|
$0
|
4
|
1.29%
|
Maintained
|
|
|
5050
|
Kaydan Wealth Management
Fenton,
Michigan
|
$3.59M
|
+$107K
|
4
|
1.27%
|
Increased
|
|