|
5076
|
Omega Financial Group
Santa Barbara,
California
|
$850K
|
+$246K
|
3
|
0.38%
|
Increased
|
|
|
5077
|
Windham Capital Management
Boston,
Massachusetts
|
$850K
|
-$477K
|
1
|
0.17%
|
Reduced
|
|
|
5078
|
Shapiro Capital Management
Atlanta,
Georgia
|
$849K
|
+$290K
|
2
|
0.02%
|
Increased
|
|
|
5079
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$840K
|
+$607K
|
3
|
0.08%
|
Increased
|
|
|
5080
|
Wallace Capital Management
Dallas,
Texas
|
$834K
|
+$325K
|
3
|
0.12%
|
Increased
|
|
|
5081
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$831K
|
$0
|
2
|
0.11%
|
Maintained
|
|
|
5082
|
Straight Path Wealth Management
Jenison,
Michigan
|
$827K
|
+$776K
|
1
|
0.72%
|
New
|
|
|
5083
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$822K
|
+$792K
|
1
|
0.37%
|
New
|
|
|
5084
|
Accel Growth Fund V Associates
Palo Alto,
California
|
$817K
|
+$928K
|
1
|
0.34%
|
New
|
|
|
5085
|
Triune Financial Partners
Overland Park,
Kansas
|
$813K
|
+$797K
|
3
|
0.42%
|
New
|
|
|
5086
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$811K
|
$0
|
2
|
0.82%
|
Maintained
|
|
|
5087
|
Searcy Financial Services
Overland Park,
Kansas
|
$811K
|
+$596K
|
2
|
0.36%
|
Increased
|
|
|
5088
|
CSU Producer Resources
Fairfield,
Ohio
|
$802K
|
-$34.6K
|
1
|
2.88%
|
Reduced
|
|
|
5089
|
Triad Investment Management
Newport Beach,
California
|
$796K
|
+$778K
|
2
|
0.72%
|
New
|
|
|
5090
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$782K
|
+$1.18M
|
3
|
0.11%
|
Increased
|
|
|
5091
|
Westchester Capital Management (New York)
Valhalla,
New York
|
$779K
|
+$793K
|
2
|
0.02%
|
New
|
|
|
5092
|
Compton Financial Group
Towson,
Maryland
|
$778K
|
+$191K
|
2
|
0.32%
|
Increased
|
|
|
5093
|
Fifth Lane Capital
Austin,
Texas
|
$778K
|
+$883K
|
1
|
0.46%
|
New
|
|
|
5094
|
Prism Advisors
Studio City,
California
|
$778K
|
-$242K
|
3
|
0.25%
|
Reduced
|
|
|
5095
|
Johnson Midwest Financial
Glidden,
Iowa
|
$774K
|
-$303K
|
7
|
0.58%
|
Reduced
|
|
|
5096
|
Lake Point Wealth Management
Rockwall,
Texas
|
$774K
|
-$5.17K
|
12
|
0.34%
|
Reduced
|
|
|
5097
|
Wexford Capital
West Palm Beach,
Florida
|
$772K
|
+$770K
|
3
|
0.03%
|
New
|
|
|
5098
|
Hershey Trust Company
Hershey,
Pennsylvania
|
$764K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
5099
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$760K
|
-$35.2M
|
2
|
0.22%
|
Reduced
|
|
|
5100
|
Schoolcraft Capital
Boulder,
Colorado
|
$757K
|
+$191K
|
3
|
0.23%
|
Increased
|
|