|
5101
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$5.41M
|
-$2.01M
|
5
|
3.89%
|
Reduced
|
|
|
5102
|
Marotta Asset Management
Charlottesville,
Virginia
|
$5.4M
|
-$148K
|
5
|
1.13%
|
Reduced
|
|
|
5103
|
Eclectic Associates
Fullerton,
California
|
$5.4M
|
+$907K
|
5
|
1.6%
|
Increased
|
|
|
5104
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$5.4M
|
+$226K
|
5
|
2.36%
|
Increased
|
|
|
5105
|
Sterling Group Wealth Management
Pasadena,
California
|
$5.39M
|
+$35.5K
|
4
|
2.8%
|
Increased
|
|
|
5106
|
Donoghue Forlines
Boston,
Massachusetts
|
$5.38M
|
-$563K
|
3
|
1.8%
|
Reduced
|
|
|
5107
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$5.38M
|
+$5.15M
|
4
|
2.9%
|
New
|
|
|
5108
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$5.38M
|
+$14.9K
|
4
|
4.3%
|
Increased
|
|
|
5109
|
Security Financial Services
Fort Wayne,
Indiana
|
$5.37M
|
+$250K
|
6
|
1.09%
|
Increased
|
|
|
5110
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$5.37M
|
+$1.74M
|
5
|
1.62%
|
Increased
|
|
|
5111
|
HITE Hedge Asset Management
Braintree,
Massachusetts
|
$5.37M
|
$0
|
1
|
0.39%
|
Maintained
|
|
|
5112
|
High Falls Advisors
Rochester,
New York
|
$5.37M
|
-$281K
|
4
|
1.25%
|
Reduced
|
|
|
5113
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$5.37M
|
+$5.21M
|
6
|
5.38%
|
New
|
|
|
5114
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$5.37M
|
+$877K
|
4
|
3.69%
|
Increased
|
|
|
5115
|
Calton & Associates
Tampa,
Florida
|
$5.36M
|
-$4.04M
|
6
|
2.37%
|
Reduced
|
|
|
5116
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$5.35M
|
+$5.11M
|
4
|
1.59%
|
New
|
|
|
5117
|
SONA Asset Management (US)
New York
|
$5.35M
|
-$16.6M
|
2
|
0.21%
|
Reduced
|
|
|
5118
|
Del-Sette Capital Management
Schenectady,
New York
|
$5.35M
|
+$1.24M
|
4
|
4.34%
|
Increased
|
|
|
5119
|
Pacific Center for Financial Services
San Ramon,
California
|
$5.34M
|
-$79.9K
|
15
|
1.37%
|
Reduced
|
|
|
5120
|
Patton Fund Management
Dallas,
Texas
|
$5.33M
|
-$733K
|
1
|
1.04%
|
Reduced
|
|
|
5121
|
Orin Green Financial
San Diego,
California
|
$5.33M
|
-$4.96M
|
0
|
–
|
Closed
|
|
|
5122
|
Williamson Legacy Group
Carmel,
Indiana
|
$5.32M
|
-$305K
|
3
|
3.55%
|
Reduced
|
|
|
5123
|
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
|
$5.31M
|
+$3.38M
|
2
|
2.3%
|
Increased
|
|
|
5124
|
Washington Capital Management
Seattle,
Washington
|
$5.31M
|
+$104K
|
7
|
4.19%
|
Increased
|
|
|
5125
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$5.3M
|
+$1.33M
|
4
|
1.84%
|
Increased
|
|
