|
5101
|
Demars Financial Group
Spokane Valley,
Washington
|
$5.43M
|
+$215K
|
4
|
2.09%
|
Increased
|
|
|
5102
|
Meritas Wealth Management
Larkspur,
California
|
$5.43M
|
+$4.35K
|
5
|
2.99%
|
Increased
|
|
|
5103
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$5.42M
|
-$632K
|
9
|
1.2%
|
Reduced
|
|
|
5104
|
Milestones Private Investment Advisors
Fairport,
New York
|
$5.41M
|
+$4.67M
|
6
|
4.01%
|
New
|
|
|
5105
|
Chiron Capital Management
Tallahassee,
Florida
|
$5.41M
|
+$941K
|
4
|
4.71%
|
Increased
|
|
|
5106
|
Western Financial Corp
San Diego,
California
|
$5.41M
|
+$658K
|
7
|
2.9%
|
Increased
|
|
|
5107
|
Lakewood Asset Management
Naperville,
Illinois
|
$5.41M
|
+$11.5K
|
3
|
3.61%
|
Increased
|
|
|
5108
|
Dudley & Shanley
Palm Beach,
Florida
|
$5.4M
|
$0
|
1
|
0.85%
|
Maintained
|
|
|
5109
|
FengHe Fund Management
Singapore
|
$5.4M
|
-$545K
|
1
|
0.88%
|
Reduced
|
|
|
5110
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$5.39M
|
-$78.3K
|
5
|
4.18%
|
Reduced
|
|
|
5111
|
Harber Asset Management
Asheville,
North Carolina
|
$5.38M
|
-$9.18M
|
1
|
1.73%
|
Reduced
|
|
|
5112
|
|
$5.37M
|
-$747K
|
6
|
2.05%
|
Reduced
|
|
|
5113
|
Sierra Ocean
Ripon,
California
|
$5.37M
|
+$78.7K
|
19
|
3.87%
|
Increased
|
|
|
5114
|
Limestone Investment Advisors
New York
|
$5.36M
|
+$5.48M
|
2
|
0.47%
|
New
|
|
|
5115
|
Morling Financial Advisors
Fremont,
California
|
$5.35M
|
-$2.53M
|
4
|
1.75%
|
Reduced
|
|
|
5116
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$5.35M
|
+$873K
|
4
|
0.87%
|
Increased
|
|
|
5117
|
Heritage Wealth Management (California)
San Diego,
California
|
$5.33M
|
-$135K
|
4
|
3.56%
|
Reduced
|
|
|
5118
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$5.33M
|
$0
|
4
|
5.77%
|
Maintained
|
|
|
5119
|
Sterling Financial Group
Pasadena,
California
|
$5.33M
|
-$587K
|
4
|
1.79%
|
Reduced
|
|
|
5120
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$5.32M
|
-$230K
|
4
|
1.63%
|
Reduced
|
|
|
5121
|
Southern Capital Advisors
Jackson,
Tennessee
|
$5.32M
|
-$1.98M
|
5
|
2.72%
|
Reduced
|
|
|
5122
|
Lingohr Asset Management
Duesseldorf,
Germany
|
$5.32M
|
-$45.9M
|
5
|
9.64%
|
Reduced
|
|
|
5123
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$5.32M
|
-$156K
|
3
|
1.53%
|
Reduced
|
|
|
5124
|
Insight 2811 Inc
Chicago,
Illinois
|
$5.32M
|
+$20.8K
|
5
|
2.52%
|
Increased
|
|
|
5125
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$5.31M
|
-$164K
|
10
|
1.23%
|
Reduced
|
|
