|
5126
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.26M
|
+$202K
|
4
|
0.88%
|
Increased
|
|
|
5127
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1.25M
|
-$91K
|
10
|
0.67%
|
Reduced
|
|
|
5128
|
Brogan Financial
Knoxville,
Tennessee
|
$1.24M
|
-$67K
|
2
|
1.09%
|
Reduced
|
|
|
5129
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.24M
|
+$256K
|
3
|
1.12%
|
Increased
|
|
|
5130
|
Swan Capital
Pensacola,
Florida
|
$1.24M
|
+$1.23M
|
4
|
0.99%
|
New
|
|
|
5131
|
Windham Capital Management
Boston,
Massachusetts
|
$1.24M
|
$0
|
1
|
0.5%
|
Maintained
|
|
|
5132
|
Delphi Management
Brookline,
Massachusetts
|
$1.23M
|
-$20.6K
|
1
|
1.26%
|
Reduced
|
|
|
5133
|
Roth Financial Partners
Kingwood,
Texas
|
$1.23M
|
-$220K
|
4
|
0.77%
|
Reduced
|
|
|
5134
|
West Financial Advisors
Des Moines,
Iowa
|
$1.23M
|
-$32.3K
|
5
|
0.31%
|
Reduced
|
|
|
5135
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$1.22M
|
+$37K
|
12
|
0.69%
|
Increased
|
|
|
5136
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$1.22M
|
-$12.6K
|
2
|
0.75%
|
Reduced
|
|
|
5137
|
CGC Financial Services
Lake Oswego,
Oregon
|
$1.21M
|
-$290K
|
9
|
0.85%
|
Reduced
|
|
|
5138
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$1.21M
|
+$1.18K
|
2
|
0.79%
|
Increased
|
|
|
5139
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
$1.21M
|
-$47.9K
|
1
|
0.89%
|
Reduced
|
|
|
5140
|
Carmel Capital Management
Carmel,
California
|
$1.2M
|
+$527K
|
2
|
0.68%
|
Increased
|
|
|
5141
|
Straight Path Wealth Management
Jenison,
Michigan
|
$1.2M
|
+$73.7K
|
2
|
0.81%
|
Increased
|
|
|
5142
|
Certus Wealth Management
Redwood City,
California
|
$1.2M
|
-$872K
|
1
|
1.15%
|
Reduced
|
|
|
5143
|
Provident Wealth Management
Brentwood,
Tennessee
|
$1.2M
|
$0
|
3
|
0.58%
|
Maintained
|
|
|
5144
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$1.19M
|
+$34K
|
3
|
0.47%
|
Increased
|
|
|
5145
|
Theory Financial
Fort Collins,
Colorado
|
$1.17M
|
-$45.7K
|
3
|
0.69%
|
Reduced
|
|
|
5146
|
Virginia National Bank
Charlottesville,
Virginia
|
$1.17M
|
$0
|
1
|
5.34%
|
Maintained
|
|
|
5147
|
Richard P. Slaughter Associates
Austin,
Texas
|
$1.16M
|
-$23.4K
|
3
|
0.31%
|
Reduced
|
|
|
5148
|
Idaho Trust Bank
Boise,
Idaho
|
$1.16M
|
+$746K
|
1
|
0.76%
|
Increased
|
|
|
5149
|
Opus Capital Group
Cincinnati,
Ohio
|
$1.16M
|
-$46.6K
|
2
|
0.2%
|
Reduced
|
|
|
5150
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$1.15M
|
-$271K
|
1
|
0.53%
|
Reduced
|
|