|
5126
|
Virtus Family Office
El Paso,
Texas
|
$5.98M
|
-$3.88M
|
2
|
5.59%
|
Reduced
|
|
|
5127
|
Ironwood Investment Management
Boston,
Massachusetts
|
$5.98M
|
-$136K
|
6
|
2.61%
|
Reduced
|
|
|
5128
|
Prospect Capital Advisors
Sausalito,
California
|
$5.96M
|
$0
|
1
|
3.09%
|
Maintained
|
|
|
5129
|
Milestones Private Investment Advisors
Fairport,
New York
|
$5.96M
|
+$21.7K
|
6
|
4.07%
|
Increased
|
|
|
5130
|
Lifestyle Asset Management
Friendswood,
Texas
|
$5.95M
|
+$1.41M
|
5
|
2.03%
|
Increased
|
|
|
5131
|
Inspire Investing
Meridian,
Idaho
|
$5.95M
|
+$96.5K
|
4
|
0.58%
|
Increased
|
|
|
5132
|
Kieckhefer Group
Mequon,
Wisconsin
|
$5.94M
|
+$139K
|
4
|
2.78%
|
Increased
|
|
|
5133
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$5.92M
|
+$664K
|
6
|
0.79%
|
Increased
|
|
|
5134
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$5.92M
|
-$1.07M
|
6
|
1.29%
|
Reduced
|
|
|
5135
|
Quantum Financial Planning Services
Spokane,
Washington
|
$5.91M
|
+$1.12M
|
5
|
2.39%
|
Increased
|
|
|
5136
|
EWG Elevate
Roseville,
California
|
$5.9M
|
-$310K
|
6
|
1.84%
|
Reduced
|
|
|
5137
|
Indie Asset Partners
Carmel,
Indiana
|
$5.88M
|
+$10.9K
|
5
|
7.83%
|
Increased
|
|
|
5138
|
Haven Capital Group
Westlake Village,
California
|
$5.88M
|
-$4.36M
|
2
|
5.23%
|
Reduced
|
|
|
5139
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$5.87M
|
+$21.1K
|
5
|
0.75%
|
Increased
|
|
|
5140
|
Acima Private Wealth
Richmond,
Virginia
|
$5.86M
|
+$94.5K
|
5
|
1.84%
|
Increased
|
|
|
5141
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$5.86M
|
+$261K
|
6
|
1.36%
|
Increased
|
|
|
5142
|
Birnam Oak Advisors
New York
|
$5.85M
|
$0
|
2
|
1.34%
|
Maintained
|
|
|
5143
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$5.84M
|
+$922K
|
5
|
3.16%
|
Increased
|
|
|
5144
|
Plum Street Advisors
New Orleans,
Louisiana
|
$5.84M
|
+$1.87M
|
6
|
2.26%
|
Increased
|
|
|
5145
|
Planning Center Inc
Moline,
Illinois
|
$5.83M
|
-$884K
|
6
|
0.61%
|
Reduced
|
|
|
5146
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$5.83M
|
+$111K
|
5
|
1.69%
|
Increased
|
|
|
5147
|
Basso Capital Management
Stamford,
Connecticut
|
$5.82M
|
+$2.02M
|
5
|
3.9%
|
Increased
|
|
|
5148
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
$5.82M
|
+$5.64M
|
4
|
5.8%
|
New
|
|
|
5149
|
Formulate Financial
Boca Raton,
Florida
|
$5.81M
|
+$5.67M
|
4
|
7.21%
|
New
|
|
|
5150
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$5.81M
|
+$299K
|
4
|
4.31%
|
Increased
|
|