|
5151
|
WealthCare Asset Management
Springfield,
Missouri
|
$6.49M
|
-$276K
|
4
|
6.91%
|
Reduced
|
|
|
5152
|
Account Management
Boxford,
Massachusetts
|
$6.49M
|
+$2.2M
|
5
|
7.11%
|
Increased
|
|
|
5153
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$6.49M
|
-$179K
|
6
|
2.83%
|
Reduced
|
|
|
5154
|
Everstar Asset Management
Mooresville,
North Carolina
|
$6.49M
|
-$224K
|
5
|
3.45%
|
Reduced
|
|
|
5155
|
Veery Capital
Wilmington,
Delaware
|
$6.47M
|
-$3.15K
|
5
|
1.99%
|
Reduced
|
|
|
5156
|
Pitti Group Wealth Management
Victor,
New York
|
$6.47M
|
+$180K
|
4
|
5.25%
|
Increased
|
|
|
5157
|
Cura Wealth Advisors
Chicago,
Illinois
|
$6.47M
|
-$2.19M
|
5
|
2.9%
|
Reduced
|
|
|
5158
|
Partners Value Investments
Hamilton,
Bermuda
|
$6.45M
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
5159
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$6.44M
|
-$347K
|
5
|
2.73%
|
Reduced
|
|
|
5160
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$6.44M
|
+$5M
|
6
|
2.45%
|
Increased
|
|
|
5161
|
Vision Financial Markets
Stamford,
Connecticut
|
$6.44M
|
+$14.5K
|
10
|
6.28%
|
Increased
|
|
|
5162
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$6.44M
|
-$146K
|
5
|
3.44%
|
Reduced
|
|
|
5163
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$6.44M
|
+$60.3K
|
4
|
4.32%
|
Increased
|
|
|
5164
|
Waycross Investment Management
Bellingham,
Washington
|
$6.43M
|
-$277K
|
3
|
6.14%
|
Reduced
|
|
|
5165
|
Redwood Financial Network
Solon,
Ohio
|
$6.43M
|
-$42.8K
|
4
|
4.21%
|
Reduced
|
|
|
5166
|
Black Maple Capital Management
Milwaukee,
Wisconsin
|
$6.42M
|
+$4.02M
|
6
|
3.58%
|
Increased
|
|
|
5167
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$6.42M
|
-$2.25M
|
12
|
3.78%
|
Reduced
|
|
|
5168
|
Integrity Wealth Solutions
Denver,
Colorado
|
$6.41M
|
+$63.2K
|
4
|
2.52%
|
Increased
|
|
|
5169
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$6.41M
|
-$141K
|
5
|
4.34%
|
Reduced
|
|
|
5170
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
$6.41M
|
-$101K
|
4
|
3.54%
|
Reduced
|
|
|
5171
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$6.4M
|
+$126K
|
6
|
1.77%
|
Increased
|
|
|
5172
|
Coastline Complete Wealth
Bluffton,
South Carolina
|
$6.39M
|
+$309K
|
5
|
3.96%
|
Increased
|
|
|
5173
|
Tidemark
San Diego,
California
|
$6.39M
|
+$795K
|
15
|
1.62%
|
Increased
|
|
|
5174
|
Paragon Financial Partners
Woodland Hills,
California
|
$6.39M
|
+$2.62K
|
5
|
3.62%
|
Increased
|
|
|
5175
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$6.39M
|
-$173K
|
8
|
3.22%
|
Reduced
|
|
