|
5176
|
|
$5.68M
|
-$631K
|
4
|
1.27%
|
Reduced
|
|
|
5177
|
Brooktree Capital Management
Gand Rapids,
Michigan
|
$5.68M
|
+$242K
|
7
|
3.61%
|
Increased
|
|
|
5178
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$5.67M
|
+$1.04M
|
4
|
6.03%
|
Increased
|
|
|
5179
|
Apricus Wealth
Beaufort,
South Carolina
|
$5.67M
|
-$97.8K
|
4
|
3.06%
|
Reduced
|
|
|
5180
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$5.66M
|
+$2.62M
|
2
|
3.72%
|
Increased
|
|
|
5181
|
Lockerman Financial Group
Newport Beach,
California
|
$5.65M
|
+$366K
|
6
|
7.13%
|
Increased
|
|
|
5182
|
Reston Wealth Management
Reston,
Virginia
|
$5.65M
|
+$26.8K
|
4
|
1.83%
|
Increased
|
|
|
5183
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$5.65M
|
-$971K
|
6
|
2.46%
|
Reduced
|
|
|
5184
|
SFI Advisors
Montclair,
New Jersey
|
$5.63M
|
-$119K
|
2
|
3.59%
|
Reduced
|
|
|
5185
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$5.63M
|
-$99.1K
|
6
|
0.52%
|
Reduced
|
|
|
5186
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$5.62M
|
+$2.17K
|
6
|
1.81%
|
Increased
|
|
|
5187
|
Dudley & Shanley
Palm Beach,
Florida
|
$5.62M
|
$0
|
1
|
0.9%
|
Maintained
|
|
|
5188
|
Sierra Ocean
Ripon,
California
|
$5.62M
|
-$465K
|
5
|
4.72%
|
Reduced
|
|
|
5189
|
Virtue Capital Management
Brentwood,
Tennessee
|
$5.6M
|
+$33.4M
|
9
|
0.89%
|
Increased
|
|
|
5190
|
Independent Family Office
Albany,
New York
|
$5.6M
|
$0
|
6
|
2.37%
|
Maintained
|
|
|
5191
|
Western Financial Corp
San Diego,
California
|
$5.6M
|
-$406K
|
7
|
2.44%
|
Reduced
|
|
|
5192
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$5.6M
|
-$357K
|
3
|
1.51%
|
Reduced
|
|
|
5193
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$5.59M
|
+$409K
|
5
|
1.27%
|
Increased
|
|
|
5194
|
Kearns & Associates
Palos Verdes Estates,
California
|
$5.59M
|
+$2.55K
|
4
|
2.97%
|
Increased
|
|
|
5195
|
Alpha Wealth Funds
Park City,
Utah
|
$5.58M
|
+$1.2M
|
5
|
4.08%
|
Increased
|
|
|
5196
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$5.57M
|
-$200K
|
9
|
1.22%
|
Reduced
|
|
|
5197
|
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
$5.57M
|
-$42.5M
|
4
|
0.1%
|
Reduced
|
|
|
5198
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$5.57M
|
+$263K
|
13
|
3.57%
|
Increased
|
|
|
5199
|
McNaughton Wealth Management
San Diego,
California
|
$5.56M
|
-$211K
|
4
|
2.35%
|
Reduced
|
|
|
5200
|
Morling Financial Advisors
Fremont,
California
|
$5.55M
|
-$596K
|
4
|
1.84%
|
Reduced
|
|