|
5201
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$4.05M
|
+$1.46M
|
9
|
1.69%
|
Increased
|
|
|
5202
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$4.05M
|
-$741K
|
4
|
2.96%
|
Reduced
|
|
|
5203
|
Coordinated Financial Services
Denver,
Colorado
|
$4.03M
|
-$39.2K
|
5
|
3.09%
|
Reduced
|
|
|
5204
|
Maytree Asset Management
Hong Kong
|
$4.03M
|
+$1.39M
|
4
|
7.25%
|
Increased
|
|
|
5205
|
Heritage Family Offices
Scottsdale,
Arizona
|
$4.03M
|
+$332K
|
3
|
2.06%
|
Increased
|
|
|
5206
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$4.02M
|
-$161K
|
5
|
3%
|
Reduced
|
|
|
5207
|
Lakewood Asset Management
Naperville,
Illinois
|
$4.02M
|
-$1.36M
|
3
|
2.71%
|
Reduced
|
|
|
5208
|
Acima Private Wealth
Richmond,
Virginia
|
$4.02M
|
-$1.1M
|
5
|
1.44%
|
Reduced
|
|
|
5209
|
Robocap Asset Management
London,
United Kingdom
|
$4.02M
|
-$3.77M
|
1
|
3%
|
Reduced
|
|
|
5210
|
Warner Financial
Bethesda,
Maryland
|
$4.01M
|
-$295K
|
3
|
1.78%
|
Reduced
|
|
|
5211
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$4M
|
-$73.4K
|
4
|
2.18%
|
Reduced
|
|
|
5212
|
Kearns & Associates
Palos Verdes Estates,
California
|
$3.99M
|
$0
|
4
|
2.59%
|
Maintained
|
|
|
5213
|
LeConte Wealth Management
Maryville,
Tennessee
|
$3.99M
|
+$4.43M
|
5
|
2.54%
|
New
|
|
|
5214
|
Parvin Asset Management
Sioux Falls,
South Dakota
|
$3.99M
|
+$174K
|
6
|
4.37%
|
Increased
|
|
|
5215
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$3.99M
|
+$2.77M
|
6
|
0.78%
|
Increased
|
|
|
5216
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$3.99M
|
+$226K
|
4
|
1.39%
|
Increased
|
|
|
5217
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$3.99M
|
-$1.4M
|
3
|
0.66%
|
Reduced
|
|
|
5218
|
Henry James International Management
New York
|
$3.98M
|
+$325K
|
2
|
1.36%
|
Increased
|
|
|
5219
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$3.98M
|
-$227K
|
4
|
7.68%
|
Reduced
|
|
|
5220
|
EAM Global Investors
Solana Beach,
California
|
$3.98M
|
-$783K
|
1
|
1.08%
|
Reduced
|
|
|
5221
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$3.97M
|
+$365K
|
5
|
3.32%
|
Increased
|
|
|
5222
|
Coign Capital Advisors
Draper,
Utah
|
$3.97M
|
+$4.9K
|
4
|
3.05%
|
Increased
|
|
|
5223
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$3.95M
|
+$24.7K
|
3
|
3.36%
|
Increased
|
|
|
5224
|
Gibson Capital
Wexford,
Pennsylvania
|
$3.94M
|
+$168K
|
6
|
0.83%
|
Increased
|
|
|
5225
|
Kerusso Capital Management
Winston Salem,
North Carolina
|
$3.94M
|
+$117K
|
1
|
2.51%
|
Increased
|
|