|
5201
|
Instrumental Wealth
Tampa,
Florida
|
$5.55M
|
+$536K
|
5
|
3.89%
|
Increased
|
|
|
5202
|
Farringdon Capital
London,
United Kingdom
|
$5.55M
|
+$1.35M
|
4
|
1.41%
|
Increased
|
|
|
5203
|
Community Bank of Raymore
Raymore,
Missouri
|
$5.54M
|
-$8.51K
|
4
|
3.84%
|
Reduced
|
|
|
5204
|
Single Point Partners
Boston,
Massachusetts
|
$5.54M
|
-$796K
|
5
|
1.12%
|
Reduced
|
|
|
5205
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$5.53M
|
+$10.7K
|
3
|
3.97%
|
Increased
|
|
|
5206
|
Cannon Wealth Management Services
Winston Salem,
North Carolina
|
$5.52M
|
-$64.4K
|
5
|
4.18%
|
Reduced
|
|
|
5207
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$5.51M
|
+$773K
|
6
|
1.6%
|
Increased
|
|
|
5208
|
Lingohr Asset Management
Duesseldorf,
Germany
|
$5.51M
|
-$637K
|
5
|
9.62%
|
Reduced
|
|
|
5209
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$5.5M
|
-$4.5M
|
5
|
1.37%
|
Reduced
|
|
|
5210
|
American National Bank of Texas
Richardson,
Texas
|
$5.5M
|
+$5.2M
|
5
|
5.18%
|
New
|
|
|
5211
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$5.5M
|
-$2.66M
|
1
|
5.46%
|
Reduced
|
|
|
5212
|
Tandem Financial
Greenwood Village,
Colorado
|
$5.49M
|
+$162K
|
5
|
2.04%
|
Increased
|
|
|
5213
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$5.49M
|
$0
|
2
|
7.14%
|
Maintained
|
|
|
5214
|
Longaeva Partners
Chicago,
Illinois
|
$5.48M
|
+$5.65M
|
1
|
0.79%
|
New
|
|
|
5215
|
Petix & Botte Financial
La Mesa,
California
|
$5.48M
|
+$51K
|
5
|
1.26%
|
Increased
|
|
|
5216
|
Arcus Capital Partners
Atlanta,
Georgia
|
$5.47M
|
-$397K
|
4
|
2.39%
|
Reduced
|
|
|
5217
|
Windsor Capital Management
Phoenix,
Arizona
|
$5.45M
|
+$138K
|
5
|
1.51%
|
Increased
|
|
|
5218
|
Aristeia Capital
Greenwich,
Connecticut
|
$5.45M
|
-$2.88M
|
3
|
0.13%
|
Reduced
|
|
|
5219
|
Echo45 Advisors
Walnut Creek,
California
|
$5.44M
|
-$21.6K
|
4
|
3.19%
|
Reduced
|
|
|
5220
|
Abound Financial
Granite Bay,
California
|
$5.44M
|
-$864K
|
4
|
2.18%
|
Reduced
|
|
|
5221
|
Heritage Family Offices
Scottsdale,
Arizona
|
$5.44M
|
-$66.3K
|
4
|
2.53%
|
Reduced
|
|
|
5222
|
Kerr Financial Planning
Fresno,
California
|
$5.43M
|
+$5.12M
|
9
|
7.65%
|
New
|
|
|
5223
|
ADE LLC
Baltimore,
Maryland
|
$5.43M
|
+$498K
|
4
|
2.75%
|
Increased
|
|
|
5224
|
MGO Private Wealth
Irvine,
California
|
$5.43M
|
+$79.3K
|
3
|
3.26%
|
Increased
|
|
|
5225
|
Prospect Financial Group
Arlington,
Virginia
|
$5.42M
|
+$36K
|
5
|
5.3%
|
Increased
|
|