|
5201
|
Sonoma Allocations
Santa Rosa,
California
|
$6.25M
|
-$732K
|
5
|
2.16%
|
Reduced
|
|
|
5202
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$6.24M
|
+$157K
|
6
|
1.46%
|
Increased
|
|
|
5203
|
Breakthru Advisory Services
Muskego,
Wisconsin
|
$6.22M
|
-$574K
|
5
|
9.98%
|
Reduced
|
|
|
5204
|
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
$6.22M
|
+$465K
|
2
|
1%
|
Increased
|
|
|
5205
|
GatePass Capital
Independence,
Ohio
|
$6.22M
|
+$796K
|
7
|
2.9%
|
Increased
|
|
|
5206
|
Crescent Park Management
East Palo Alto,
California
|
$6.21M
|
-$7.57M
|
1
|
21.42%
|
Reduced
|
|
|
5207
|
New England Asset Management
Farmington,
Connecticut
|
$6.21M
|
+$199K
|
3
|
0.79%
|
Increased
|
|
|
5208
|
Abacus FCF Advisors
Orlando,
Florida
|
$6.2M
|
-$16.5M
|
1
|
1.4%
|
Reduced
|
|
|
5209
|
Altrius Capital Management
New Bern,
North Carolina
|
$6.19M
|
+$494K
|
3
|
1.23%
|
Increased
|
|
|
5210
|
Owen LaRue
Elizabethtown,
Kentucky
|
$6.18M
|
-$1.37M
|
3
|
2.37%
|
Reduced
|
|
|
5211
|
MASECO Private Wealth
London,
|
$6.18M
|
-$1.3M
|
10
|
0.19%
|
Reduced
|
|
|
5212
|
Triad Investment Management
Newport Beach,
California
|
$6.17M
|
-$194K
|
2
|
7.28%
|
Reduced
|
|
|
5213
|
Gould Asset Management
Claremont,
California
|
$6.16M
|
+$1.05M
|
6
|
1.07%
|
Increased
|
|
|
5214
|
Altiora Financial Group
Lebanon,
Ohio
|
$6.15M
|
-$63.7K
|
5
|
1.01%
|
Reduced
|
|
|
5215
|
Opulen Financial Group
Arlington,
Virginia
|
$6.15M
|
-$69.9K
|
4
|
4.33%
|
Reduced
|
|
|
5216
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$6.15M
|
-$465K
|
8
|
4.53%
|
Reduced
|
|
|
5217
|
Navis Wealth Advisors
Rye Brook,
New York
|
$6.15M
|
-$147K
|
6
|
3.14%
|
Reduced
|
|
|
5218
|
Cannon Capital Management
Salt Lake City,
Utah
|
$6.15M
|
+$742K
|
4
|
5%
|
Increased
|
|
|
5219
|
|
$6.15M
|
+$418
|
1
|
5.54%
|
Increased
|
|
|
5220
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$6.13M
|
+$123K
|
5
|
1.46%
|
Increased
|
|
|
5221
|
Kerr Financial Planning
Fresno,
California
|
$6.11M
|
+$189K
|
9
|
4.31%
|
Increased
|
|
|
5222
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
$6.1M
|
+$307K
|
8
|
6.02%
|
Increased
|
|
|
5223
|
Crescent Sterling
Metairie,
Louisiana
|
$6.1M
|
+$338K
|
3
|
5.9%
|
Increased
|
|
|
5224
|
Financial Life Planners
Tempe,
Arizona
|
$6.09M
|
-$17.1K
|
8
|
4.67%
|
Reduced
|
|
|
5225
|
Aspen Capital Management
Boise,
Idaho
|
$6.09M
|
-$129K
|
5
|
1.51%
|
Reduced
|
|