|
5226
|
Optima Capital
Beaverton,
Oregon
|
$3.94M
|
-$80.1K
|
4
|
2.51%
|
Reduced
|
|
|
5227
|
Pacific Sun Financial
Los Angeles,
California
|
$3.94M
|
-$14.7K
|
3
|
2.24%
|
Reduced
|
|
|
5228
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$3.94M
|
+$375K
|
4
|
3.69%
|
Increased
|
|
|
5229
|
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
$3.94M
|
-$654K
|
5
|
0.28%
|
Reduced
|
|
|
5230
|
Sands Capital Ventures
Arlington,
Virginia
|
$3.92M
|
-$2.07M
|
1
|
0.96%
|
Reduced
|
|
|
5231
|
PAR Capital Management
Boston,
Massachusetts
|
$3.92M
|
+$619K
|
2
|
0.13%
|
Increased
|
|
|
5232
|
Partners Wealth Management
Carmel By The Sea,
California
|
$3.92M
|
+$41.9K
|
3
|
4.44%
|
Increased
|
|
|
5233
|
McNaughton Wealth Management
San Diego,
California
|
$3.9M
|
+$341K
|
3
|
1.9%
|
Increased
|
|
|
5234
|
EdgeRock Capital
Denver,
Colorado
|
$3.89M
|
+$111K
|
3
|
2.77%
|
Increased
|
|
|
5235
|
Quantum Financial Planning Services
Spokane,
Washington
|
$3.87M
|
+$1.19M
|
5
|
2.12%
|
Increased
|
|
|
5236
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$3.87M
|
+$22.7K
|
3
|
2.96%
|
Increased
|
|
|
5237
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$3.86M
|
+$35.4K
|
6
|
1.57%
|
Increased
|
|
|
5238
|
1 North Wealth Services
Annapolis,
Maryland
|
$3.86M
|
-$68.4K
|
9
|
1.79%
|
Reduced
|
|
|
5239
|
One68 Global Capital
New York
|
$3.86M
|
-$795K
|
3
|
1.89%
|
Reduced
|
|
|
5240
|
JMG Financial Group
Downers Grove,
Illinois
|
$3.85M
|
+$265K
|
4
|
0.13%
|
Increased
|
|
|
5241
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.85M
|
+$83.9K
|
5
|
1.15%
|
Increased
|
|
|
5242
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$3.85M
|
+$215K
|
5
|
0.4%
|
Increased
|
|
|
5243
|
Painted Porch Advisors
Santa Barbara,
California
|
$3.84M
|
-$176K
|
13
|
1.61%
|
Reduced
|
|
|
5244
|
BostonPremier Wealth
Hanover,
Massachusetts
|
$3.84M
|
-$164K
|
3
|
2.38%
|
Reduced
|
|
|
5245
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$3.84M
|
+$83.1K
|
5
|
1.46%
|
Increased
|
|
|
5246
|
Saiph Capital
Wyckoff,
New Jersey
|
$3.84M
|
+$84K
|
3
|
1.83%
|
Increased
|
|
|
5247
|
Centricity Wealth Management
Westerville,
Ohio
|
$3.84M
|
+$974
|
10
|
3.48%
|
Increased
|
|
|
5248
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$3.83M
|
-$408
|
4
|
0.94%
|
Reduced
|
|
|
5249
|
Red Tortoise LLC
Atlanta,
Georgia
|
$3.83M
|
-$134K
|
7
|
1.98%
|
Reduced
|
|
|
5250
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$3.82M
|
$0
|
4
|
2.46%
|
Maintained
|
|
