|
5301
|
David Kennon
Sarasota,
Florida
|
$674K
|
+$16.3K
|
2
|
0.31%
|
Increased
|
|
|
5302
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$667K
|
-$81.6K
|
2
|
0.39%
|
Reduced
|
|
|
5303
|
Courage Capital Management
Nashville,
Tennessee
|
$665K
|
$0
|
1
|
1.83%
|
Maintained
|
|
|
5304
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$663K
|
-$94.8K
|
5
|
0.35%
|
Reduced
|
|
|
5305
|
Crane Advisory
Fullerton,
California
|
$654K
|
+$331K
|
2
|
0.19%
|
Increased
|
|
|
5306
|
Banta Asset Management
Newport Beach,
California
|
$652K
|
$0
|
1
|
0.76%
|
Maintained
|
|
|
5307
|
Weinberger Asset Management
Los Angeles,
California
|
$652K
|
+$302K
|
2
|
0.36%
|
Increased
|
|
|
5308
|
Cannon Financial Strategists
Athens,
Georgia
|
$650K
|
-$38.5K
|
1
|
0.18%
|
Reduced
|
|
|
5309
|
Dopkins Wealth Management
Williamsville,
New York
|
$647K
|
$0
|
2
|
0.58%
|
Maintained
|
|
|
5310
|
Asset Allocation Strategies
Farmington,
Michigan
|
$644K
|
+$574K
|
2
|
0.3%
|
New
|
|
|
5311
|
DUMAC Inc
Durham,
North Carolina
|
$643K
|
$0
|
1
|
2.11%
|
Maintained
|
|
|
5312
|
Treynor Bancshares
Treynor,
Iowa
|
$633K
|
+$8.15K
|
1
|
0.42%
|
Increased
|
|
|
5313
|
Harvest Management
New York
|
$632K
|
+$192K
|
2
|
0.55%
|
Increased
|
|
|
5314
|
Litman Gregory Wealth Management
Larkspur,
California
|
$628K
|
-$6.49M
|
2
|
0.08%
|
Reduced
|
|
|
5315
|
BCK Partners
Corning,
New York
|
$619K
|
-$49.1K
|
2
|
0.39%
|
Reduced
|
|
|
5316
|
Kennicott Capital Management
Corte Madera,
California
|
$615K
|
+$1.12M
|
2
|
0.32%
|
Increased
|
|
|
5317
|
Oppenheimer & Close
New York
|
$610K
|
-$148K
|
1
|
0.63%
|
Reduced
|
|
|
5318
|
Rather & Kittrell
Knoxville,
Tennessee
|
$609K
|
+$140K
|
1
|
0.25%
|
Increased
|
|
|
5319
|
Rebalance
Palo Alto,
California
|
$602K
|
-$21.3K
|
1
|
0.06%
|
Reduced
|
|
|
5320
|
Schusterman Interests
Tulsa,
Oklahoma
|
$598K
|
+$553K
|
1
|
0.92%
|
New
|
|
|
5321
|
EJF Capital
Arlington,
Virginia
|
$594K
|
-$163K
|
2
|
0.27%
|
Reduced
|
|
|
5322
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$592K
|
$0
|
1
|
0.48%
|
Maintained
|
|
|
5323
|
Appleton Group
Appleton,
Wisconsin
|
$591K
|
+$252K
|
2
|
0.83%
|
Increased
|
|
|
5324
|
Prism Advisors
Studio City,
California
|
$582K
|
+$292K
|
2
|
0.2%
|
Increased
|
|
|
5325
|
Sapience Investments
Newport Beach,
California
|
$582K
|
-$57K
|
1
|
0.13%
|
Reduced
|
|