|
5301
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$4.44M
|
+$61.5K
|
4
|
1.15%
|
Increased
|
|
|
5302
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$4.42M
|
+$446K
|
6
|
0.54%
|
Increased
|
|
|
5303
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$4.41M
|
-$189K
|
8
|
1.2%
|
Reduced
|
|
|
5304
|
Armbruster Capital Management
Pittsford,
New York
|
$4.41M
|
-$82.7K
|
6
|
0.8%
|
Reduced
|
|
|
5305
|
Level Wealth Management
Greensboro,
North Carolina
|
$4.4M
|
+$561K
|
4
|
2.56%
|
Increased
|
|
|
5306
|
Soviero Asset Management
New York
|
$4.39M
|
-$2.48M
|
1
|
2.65%
|
Reduced
|
|
|
5307
|
Thompson Davis & Co
Richmond,
Virginia
|
$4.38M
|
+$329K
|
7
|
2.99%
|
Increased
|
|
|
5308
|
Versor Investments
New York
|
$4.38M
|
-$1.3M
|
7
|
0.77%
|
Reduced
|
|
|
5309
|
FSA Wealth Management
Needham,
Massachusetts
|
$4.37M
|
-$94.9K
|
11
|
1.7%
|
Reduced
|
|
|
5310
|
New Vernon Investment Management
Highland Park,
Illinois
|
$4.34M
|
$0
|
3
|
5.05%
|
Maintained
|
|
|
5311
|
Insight Wealth Partners
Plano,
Texas
|
$4.34M
|
+$679K
|
6
|
1.68%
|
Increased
|
|
|
5312
|
Cairn Investment Group
Vancouver,
Washington
|
$4.34M
|
+$124K
|
3
|
2.27%
|
Increased
|
|
|
5313
|
Bard Associates
Chicago,
Illinois
|
$4.33M
|
-$1.41M
|
2
|
1.39%
|
Reduced
|
|
|
5314
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$4.33M
|
+$217K
|
3
|
1.27%
|
Increased
|
|
|
5315
|
Battery Global Advisors
Boston,
Massachusetts
|
$4.32M
|
+$1.03K
|
5
|
2.13%
|
Increased
|
|
|
5316
|
Kooman & Associates
Altoona,
Pennsylvania
|
$4.32M
|
+$428K
|
6
|
1.46%
|
Increased
|
|
|
5317
|
Instrumental Wealth
Tampa,
Florida
|
$4.3M
|
+$87.8K
|
5
|
3.42%
|
Increased
|
|
|
5318
|
FMB Wealth Management
Westlake Village,
California
|
$4.29M
|
+$38.7K
|
5
|
2.04%
|
Increased
|
|
|
5319
|
Brown Wealth Management
Naperville,
Illinois
|
$4.28M
|
+$759K
|
4
|
1.33%
|
Increased
|
|
|
5320
|
Peak Financial Management
Wellesley,
Massachusetts
|
$4.28M
|
-$324K
|
5
|
1.22%
|
Reduced
|
|
|
5321
|
SPG Advisors
Kirkland,
Washington
|
$4.28M
|
+$3.8M
|
2
|
51.26%
|
New
|
|
|
5322
|
Yeomans Consulting Group
Marietta,
Georgia
|
$4.27M
|
+$372K
|
5
|
1.77%
|
Increased
|
|
|
5323
|
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
|
$4.27M
|
+$966K
|
4
|
1.92%
|
Increased
|
|
|
5324
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$4.27M
|
-$3.81K
|
3
|
4.03%
|
Reduced
|
|
|
5325
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$4.27M
|
+$86.6K
|
3
|
2.13%
|
Increased
|
|