|
5301
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$4.95M
|
-$192K
|
10
|
1.54%
|
Reduced
|
|
|
5302
|
Portfolio Strategies
Monsey,
New York
|
$4.95M
|
-$330K
|
4
|
0.58%
|
Reduced
|
|
|
5303
|
Hussman Strategic Advisors
Ellicott City,
Maryland
|
$4.95M
|
+$778K
|
2
|
1.07%
|
Increased
|
|
|
5304
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$4.94M
|
$0
|
3
|
1.35%
|
Maintained
|
|
|
5305
|
Optimize Financial
Laguna Hills,
California
|
$4.93M
|
+$2.43M
|
4
|
2.57%
|
Increased
|
|
|
5306
|
Capital Squared Financial
Rockville,
Maryland
|
$4.93M
|
+$1.54M
|
4
|
4.28%
|
Increased
|
|
|
5307
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$4.92M
|
-$89.4K
|
3
|
2.61%
|
Reduced
|
|
|
5308
|
Gray Private Wealth
Canton,
Massachusetts
|
$4.91M
|
-$327K
|
5
|
2.48%
|
Reduced
|
|
|
5309
|
Bontempo Ohly Capital Management
Bethesda,
Maryland
|
$4.91M
|
-$101K
|
2
|
2.13%
|
Reduced
|
|
|
5310
|
Cairn Investment Group
Vancouver,
Washington
|
$4.91M
|
-$306K
|
3
|
2.24%
|
Reduced
|
|
|
5311
|
New Vernon Investment Management
Highland Park,
Illinois
|
$4.9M
|
$0
|
3
|
4.58%
|
Maintained
|
|
|
5312
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$4.88M
|
+$203K
|
5
|
2.1%
|
Increased
|
|
|
5313
|
Kaydan Wealth Management
Fenton,
Michigan
|
$4.88M
|
+$90.6K
|
5
|
1.4%
|
Increased
|
|
|
5314
|
Warner Financial
Bethesda,
Maryland
|
$4.88M
|
+$45.4K
|
3
|
1.82%
|
Increased
|
|
|
5315
|
Creative Capital Management Investments
San Diego,
California
|
$4.88M
|
+$60.8K
|
9
|
1.56%
|
Increased
|
|
|
5316
|
Whipplewood Advisors
Littleton,
Colorado
|
$4.88M
|
-$4.38M
|
7
|
3.21%
|
Reduced
|
|
|
5317
|
DecisionPoint Financial
Mesa,
Arizona
|
$4.87M
|
-$1.05M
|
13
|
1.13%
|
Reduced
|
|
|
5318
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$4.86M
|
+$2.24M
|
5
|
1.8%
|
Increased
|
|
|
5319
|
VERITY Wealth Advisors
Sausalito,
United States
|
$4.86M
|
+$176K
|
3
|
3.07%
|
Increased
|
|
|
5320
|
Gerber LLC
Columbus,
Ohio
|
$4.86M
|
-$3.17M
|
6
|
3.05%
|
Reduced
|
|
|
5321
|
Astra Wealth Partners
Jersey City,
New Jersey
|
$4.85M
|
+$549K
|
5
|
3.23%
|
Increased
|
|
|
5322
|
Williams & Novak
Westlake Village,
California
|
$4.85M
|
+$1.04M
|
6
|
3.73%
|
Increased
|
|
|
5323
|
Kooman & Associates
Altoona,
Pennsylvania
|
$4.84M
|
+$18.7K
|
6
|
1.49%
|
Increased
|
|
|
5324
|
SK Wealth Management
Providence,
Rhode Island
|
$4.84M
|
-$12.4K
|
4
|
1.81%
|
Reduced
|
|
|
5325
|
Shearwater Capital
Denver,
Colorado
|
$4.84M
|
+$420
|
4
|
2.87%
|
Increased
|
|