|
5301
|
|
$5.79M
|
-$28M
|
1
|
0.37%
|
Reduced
|
|
|
5302
|
Optimize Financial
Laguna Hills,
California
|
$5.79M
|
+$350K
|
3
|
2.85%
|
Increased
|
|
|
5303
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$5.77M
|
+$14.6K
|
6
|
3.37%
|
Increased
|
|
|
5304
|
Macroview Investment Management
Bethesda,
Maryland
|
$5.77M
|
-$30.1K
|
6
|
4%
|
Reduced
|
|
|
5305
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$5.76M
|
-$64.5K
|
5
|
2.12%
|
Reduced
|
|
|
5306
|
Instrumental Wealth
Tampa,
Florida
|
$5.76M
|
+$1.05M
|
4
|
3.54%
|
Increased
|
|
|
5307
|
Shellback Capital
Boston,
Massachusetts
|
$5.75M
|
-$36.7M
|
1
|
0.82%
|
Reduced
|
|
|
5308
|
Lombard Odier Asset Management (USA)
New York
|
$5.75M
|
-$2.11M
|
4
|
0.6%
|
Reduced
|
|
|
5309
|
OFS Enterprise
Kearney,
Nebraska
|
$5.74M
|
+$6.29M
|
7
|
1.69%
|
New
|
|
|
5310
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$5.74M
|
+$280K
|
5
|
2.84%
|
Increased
|
|
|
5311
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$5.74M
|
-$210K
|
4
|
4.32%
|
Reduced
|
|
|
5312
|
Step Capital Management
Singapore,
|
$5.74M
|
+$4.69M
|
2
|
2.3%
|
Increased
|
|
|
5313
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$5.73M
|
+$370K
|
5
|
2.96%
|
Increased
|
|
|
5314
|
Persistent Asset Partners
Hong Kong
|
$5.72M
|
-$630K
|
4
|
2.13%
|
Reduced
|
|
|
5315
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$5.72M
|
-$4.14M
|
3
|
3.74%
|
Reduced
|
|
|
5316
|
Saxony Capital Management
St. Louis,
Missouri
|
$5.71M
|
+$11.3K
|
6
|
3.31%
|
Increased
|
|
|
5317
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$5.71M
|
-$165K
|
4
|
2.63%
|
Reduced
|
|
|
5318
|
Pinnacle Wealth Management
Roseville,
California
|
$5.7M
|
-$2.08M
|
3
|
3.84%
|
Reduced
|
|
|
5319
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$5.7M
|
+$136K
|
4
|
2.38%
|
Increased
|
|
|
5320
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$5.69M
|
-$968K
|
4
|
2.14%
|
Reduced
|
|
|
5321
|
Elevated Financial Group
Indianapolis,
Indiana
|
$5.69M
|
-$41.6K
|
5
|
1.85%
|
Reduced
|
|
|
5322
|
TTP Investments
San Jose,
California
|
$5.68M
|
-$12.4M
|
4
|
2.37%
|
Reduced
|
|
|
5323
|
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
|
$5.68M
|
+$6.23M
|
6
|
1.44%
|
New
|
|
|
5324
|
Invested Advisors
State College,
Pennsylvania
|
$5.68M
|
+$44.9K
|
7
|
5.73%
|
Increased
|
|
|
5325
|
Fortune 45 LLC
Gonzales,
Louisiana
|
$5.67M
|
-$1.84M
|
4
|
2.76%
|
Reduced
|
|
