|
5351
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$4.2M
|
+$3.97M
|
4
|
7.33%
|
New
|
|
|
5352
|
Yeomans Consulting Group
Marietta,
Georgia
|
$4.19M
|
+$436K
|
6
|
1.57%
|
Increased
|
|
|
5353
|
Genesis Investment Management
London,
United Kingdom
|
$4.19M
|
-$14.9M
|
1
|
4.6%
|
Reduced
|
|
|
5354
|
McNaughton Wealth Management
San Diego,
California
|
$4.19M
|
+$95.6K
|
3
|
2.02%
|
Increased
|
|
|
5355
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$4.19M
|
+$210K
|
5
|
3.05%
|
Increased
|
|
|
5356
|
JMG Financial Group
Downers Grove,
Illinois
|
$4.19M
|
+$1.2K
|
4
|
0.14%
|
Increased
|
|
|
5357
|
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
$4.19M
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
5358
|
Portfolio Strategies
Monsey,
New York
|
$4.19M
|
-$30K
|
4
|
0.59%
|
Reduced
|
|
|
5359
|
PMG Wealth Management
Hawthorn Woods,
Illinois
|
$4.18M
|
+$4.19M
|
2
|
3.81%
|
New
|
|
|
5360
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
$4.18M
|
+$4.01M
|
4
|
3.36%
|
New
|
|
|
5361
|
Presidio Capital Management
San Diego,
California
|
$4.18M
|
+$132K
|
4
|
2.24%
|
Increased
|
|
|
5362
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$4.18M
|
$0
|
5
|
3.43%
|
Maintained
|
|
|
5363
|
Code Waechter
Tampa,
Florida
|
$4.17M
|
-$146K
|
4
|
3.64%
|
Reduced
|
|
|
5364
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$4.17M
|
+$4.06M
|
5
|
3.34%
|
New
|
|
|
5365
|
Capitol Family Office
Beaverton,
Oregon
|
$4.17M
|
+$241K
|
2
|
5.56%
|
Increased
|
|
|
5366
|
Horizon Bancorp
Michigan City,
Indiana
|
$4.16M
|
-$11.5K
|
6
|
1.96%
|
Reduced
|
|
|
5367
|
Barnett & Company
Chattanooga,
Tennessee
|
$4.16M
|
+$994K
|
4
|
2.72%
|
Increased
|
|
|
5368
|
Independent Family Office
Albany,
New York
|
$4.16M
|
+$159K
|
5
|
2.16%
|
Increased
|
|
|
5369
|
Peak Retirement Planning
Columbus,
Ohio
|
$4.16M
|
+$4.03M
|
4
|
2.81%
|
New
|
|
|
5370
|
Richard P. Slaughter Associates
Austin,
Texas
|
$4.16M
|
+$29.1K
|
3
|
0.93%
|
Increased
|
|
|
5371
|
BIP Alliance
Atlanta,
Georgia
|
$4.15M
|
+$3.99M
|
4
|
1.76%
|
New
|
|
|
5372
|
Towerpoint Wealth
Sacramento,
California
|
$4.15M
|
-$2.04M
|
4
|
2.03%
|
Reduced
|
|
|
5373
|
Shearwater Capital
Denver,
Colorado
|
$4.15M
|
$0
|
3
|
2.82%
|
Maintained
|
|
|
5374
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$4.15M
|
+$3.97M
|
6
|
0.54%
|
New
|
|
|
5375
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$4.14M
|
+$949K
|
3
|
2.64%
|
Increased
|
|