|
5351
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$3.44M
|
-$143K
|
3
|
1.77%
|
Reduced
|
|
|
5352
|
Instrumental Wealth
Tampa,
Florida
|
$3.44M
|
+$410K
|
4
|
3.11%
|
Increased
|
|
|
5353
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$3.44M
|
-$2.74M
|
4
|
0.9%
|
Reduced
|
|
|
5354
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$3.44M
|
$0
|
3
|
1.04%
|
Maintained
|
|
|
5355
|
First International Bank & Trust
Watford City,
North Dakota
|
$3.43M
|
-$636K
|
4
|
1.09%
|
Reduced
|
|
|
5356
|
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
|
$3.43M
|
-$2.77M
|
3
|
1.08%
|
Reduced
|
|
|
5357
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$3.43M
|
+$376K
|
4
|
0.95%
|
Increased
|
|
|
5358
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$3.43M
|
-$1.2M
|
4
|
1.1%
|
Reduced
|
|
|
5359
|
Washington Harbour Partners
Arlington,
Virginia
|
$3.42M
|
+$4.4M
|
2
|
9.76%
|
New
|
|
|
5360
|
Code Waechter
Tampa,
Florida
|
$3.41M
|
-$215K
|
4
|
2.8%
|
Reduced
|
|
|
5361
|
Emergent Wealth Advisors
Williamsville,
New York
|
$3.4M
|
+$85.5K
|
5
|
2.46%
|
Increased
|
|
|
5362
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
$3.39M
|
-$195K
|
4
|
2.83%
|
Reduced
|
|
|
5363
|
Towerpoint Wealth
Sacramento,
California
|
$3.39M
|
-$188K
|
4
|
1.68%
|
Reduced
|
|
|
5364
|
Pullen Investment Management
Bradenton,
Florida
|
$3.38M
|
-$201K
|
1
|
2.14%
|
Reduced
|
|
|
5365
|
Guided Capital Wealth Management
Houston,
Texas
|
$3.38M
|
+$874K
|
2
|
2.83%
|
Increased
|
|
|
5366
|
Profit Investment Management
North Bethesda,
Maryland
|
$3.38M
|
-$574K
|
4
|
3.14%
|
Reduced
|
|
|
5367
|
Independent Family Office
Albany,
New York
|
$3.38M
|
-$172K
|
4
|
1.78%
|
Reduced
|
|
|
5368
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$3.38M
|
+$363K
|
6
|
2.17%
|
Increased
|
|
|
5369
|
Worth Asset Management
Dallas,
Texas
|
$3.37M
|
-$2.38M
|
4
|
1.84%
|
Reduced
|
|
|
5370
|
Planned Solutions
Folsom,
California
|
$3.37M
|
-$76.7K
|
3
|
1.37%
|
Reduced
|
|
|
5371
|
Lockerman Financial Group
Newport Beach,
California
|
$3.37M
|
-$42.2K
|
4
|
5.1%
|
Reduced
|
|
|
5372
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$3.37M
|
+$916K
|
7
|
2.3%
|
Increased
|
|
|
5373
|
REDW Wealth
Albuquerque,
New Mexico
|
$3.37M
|
-$2.32M
|
5
|
1.25%
|
Reduced
|
|
|
5374
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$3.36M
|
+$2.21M
|
2
|
2.62%
|
Increased
|
|
|
5375
|
Surience Private Wealth
Yakima,
Washington
|
$3.35M
|
-$611K
|
2
|
5.83%
|
Reduced
|
|