|
5376
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$4M
|
+$5.63K
|
13
|
0.51%
|
Increased
|
|
|
5377
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$4M
|
-$9.6M
|
4
|
3.64%
|
Reduced
|
|
|
5378
|
FOCUS Wealth Advisors
Houston,
Texas
|
$4M
|
-$1.48M
|
3
|
2.08%
|
Reduced
|
|
|
5379
|
Advanced Portfolio Management
New York
|
$3.99M
|
-$3.04M
|
3
|
11.15%
|
Reduced
|
|
|
5380
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$3.98M
|
+$124K
|
4
|
0.53%
|
Increased
|
|
|
5381
|
Partners Wealth Management
Carmel By The Sea,
California
|
$3.97M
|
$0
|
3
|
4.52%
|
Maintained
|
|
|
5382
|
CFC Planning Company
Cicero,
Indiana
|
$3.97M
|
+$140K
|
6
|
3.74%
|
Increased
|
|
|
5383
|
Profit Investment Management
North Bethesda,
Maryland
|
$3.97M
|
-$103K
|
4
|
3.58%
|
Reduced
|
|
|
5384
|
Scarborough Advisors
Annapolis,
Maryland
|
$3.96M
|
-$8.63M
|
9
|
0.79%
|
Reduced
|
|
|
5385
|
Persium Advisors
Atlanta,
Georgia
|
$3.96M
|
+$262K
|
5
|
3.28%
|
Increased
|
|
|
5386
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$3.96M
|
-$54.9K
|
4
|
3.3%
|
Reduced
|
|
|
5387
|
Integras Partners
Alpharetta,
Georgia
|
$3.95M
|
+$112K
|
4
|
3.98%
|
Increased
|
|
|
5388
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$3.95M
|
+$207K
|
5
|
1.91%
|
Increased
|
|
|
5389
|
Tolleson Wealth Management
Dallas,
Texas
|
$3.95M
|
+$22.1K
|
3
|
0.67%
|
Increased
|
|
|
5390
|
Better Money Decisions
Santa Fe,
New Mexico
|
$3.94M
|
-$9.6K
|
3
|
2.39%
|
Reduced
|
|
|
5391
|
North Berkeley Wealth Management
Berkeley,
California
|
$3.93M
|
-$224K
|
4
|
3.61%
|
Reduced
|
|
|
5392
|
Meredith Wealth Planning
Maryville,
Illinois
|
$3.93M
|
+$27.1K
|
3
|
1.43%
|
Increased
|
|
|
5393
|
Valued Retirements
Houston,
Texas
|
$3.93M
|
-$61.9K
|
4
|
4.43%
|
Reduced
|
|
|
5394
|
Integrity Investment Advisors
Fort Collins,
Colorado
|
$3.92M
|
+$114K
|
4
|
3.02%
|
Increased
|
|
|
5395
|
Illumine Investment Management
Poulsbo,
Washington
|
$3.92M
|
+$26.6K
|
4
|
3.12%
|
Increased
|
|
|
5396
|
Corundum Trust Company
Sioux Falls,
South Dakota
|
$3.91M
|
-$124K
|
3
|
10.32%
|
Reduced
|
|
|
5397
|
Objective Capital Management
Pepper Pike,
Ohio
|
$3.91M
|
+$289K
|
7
|
4.39%
|
Increased
|
|
|
5398
|
Aufman Associates
Sewickley,
Pennsylvania
|
$3.9M
|
+$308K
|
5
|
2.41%
|
Increased
|
|
|
5399
|
WESPAC Advisors
Orinda,
California
|
$3.9M
|
+$76K
|
6
|
2.73%
|
Increased
|
|
|
5400
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$3.9M
|
+$135K
|
6
|
2.67%
|
Increased
|
|