|
5401
|
Sunesis Advisors
Overland Park,
Kansas
|
$1.52M
|
$0
|
3
|
0.92%
|
Maintained
|
|
|
5402
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
$1.51M
|
+$64.8K
|
1
|
0.99%
|
Increased
|
|
|
5403
|
|
$1.51M
|
+$1.27M
|
1
|
1.49%
|
New
|
|
|
5404
|
Idaho Trust Bank
Boise,
Idaho
|
$1.5M
|
+$116K
|
1
|
0.87%
|
Increased
|
|
|
5405
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$1.5M
|
+$11.7K
|
11
|
0.78%
|
Increased
|
|
|
5406
|
Brickley Wealth Management
San Mateo,
California
|
$1.5M
|
+$177K
|
3
|
0.36%
|
Increased
|
|
|
5407
|
Alpha Financial Partners
Lexington,
Kentucky
|
$1.5M
|
+$6.44K
|
3
|
1.48%
|
Increased
|
|
|
5408
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$1.49M
|
+$1.41M
|
3
|
1.61%
|
New
|
|
|
5409
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$1.48M
|
+$456K
|
2
|
0.11%
|
Increased
|
|
|
5410
|
Swan Capital
Pensacola,
Florida
|
$1.48M
|
-$31K
|
4
|
0.93%
|
Reduced
|
|
|
5411
|
Windham Capital Management
Boston,
Massachusetts
|
$1.48M
|
+$1.78K
|
1
|
0.54%
|
Increased
|
|
|
5412
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$1.48M
|
+$1.4M
|
20
|
0.21%
|
New
|
|
|
5413
|
Brightwater Advisory
Tampa,
Florida
|
$1.48M
|
+$1.39M
|
2
|
1.25%
|
New
|
|
|
5414
|
Biglari Capital Corp
San Antonio,
Texas
|
$1.47M
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
5415
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$1.47M
|
-$328K
|
3
|
0.41%
|
Reduced
|
|
|
5416
|
Brogan Financial
Knoxville,
Tennessee
|
$1.47M
|
-$12.2K
|
2
|
1.09%
|
Reduced
|
|
|
5417
|
PFS Partners
Mine Hill,
New Jersey
|
$1.46M
|
-$20.8K
|
9
|
1%
|
Reduced
|
|
|
5418
|
Priebe Wealth Holdings
Maple Grove,
Minnesota
|
$1.46M
|
+$1.39M
|
2
|
1.2%
|
New
|
|
|
5419
|
Lake Hills Wealth Management
Austin,
Texas
|
$1.46M
|
+$259K
|
2
|
1.46%
|
Increased
|
|
|
5420
|
Provident Wealth Management
Brentwood,
Tennessee
|
$1.45M
|
+$27.7K
|
3
|
0.64%
|
Increased
|
|
|
5421
|
Peterson Wealth Advisors
Orem,
Utah
|
$1.45M
|
-$151K
|
1
|
0.34%
|
Reduced
|
|
|
5422
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$1.45M
|
+$135K
|
3
|
1.22%
|
Increased
|
|
|
5423
|
Acuitas Investments
Seattle,
Washington
|
$1.44M
|
-$505K
|
1
|
0.75%
|
Reduced
|
|
|
5424
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$1.43M
|
+$486K
|
5
|
0.53%
|
Increased
|
|
|
5425
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$1.43M
|
-$9.6K
|
2
|
0.86%
|
Reduced
|
|