|
5501
|
Guilbault Capital
Metairie,
Louisiana
|
$5.82M
|
-$333K
|
4
|
5.85%
|
Reduced
|
|
|
5502
|
Odyssean LLC
Darien,
Connecticut
|
$5.82M
|
-$291K
|
5
|
0.95%
|
Reduced
|
|
|
5503
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$5.82M
|
+$500K
|
6
|
2.69%
|
Increased
|
|
|
5504
|
Sachetta
Lynnfield,
Massachusetts
|
$5.8M
|
+$460K
|
18
|
2.82%
|
Increased
|
|
|
5505
|
Campion Asset Management
Falls Church,
Virginia
|
$5.79M
|
+$148K
|
6
|
3.54%
|
Increased
|
|
|
5506
|
Private Wealth Advisors (California)
Fresno,
California
|
$5.79M
|
+$5.98M
|
1
|
1.48%
|
Increased
|
|
|
5507
|
Round Hill Asset Management
Pasadena,
California
|
$5.79M
|
-$1.15M
|
2
|
3.64%
|
Reduced
|
|
|
5508
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$5.78M
|
+$299K
|
11
|
0.36%
|
Increased
|
|
|
5509
|
Birmingham Capital Management
Birmingham,
Alabama
|
$5.78M
|
+$80.9K
|
2
|
2.2%
|
Increased
|
|
|
5510
|
Scopia Capital Management
New York
|
$5.78M
|
-$4.78M
|
1
|
5.17%
|
Reduced
|
|
|
5511
|
Matrix Trust Company
Denver,
Colorado
|
$5.78M
|
-$24.8K
|
5
|
0.84%
|
Reduced
|
|
|
5512
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$5.77M
|
-$121K
|
11
|
1.08%
|
Reduced
|
|
|
5513
|
All-Stars Investment
Hong Kong
|
$5.76M
|
+$2.88M
|
5
|
2.89%
|
Increased
|
|
|
5514
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$5.76M
|
+$400K
|
2
|
4.49%
|
Increased
|
|
|
5515
|
Optimist Retirement Group
Bellevue,
Washington
|
$5.76M
|
+$32K
|
4
|
2.22%
|
Increased
|
|
|
5516
|
David J. Yvars Group
University Park,
Florida
|
$5.76M
|
-$9.89M
|
5
|
2.72%
|
Reduced
|
|
|
5517
|
Tandem Investment Partners
Bordentown,
New Jersey
|
$5.76M
|
-$242K
|
5
|
4.44%
|
Reduced
|
|
|
5518
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$5.75M
|
$0
|
3
|
1.61%
|
Maintained
|
|
|
5519
|
Beto Financial Group
Boise,
Idaho
|
$5.75M
|
-$131K
|
6
|
3.02%
|
Reduced
|
|
|
5520
|
Parkshore Wealth Management
Granite Bay,
California
|
$5.73M
|
+$7.89K
|
4
|
1.65%
|
Increased
|
|
|
5521
|
Kerr Financial Planning
Fresno,
California
|
$5.72M
|
-$56.3K
|
9
|
6.38%
|
Reduced
|
|
|
5522
|
Sollinda Capital Management
Miami,
Florida
|
$5.72M
|
+$2.71M
|
6
|
1.22%
|
Increased
|
|
|
5523
|
LightSquare Wealth Management
Bingham Farms,
Michigan
|
$5.72M
|
-$82.9K
|
6
|
3.94%
|
Reduced
|
|
|
5524
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$5.72M
|
+$744K
|
5
|
3.03%
|
Increased
|
|
|
5525
|
Capital Squared Financial
Rockville,
Maryland
|
$5.71M
|
+$27.5K
|
4
|
3.73%
|
Increased
|
|