|
5501
|
American Financial & Tax Strategies
New York
|
$1.56M
|
-$47K
|
3
|
0.79%
|
Reduced
|
|
|
5502
|
Advantage Trust Company
Salina,
Kansas
|
$1.55M
|
+$33.6K
|
7
|
1.05%
|
Increased
|
|
|
5503
|
Axim Planning & Wealth
Springboro,
Ohio
|
$1.55M
|
+$30.4K
|
3
|
1.74%
|
Increased
|
|
|
5504
|
Global Wealth Management
Kingston,
New Jersey
|
$1.54M
|
+$1.52M
|
2
|
1.04%
|
New
|
|
|
5505
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$1.54M
|
+$48.7K
|
2
|
0.94%
|
Increased
|
|
|
5506
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$1.53M
|
-$377K
|
3
|
0.95%
|
Reduced
|
|
|
5507
|
TSA Wealth Management
Houston,
Texas
|
$1.53M
|
-$71.2K
|
3
|
0.62%
|
Reduced
|
|
|
5508
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$1.51M
|
+$1.5M
|
1
|
1.24%
|
New
|
|
|
5509
|
Noble Family Wealth
Clearwater,
Florida
|
$1.51M
|
$0
|
2
|
0.41%
|
Maintained
|
|
|
5510
|
Wallace Hart
Lexington,
Kentucky
|
$1.5M
|
-$806K
|
1
|
1.13%
|
Reduced
|
|
|
5511
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$1.5M
|
-$11.6K
|
2
|
1.03%
|
Reduced
|
|
|
5512
|
Chris Bulman
Roseville,
California
|
$1.5M
|
+$19.9K
|
2
|
1.02%
|
Increased
|
|
|
5513
|
Act Wealth Management
Plano,
Texas
|
$1.5M
|
-$306K
|
2
|
0.66%
|
Reduced
|
|
|
5514
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$1.5M
|
-$40.4K
|
3
|
0.9%
|
Reduced
|
|
|
5515
|
Vista Finance
Clayton,
Missouri
|
$1.5M
|
+$91.1K
|
3
|
2.03%
|
Increased
|
|
|
5516
|
Kennicott Capital Management
Corte Madera,
California
|
$1.49M
|
$0
|
3
|
0.57%
|
Maintained
|
|
|
5517
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$1.49M
|
-$18K
|
3
|
0.5%
|
Reduced
|
|
|
5518
|
Foresight Global Investors
Purchase,
New York
|
$1.49M
|
$0
|
1
|
0.81%
|
Maintained
|
|
|
5519
|
Opus Capital Group
Cincinnati,
Ohio
|
$1.49M
|
+$111K
|
2
|
0.19%
|
Increased
|
|
|
5520
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$1.49M
|
-$730K
|
1
|
0.14%
|
Reduced
|
|
|
5521
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$1.47M
|
+$121K
|
3
|
1.39%
|
Increased
|
|
|
5522
|
MontVue Capital Management
Lynchburg,
Virginia
|
$1.47M
|
-$356K
|
3
|
1.13%
|
Reduced
|
|
|
5523
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$1.47M
|
+$47.9K
|
3
|
0.29%
|
Increased
|
|
|
5524
|
Kitching Partners
Conshohocken,
Pennsylvania
|
$1.47M
|
+$1.17M
|
3
|
1.96%
|
Increased
|
|
|
5525
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
$1.45M
|
-$18.3K
|
3
|
0.94%
|
Reduced
|
|