|
5551
|
Watershed Asset Management
San Francisco,
California
|
$5.41M
|
+$5.58M
|
3
|
5.05%
|
New
|
|
|
5552
|
Occam Crest Management
Darien,
Connecticut
|
$5.41M
|
+$743K
|
1
|
3.75%
|
Increased
|
|
|
5553
|
Storen Legacy Partners
Zionsville,
Indiana
|
$5.4M
|
+$5.47M
|
5
|
1.69%
|
New
|
|
|
5554
|
Rather & Kittrell
Knoxville,
Tennessee
|
$5.4M
|
+$536K
|
6
|
0.87%
|
Increased
|
|
|
5555
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$5.4M
|
+$6.07M
|
6
|
8.49%
|
New
|
|
|
5556
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$5.39M
|
+$25.5K
|
20
|
0.59%
|
Increased
|
|
|
5557
|
Brookmont Capital Management
Dallas,
Texas
|
$5.38M
|
-$35.1K
|
2
|
3.11%
|
Reduced
|
|
|
5558
|
Stronghold Wealth Management
Tampa,
Florida
|
$5.36M
|
+$5.39M
|
6
|
7.92%
|
New
|
|
|
5559
|
ARWA LLC
Fort Worth,
Texas
|
$5.36M
|
+$5.29M
|
4
|
3.13%
|
New
|
|
|
5560
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$5.35M
|
-$984K
|
4
|
3.93%
|
Reduced
|
|
|
5561
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$5.34M
|
-$324K
|
6
|
2.35%
|
Reduced
|
|
|
5562
|
Portfolio Strategies
Monsey,
New York
|
$5.33M
|
-$72.8K
|
4
|
0.62%
|
Reduced
|
|
|
5563
|
New Vernon Investment Management
Highland Park,
Illinois
|
$5.32M
|
$0
|
3
|
5.18%
|
Maintained
|
|
|
5564
|
Sierra Ocean
Ripon,
California
|
$5.32M
|
-$426K
|
5
|
4.4%
|
Reduced
|
|
|
5565
|
Kerr Financial Planning
Fresno,
California
|
$5.31M
|
+$284K
|
9
|
7.18%
|
Increased
|
|
|
5566
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$5.31M
|
-$396K
|
5
|
0.59%
|
Reduced
|
|
|
5567
|
Account Management
Boxford,
Massachusetts
|
$5.3M
|
+$1.91M
|
4
|
5.69%
|
Increased
|
|
|
5568
|
Laidlaw Wealth Management
New York City,
New York
|
$5.3M
|
-$1.81M
|
5
|
16.4%
|
Reduced
|
|
|
5569
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$5.29M
|
-$19.3K
|
6
|
0.58%
|
Reduced
|
|
|
5570
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$5.29M
|
+$470K
|
6
|
1.84%
|
Increased
|
|
|
5571
|
Guided Capital Wealth Management
Houston,
Texas
|
$5.29M
|
+$598K
|
2
|
3.7%
|
Increased
|
|
|
5572
|
FMB Wealth Management
Westlake Village,
California
|
$5.28M
|
-$198K
|
5
|
2.08%
|
Reduced
|
|
|
5573
|
Cypress Capital Advisors
Franklin,
Tennessee
|
$5.27M
|
+$136K
|
6
|
2.83%
|
Increased
|
|
|
5574
|
Maytree Asset Management
Hong Kong
|
$5.27M
|
-$20.9M
|
1
|
3.91%
|
Reduced
|
|
|
5575
|
Charter Capital Management
Brookfield,
Wisconsin
|
$5.27M
|
-$227K
|
4
|
2.72%
|
Reduced
|
|