|
5551
|
Windsor Capital Management
Phoenix,
Arizona
|
$4.61M
|
+$434K
|
6
|
1.3%
|
Increased
|
|
|
5552
|
Code Waechter
Tampa,
Florida
|
$4.61M
|
+$288K
|
4
|
2.74%
|
Increased
|
|
|
5553
|
Tarbox Family Office
Newport Beach,
California
|
$4.6M
|
-$3.5M
|
4
|
0.75%
|
Reduced
|
|
|
5554
|
WESPAC Advisors
Orinda,
California
|
$4.6M
|
-$328K
|
6
|
2.52%
|
Reduced
|
|
|
5555
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$4.59M
|
+$189K
|
16
|
4.47%
|
Increased
|
|
|
5556
|
Shepherd Wealth Management
Cincinnati,
Ohio
|
$4.59M
|
-$9.3M
|
4
|
3.44%
|
Reduced
|
|
|
5557
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$4.59M
|
-$281K
|
4
|
0.57%
|
Reduced
|
|
|
5558
|
Stronghold Wealth Management
Tampa,
Florida
|
$4.59M
|
-$4.42K
|
6
|
6.93%
|
Reduced
|
|
|
5559
|
Bard Associates
Chicago,
Illinois
|
$4.59M
|
-$3.67M
|
6
|
1.15%
|
Reduced
|
|
|
5560
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$4.58M
|
-$75K
|
8
|
1.82%
|
Reduced
|
|
|
5561
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$4.57M
|
+$1.16M
|
4
|
2%
|
Increased
|
|
|
5562
|
Cyr Financial
Hennepin,
Illinois
|
$4.57M
|
+$691K
|
4
|
2.69%
|
Increased
|
|
|
5563
|
1 North Wealth Services
Annapolis,
Maryland
|
$4.57M
|
-$105K
|
9
|
1.65%
|
Reduced
|
|
|
5564
|
Geneva Capital Management
Milwaukee,
Wisconsin
|
$4.56M
|
-$975K
|
2
|
0.1%
|
Reduced
|
|
|
5565
|
Sierra Ocean
Ripon,
California
|
$4.56M
|
+$70.4K
|
5
|
3.75%
|
Increased
|
|
|
5566
|
New Vernon Investment Management
Highland Park,
Illinois
|
$4.56M
|
$0
|
3
|
4.85%
|
Maintained
|
|
|
5567
|
Providence Financial Advisors
Overland Park,
Kansas
|
$4.55M
|
+$84.8K
|
4
|
2.6%
|
Increased
|
|
|
5568
|
TT Capital Management
Coto De Caza,
California
|
$4.55M
|
+$882K
|
4
|
3.75%
|
Increased
|
|
|
5569
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$4.55M
|
+$633K
|
6
|
2.25%
|
Increased
|
|
|
5570
|
Idaho Trust Bank
Boise,
Idaho
|
$4.55M
|
-$346K
|
4
|
1.48%
|
Reduced
|
|
|
5571
|
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
|
$4.54M
|
-$654K
|
3
|
4.08%
|
Reduced
|
|
|
5572
|
Aigen Investment Management
New York
|
$4.54M
|
-$13M
|
6
|
1.17%
|
Reduced
|
|
|
5573
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$4.54M
|
-$5.14K
|
5
|
3.7%
|
Reduced
|
|
|
5574
|
Momentous Wealth Management
Vancouver,
Washington
|
$4.54M
|
+$65.3K
|
5
|
2.59%
|
Increased
|
|
|
5575
|
Lane Generational
Dover,
Massachusetts
|
$4.53M
|
-$6.63M
|
1
|
3.61%
|
Reduced
|
|