|
6051
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.5M
|
$0
|
2
|
0.48%
|
Maintained
|
|
|
6052
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$1.5M
|
+$176K
|
3
|
0.96%
|
Increased
|
|
|
6053
|
Martin Worley Group
Cottonwood Heights,
Utah
|
$1.5M
|
+$126K
|
1
|
0.73%
|
Increased
|
|
|
6054
|
De Lisle Partners
Poole,
United Kingdom
|
$1.49M
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
6055
|
Penney Financial
Houston,
Texas
|
$1.49M
|
+$19.8K
|
2
|
0.76%
|
Increased
|
|
|
6056
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
$1.49M
|
-$184K
|
4
|
1%
|
Reduced
|
|
|
6057
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$1.49M
|
-$11.9K
|
3
|
0.4%
|
Reduced
|
|
|
6058
|
Innovative Wealth Building
California,
Maryland
|
$1.49M
|
+$237K
|
2
|
1.23%
|
Increased
|
|
|
6059
|
Cobblestone Asset Management
Richmond,
Virginia
|
$1.48M
|
+$52.5K
|
3
|
0.78%
|
Increased
|
|
|
6060
|
Uptown Financial Advisors
Dallas,
Texas
|
$1.48M
|
+$237K
|
3
|
1.27%
|
Increased
|
|
|
6061
|
Kitching Partners
Conshohocken,
Pennsylvania
|
$1.47M
|
-$130K
|
2
|
1.49%
|
Reduced
|
|
|
6062
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$1.47M
|
-$7.01K
|
2
|
0.92%
|
Reduced
|
|
|
6063
|
Sound Stewardship
Overland Park,
Kansas
|
$1.45M
|
$0
|
2
|
0.75%
|
Maintained
|
|
|
6064
|
Provident Wealth Management
Brentwood,
Tennessee
|
$1.45M
|
-$208K
|
3
|
0.48%
|
Reduced
|
|
|
6065
|
Investment Counsel Company of Nevada
Las Vegas,
Nevada
|
$1.45M
|
+$8.12K
|
3
|
2.97%
|
Increased
|
|
|
6066
|
Pinpoint Asset Management (Singapore)
Singapore,
|
$1.44M
|
+$1.07M
|
1
|
0.25%
|
New
|
|
|
6067
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.44M
|
-$136K
|
2
|
0.38%
|
Reduced
|
|
|
6068
|
Prism Advisors
Studio City,
California
|
$1.44M
|
+$197K
|
3
|
0.41%
|
Increased
|
|
|
6069
|
Mangrove Partners
Greenwich,
Connecticut
|
$1.44M
|
-$859K
|
2
|
0.15%
|
Reduced
|
|
|
6070
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$1.44M
|
+$209K
|
3
|
0.52%
|
Increased
|
|
|
6071
|
Bennett Associates Wealth Management
Butler,
Pennsylvania
|
$1.44M
|
+$92.6K
|
3
|
1.11%
|
Increased
|
|
|
6072
|
Riverchase Wealth Management
Flower Mound,
Texas
|
$1.44M
|
+$203K
|
3
|
0.91%
|
Increased
|
|
|
6073
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$1.44M
|
+$420K
|
3
|
0.21%
|
Increased
|
|
|
6074
|
Fenimore Asset Management
Cobleskill,
New York
|
$1.43M
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
6075
|
EntryPoint Capital
New York
|
$1.43M
|
-$83.9K
|
5
|
0.72%
|
Reduced
|
|