|
6601
|
Pioneer Family Office
North Miami Beach,
Florida
|
$1.51M
|
+$1.54M
|
5
|
1.02%
|
New
|
|
|
6602
|
Nierenberg Investment Management Company
Camas,
Washington
|
$1.5M
|
+$40.6K
|
1
|
0.73%
|
Increased
|
|
|
6603
|
Act Wealth Management
Plano,
Texas
|
$1.5M
|
-$23.1K
|
2
|
0.49%
|
Reduced
|
|
|
6604
|
GoalFusion Wealth Management
Austin,
Texas
|
$1.5M
|
-$17.8K
|
3
|
0.69%
|
Reduced
|
|
|
6605
|
Fusion Family Wealth
Woodbury,
New York
|
$1.48M
|
$0
|
3
|
0.11%
|
Maintained
|
|
|
6606
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$1.48M
|
-$2.58K
|
2
|
0.59%
|
Reduced
|
|
|
6607
|
Downshift Financial
Boulder,
Colorado
|
$1.48M
|
+$1.54M
|
5
|
0.91%
|
New
|
|
|
6608
|
Old Mission Capital
Chicago,
Illinois
|
$1.47M
|
+$774K
|
2
|
0.03%
|
Increased
|
|
|
6609
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$1.47M
|
$0
|
3
|
2.5%
|
Maintained
|
|
|
6610
|
Western Reserve Capital Management
Hudson,
Ohio
|
$1.46M
|
+$1.62M
|
2
|
1.37%
|
New
|
|
|
6611
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$1.46M
|
+$207K
|
3
|
0.65%
|
Increased
|
|
|
6612
|
Stephen J. Garry & Associates
Garden City,
New York
|
$1.46M
|
+$8.01K
|
3
|
1.16%
|
Increased
|
|
|
6613
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.45M
|
+$78.5K
|
1
|
0.03%
|
Increased
|
|
|
6614
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$1.45M
|
-$46.1K
|
3
|
1.03%
|
Reduced
|
|
|
6615
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$1.45M
|
-$200K
|
2
|
0.75%
|
Reduced
|
|
|
6616
|
Invariant Investment Management
Camp Hill,
Pennsylvania
|
$1.45M
|
+$1.5M
|
3
|
0.93%
|
New
|
|
|
6617
|
Financial Alternatives
La Jolla,
California
|
$1.44M
|
-$407K
|
5
|
0.83%
|
Reduced
|
|
|
6618
|
Mangrove Partners
Greenwich,
Connecticut
|
$1.43M
|
+$1.18M
|
3
|
0.12%
|
Increased
|
|
|
6619
|
Strategent Financial
Harrisonburg,
Virginia
|
$1.43M
|
+$203K
|
3
|
0.91%
|
Increased
|
|
|
6620
|
ETF Portfolio Partners
Leawood,
Kansas
|
$1.43M
|
+$207K
|
3
|
0.37%
|
Increased
|
|
|
6621
|
Cobblestone Asset Management
Richmond,
Virginia
|
$1.42M
|
-$77.6K
|
3
|
0.64%
|
Reduced
|
|
|
6622
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$1.42M
|
-$50.1K
|
1
|
0.05%
|
Reduced
|
|
|
6623
|
Horizons Wealth Management
Asheville,
North Carolina
|
$1.42M
|
-$8.02K
|
6
|
0.93%
|
Reduced
|
|
|
6624
|
Fenimore Asset Management
Cobleskill,
New York
|
$1.42M
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
6625
|
Briggs Wealth Management
Glastonbury,
Connecticut
|
$1.42M
|
+$1.41M
|
3
|
1.53%
|
New
|
|
