|
2051
|
Family Capital Trust
Peabody,
Massachusetts
|
$5.25M
|
-$1.21M
|
1
|
1.71%
|
Reduced
|
|
|
2052
|
Kingstone Capital Partners Texas
Frisco,
Texas
|
$5.25M
|
+$243K
|
1
|
2.8%
|
Increased
|
|
|
2053
|
Expect Equity LLC
Pikesville,
Maryland
|
$5.25M
|
-$1.31M
|
2
|
3.38%
|
Reduced
|
|
|
2054
|
Strategic Global Advisors
Newport Beach,
California
|
$5.24M
|
+$3.54M
|
2
|
0.75%
|
Increased
|
|
|
2055
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$5.24M
|
+$2.28M
|
1
|
0.78%
|
Increased
|
|
|
2056
|
BNC Wealth Management
Beaverton,
Oregon
|
$5.24M
|
-$3.72M
|
1
|
1.27%
|
Reduced
|
|
|
2057
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$5.24M
|
-$51K
|
3
|
0.99%
|
Reduced
|
|
|
2058
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$5.23M
|
-$32.7M
|
5
|
0.17%
|
Reduced
|
|
|
2059
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$5.23M
|
+$29.2K
|
2
|
1.58%
|
Increased
|
|
|
2060
|
SLT Holdings
Scottsdale,
Arizona
|
$5.22M
|
+$3.9M
|
4
|
3.26%
|
Increased
|
|
|
2061
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$5.22M
|
+$78.1K
|
4
|
0.28%
|
Increased
|
|
|
2062
|
Alpha Capital Management
Austin,
Texas
|
$5.21M
|
-$481K
|
2
|
0.68%
|
Reduced
|
|
|
2063
|
Oder Investment Management
Woodland Hills,
California
|
$5.21M
|
+$398K
|
1
|
3.5%
|
Increased
|
|
|
2064
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$5.2M
|
-$351K
|
4
|
0.12%
|
Reduced
|
|
|
2065
|
Prosperity Financial Group
San Ramon,
California
|
$5.19M
|
+$99.6K
|
3
|
1.61%
|
Increased
|
|
|
2066
|
Avid Wealth Partners
San Antonio,
Texas
|
$5.19M
|
+$2.78M
|
1
|
2.51%
|
Increased
|
|
|
2067
|
PCM Encore
Aspen,
Colorado
|
$5.18M
|
-$565K
|
8
|
0.91%
|
Reduced
|
|
|
2068
|
R Squared
Central,
Hong Kong
|
$5.17M
|
+$1.96M
|
8
|
2.71%
|
Increased
|
|
|
2069
|
Osprey Private Wealth
New York
|
$5.16M
|
+$341K
|
1
|
1.33%
|
Increased
|
|
|
2070
|
Clear Creek Financial Management
Silverdale,
Washington
|
$5.15M
|
-$5.08M
|
6
|
0.33%
|
Reduced
|
|
|
2071
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$5.14M
|
+$1.11M
|
1
|
1.62%
|
Increased
|
|
|
2072
|
Angeles Wealth Management
Santa Monica,
California
|
$5.14M
|
-$150K
|
6
|
0.23%
|
Reduced
|
|
|
2073
|
United Bank (Georgia)
Zebulon,
Georgia
|
$5.13M
|
-$88.8K
|
2
|
1.56%
|
Reduced
|
|
|
2074
|
Clare Market Investments
Dallas,
Texas
|
$5.13M
|
-$111K
|
4
|
0.94%
|
Reduced
|
|
|
2075
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$5.13M
|
+$658K
|
20
|
0.35%
|
Increased
|
|