|
4001
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$1.39M
|
+$1.28M
|
3
|
1.1%
|
New
|
|
|
4002
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$1.39M
|
$0
|
2
|
0.48%
|
Maintained
|
|
|
4003
|
Aequim Alternative Investments
Mill Valley,
California
|
$1.39M
|
+$896K
|
1
|
0.26%
|
Increased
|
|
|
4004
|
LVZ Inc
Holland,
Michigan
|
$1.38M
|
+$441K
|
4
|
0.27%
|
Increased
|
|
|
4005
|
Infrastructure Capital Advisors
New York
|
$1.38M
|
+$820K
|
1
|
0.25%
|
Increased
|
|
|
4006
|
America First Investment Advisors
Omaha,
Nebraska
|
$1.37M
|
-$310K
|
2
|
0.4%
|
Reduced
|
|
|
4007
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$1.36M
|
-$7.46K
|
1
|
0.91%
|
Reduced
|
|
|
4008
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$1.36M
|
+$160K
|
4
|
1.05%
|
Increased
|
|
|
4009
|
Armbruster Capital Management
Pittsford,
New York
|
$1.34M
|
+$103K
|
2
|
0.51%
|
Increased
|
|
|
4010
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$1.34M
|
-$663K
|
3
|
1.71%
|
Reduced
|
|
|
4011
|
Scharf Investments
Los Gatos,
California
|
$1.33M
|
-$64.6K
|
1
|
0.05%
|
Reduced
|
|
|
4012
|
IndexIQ Advisors
New York
|
$1.33M
|
+$477K
|
8
|
0.05%
|
Increased
|
|
|
4013
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$1.33M
|
+$121K
|
2
|
3.69%
|
Increased
|
|
|
4014
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$1.33M
|
+$263K
|
5
|
0.75%
|
Increased
|
|
|
4015
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$1.32M
|
$0
|
4
|
4.03%
|
Maintained
|
|
|
4016
|
National Investment Services of America
Milwaukee,
Wisconsin
|
$1.32M
|
+$1.16M
|
3
|
1.43%
|
New
|
|
|
4017
|
Soundwatch Capital
Rowayton,
Connecticut
|
$1.32M
|
+$1.19M
|
2
|
0.59%
|
New
|
|
|
4018
|
Advisors Management Group
La Crosse,
Wisconsin
|
$1.31M
|
+$9.78K
|
3
|
0.52%
|
Increased
|
|
|
4019
|
CCG Wealth Management
San Diego,
California
|
$1.31M
|
+$178K
|
4
|
0.83%
|
Increased
|
|
|
4020
|
FundX Investment Group
San Francisco,
California
|
$1.31M
|
+$445K
|
1
|
0.35%
|
Increased
|
|
|
4021
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$1.3M
|
-$26K
|
3
|
1.05%
|
Reduced
|
|
|
4022
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$1.3M
|
-$9.78K
|
1
|
0.49%
|
Reduced
|
|
|
4023
|
Martel Wealth Advisors
Vancouver,
Washington
|
$1.3M
|
$0
|
1
|
0.45%
|
Maintained
|
|
|
4024
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$1.29M
|
-$19.5K
|
2
|
1.44%
|
Reduced
|
|
|
4025
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$1.29M
|
-$873K
|
1
|
0.4%
|
Reduced
|
|