|
4001
|
Barnett & Company
Chattanooga,
Tennessee
|
$1.07M
|
+$114K
|
6
|
1.03%
|
Increased
|
|
|
4002
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$1.06M
|
+$21.6K
|
2
|
0.39%
|
Increased
|
|
|
4003
|
Financial Strategies Group
Okemos,
Michigan
|
$1.06M
|
+$64.4K
|
2
|
0.96%
|
Increased
|
|
|
4004
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$1.05M
|
-$120K
|
2
|
1.72%
|
Reduced
|
|
|
4005
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$1.05M
|
-$2.66K
|
2
|
0.01%
|
Reduced
|
|
|
4006
|
Menard Financial Group
Houston,
Texas
|
$1.05M
|
-$4.34M
|
2
|
3.48%
|
Reduced
|
|
|
4007
|
Provident Wealth Management
Brentwood,
Tennessee
|
$1.05M
|
+$535K
|
2
|
1.29%
|
Increased
|
|
|
4008
|
Pacifica Capital Investments
Leander,
Texas
|
$1.05M
|
-$691K
|
1
|
0.57%
|
Reduced
|
|
|
4009
|
NexWave Capital Partners
New York
|
$1.04M
|
-$1.81M
|
1
|
1.8%
|
Reduced
|
|
|
4010
|
Neo Ivy Capital Management
New York
|
$1.04M
|
-$1.45M
|
8
|
1.7%
|
Reduced
|
|
|
4011
|
Tatro Capital
Lexington,
Kentucky
|
$1.04M
|
+$220K
|
3
|
1.86%
|
Increased
|
|
|
4012
|
Courage Capital Management
Nashville,
Tennessee
|
$1.01M
|
-$929K
|
1
|
2.29%
|
Reduced
|
|
|
4013
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.01M
|
+$294K
|
1
|
0.45%
|
Increased
|
|
|
4014
|
Regents of the University of California
Oakland,
California
|
$1.01M
|
-$77.4K
|
1
|
0.15%
|
Reduced
|
|
|
4015
|
Corbett Road Capital Management
Mclean,
Virginia
|
$1M
|
-$211K
|
3
|
1.42%
|
Reduced
|
|
|
4016
|
Ironwood Financial
Tucson,
Arizona
|
$997K
|
-$124K
|
6
|
0.68%
|
Reduced
|
|
|
4017
|
Avion Wealth
The Woodlands,
Texas
|
$996K
|
+$165K
|
6
|
0.43%
|
Increased
|
|
|
4018
|
Kelly Financial Services
Braintree,
Massachusetts
|
$992K
|
+$93.5K
|
10
|
1.22%
|
Increased
|
|
|
4019
|
Independent Family Office
Albany,
New York
|
$984K
|
+$35.1K
|
2
|
0.61%
|
Increased
|
|
|
4020
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$983K
|
+$10.5K
|
3
|
0.64%
|
Increased
|
|
|
4021
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$981K
|
-$4.71K
|
2
|
0.4%
|
Reduced
|
|
|
4022
|
Continental Advisors
Park City,
Utah
|
$977K
|
$0
|
1
|
0.73%
|
Maintained
|
|
|
4023
|
CCG Wealth Management
San Diego,
California
|
$975K
|
-$279K
|
4
|
0.94%
|
Reduced
|
|
|
4024
|
Westport Asset Management
Southport,
Connecticut
|
$975K
|
$0
|
1
|
0.8%
|
Maintained
|
|
|
4025
|
Royal Harbor Partners
Houston,
Texas
|
$974K
|
+$763K
|
2
|
1.13%
|
Increased
|
|