|
4051
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$880K
|
+$751K
|
1
|
1.09%
|
Increased
|
|
|
4052
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$877K
|
+$682K
|
3
|
1.38%
|
Increased
|
|
|
4053
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$875K
|
-$500K
|
2
|
0.31%
|
Reduced
|
|
|
4054
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$871K
|
-$118K
|
1
|
0.6%
|
Reduced
|
|
|
4055
|
Donor Advised Charitable Giving
San Francisco,
California
|
$870K
|
$0
|
2
|
0.44%
|
Maintained
|
|
|
4056
|
Trust Asset Management
Houston,
Texas
|
$859K
|
$0
|
2
|
0.22%
|
Maintained
|
|
|
4057
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$858K
|
+$540K
|
2
|
4.34%
|
Increased
|
|
|
4058
|
Nuance Investments
Kansas City,
Missouri
|
$850K
|
+$844K
|
1
|
0.03%
|
New
|
|
|
4059
|
MKD Wealth Coaches
Troy,
Michigan
|
$847K
|
+$137K
|
2
|
1.14%
|
Increased
|
|
|
4060
|
Harvey Investment Company
Louisville,
Kentucky
|
$845K
|
-$177K
|
1
|
0.17%
|
Reduced
|
|
|
4061
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$845K
|
-$1.5M
|
2
|
0.58%
|
Reduced
|
|
|
4062
|
Petix & Botte Financial
La Mesa,
California
|
$842K
|
+$112K
|
1
|
0.82%
|
Increased
|
|
|
4063
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$838K
|
-$105K
|
4
|
0.69%
|
Reduced
|
|
|
4064
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$830K
|
+$91K
|
2
|
0.75%
|
Increased
|
|
|
4065
|
National Investment Services of America
Milwaukee,
Wisconsin
|
$826K
|
-$591K
|
3
|
1.31%
|
Reduced
|
|
|
4066
|
Chicago Wealth Management
Chicago,
Illinois
|
$825K
|
+$1.76K
|
1
|
0.97%
|
Increased
|
|
|
4067
|
Salomon & Ludwin
Richmond,
Virginia
|
$823K
|
+$32.1K
|
5
|
0.21%
|
Increased
|
|
|
4068
|
Polaris Capital Management
Boston,
Massachusetts
|
$809K
|
-$2.37M
|
1
|
0.05%
|
Reduced
|
|
|
4069
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$806K
|
+$47.6K
|
12
|
0.97%
|
Increased
|
|
|
4070
|
RHS Financial
San Francisco,
California
|
$805K
|
-$56.8K
|
1
|
1.08%
|
Reduced
|
|
|
4071
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$799K
|
+$471K
|
1
|
1.71%
|
Increased
|
|
|
4072
|
Zebra Capital Management
Stamford,
Connecticut
|
$793K
|
-$13.3K
|
4
|
1.28%
|
Reduced
|
|
|
4073
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$791K
|
-$273K
|
2
|
1.93%
|
Reduced
|
|
|
4074
|
Regal Wealth Group
Seal Beach,
California
|
$790K
|
-$82.4K
|
7
|
0.77%
|
Reduced
|
|
|
4075
|
Armbruster Capital Management
Pittsford,
New York
|
$783K
|
-$438K
|
1
|
0.37%
|
Reduced
|
|