|
4951
|
Holowesko Partners
Nassau,
Bahamas
|
$8.74M
|
$0
|
1
|
2.21%
|
Maintained
|
|
|
4952
|
Odyssey Capital Advisors
Bala Cynwyd,
Pennsylvania
|
$8.74M
|
+$295K
|
4
|
6.26%
|
Increased
|
|
|
4953
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$8.73M
|
-$332K
|
4
|
0.29%
|
Reduced
|
|
|
4954
|
XY Planning Network
Bozeman,
Montana
|
$8.71M
|
-$1.13M
|
3
|
1.09%
|
Reduced
|
|
|
4955
|
BAM Wealth Management
Lakewood,
Colorado
|
$8.71M
|
-$263K
|
5
|
5.45%
|
Reduced
|
|
|
4956
|
Lionshead Wealth Management
New York
|
$8.7M
|
+$226K
|
2
|
5.65%
|
Increased
|
|
|
4957
|
PCG Asset Management
Gladstone,
New Jersey
|
$8.7M
|
-$59.1K
|
3
|
6.23%
|
Reduced
|
|
|
4958
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$8.7M
|
-$1.47M
|
12
|
2.34%
|
Reduced
|
|
|
4959
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$8.69M
|
+$636K
|
2
|
7.35%
|
Increased
|
|
|
4960
|
TPG Advisors
Northfield,
Illinois
|
$8.69M
|
-$49.3K
|
3
|
4.77%
|
Reduced
|
|
|
4961
|
Adalta Capital Management
New York
|
$8.68M
|
+$27.5K
|
5
|
3.81%
|
Increased
|
|
|
4962
|
Philadelphia Investment Partners
Voorhees,
New Jersey
|
$8.68M
|
+$50.9K
|
4
|
5.41%
|
Increased
|
|
|
4963
|
SWP Investment Management
Independence,
Ohio
|
$8.67M
|
+$545K
|
2
|
5.99%
|
Increased
|
|
|
4964
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$8.66M
|
-$313K
|
4
|
5.8%
|
Reduced
|
|
|
4965
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$8.66M
|
-$884K
|
5
|
4.83%
|
Reduced
|
|
|
4966
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$8.65M
|
+$249K
|
3
|
5.37%
|
Increased
|
|
|
4967
|
Rhodes Investment Advisors
Fort Worth,
Texas
|
$8.64M
|
+$254K
|
4
|
6.35%
|
Increased
|
|
|
4968
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$8.64M
|
-$2.37M
|
3
|
5.4%
|
Reduced
|
|
|
4969
|
TrueWealth Advisors
Birmingham,
Alabama
|
$8.63M
|
+$30.3K
|
4
|
1.95%
|
Increased
|
|
|
4970
|
WMS Group
Folsom,
Louisiana
|
$8.62M
|
-$32.1K
|
4
|
11.12%
|
Reduced
|
|
|
4971
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$8.6M
|
-$753K
|
6
|
1.25%
|
Reduced
|
|
|
4972
|
ERn Financial LLC
Middleton,
Wisconsin
|
$8.59M
|
+$257K
|
4
|
1.42%
|
Increased
|
|
|
4973
|
|
$8.59M
|
$0
|
1
|
15.61%
|
Maintained
|
|
|
4974
|
Shelton Wealth Management
Fort Worth,
Texas
|
$8.58M
|
+$179K
|
5
|
3.37%
|
Increased
|
|
|
4975
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$8.58M
|
+$56.3K
|
4
|
3.77%
|
Increased
|
|