|
5001
|
BMS Financial Advisors
Rapid City,
South Dakota
|
$1.46M
|
+$368K
|
2
|
1.02%
|
Increased
|
|
|
5002
|
Wallace Capital Management
Dallas,
Texas
|
$1.46M
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
5003
|
Cowen and Company
New York
|
$1.45M
|
+$1.2M
|
3
|
0.14%
|
Increased
|
|
|
5004
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$1.45M
|
+$97.9K
|
2
|
0.8%
|
Increased
|
|
|
5005
|
Harbor Group
Bedford,
New Hampshire
|
$1.45M
|
-$13.8K
|
1
|
1.06%
|
Reduced
|
|
|
5006
|
Tacita Capital
Toronto,
Ontario, Canada
|
$1.45M
|
+$413K
|
4
|
1.12%
|
Increased
|
|
|
5007
|
Compass Advisory Group
Melville,
New York
|
$1.45M
|
-$106K
|
2
|
0.81%
|
Reduced
|
|
|
5008
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$1.44M
|
-$180M
|
2
|
0.02%
|
Reduced
|
|
|
5009
|
KWMG LLC
Overland Park,
Kansas
|
$1.43M
|
-$56.2K
|
1
|
0.22%
|
Reduced
|
|
|
5010
|
Divergent Planning
Bethesda,
Maryland
|
$1.43M
|
-$55.6K
|
1
|
1.05%
|
Reduced
|
|
|
5011
|
|
$1.42M
|
-$43.5K
|
3
|
2.16%
|
Reduced
|
|
|
5012
|
Crane Advisory
Fullerton,
California
|
$1.42M
|
+$1.6M
|
2
|
0.73%
|
New
|
|
|
5013
|
RHS Financial
San Francisco,
California
|
$1.42M
|
-$180K
|
2
|
1.26%
|
Reduced
|
|
|
5014
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$1.42M
|
-$827K
|
2
|
1.84%
|
Reduced
|
|
|
5015
|
Atalaya Capital Management
New York
|
$1.42M
|
-$6.16M
|
1
|
0.19%
|
Reduced
|
|
|
5016
|
High Pines Wealth Management
Duxbury,
Massachusetts
|
$1.41M
|
+$162K
|
2
|
2.7%
|
Increased
|
|
|
5017
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$1.41M
|
+$155K
|
1
|
1%
|
Increased
|
|
|
5018
|
H.L. Ormond & Company
Greenville,
North Carolina
|
$1.41M
|
+$201K
|
2
|
2.27%
|
Increased
|
|
|
5019
|
Barnett & Company
Chattanooga,
Tennessee
|
$1.41M
|
$0
|
3
|
1.25%
|
Maintained
|
|
|
5020
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.41M
|
-$1.56K
|
8
|
0.24%
|
Reduced
|
|
|
5021
|
ETF Portfolio Partners
Leawood,
Kansas
|
$1.4M
|
$0
|
1
|
0.62%
|
Maintained
|
|
|
5022
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$1.4M
|
-$1.15M
|
4
|
0.38%
|
Reduced
|
|
|
5023
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$1.4M
|
$0
|
2
|
1.34%
|
Maintained
|
|
|
5024
|
Westerly Capital Management
San Francisco,
California
|
$1.4M
|
+$1.21M
|
1
|
1.25%
|
Increased
|
|
|
5025
|
Affinia Financial Group
Burlington,
Massachusetts
|
$1.4M
|
-$31.7K
|
1
|
1.57%
|
Reduced
|
|