|
5051
|
American Planning Services
Sun City Center,
Florida
|
$1.39M
|
-$300K
|
1
|
1.54%
|
Reduced
|
|
|
5052
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$1.38M
|
+$105K
|
2
|
0.71%
|
Increased
|
|
|
5053
|
Stamina Capital Management
New York
|
$1.38M
|
+$1.19M
|
1
|
0.84%
|
Increased
|
|
|
5054
|
Black Creek Investment Management
Toronto,
Ontario, Canada
|
$1.38M
|
+$165K
|
2
|
0.05%
|
Increased
|
|
|
5055
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$1.38M
|
-$7.43K
|
6
|
1.07%
|
Reduced
|
|
|
5056
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$1.38M
|
-$4.52M
|
5
|
0.13%
|
Reduced
|
|
|
5057
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.38M
|
+$727K
|
8
|
0.22%
|
Increased
|
|
|
5058
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$1.38M
|
$0
|
3
|
0.93%
|
Maintained
|
|
|
5059
|
Longfellow Investment Management
Boston,
Massachusetts
|
$1.37M
|
+$2.5K
|
7
|
0.3%
|
Increased
|
|
|
5060
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$1.37M
|
-$10.4M
|
3
|
0.37%
|
Reduced
|
|
|
5061
|
Connacht Asset Management
New York
|
$1.37M
|
+$1.75M
|
4
|
0.58%
|
New
|
|
|
5062
|
Monarch Partners Asset Management
Boston,
Massachusetts
|
$1.37M
|
+$1.75M
|
1
|
0.38%
|
New
|
|
|
5063
|
Family CFO
Los Altos,
California
|
$1.37M
|
$0
|
3
|
1.5%
|
Maintained
|
|
|
5064
|
Armbruster Capital Management
Pittsford,
New York
|
$1.37M
|
-$73.3K
|
2
|
0.37%
|
Reduced
|
|
|
5065
|
Neo Ivy Capital Management
New York
|
$1.37M
|
-$290K
|
10
|
3.67%
|
Reduced
|
|
|
5066
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.37M
|
+$152K
|
2
|
0.33%
|
Increased
|
|
|
5067
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$1.37M
|
-$4.39M
|
4
|
0.07%
|
Reduced
|
|
|
5068
|
Mork Capital Management
Healdsburg,
California
|
$1.37M
|
$0
|
1
|
1.25%
|
Maintained
|
|
|
5069
|
Prosperity Planning
Kansas City,
Missouri
|
$1.37M
|
$0
|
1
|
0.7%
|
Maintained
|
|
|
5070
|
Point Break Capital Management
Miami,
Florida
|
$1.35M
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
5071
|
GenWealth Group
Maplewood,
New Jersey
|
$1.35M
|
+$151
|
1
|
0.43%
|
Increased
|
|
|
5072
|
Reston Wealth Management
Reston,
Virginia
|
$1.34M
|
-$133K
|
2
|
0.75%
|
Reduced
|
|
|
5073
|
Crown Advisors Management
Larkspur,
California
|
$1.34M
|
-$171K
|
1
|
1.24%
|
Reduced
|
|
|
5074
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$1.34M
|
-$626
|
2
|
1.25%
|
Reduced
|
|
|
5075
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$1.34M
|
+$17.4K
|
6
|
0.49%
|
Increased
|
|