|
5201
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$881K
|
+$5.96K
|
1
|
0.59%
|
Increased
|
|
|
5202
|
SWM Advisors
St. Petersburg,
Florida
|
$878K
|
$0
|
2
|
0.83%
|
Maintained
|
|
|
5203
|
|
$872K
|
-$314
|
1
|
0.46%
|
Reduced
|
|
|
5204
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$870K
|
+$27.6K
|
1
|
0.22%
|
Increased
|
|
|
5205
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$868K
|
-$339K
|
2
|
0.86%
|
Reduced
|
|
|
5206
|
MBE Wealth Management
Tomah,
Wisconsin
|
$860K
|
-$840K
|
1
|
0.63%
|
Reduced
|
|
|
5207
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$860K
|
+$1.41K
|
1
|
0.37%
|
Increased
|
|
|
5208
|
Connective Portfolio Management
New York
|
$854K
|
-$2.66M
|
1
|
2.72%
|
Reduced
|
|
|
5209
|
Daniels + Tansey
Wilmington,
Delaware
|
$854K
|
+$124K
|
2
|
0.35%
|
Increased
|
|
|
5210
|
Portland Ltd
Grand Cayman,
Cayman Islands
|
$853K
|
$0
|
1
|
7.86%
|
Maintained
|
|
|
5211
|
Wiser Wealth Management
Marietta,
Georgia
|
$853K
|
-$258K
|
1
|
0.45%
|
Reduced
|
|
|
5212
|
Holland Advisory Services
Ormond Beach,
Florida
|
$852K
|
-$314
|
1
|
1.05%
|
Reduced
|
|
|
5213
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$849K
|
+$493K
|
1
|
0.89%
|
Increased
|
|
|
5214
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$848K
|
+$57.2K
|
5
|
0.5%
|
Increased
|
|
|
5215
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$840K
|
+$942
|
1
|
0.38%
|
Increased
|
|
|
5216
|
Potomac Capital Management
New York
|
$839K
|
-$133K
|
1
|
0.96%
|
Reduced
|
|
|
5217
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$838K
|
+$1.53K
|
6
|
0.66%
|
Increased
|
|
|
5218
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$831K
|
$0
|
1
|
0.81%
|
Maintained
|
|
|
5219
|
Emerging Variant Capital Management
New York
|
$828K
|
+$3.01M
|
1
|
68.6%
|
New
|
|
|
5220
|
Briaud Financial Planning
College Station,
Texas
|
$827K
|
+$97.2K
|
1
|
0.74%
|
Increased
|
|
|
5221
|
NorthLanding Financial Partners
Rochester,
New York
|
$826K
|
+$938K
|
1
|
0.65%
|
New
|
|
|
5222
|
Fort LP
Chevy Chase,
Maryland
|
$825K
|
-$446K
|
2
|
1.03%
|
Reduced
|
|
|
5223
|
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
|
$823K
|
+$657K
|
1
|
0.05%
|
Increased
|
|
|
5224
|
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
|
$823K
|
+$28.4K
|
1
|
1.24%
|
Increased
|
|
|
5225
|
Belfer Management
New York
|
$817K
|
+$847K
|
1
|
29.99%
|
New
|
|