|
5326
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$6.65M
|
+$468K
|
2
|
3.65%
|
Increased
|
|
|
5327
|
Stone Wealth Partners
Lafayette,
Louisiana
|
$6.65M
|
+$405K
|
4
|
4.86%
|
Increased
|
|
|
5328
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$6.65M
|
-$108K
|
3
|
4.25%
|
Reduced
|
|
|
5329
|
Praetorian Wealth Management
Carmel,
California
|
$6.64M
|
+$79.8K
|
2
|
1.15%
|
Increased
|
|
|
5330
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$6.64M
|
-$35.1K
|
4
|
1.32%
|
Reduced
|
|
|
5331
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$6.63M
|
+$575K
|
5
|
3.86%
|
Increased
|
|
|
5332
|
Pacific Capital Wealth Advisors
Corona,
California
|
$6.63M
|
-$195K
|
3
|
1%
|
Reduced
|
|
|
5333
|
J. Team Financial
Abilene,
Texas
|
$6.63M
|
-$833K
|
4
|
6.44%
|
Reduced
|
|
|
5334
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$6.63M
|
+$2.77M
|
4
|
0.85%
|
Increased
|
|
|
5335
|
Brogan Financial
Knoxville,
Tennessee
|
$6.63M
|
+$463K
|
4
|
2.66%
|
Increased
|
|
|
5336
|
Financial Plan Inc
Bellingham,
Washington
|
$6.62M
|
-$338K
|
2
|
0.63%
|
Reduced
|
|
|
5337
|
Klein Pavlis & Peasley Financial
Irvine,
California
|
$6.62M
|
+$307K
|
3
|
3.45%
|
Increased
|
|
|
5338
|
Institutional Venture Management XV
Menlo Park,
California
|
$6.61M
|
$0
|
2
|
5.44%
|
Maintained
|
|
|
5339
|
Capital Management
Glen Allen,
Virginia
|
$6.61M
|
-$78.5K
|
2
|
0.99%
|
Reduced
|
|
|
5340
|
|
$6.6M
|
+$222K
|
1
|
2.25%
|
Increased
|
|
|
5341
|
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
|
$6.6M
|
-$1.45M
|
3
|
5.4%
|
Reduced
|
|
|
5342
|
WPG Advisers
Baltimore,
Maryland
|
$6.59M
|
+$734K
|
31
|
3.87%
|
Increased
|
|
|
5343
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$6.58M
|
-$217K
|
3
|
1.52%
|
Reduced
|
|
|
5344
|
Mozayyx Management
Austin,
Texas
|
$6.57M
|
+$6.28M
|
1
|
6.33%
|
New
|
|
|
5345
|
Blalock Williams
Alexander City,
Alabama
|
$6.57M
|
+$480K
|
4
|
4.26%
|
Increased
|
|
|
5346
|
Eliot Finkel Investment Counsel
Beverly Hills,
California
|
$6.57M
|
+$68.6K
|
2
|
3.07%
|
Increased
|
|
|
5347
|
Lagoda Investment Management
New York
|
$6.56M
|
+$2.59K
|
1
|
3.6%
|
Increased
|
|
|
5348
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$6.54M
|
+$153K
|
8
|
8.92%
|
Increased
|
|
|
5349
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$6.54M
|
-$136K
|
4
|
5.02%
|
Reduced
|
|
|
5350
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$6.53M
|
-$3.52K
|
5
|
5.13%
|
Reduced
|
|