|
5351
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$1.24M
|
-$2.87M
|
2
|
1.22%
|
Reduced
|
|
|
5352
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
$1.24M
|
-$1.31M
|
7
|
0.23%
|
Reduced
|
|
|
5353
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.24M
|
+$202K
|
2
|
0.26%
|
Increased
|
|
|
5354
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$1.24M
|
-$19.8K
|
2
|
0.25%
|
Reduced
|
|
|
5355
|
First Wilshire Securities Management
Pasadena,
California
|
$1.24M
|
-$239K
|
2
|
0.43%
|
Reduced
|
|
|
5356
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$1.24M
|
+$324K
|
1
|
1.1%
|
Increased
|
|
|
5357
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
$1.24M
|
-$217K
|
1
|
4.25%
|
Reduced
|
|
|
5358
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$1.23M
|
-$85K
|
1
|
0.59%
|
Reduced
|
|
|
5359
|
William Marsh Rice University
Houston,
Texas
|
$1.22M
|
$0
|
1
|
0.83%
|
Maintained
|
|
|
5360
|
Aurora Investment Counsel
Atlanta,
Georgia
|
$1.21M
|
+$386K
|
1
|
0.78%
|
Increased
|
|
|
5361
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$1.21M
|
+$167K
|
3
|
0.7%
|
Increased
|
|
|
5362
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$1.21M
|
+$901K
|
3
|
1%
|
Increased
|
|
|
5363
|
|
$1.2M
|
+$851K
|
2
|
0.82%
|
Increased
|
|
|
5364
|
Towle & Co
Denver,
Colorado
|
$1.2M
|
+$151K
|
1
|
0.16%
|
Increased
|
|
|
5365
|
EMC Capital Management
Houston,
Texas
|
$1.19M
|
-$8.79M
|
9
|
0.92%
|
Reduced
|
|
|
5366
|
Regal Wealth Group
Seal Beach,
California
|
$1.19M
|
+$8.36K
|
1
|
0.78%
|
Increased
|
|
|
5367
|
GoalFusion Wealth Management
Austin,
Texas
|
$1.18M
|
$0
|
1
|
0.87%
|
Maintained
|
|
|
5368
|
Bellwether Advisors
Lincoln,
Nebraska
|
$1.18M
|
-$121K
|
2
|
0.35%
|
Reduced
|
|
|
5369
|
Evolution Advisers
Richmond,
Virginia
|
$1.18M
|
+$861
|
4
|
0.83%
|
Increased
|
|
|
5370
|
Taconic Capital Advisors
New York
|
$1.17M
|
-$4.8M
|
1
|
0.04%
|
Reduced
|
|
|
5371
|
VitalStone Financial
Shavano Park,
Texas
|
$1.17M
|
+$571K
|
15
|
0.65%
|
Increased
|
|
|
5372
|
UG Investment Advisers
Taipei,
Taiwan
|
$1.17M
|
+$51.1K
|
2
|
0.63%
|
Increased
|
|
|
5373
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$1.17M
|
-$42.9K
|
2
|
0.86%
|
Reduced
|
|
|
5374
|
Arrien Investments
Boise,
Idaho
|
$1.17M
|
-$21.1K
|
1
|
0.99%
|
Reduced
|
|
|
5375
|
Hill City Capital
Boston,
Massachusetts
|
$1.16M
|
$0
|
1
|
0.18%
|
Maintained
|
|