|
5501
|
Custos Family Office
Austin,
Texas
|
$5.9M
|
-$419K
|
3
|
3.54%
|
Reduced
|
|
|
5502
|
Opulen Financial Group
Arlington,
Virginia
|
$5.9M
|
-$1M
|
2
|
3.71%
|
Reduced
|
|
|
5503
|
Camelot Portfolios
Maumee,
Ohio
|
$5.89M
|
+$208K
|
4
|
4.12%
|
Increased
|
|
|
5504
|
Capital Squared Financial
Rockville,
Maryland
|
$5.89M
|
+$9.56K
|
3
|
3.85%
|
Increased
|
|
|
5505
|
Sullivan Wood Capital Management
Washington,
District of Columbia
|
$5.88M
|
-$301K
|
3
|
8.06%
|
Reduced
|
|
|
5506
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$5.88M
|
-$37.7K
|
2
|
2.51%
|
Reduced
|
|
|
5507
|
Werlinich Asset Management
Stamford,
Connecticut
|
$5.87M
|
-$16.1K
|
2
|
2.24%
|
Reduced
|
|
|
5508
|
Members Wealth
Media,
Pennsylvania
|
$5.87M
|
-$630K
|
5
|
3.22%
|
Reduced
|
|
|
5509
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$5.87M
|
+$30.6K
|
2
|
3.12%
|
Increased
|
|
|
5510
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$5.87M
|
+$473K
|
4
|
2.74%
|
Increased
|
|
|
5511
|
Kassira Wealth Management
Knoxville,
Tennessee
|
$5.87M
|
-$339K
|
3
|
4.71%
|
Reduced
|
|
|
5512
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$5.86M
|
+$55.9K
|
4
|
3.77%
|
Increased
|
|
|
5513
|
Kelly Financial Services
Braintree,
Massachusetts
|
$5.85M
|
-$22.7K
|
3
|
1.25%
|
Reduced
|
|
|
5514
|
Corrado Advisors
Ramsey,
New Jersey
|
$5.85M
|
+$126K
|
3
|
2.69%
|
Increased
|
|
|
5515
|
Occam Crest Management
Darien,
Connecticut
|
$5.85M
|
+$2.35M
|
1
|
3.04%
|
Increased
|
|
|
5516
|
Optimas Capital
Central,
Hong Kong
|
$5.85M
|
-$370K
|
2
|
6.03%
|
Reduced
|
|
|
5517
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$5.84M
|
-$51.5K
|
4
|
1.49%
|
Reduced
|
|
|
5518
|
Peavine Capital
Reno,
Nevada
|
$5.83M
|
$0
|
1
|
1.24%
|
Maintained
|
|
|
5519
|
Collective Family Office
York,
Pennsylvania
|
$5.83M
|
-$126K
|
3
|
1.19%
|
Reduced
|
|
|
5520
|
Persistent Asset Partners
Hong Kong
|
$5.83M
|
+$1.98M
|
22
|
1.74%
|
Increased
|
|
|
5521
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$5.81M
|
-$198K
|
3
|
1.8%
|
Reduced
|
|
|
5522
|
Portfolio Strategies
Monsey,
New York
|
$5.81M
|
-$19.6K
|
3
|
0.57%
|
Reduced
|
|
|
5523
|
Instrumental Wealth
Tampa,
Florida
|
$5.81M
|
+$196K
|
3
|
2.94%
|
Increased
|
|
|
5524
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$5.81M
|
-$52K
|
4
|
2.07%
|
Reduced
|
|
|
5525
|
Granite Group Advisors
Stamford,
Connecticut
|
$5.8M
|
-$1.13M
|
3
|
3.44%
|
Reduced
|
|