|
5601
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$338K
|
-$16.5K
|
1
|
0.17%
|
Reduced
|
|
|
5602
|
Brave Warrior Advisors
New York
|
$331K
|
+$309K
|
1
|
0.01%
|
New
|
|
|
5603
|
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
|
$330K
|
+$23.6K
|
1
|
0.69%
|
Increased
|
|
|
5604
|
Teramo Advisors
Naples,
Florida
|
$330K
|
+$295K
|
1
|
0.14%
|
New
|
|
|
5605
|
IDG Technology Venture Investment IV
Hong Kong
|
$327K
|
-$8.54M
|
1
|
0.28%
|
Reduced
|
|
|
5606
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$326K
|
+$31K
|
1
|
0.16%
|
Increased
|
|
|
5607
|
Raymond James Trust Company of New Hampshire
Portsmouth,
New Hampshire
|
$325K
|
-$19.8K
|
1
|
3.65%
|
Reduced
|
|
|
5608
|
Unison Advisors
Washington,
District of Columbia
|
$324K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
5609
|
Weitzel Financial Services
Dubuque,
Iowa
|
$323K
|
+$44.6K
|
1
|
0.19%
|
Increased
|
|
|
5610
|
Starfox Financial Services
The Woodlands,
Texas
|
$321K
|
+$5.61K
|
1
|
0.33%
|
Increased
|
|
|
5611
|
|
$320K
|
-$1.12M
|
2
|
0.21%
|
Reduced
|
|
|
5612
|
Mesirow Institutional Investment Management
Chicago,
Illinois
|
$320K
|
+$7.35K
|
1
|
0.03%
|
Increased
|
|
|
5613
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$318K
|
-$691K
|
2
|
0.27%
|
Reduced
|
|
|
5614
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$312K
|
-$47.5K
|
1
|
0.25%
|
Reduced
|
|
|
5615
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$312K
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
5616
|
Bluefin Capital Management
New York
|
$307K
|
-$4.6M
|
0
|
–
|
Closed
|
|
|
5617
|
Euclidean Technologies Management
Seattle,
Washington
|
$303K
|
-$1.55M
|
1
|
0.28%
|
Reduced
|
|
|
5618
|
Cornerstone Management
Duluth,
Georgia
|
$303K
|
-$98.6K
|
5
|
0.08%
|
Reduced
|
|
|
5619
|
Family CFO
Los Altos,
California
|
$299K
|
$0
|
3
|
0.23%
|
Maintained
|
|
|
5620
|
Astoria Strategic Wealth
Conroe,
Texas
|
$298K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
5621
|
Navis Wealth Advisors
Rye Brook,
New York
|
$298K
|
+$279K
|
1
|
0.33%
|
New
|
|
|
5622
|
Virginia National Bank
Charlottesville,
Virginia
|
$293K
|
-$11.2K
|
1
|
1.03%
|
Reduced
|
|
|
5623
|
Randolph Company
Cincinnati,
Ohio
|
$293K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
5624
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$289K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
5625
|
Socha Financial Group
Corning,
New York
|
$288K
|
+$7.23K
|
1
|
0.19%
|
Increased
|
|