|
5326
|
Win Advisors
Palm Beach Gardens,
Florida
|
$170K
|
+$165K
|
1
|
0.06%
|
New
|
|
|
5327
|
Frisco Financial Planning
Frisco,
Texas
|
$170K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
5328
|
Daniel Investment Group
Royal Oak,
Michigan
|
$170K
|
+$165K
|
1
|
0.1%
|
New
|
|
|
5329
|
Golden State Equity Partners
South Coast Metro,
California
|
$169K
|
-$15.2M
|
6
|
0.45%
|
Reduced
|
|
|
5330
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$168K
|
+$81
|
2
|
0.05%
|
Increased
|
|
|
5331
|
Alpine Woods Capital Investors
Purchase,
New York
|
$167K
|
+$216K
|
1
|
0.04%
|
New
|
|
|
5332
|
Phillip James Consulting
Plymouth,
Minnesota
|
$167K
|
+$2.56K
|
4
|
0.11%
|
Increased
|
|
|
5333
|
PharVision Advisers
Boca Raton,
Florida
|
$165K
|
-$381K
|
2
|
3.12%
|
Reduced
|
|
|
5334
|
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
|
$165K
|
-$78.3K
|
2
|
0.01%
|
Reduced
|
|
|
5335
|
Your Advocates Ltd
Houston,
Texas
|
$164K
|
-$20K
|
3
|
0.05%
|
Reduced
|
|
|
5336
|
JDM Financial Group
Austin,
Texas
|
$161K
|
$0
|
6
|
0.05%
|
Maintained
|
|
|
5337
|
Toews Corporation
Northfield,
New Jersey
|
$159K
|
+$151K
|
2
|
0.02%
|
New
|
|
|
5338
|
Viewpoint Capital Management
Seattle,
Washington
|
$159K
|
-$826K
|
1
|
0.08%
|
Reduced
|
|
|
5339
|
Samara Investment Management
Beaverton,
Oregon
|
$157K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
5340
|
Aspect Partners
Fairfax,
Virginia
|
$154K
|
+$12.2K
|
8
|
0.06%
|
Increased
|
|
|
5341
|
Alpha Wealth Funds
Park City,
Utah
|
$153K
|
+$116K
|
2
|
0.08%
|
Increased
|
|
|
5342
|
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
|
$151K
|
+$196K
|
1
|
0.15%
|
New
|
|
|
5343
|
NXG Investment Management
Dallas,
Texas
|
$151K
|
+$150K
|
1
|
0.01%
|
New
|
|
|
5344
|
St. Johns Investment Management
Jacksonville,
Florida
|
$150K
|
$0
|
5
|
0.06%
|
Maintained
|
|
|
5345
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$149K
|
+$1.24K
|
1
|
0.06%
|
Increased
|
|
|
5346
|
Worth Venture Partners
Fort Lee,
New Jersey
|
$147K
|
+$190K
|
1
|
0.33%
|
New
|
|
|
5347
|
Ruane, Cunniff & Goldfarb
New York
|
$144K
|
$0
|
1
|
0%
|
Maintained
|
|
|
5348
|
Bellecapital
Zurich,
Switzerland
|
$143K
|
+$185K
|
1
|
0.02%
|
New
|
|
|
5349
|
Robinswood Financial
Kirkland,
Washington
|
$143K
|
-$4.8K
|
10
|
0.04%
|
Reduced
|
|
|
5350
|
Montgomery Financial Services
Ocean City,
Maryland
|
$142K
|
+$136K
|
6
|
0.12%
|
New
|
|