|
3251
|
Adalta Capital Management
New York
|
$1.66M
|
–
|
–
|
–
|
|
|
3252
|
Pavion Blue Capital
Newport Beach,
California
|
$1.66M
|
–
|
–
|
–
|
|
|
3253
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$1.66M
|
+$1.5M
|
+12,490
|
New
|
|
|
3254
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$1.65M
|
-$69.4K
|
-577
|
-4%
|
|
|
3255
|
Alamar Capital Management
Santa Barbara,
California
|
$1.65M
|
+$1.49M
|
+12,401
|
New
|
|
|
3256
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$1.64M
|
+$1.2M
|
+9,965
|
+413%
|
|
|
3257
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.64M
|
+$8.78K
|
+73
|
+0.6%
|
|
|
3258
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$1.64M
|
+$111K
|
+925
|
+8%
|
|
|
3259
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$1.64M
|
+$173K
|
+1,437
|
+13%
|
|
|
3260
|
First National Bank of South Miami
South Miami,
Florida
|
$1.63M
|
-$13.4K
|
-111
|
-0.9%
|
|
|
3261
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$1.63M
|
-$80.9K
|
-673
|
-5%
|
|
|
3262
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.63M
|
+$51.2K
|
+426
|
+4%
|
|
|
3263
|
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
$1.63M
|
+$85K
|
+707
|
+6%
|
|
|
3264
|
F&V Capital Management
Boca Raton,
Florida
|
$1.62M
|
-$42.1K
|
-350
|
-3%
|
|
|
3265
|
4J Wealth Management
Alexandria,
Virginia
|
$1.62M
|
+$1.47M
|
+12,229
|
New
|
|
|
3266
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$1.62M
|
-$74.9K
|
-623
|
-5%
|
|
|
3267
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$1.62M
|
+$1.02M
|
+8,467
|
+227%
|
|
|
3268
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$1.62M
|
+$1.47M
|
+12,194
|
New
|
|
|
3269
|
Beta Wealth Group
San Diego,
California
|
$1.62M
|
+$1.47M
|
+12,196
|
New
|
|
|
3270
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.62M
|
-$78.9K
|
-656
|
-5%
|
|
|
3271
|
Cavalier Investments
Alpharetta,
Georgia
|
$1.61M
|
+$364K
|
+3,029
|
+33%
|
|
|
3272
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$1.61M
|
+$617K
|
+5,132
|
+73%
|
|
|
3273
|
Newton One Investments
Newark,
Delaware
|
$1.59M
|
+$1.45M
|
+12,017
|
New
|
|
|
3274
|
Point View Wealth Management
Summit,
New Jersey
|
$1.59M
|
+$21.2K
|
+176
|
+1%
|
|
|
3275
|
Waller Financial Planning Group
Columbus,
Ohio
|
$1.59M
|
+$97.9K
|
+814
|
+7%
|
|
