|
2826
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
$1.74M
|
+$105K
|
1
|
1.14%
|
Increased
|
|
|
2827
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$1.73M
|
+$43.4K
|
1
|
0.45%
|
Increased
|
|
|
2828
|
|
$1.73M
|
+$32.3K
|
2
|
0.22%
|
Increased
|
|
|
2829
|
Beaton Management Company
Haverhill,
Massachusetts
|
$1.73M
|
$0
|
1
|
0.71%
|
Maintained
|
|
|
2830
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.73M
|
+$13.9K
|
1
|
0.1%
|
Increased
|
|
|
2831
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$1.73M
|
+$345K
|
1
|
0.09%
|
Increased
|
|
|
2832
|
Pinnacle Wealth Management
Roseville,
California
|
$1.72M
|
-$208K
|
1
|
1.07%
|
Reduced
|
|
|
2833
|
Matters Capital
Miami,
Florida
|
$1.72M
|
$0
|
1
|
1.2%
|
Maintained
|
|
|
2834
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$1.72M
|
+$237K
|
2
|
0.8%
|
Increased
|
|
|
2835
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.72M
|
+$55K
|
2
|
0.17%
|
Increased
|
|
|
2836
|
Torrey Growth & Income Advisors
Del Mar,
California
|
$1.72M
|
-$675K
|
1
|
0.58%
|
Reduced
|
|
|
2837
|
Washington Capital Management
Seattle,
Washington
|
$1.72M
|
+$318K
|
2
|
1.13%
|
Increased
|
|
|
2838
|
OneAscent Family Office
Birmingham,
Alabama
|
$1.72M
|
+$105K
|
1
|
0.87%
|
Increased
|
|
|
2839
|
Brucke Financial
Indianapolis,
Indiana
|
$1.71M
|
+$380K
|
2
|
0.76%
|
Increased
|
|
|
2840
|
Stance Capital
Boston,
Massachusetts
|
$1.71M
|
+$1.58M
|
3
|
0.52%
|
Increased
|
|
|
2841
|
Gallagher Capital Advisors
Argyle,
Texas
|
$1.71M
|
-$8.2K
|
2
|
0.98%
|
Reduced
|
|
|
2842
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$1.7M
|
+$823K
|
1
|
0.66%
|
Increased
|
|
|
2843
|
Heritage Family Offices
Scottsdale,
Arizona
|
$1.7M
|
+$520K
|
1
|
0.66%
|
Increased
|
|
|
2844
|
JGP Wealth Management
Bend,
Oregon
|
$1.7M
|
+$6.36K
|
1
|
0.15%
|
Increased
|
|
|
2845
|
Acropolis Investment Management
St. Louis,
Missouri
|
$1.7M
|
-$7.95K
|
1
|
0.07%
|
Reduced
|
|
|
2846
|
Argos Wealth Advisors
Sacramento,
California
|
$1.7M
|
+$696K
|
2
|
0.45%
|
Increased
|
|
|
2847
|
Advocate Group
Minnetonka,
Minnesota
|
$1.7M
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
2848
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$1.7M
|
-$5.97K
|
1
|
0.17%
|
Reduced
|
|
|
2849
|
Catalyst Capital Advisors
Huntington,
New York
|
$1.7M
|
+$469K
|
3
|
0.03%
|
Increased
|
|
|
2850
|
Channel Wealth
Santa Barbara,
California
|
$1.69M
|
-$5.07M
|
2
|
0.38%
|
Reduced
|
|