|
4001
|
Michels Family Financial
Fort Worth,
Texas
|
$591K
|
+$985
|
1
|
0.38%
|
Increased
|
|
|
4002
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$590K
|
+$46.3K
|
2
|
0.05%
|
Increased
|
|
|
4003
|
Broadwater Capital
Boston,
Massachusetts
|
$589K
|
-$6.12K
|
4
|
0.43%
|
Reduced
|
|
|
4004
|
Lynch Asset Management
Yardley,
Pennsylvania
|
$587K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
4005
|
GFG Capital
Miami,
Florida
|
$587K
|
+$195K
|
3
|
0.16%
|
Increased
|
|
|
4006
|
Everest Financial Group
Minneapolis,
Minnesota
|
$586K
|
-$311K
|
1
|
0.08%
|
Reduced
|
|
|
4007
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$586K
|
-$278K
|
1
|
0.33%
|
Reduced
|
|
|
4008
|
Partnership Wealth Management
Towson,
Maryland
|
$586K
|
$0
|
1
|
0.4%
|
Maintained
|
|
|
4009
|
Family Legacy Financial Solutions
Cary,
North Carolina
|
$586K
|
+$509K
|
1
|
0.36%
|
New
|
|
|
4010
|
Machina Capital
Paris,
France
|
$584K
|
-$6.14M
|
1
|
0.09%
|
Reduced
|
|
|
4011
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$584K
|
+$277K
|
2
|
0.23%
|
Increased
|
|
|
4012
|
Bell Investment Advisors
Oakland,
California
|
$583K
|
+$45.4K
|
25
|
0.09%
|
Increased
|
|
|
4013
|
Sassicaia Capital Advisers
Jericho,
New York
|
$582K
|
+$262K
|
1
|
0.26%
|
New
|
|
|
4014
|
Aspire Private Capital
Cornelius,
North Carolina
|
$582K
|
-$19.8K
|
2
|
0.12%
|
Reduced
|
|
|
4015
|
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
$582K
|
+$505K
|
1
|
0.11%
|
New
|
|
|
4016
|
Financial Life Planners
Tempe,
Arizona
|
$581K
|
+$213K
|
4
|
0.37%
|
Increased
|
|
|
4017
|
Safeguard Investment Advisory Group
Corona,
California
|
$581K
|
+$9.5K
|
2
|
0.13%
|
Increased
|
|
|
4018
|
Defined Wealth Management
Beaverton,
Oregon
|
$580K
|
-$582
|
1
|
0.3%
|
Reduced
|
|
|
4019
|
Clifford Group
Wayland,
Massachusetts
|
$579K
|
-$50.8K
|
1
|
0.4%
|
Reduced
|
|
|
4020
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$579K
|
+$214K
|
2
|
0.23%
|
Increased
|
|
|
4021
|
Cottage Street Advisors
Marion,
Massachusetts
|
$578K
|
-$23.1K
|
2
|
0.22%
|
Reduced
|
|
|
4022
|
Wealth Analytics Partners
San Diego,
California
|
$577K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
4023
|
West Wealth Group
Irvine,
California
|
$576K
|
+$8.16K
|
1
|
0.09%
|
Increased
|
|
|
4024
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$574K
|
+$178K
|
2
|
0.08%
|
Increased
|
|
|
4025
|
Ativo Capital Management
Chicago,
Illinois
|
$572K
|
-$2.27M
|
1
|
0.44%
|
Reduced
|
|