|
3026
|
Selective Wealth Management
Forest,
Virginia
|
$25.1M
|
-$568K
|
8
|
9.15%
|
Reduced
|
|
|
3027
|
Elwood Capital Partners
New York
|
$25M
|
+$3.31M
|
2
|
19.26%
|
Increased
|
|
|
3028
|
Oak Asset Management
Westlake Village,
California
|
$25M
|
+$1M
|
6
|
8.97%
|
Increased
|
|
|
3029
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$25M
|
+$250K
|
4
|
9.5%
|
Increased
|
|
|
3030
|
Fieldview Capital Management
Niles,
Michigan
|
$25M
|
+$14.1M
|
5
|
3.78%
|
Increased
|
|
|
3031
|
Alteri Wealth
Westlake Village,
California
|
$25M
|
-$1.01M
|
8
|
9.7%
|
Reduced
|
|
|
3032
|
McHugh Group
Bratenahl,
Ohio
|
$25M
|
-$549K
|
6
|
16.71%
|
Reduced
|
|
|
3033
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$25M
|
+$2.97K
|
7
|
10.82%
|
Increased
|
|
|
3034
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$24.9M
|
+$467K
|
6
|
10.33%
|
Increased
|
|
|
3035
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$24.9M
|
-$5.44M
|
7
|
6.09%
|
Reduced
|
|
|
3036
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$24.9M
|
-$803K
|
9
|
13.71%
|
Reduced
|
|
|
3037
|
ROI Financial Advisors
Beaverton,
Oregon
|
$24.9M
|
+$234K
|
5
|
15.8%
|
Increased
|
|
|
3038
|
Colonial River Investments
Midlothian,
Virginia
|
$24.8M
|
+$2.23M
|
9
|
10.7%
|
Increased
|
|
|
3039
|
Cypress Wealth Services
Palm Desert,
California
|
$24.8M
|
+$3.17M
|
6
|
4.45%
|
Increased
|
|
|
3040
|
|
$24.7M
|
-$3.06M
|
1
|
5.42%
|
Reduced
|
|
|
3041
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$24.7M
|
+$90.8K
|
8
|
8.98%
|
Increased
|
|
|
3042
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$24.7M
|
+$504K
|
7
|
5.49%
|
Increased
|
|
|
3043
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$24.7M
|
+$175K
|
6
|
19.08%
|
Increased
|
|
|
3044
|
Synergy Financial Group
San Ramon,
California
|
$24.7M
|
+$554K
|
6
|
18.17%
|
Increased
|
|
|
3045
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$24.7M
|
-$480K
|
3
|
9.89%
|
Reduced
|
|
|
3046
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$24.6M
|
+$167K
|
6
|
3.89%
|
Increased
|
|
|
3047
|
AXS Investments
Port Chester,
New York
|
$24.6M
|
-$3.13M
|
6
|
10.1%
|
Reduced
|
|
|
3048
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$24.6M
|
-$1.04M
|
9
|
6.34%
|
Reduced
|
|
|
3049
|
Skyline Advisors
Bellingham,
Washington
|
$24.6M
|
-$129K
|
3
|
9.07%
|
Reduced
|
|
|
3050
|
Studio Investment Management
Chicago,
Illinois
|
$24.5M
|
-$406K
|
5
|
4.92%
|
Reduced
|
|