|
3226
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$10.9M
|
+$362K
|
6
|
0.99%
|
Increased
|
|
|
3227
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$10.9M
|
+$411K
|
4
|
13.72%
|
Increased
|
|
|
3228
|
Encompass Wealth Advisors
Portland,
Oregon
|
$10.9M
|
-$103K
|
5
|
3.72%
|
Reduced
|
|
|
3229
|
Versant Capital Management
Phoenix,
Arizona
|
$10.9M
|
+$952K
|
21
|
3.67%
|
Increased
|
|
|
3230
|
WT Asset Management
Hong Kong
|
$10.9M
|
-$20.1M
|
1
|
3.97%
|
Reduced
|
|
|
3231
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$10.9M
|
-$7.95M
|
3
|
0.54%
|
Reduced
|
|
|
3232
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$10.9M
|
+$75.5K
|
6
|
6.03%
|
Increased
|
|
|
3233
|
Redwood Investment Management
Scottsdale,
Arizona
|
$10.9M
|
-$5.66M
|
4
|
1.17%
|
Reduced
|
|
|
3234
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$10.9M
|
-$765K
|
8
|
5.82%
|
Reduced
|
|
|
3235
|
Farther Finance Advisors
San Francisco,
California
|
$10.9M
|
+$2.78M
|
23
|
3.18%
|
Increased
|
|
|
3236
|
First Command Bank
Fort Worth,
Texas
|
$10.9M
|
-$114K
|
12
|
1.11%
|
Reduced
|
|
|
3237
|
First Command Financial Services
Fort Worth,
Texas
|
$10.9M
|
-$114K
|
12
|
1.11%
|
Reduced
|
|
|
3238
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$10.9M
|
+$10.1M
|
5
|
9.24%
|
New
|
|
|
3239
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$10.8M
|
+$1.26M
|
3
|
7%
|
Increased
|
|
|
3240
|
Lodestar Private Asset Management
Alamo,
California
|
$10.8M
|
+$45.6K
|
6
|
1.93%
|
Increased
|
|
|
3241
|
McMillion Capital Management
Greensboro,
North Carolina
|
$10.8M
|
-$1.16M
|
3
|
10.19%
|
Reduced
|
|
|
3242
|
Delphi Financial Group
Wilmington,
Delaware
|
$10.8M
|
+$1.05M
|
4
|
5.33%
|
Increased
|
|
|
3243
|
Concord Wealth Partners
Abingdon,
Virginia
|
$10.8M
|
-$225K
|
19
|
3.06%
|
Reduced
|
|
|
3244
|
Rock Point Advisors
Burlington,
Vermont
|
$10.8M
|
-$440K
|
5
|
3.67%
|
Reduced
|
|
|
3245
|
AFS Financial Group
Bethesda,
Maryland
|
$10.8M
|
-$4.62K
|
6
|
7.2%
|
Reduced
|
|
|
3246
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$10.8M
|
+$5.81M
|
8
|
5.85%
|
Increased
|
|
|
3247
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$10.8M
|
+$9.8M
|
6
|
7.09%
|
New
|
|
|
3248
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$10.8M
|
+$1.08M
|
5
|
8.56%
|
Increased
|
|
|
3249
|
Callan Capital
La Jolla,
California
|
$10.8M
|
-$141K
|
5
|
1.25%
|
Reduced
|
|
|
3250
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$10.8M
|
-$295K
|
3
|
7.23%
|
Reduced
|
|