|
3226
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$21.7M
|
-$1.53M
|
4
|
9.17%
|
Reduced
|
|
|
3227
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$21.6M
|
+$734K
|
7
|
9.41%
|
Increased
|
|
|
3228
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$21.6M
|
-$125K
|
9
|
8.27%
|
Reduced
|
|
|
3229
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$21.6M
|
+$20.9M
|
6
|
10.17%
|
New
|
|
|
3230
|
Oak Family Advisors
Chicago,
Illinois
|
$21.6M
|
-$247K
|
4
|
7.83%
|
Reduced
|
|
|
3231
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$21.6M
|
+$1.53M
|
6
|
5.29%
|
Increased
|
|
|
3232
|
Meridian Investment Counsel
Lafayette,
California
|
$21.6M
|
-$877K
|
8
|
6.44%
|
Reduced
|
|
|
3233
|
|
$21.6M
|
+$9.9M
|
1
|
8.24%
|
Increased
|
|
|
3234
|
Wealth Management Partners
Tucson,
Arizona
|
$21.5M
|
+$769K
|
5
|
9.29%
|
Increased
|
|
|
3235
|
Harbert Fund Advisors
Birmingham,
Alabama
|
$21.5M
|
+$1.65M
|
4
|
11.19%
|
Increased
|
|
|
3236
|
Freemont Management
Vaud,
Switzerland
|
$21.5M
|
$0
|
4
|
9.38%
|
Maintained
|
|
|
3237
|
Manske Wealth Management
Houston,
Texas
|
$21.5M
|
+$20.6M
|
6
|
8.53%
|
New
|
|
|
3238
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$21.5M
|
+$1.23M
|
5
|
3.97%
|
Increased
|
|
|
3239
|
Hixon Zuercher
Findlay,
Ohio
|
$21.5M
|
-$212K
|
5
|
8.26%
|
Reduced
|
|
|
3240
|
Acropolis Investment Management
St. Louis,
Missouri
|
$21.5M
|
+$1.01M
|
7
|
1.27%
|
Increased
|
|
|
3241
|
Owl Creek Asset Management
New York
|
$21.5M
|
-$52.8M
|
2
|
0.43%
|
Reduced
|
|
|
3242
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$21.5M
|
+$367K
|
5
|
11.97%
|
Increased
|
|
|
3243
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$21.4M
|
+$250K
|
7
|
5.39%
|
Increased
|
|
|
3244
|
Gouws Capital LLC
Charlotte,
North Carolina
|
$21.4M
|
+$55.3K
|
4
|
14.66%
|
Increased
|
|
|
3245
|
Integrity Alliance
Urbandale,
Iowa
|
$21.4M
|
+$20.6M
|
4
|
2.32%
|
New
|
|
|
3246
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$21.4M
|
-$543K
|
6
|
10.47%
|
Reduced
|
|
|
3247
|
Gray Foundation
Cohoes,
New York
|
$21.3M
|
$0
|
1
|
6.08%
|
Maintained
|
|
|
3248
|
Old Mission Investment Co
Traverse City,
Michigan
|
$21.3M
|
+$1.75M
|
6
|
6.34%
|
Increased
|
|
|
3249
|
Prossimo Advisors
San Luis Obispo,
California
|
$21.2M
|
-$88.3K
|
6
|
15.37%
|
Reduced
|
|
|
3250
|
Monument Capital Management
Alexandria,
Virginia
|
$21.2M
|
-$1.07M
|
6
|
5.86%
|
Reduced
|
|