|
3351
|
Mason & Associates (California)
Los Angeles,
California
|
$12.4M
|
+$12.9M
|
6
|
3.77%
|
New
|
|
|
3352
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$12.4M
|
-$1.82M
|
1
|
0.45%
|
Reduced
|
|
|
3353
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$12.4M
|
+$17.3K
|
1
|
1.37%
|
Increased
|
|
|
3354
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$12.4M
|
+$2.82K
|
4
|
4.94%
|
Increased
|
|
|
3355
|
First City Capital Management
Savannah,
Georgia
|
$12.4M
|
-$61.7K
|
5
|
6.95%
|
Reduced
|
|
|
3356
|
Willow Creek Wealth Management
Sebastopol,
California
|
$12.3M
|
-$46.4K
|
6
|
2.55%
|
Reduced
|
|
|
3357
|
Centric Wealth Management
Chicago,
Illinois
|
$12.3M
|
+$315K
|
7
|
4.05%
|
Increased
|
|
|
3358
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$12.3M
|
+$1.79M
|
5
|
8.5%
|
Increased
|
|
|
3359
|
TAGStone Capital
Charlotte,
North Carolina
|
$12.3M
|
+$12.6M
|
4
|
10.22%
|
New
|
|
|
3360
|
Wolff Wiese Magana
Carslbad,
California
|
$12.3M
|
-$316K
|
18
|
7.91%
|
Reduced
|
|
|
3361
|
CVA Family Office
Denver,
Colorado
|
$12.2M
|
+$9.16M
|
17
|
3.04%
|
Increased
|
|
|
3362
|
KLK Capital Management
Los Angeles,
California
|
$12.2M
|
-$314K
|
5
|
11.65%
|
Reduced
|
|
|
3363
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$12.2M
|
+$12.2M
|
4
|
8.89%
|
New
|
|
|
3364
|
Oxford Financial Group
Carmel,
Indiana
|
$12.2M
|
+$1.7M
|
7
|
1.37%
|
Increased
|
|
|
3365
|
Sicart Associates
New York
|
$12.2M
|
-$222K
|
4
|
3.19%
|
Reduced
|
|
|
3366
|
Holt Capital Partners
Fort Worth,
Texas
|
$12.2M
|
-$113K
|
4
|
2.14%
|
Reduced
|
|
|
3367
|
MYDA Advisors
Woodmere,
New York
|
$12.2M
|
+$12.8M
|
2
|
3.25%
|
New
|
|
|
3368
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$12.2M
|
-$177K
|
8
|
6.21%
|
Reduced
|
|
|
3369
|
Bassett Hargrove Investment Counsel
Greenville,
Delaware
|
$12.2M
|
-$10.6K
|
3
|
17.56%
|
Reduced
|
|
|
3370
|
Asset Management Group
Stamford,
Connecticut
|
$12.2M
|
-$68K
|
5
|
2.39%
|
Reduced
|
|
|
3371
|
LGL Partners
Philadelphia,
Pennsylvania
|
$12.2M
|
+$3.84M
|
6
|
1.44%
|
Increased
|
|
|
3372
|
Accredited Investors
Edina,
Minnesota
|
$12.2M
|
-$1.4M
|
6
|
1.08%
|
Reduced
|
|
|
3373
|
HBC Financial Services
Seattle,
Washington
|
$12.2M
|
+$260K
|
5
|
7.71%
|
Increased
|
|
|
3374
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$12.1M
|
+$4.44M
|
4
|
4.02%
|
Increased
|
|
|
3375
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$12.1M
|
+$2.68M
|
4
|
2.91%
|
Increased
|
|