|
3351
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$19.6M
|
+$62.5K
|
5
|
5.49%
|
Increased
|
|
|
3352
|
Everpar Advisors
Tulsa,
Oklahoma
|
$19.6M
|
+$551K
|
6
|
9.86%
|
Increased
|
|
|
3353
|
Beaton Management Company
Haverhill,
Massachusetts
|
$19.6M
|
-$129K
|
6
|
9.86%
|
Reduced
|
|
|
3354
|
My Personal CFO LLC
Vancouver,
Washington
|
$19.6M
|
+$1.93M
|
4
|
10.03%
|
Increased
|
|
|
3355
|
Hunter Perkins Capital Management
Lombard,
Illinois
|
$19.5M
|
-$848K
|
3
|
4.1%
|
Reduced
|
|
|
3356
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$19.5M
|
+$42.2K
|
5
|
10.04%
|
Increased
|
|
|
3357
|
DOHJ LLC
Seattle,
Washington
|
$19.5M
|
+$2.51M
|
3
|
4.51%
|
Increased
|
|
|
3358
|
R.M. Sincerbeaux Capital Management
New York
|
$19.5M
|
-$1.87M
|
2
|
11.71%
|
Reduced
|
|
|
3359
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$19.5M
|
+$5.8M
|
10
|
3.51%
|
Increased
|
|
|
3360
|
Brentview Investment Management
Northfield,
Illinois
|
$19.5M
|
+$20M
|
2
|
11.05%
|
New
|
|
|
3361
|
TAGStone Capital
Charlotte,
North Carolina
|
$19.4M
|
+$74K
|
5
|
9.57%
|
Increased
|
|
|
3362
|
Root Financial Partners
Encinitas,
California
|
$19.4M
|
+$6.09M
|
7
|
2.41%
|
Increased
|
|
|
3363
|
EPG Wealth Management
Atlanta,
Georgia
|
$19.4M
|
-$774K
|
5
|
5.12%
|
Reduced
|
|
|
3364
|
Everest Management Corp
Cupertino,
California
|
$19.4M
|
+$18.4M
|
5
|
17.1%
|
New
|
|
|
3365
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$19.4M
|
+$123K
|
6
|
4.65%
|
Increased
|
|
|
3366
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$19.4M
|
+$693K
|
10
|
8.18%
|
Increased
|
|
|
3367
|
RJA Asset Management
Stamford,
Connecticut
|
$19.4M
|
-$7.03M
|
1
|
4.65%
|
Reduced
|
|
|
3368
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$19.4M
|
-$786K
|
8
|
8.7%
|
Reduced
|
|
|
3369
|
Private Portfolio Partners
Paramus,
New Jersey
|
$19.4M
|
+$230K
|
7
|
3.56%
|
Increased
|
|
|
3370
|
SWS Partners
Columbus,
Ohio
|
$19.4M
|
+$383K
|
6
|
5.86%
|
Increased
|
|
|
3371
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$19.4M
|
-$2.26M
|
4
|
3.85%
|
Reduced
|
|
|
3372
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$19.3M
|
-$3.12M
|
7
|
2.24%
|
Reduced
|
|
|
3373
|
Gables Capital Management
Miami,
Florida
|
$19.3M
|
-$25.6K
|
9
|
9.3%
|
Reduced
|
|
|
3374
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$19.3M
|
-$416K
|
5
|
19.35%
|
Reduced
|
|
|
3375
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$19.2M
|
-$450K
|
6
|
11.99%
|
Reduced
|
|