|
3401
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$15.3M
|
+$77.4K
|
6
|
9.7%
|
Increased
|
|
|
3402
|
Cypress Wealth Services
Palm Desert,
California
|
$15.3M
|
+$787K
|
6
|
3.57%
|
Increased
|
|
|
3403
|
Core Wealth Partners
Santa Rosa,
California
|
$15.3M
|
+$198K
|
7
|
11.56%
|
Increased
|
|
|
3404
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$15.3M
|
+$2.88M
|
8
|
1.75%
|
Increased
|
|
|
3405
|
Cunning Capital Partners
Morrisville,
North Carolina
|
$15.3M
|
-$1.49M
|
5
|
8.46%
|
Reduced
|
|
|
3406
|
Versant Capital Management
Phoenix,
Arizona
|
$15.3M
|
-$439K
|
22
|
4.36%
|
Reduced
|
|
|
3407
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$15.3M
|
+$230K
|
6
|
8.39%
|
Increased
|
|
|
3408
|
Somerset Trust
Somerset,
Pennsylvania
|
$15.3M
|
-$1.45M
|
3
|
6.23%
|
Reduced
|
|
|
3409
|
ERn Financial LLC
Middleton,
Wisconsin
|
$15.2M
|
+$118K
|
7
|
2.64%
|
Increased
|
|
|
3410
|
Deepwater Asset Management
Minneapolis,
Minnesota
|
$15.2M
|
+$2.01M
|
2
|
5.73%
|
Increased
|
|
|
3411
|
TAGStone Capital
Charlotte,
North Carolina
|
$15.2M
|
+$217K
|
4
|
8.9%
|
Increased
|
|
|
3412
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
$15.1M
|
+$471K
|
3
|
12.56%
|
Increased
|
|
|
3413
|
OneAscent Financial Services
Birmingham,
Alabama
|
$15.1M
|
-$519K
|
6
|
1.67%
|
Reduced
|
|
|
3414
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$15.1M
|
-$481K
|
6
|
16.04%
|
Reduced
|
|
|
3415
|
Portman Square Capital
London,
United Kingdom
|
$15.1M
|
+$8.62M
|
1
|
0.42%
|
Increased
|
|
|
3416
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$15.1M
|
-$441K
|
5
|
10.41%
|
Reduced
|
|
|
3417
|
Vivid Wealth Management
West Des Moines,
Iowa
|
$15.1M
|
+$70K
|
4
|
9.43%
|
Increased
|
|
|
3418
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$15.1M
|
-$380K
|
24
|
1.2%
|
Reduced
|
|
|
3419
|
Aristides Capital
Louisville,
Kentucky
|
$15.1M
|
-$2.72M
|
3
|
5.53%
|
Reduced
|
|
|
3420
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$15M
|
+$558K
|
7
|
8.92%
|
Increased
|
|
|
3421
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$15M
|
+$872K
|
13
|
6.64%
|
Increased
|
|
|
3422
|
a16z Perennial Management
Menlo Park,
California
|
$15M
|
-$7M
|
6
|
1.37%
|
Reduced
|
|
|
3423
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$15M
|
-$3.81M
|
8
|
8.22%
|
Reduced
|
|
|
3424
|
Tradewinds LLC
Raleigh,
North Carolina
|
$15M
|
+$14M
|
5
|
7.17%
|
New
|
|
|
3425
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$15M
|
+$35K
|
5
|
3.54%
|
Increased
|
|
