|
3626
|
Capital Impact Advisors
Boston,
Massachusetts
|
$7.3M
|
+$875K
|
11
|
6.74%
|
Increased
|
|
|
3627
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$7.3M
|
-$16.2M
|
5
|
6.63%
|
Reduced
|
|
|
3628
|
Accel Wealth Management
Waverly,
Iowa
|
$7.29M
|
+$708K
|
15
|
4.18%
|
Increased
|
|
|
3629
|
Ardent Capital Management
Cincinnati,
Ohio
|
$7.28M
|
+$45.4K
|
3
|
8.97%
|
Increased
|
|
|
3630
|
NCM Capital Management
Ramsey,
New Jersey
|
$7.28M
|
+$150K
|
4
|
5.1%
|
Increased
|
|
|
3631
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$7.27M
|
-$1.15M
|
4
|
6.13%
|
Reduced
|
|
|
3632
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$7.24M
|
+$1.14M
|
15
|
1.81%
|
Increased
|
|
|
3633
|
Retirement Group
San Diego,
California
|
$7.24M
|
+$479K
|
12
|
3%
|
Increased
|
|
|
3634
|
1623 Capital
Alexandria,
Virginia
|
$7.22M
|
$0
|
1
|
4.5%
|
Maintained
|
|
|
3635
|
AWM Investment Company
New York
|
$7.21M
|
+$2.59M
|
3
|
1.14%
|
Increased
|
|
|
3636
|
NTB Financial
Centennial,
Colorado
|
$7.21M
|
+$640K
|
5
|
5.84%
|
Increased
|
|
|
3637
|
Quantum Financial Advisors
El Segundo,
California
|
$7.2M
|
+$40.6M
|
5
|
2.7%
|
New
|
|
|
3638
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$7.19M
|
+$190K
|
6
|
7.58%
|
Increased
|
|
|
3639
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$7.17M
|
+$577K
|
5
|
6.99%
|
Increased
|
|
|
3640
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$7.17M
|
-$216K
|
18
|
2.39%
|
Reduced
|
|
|
3641
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$7.16M
|
+$433K
|
5
|
3.67%
|
Increased
|
|
|
3642
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$7.16M
|
$0
|
1
|
3.7%
|
Maintained
|
|
|
3643
|
Financial Network Wealth Management
Draper,
Utah
|
$7.16M
|
-$141K
|
4
|
4.29%
|
Reduced
|
|
|
3644
|
EWG Elevate
Roseville,
California
|
$7.15M
|
+$1.57M
|
2
|
3.48%
|
Increased
|
|
|
3645
|
Aquamarine Capital Management
New York
|
$7.14M
|
$0
|
2
|
4.2%
|
Maintained
|
|
|
3646
|
Saxon Interests
Houston,
Texas
|
$7.12M
|
+$114K
|
4
|
4.31%
|
Increased
|
|
|
3647
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$7.12M
|
+$255K
|
2
|
2.69%
|
Increased
|
|
|
3648
|
Storm King Capital Partners
New York
|
$7.11M
|
+$2M
|
4
|
74.83%
|
Increased
|
|
|
3649
|
Maytree Asset Management
Hong Kong
|
$7.11M
|
+$3.28M
|
1
|
8.28%
|
Increased
|
|
|
3650
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$7.09M
|
+$542K
|
12
|
6.76%
|
Increased
|
|