|
3626
|
Saxon Interests
Houston,
Texas
|
$7.75M
|
+$557K
|
4
|
4.38%
|
Increased
|
|
|
3627
|
Monterey Private Wealth
Monterey,
California
|
$7.73M
|
-$85.8K
|
4
|
3.97%
|
Reduced
|
|
|
3628
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$7.72M
|
+$287K
|
4
|
8.93%
|
Increased
|
|
|
3629
|
TFG Asset Management
Grand Cayman,
Cayman Islands
|
$7.71M
|
$0
|
1
|
1.03%
|
Maintained
|
|
|
3630
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$7.71M
|
-$4.41K
|
5
|
7.15%
|
Reduced
|
|
|
3631
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$7.7M
|
+$89K
|
3
|
9.21%
|
Increased
|
|
|
3632
|
Olistico Wealth
Tulsa,
Oklahoma
|
$7.7M
|
-$25.4K
|
5
|
7.38%
|
Reduced
|
|
|
3633
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$7.69M
|
-$121K
|
4
|
5.51%
|
Reduced
|
|
|
3634
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$7.68M
|
+$220K
|
6
|
2.85%
|
Increased
|
|
|
3635
|
NIA Impact Advisors
Berkeley,
California
|
$7.67M
|
-$492K
|
2
|
4.14%
|
Reduced
|
|
|
3636
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$7.64M
|
-$23.7K
|
19
|
2.14%
|
Reduced
|
|
|
3637
|
Willow Creek Wealth Management
Sebastopol,
California
|
$7.64M
|
+$95K
|
5
|
1.18%
|
Increased
|
|
|
3638
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$7.64M
|
+$65.2K
|
5
|
3.05%
|
Increased
|
|
|
3639
|
Claybrook Capital
Wellesley,
Massachusetts
|
$7.63M
|
-$44.8K
|
5
|
4.26%
|
Reduced
|
|
|
3640
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$7.62M
|
+$104K
|
11
|
7.27%
|
Increased
|
|
|
3641
|
NCM Capital Management
Ramsey,
New Jersey
|
$7.62M
|
-$228K
|
4
|
5.7%
|
Reduced
|
|
|
3642
|
Hemington Wealth Management
Falls Church,
Virginia
|
$7.62M
|
-$98.8K
|
5
|
3.07%
|
Reduced
|
|
|
3643
|
Wolff Wiese Magana
Carslbad,
California
|
$7.59M
|
+$25.1K
|
19
|
6.16%
|
Increased
|
|
|
3644
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$7.59M
|
+$8.9K
|
2
|
5.54%
|
Increased
|
|
|
3645
|
Strata Wealth Advisors
Dallas,
Texas
|
$7.58M
|
-$1.11M
|
3
|
3.91%
|
Reduced
|
|
|
3646
|
Aristides Capital
Louisville,
Kentucky
|
$7.57M
|
-$271K
|
3
|
4.04%
|
Reduced
|
|
|
3647
|
HMS Capital Management
Nashville,
Tennessee
|
$7.57M
|
-$286K
|
3
|
4.77%
|
Reduced
|
|
|
3648
|
Capula Management
Grand Cayman,
Cayman Islands
|
$7.56M
|
-$64M
|
10
|
0.09%
|
Reduced
|
|
|
3649
|
SSI Investment Management
Los Angeles,
California
|
$7.53M
|
-$1.44M
|
4
|
0.53%
|
Reduced
|
|
|
3650
|
Secure Asset Management
Troy,
Michigan
|
$7.52M
|
+$628K
|
3
|
2.51%
|
Increased
|
|