|
3801
|
CM Wealth Advisors
Beachwood,
Ohio
|
$12.2M
|
+$5M
|
6
|
3.97%
|
Increased
|
|
|
3802
|
Carlson Capital Management
Northfield,
Minnesota
|
$12.2M
|
+$417K
|
5
|
0.52%
|
Increased
|
|
|
3803
|
Trilogy Capital
Irvine,
California
|
$12.2M
|
+$929K
|
6
|
0.61%
|
Increased
|
|
|
3804
|
Brightlight Capital Management
Westport,
Connecticut
|
$12.2M
|
+$9.38M
|
1
|
5.86%
|
New
|
|
|
3805
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$12.1M
|
+$102K
|
4
|
8.42%
|
Increased
|
|
|
3806
|
BlueDrive Global Investors
London,
United Kingdom
|
$12.1M
|
-$9.42M
|
1
|
14.22%
|
Reduced
|
|
|
3807
|
Second Line Capital
Metairie,
Louisiana
|
$12.1M
|
+$334K
|
5
|
3.31%
|
Increased
|
|
|
3808
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$12.1M
|
-$146K
|
5
|
2.75%
|
Reduced
|
|
|
3809
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$12.1M
|
+$58.6K
|
5
|
3.7%
|
Increased
|
|
|
3810
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$12.1M
|
-$587K
|
6
|
8.87%
|
Reduced
|
|
|
3811
|
Berkeley Capital Partners
Milton,
Georgia
|
$12.1M
|
+$244K
|
6
|
3.46%
|
Increased
|
|
|
3812
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$12.1M
|
+$11.9M
|
6
|
6.72%
|
New
|
|
|
3813
|
Paradiem
Covington,
Louisiana
|
$12.1M
|
+$422K
|
1
|
2.86%
|
Increased
|
|
|
3814
|
Affiance Financial
St. Louis Park,
Minnesota
|
$12.1M
|
+$190K
|
5
|
2.93%
|
Increased
|
|
|
3815
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$12.1M
|
+$1.67M
|
5
|
5.16%
|
Increased
|
|
|
3816
|
Kennebec Savings Bank
Augusta,
Maine
|
$12.1M
|
+$12M
|
6
|
11.94%
|
New
|
|
|
3817
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$12.1M
|
+$206K
|
8
|
2.26%
|
Increased
|
|
|
3818
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$12M
|
-$4.26K
|
5
|
7.03%
|
Reduced
|
|
|
3819
|
New Insight Wealth Advisors
San Ramon,
California
|
$12M
|
+$199K
|
4
|
6.33%
|
Increased
|
|
|
3820
|
S.A. Mason
Holland,
Michigan
|
$12M
|
+$278K
|
7
|
6.38%
|
Increased
|
|
|
3821
|
RIA Advisory Group
Des Moines,
Iowa
|
$12M
|
+$11.3M
|
7
|
4.25%
|
New
|
|
|
3822
|
Kaizen Financial Strategies
Campbell,
California
|
$12M
|
-$5.8K
|
6
|
6.97%
|
Reduced
|
|
|
3823
|
EPIQ Capital Group
San Francisco,
California
|
$12M
|
-$83.2K
|
6
|
3.46%
|
Reduced
|
|
|
3824
|
Capital Performance Advisors
Walnut Creek,
California
|
$12M
|
+$2.17M
|
26
|
3.65%
|
Increased
|
|
|
3825
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$12M
|
+$341K
|
5
|
5.08%
|
Increased
|
|