|
3826
|
Lattice Capital Management
Kirkland,
Washington
|
$14.6M
|
-$13.9M
|
3
|
16.07%
|
Reduced
|
|
|
3827
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$14.6M
|
-$737K
|
9
|
5.22%
|
Reduced
|
|
|
3828
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$14.6M
|
-$3.56M
|
3
|
5.55%
|
Reduced
|
|
|
3829
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$14.6M
|
+$4.3M
|
5
|
3.84%
|
Increased
|
|
|
3830
|
GoalVest Advisory
New York
|
$14.6M
|
+$631K
|
10
|
3.61%
|
Increased
|
|
|
3831
|
|
$14.6M
|
+$2.87M
|
7
|
2.74%
|
Increased
|
|
|
3832
|
|
$14.6M
|
+$1.11M
|
6
|
3.42%
|
Increased
|
|
|
3833
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$14.6M
|
+$1.12M
|
4
|
5.74%
|
Increased
|
|
|
3834
|
Gradient Capital Advisors
San Diego,
California
|
$14.5M
|
+$401K
|
6
|
4.29%
|
Increased
|
|
|
3835
|
1900 Wealth Management
San Antonio,
Texas
|
$14.5M
|
-$2.01M
|
5
|
1.1%
|
Reduced
|
|
|
3836
|
Hudock Inc
Williamsport,
Pennsylvania
|
$14.5M
|
+$70.6K
|
6
|
2.33%
|
Increased
|
|
|
3837
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$14.5M
|
-$141K
|
5
|
4.76%
|
Reduced
|
|
|
3838
|
Slagle Financial
Edwardsville,
Illinois
|
$14.5M
|
-$4.69M
|
4
|
5.84%
|
Reduced
|
|
|
3839
|
RD Finance Ltd
Limassol,
Cyprus
|
$14.5M
|
-$2.88M
|
3
|
18.93%
|
Reduced
|
|
|
3840
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$14.5M
|
-$463K
|
6
|
4.21%
|
Reduced
|
|
|
3841
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$14.4M
|
+$522K
|
7
|
2.78%
|
Increased
|
|
|
3842
|
Five Oceans Advisors
Santa Monica,
California
|
$14.4M
|
+$254K
|
6
|
6.15%
|
Increased
|
|
|
3843
|
Fiducient Advisors
Chicago,
Illinois
|
$14.4M
|
+$2.75M
|
7
|
1.76%
|
Increased
|
|
|
3844
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$14.4M
|
-$273K
|
6
|
6.79%
|
Reduced
|
|
|
3845
|
Burr Financial Services
Pleasant Hill,
California
|
$14.4M
|
-$1.43M
|
3
|
12.1%
|
Reduced
|
|
|
3846
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$14.4M
|
-$280K
|
5
|
4.06%
|
Reduced
|
|
|
3847
|
Jones Road Capital Management
New York
|
$14.4M
|
-$3.56M
|
2
|
6.08%
|
Reduced
|
|
|
3848
|
Summit Financial Strategies
Columbus,
Ohio
|
$14.4M
|
+$79K
|
5
|
1.33%
|
Increased
|
|
|
3849
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$14.3M
|
-$602K
|
6
|
7.09%
|
Reduced
|
|
|
3850
|
Saxon Interests
Houston,
Texas
|
$14.3M
|
$0
|
7
|
6.71%
|
Maintained
|
|