|
3976
|
BCWM LLC
Overland Park,
Kansas
|
$12.9M
|
+$12.7M
|
2
|
4.58%
|
New
|
|
|
3977
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$12.9M
|
-$404K
|
6
|
9.2%
|
Reduced
|
|
|
3978
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$12.9M
|
+$34.9K
|
5
|
7.19%
|
Increased
|
|
|
3979
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$12.8M
|
-$1.08M
|
6
|
5.71%
|
Reduced
|
|
|
3980
|
Concorde Financial
Dallas,
Texas
|
$12.8M
|
+$32.2K
|
2
|
7.64%
|
Increased
|
|
|
3981
|
Arlington Partners
Birmingham,
Alabama
|
$12.8M
|
+$463K
|
4
|
4.99%
|
Increased
|
|
|
3982
|
Triad Wealth Partners
Lawrence,
Kansas
|
$12.8M
|
+$4.95M
|
5
|
4.64%
|
Increased
|
|
|
3983
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$12.8M
|
-$42.6K
|
5
|
10.15%
|
Reduced
|
|
|
3984
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$12.8M
|
-$1.97M
|
6
|
6.7%
|
Reduced
|
|
|
3985
|
LeClair Wealth Partners
Dublin,
Ohio
|
$12.8M
|
+$12.4M
|
5
|
8.54%
|
New
|
|
|
3986
|
Legato Capital Management
San Francisco,
California
|
$12.8M
|
-$3.62M
|
5
|
1.67%
|
Reduced
|
|
|
3987
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$12.8M
|
+$308K
|
4
|
3.1%
|
Increased
|
|
|
3988
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$12.8M
|
+$14.3M
|
1
|
4.85%
|
New
|
|
|
3989
|
Weaver Consulting Group
Huntington Beach,
California
|
$12.8M
|
+$239K
|
6
|
3.93%
|
Increased
|
|
|
3990
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$12.8M
|
-$7.78M
|
2
|
3.07%
|
Reduced
|
|
|
3991
|
Fermata Advisors
Sonoma,
California
|
$12.8M
|
+$1.23M
|
5
|
2.39%
|
Increased
|
|
|
3992
|
Physician Wealth Advisors
Midvale,
Utah
|
$12.8M
|
+$427K
|
14
|
2.16%
|
Increased
|
|
|
3993
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$12.8M
|
-$1.97M
|
4
|
8.19%
|
Reduced
|
|
|
3994
|
Falcon Wealth Planning
Ontario,
California
|
$12.8M
|
+$725K
|
5
|
1.42%
|
Increased
|
|
|
3995
|
Barrett & Company
Providence,
Rhode Island
|
$12.7M
|
+$163K
|
9
|
5.38%
|
Increased
|
|
|
3996
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$12.7M
|
-$515K
|
3
|
5.58%
|
Reduced
|
|
|
3997
|
MIC Capital Management (UK)
London,
United Kingdom
|
$12.7M
|
$0
|
1
|
1.8%
|
Maintained
|
|
|
3998
|
Scion Asset Management
Saratoga,
California
|
$12.7M
|
-$4.72M
|
1
|
16.42%
|
Reduced
|
|
|
3999
|
Berkeley Capital Partners
Milton,
Georgia
|
$12.7M
|
+$124K
|
6
|
3.54%
|
Increased
|
|
|
4000
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$12.7M
|
+$294K
|
4
|
4.04%
|
Increased
|
|