|
4076
|
RBO & Co
Saint Helena,
California
|
$5.96M
|
$0
|
4
|
0.94%
|
Maintained
|
|
|
4077
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$5.96M
|
-$33.4K
|
5
|
1.15%
|
Reduced
|
|
|
4078
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$5.94M
|
-$206K
|
8
|
2.1%
|
Reduced
|
|
|
4079
|
Martin Capital Partners
Eugene,
Oregon
|
$5.94M
|
-$136K
|
2
|
2.8%
|
Reduced
|
|
|
4080
|
Pasadena Private Wealth
Pasadena,
California
|
$5.94M
|
+$330K
|
4
|
1.94%
|
Increased
|
|
|
4081
|
Global Frontier Investments
Charleston,
South Carolina
|
$5.94M
|
$0
|
1
|
2.24%
|
Maintained
|
|
|
4082
|
PSI Advisors
Tampa,
Florida
|
$5.93M
|
+$452K
|
15
|
2.41%
|
Increased
|
|
|
4083
|
First International Bank & Trust
Watford City,
North Dakota
|
$5.93M
|
+$5.83M
|
3
|
2.08%
|
New
|
|
|
4084
|
CastleKnight Management
New York
|
$5.93M
|
+$6.14M
|
3
|
1.22%
|
New
|
|
|
4085
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$5.93M
|
-$309K
|
5
|
0.79%
|
Reduced
|
|
|
4086
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$5.93M
|
+$5.82M
|
14
|
1.93%
|
New
|
|
|
4087
|
Schulhoff & Co
Cincinnati,
Ohio
|
$5.92M
|
-$91K
|
2
|
2.43%
|
Reduced
|
|
|
4088
|
Nova R Wealth
Overland Park,
Kansas
|
$5.9M
|
+$5.91M
|
3
|
4.77%
|
New
|
|
|
4089
|
Legal Advantage Investments
Los Altos Hills,
California
|
$5.9M
|
+$264K
|
5
|
4%
|
Increased
|
|
|
4090
|
Genesee Capital Advisors
Auburn,
New York
|
$5.89M
|
-$230K
|
4
|
2.81%
|
Reduced
|
|
|
4091
|
Delos Wealth Advisors
Dallas,
Texas
|
$5.89M
|
+$468K
|
13
|
5.61%
|
Increased
|
|
|
4092
|
Courage Capital Management
Nashville,
Tennessee
|
$5.89M
|
-$2.87M
|
3
|
3.89%
|
Reduced
|
|
|
4093
|
Steinberg Asset Management
New York
|
$5.89M
|
-$1.34M
|
2
|
7.16%
|
Reduced
|
|
|
4094
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$5.88M
|
+$6.45M
|
10
|
3.77%
|
New
|
|
|
4095
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$5.88M
|
+$72.7K
|
6
|
2.86%
|
Increased
|
|
|
4096
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$5.88M
|
-$675K
|
4
|
2.01%
|
Reduced
|
|
|
4097
|
Verde Capital Management
Clarkston,
Michigan
|
$5.87M
|
+$37.9K
|
3
|
2.24%
|
Increased
|
|
|
4098
|
Winning Points Advisors
Boca Raton,
Florida
|
$5.86M
|
+$4M
|
2
|
4.25%
|
Increased
|
|
|
4099
|
Arcus Capital Partners
Atlanta,
Georgia
|
$5.86M
|
+$193K
|
4
|
1.99%
|
Increased
|
|
|
4100
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$5.84M
|
+$5.91M
|
3
|
6.3%
|
New
|
|
