|
4076
|
Westerly Capital Management
San Francisco,
California
|
$10.2M
|
+$5.72M
|
2
|
4.42%
|
Increased
|
|
|
4077
|
Koa Wealth Management
Encinitas,
California
|
$10.2M
|
-$183K
|
3
|
8.25%
|
Reduced
|
|
|
4078
|
RIA Advisory Group
Des Moines,
Iowa
|
$10.2M
|
-$4.35M
|
6
|
3.32%
|
Reduced
|
|
|
4079
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$10.2M
|
+$1.47M
|
6
|
1.54%
|
Increased
|
|
|
4080
|
Bingham Private Wealth
San Francisco,
California
|
$10.2M
|
+$261K
|
5
|
10.52%
|
Increased
|
|
|
4081
|
Outfitter Financial
Brunswick,
Maine
|
$10.2M
|
-$772K
|
7
|
9.16%
|
Reduced
|
|
|
4082
|
Acorns Advisers
Irvine,
California
|
$10.2M
|
+$2M
|
6
|
0.1%
|
Increased
|
|
|
4083
|
Affinity Capital Advisors
Berkeley,
California
|
$10.2M
|
+$277K
|
7
|
2.02%
|
Increased
|
|
|
4084
|
Victory Financial Group
Austin,
Texas
|
$10.2M
|
+$2.32M
|
7
|
1.95%
|
Increased
|
|
|
4085
|
|
$10.2M
|
+$79.2K
|
1
|
3.83%
|
Increased
|
|
|
4086
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$10.1M
|
-$396K
|
7
|
4.12%
|
Reduced
|
|
|
4087
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$10.1M
|
+$2.95M
|
6
|
4.93%
|
Increased
|
|
|
4088
|
Palacios Wealth Management
Ormond Beach,
Florida
|
$10.1M
|
+$29.2K
|
8
|
7.52%
|
Increased
|
|
|
4089
|
Richard W. Paul & Associates
Novi,
Michigan
|
$10.1M
|
-$1.87M
|
8
|
3.97%
|
Reduced
|
|
|
4090
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$10.1M
|
-$88.3K
|
6
|
3.86%
|
Reduced
|
|
|
4091
|
Davis Capital Management
Jacksonville,
Florida
|
$10.1M
|
+$814K
|
11
|
8.06%
|
Increased
|
|
|
4092
|
Davies Financial Advisors
Murrieta,
California
|
$10.1M
|
+$1.3M
|
5
|
8.61%
|
Increased
|
|
|
4093
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$10.1M
|
-$248K
|
3
|
7.61%
|
Reduced
|
|
|
4094
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$10.1M
|
-$8.29M
|
4
|
2.34%
|
Reduced
|
|
|
4095
|
Old North State Trust
Greensboro,
North Carolina
|
$10.1M
|
$0
|
5
|
6.41%
|
Maintained
|
|
|
4096
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$10.1M
|
+$284K
|
5
|
4.19%
|
Increased
|
|
|
4097
|
Pacific Global Investment Management
Glendale,
California
|
$10.1M
|
-$426K
|
5
|
14.24%
|
Reduced
|
|
|
4098
|
Harper Investing
Santa Clara,
California
|
$10.1M
|
+$1.48M
|
3
|
6.67%
|
Increased
|
|
|
4099
|
Cypress Capital
Franklin,
Tennessee
|
$10.1M
|
+$1.34M
|
6
|
2.9%
|
Increased
|
|
|
4100
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$10M
|
-$3.18M
|
6
|
3.58%
|
Reduced
|
|