|
4101
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$10M
|
-$306K
|
6
|
1.15%
|
Reduced
|
|
|
4102
|
Guidance Capital
Lousville,
Kentucky
|
$10M
|
+$52.4K
|
6
|
3.07%
|
Increased
|
|
|
4103
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$10M
|
+$63.8K
|
5
|
3.66%
|
Increased
|
|
|
4104
|
OneAscent Family Office
Birmingham,
Alabama
|
$10M
|
+$7.39M
|
7
|
9.33%
|
Increased
|
|
|
4105
|
Vivid Wealth Management
West Des Moines,
Iowa
|
$10M
|
-$445K
|
4
|
5.02%
|
Reduced
|
|
|
4106
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$10M
|
+$2.16M
|
6
|
3.36%
|
Increased
|
|
|
4107
|
Lee Financial
Dallas,
Texas
|
$10M
|
-$2.13M
|
6
|
1.53%
|
Reduced
|
|
|
4108
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$10M
|
-$8.76K
|
6
|
7.46%
|
Reduced
|
|
|
4109
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$10M
|
+$17.9K
|
3
|
2.7%
|
Increased
|
|
|
4110
|
|
$10M
|
-$2.34M
|
4
|
11.1%
|
Reduced
|
|
|
4111
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$10M
|
+$430K
|
7
|
4.29%
|
Increased
|
|
|
4112
|
NDVR Inc
Boston,
Massachusetts
|
$10M
|
-$294K
|
5
|
10.19%
|
Reduced
|
|
|
4113
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$10M
|
-$234K
|
5
|
4.44%
|
Reduced
|
|
|
4114
|
Cloud Capital Management
Seattle,
Washington
|
$10M
|
+$11.6M
|
11
|
7.09%
|
New
|
|
|
4115
|
Sicart Associates
New York
|
$10M
|
-$211K
|
3
|
3.45%
|
Reduced
|
|
|
4116
|
|
$10M
|
-$214K
|
7
|
5.6%
|
Reduced
|
|
|
4117
|
Satovsky Asset Management
New York
|
$9.9M
|
-$121K
|
5
|
2.23%
|
Reduced
|
|
|
4118
|
Amitell Capital
Singapore
|
$9.9M
|
-$5.9M
|
4
|
6.89%
|
Reduced
|
|
|
4119
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$9.9M
|
-$320K
|
5
|
1.74%
|
Reduced
|
|
|
4120
|
Next Capital Management
New York
|
$9.9M
|
-$1.86M
|
4
|
4.76%
|
Reduced
|
|
|
4121
|
14B Capital Management
La Jolla,
California
|
$9.9M
|
+$8.65M
|
1
|
4.13%
|
New
|
|
|
4122
|
Manchester Financial
Westlake Village,
California
|
$9.9M
|
-$760K
|
7
|
2.23%
|
Reduced
|
|
|
4123
|
Wealth Advisors Northwest
Portland,
Oregon
|
$9.9M
|
-$432K
|
3
|
6.27%
|
Reduced
|
|
|
4124
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$9.9M
|
+$32.7K
|
5
|
5.1%
|
Increased
|
|
|
4125
|
Elevation Wealth Partners
Santa Rosa,
California
|
$9.9M
|
-$332K
|
9
|
4.28%
|
Reduced
|
|