|
4126
|
Jess S. Morgan & Co
Los Angeles,
California
|
$5.66M
|
+$935K
|
2
|
3.47%
|
Increased
|
|
|
4127
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$5.65M
|
-$1.21M
|
1
|
0.79%
|
Reduced
|
|
|
4128
|
MRA Advisory Group
Parsippany,
New Jersey
|
$5.64M
|
-$368K
|
4
|
4.36%
|
Reduced
|
|
|
4129
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$5.64M
|
+$5.57M
|
5
|
3.35%
|
New
|
|
|
4130
|
Latash Investments
Anchorage,
Alaska
|
$5.63M
|
$0
|
3
|
3.48%
|
Maintained
|
|
|
4131
|
Del-Sette Capital Management
Schenectady,
New York
|
$5.62M
|
+$5.53M
|
3
|
5.41%
|
New
|
|
|
4132
|
Long Focus Capital Management
San Juan,
Puerto Rico
|
$5.62M
|
+$6.69M
|
2
|
0.74%
|
New
|
|
|
4133
|
Spinnaker Investment Group
Newport Beach,
California
|
$5.61M
|
+$6.13M
|
4
|
1.97%
|
New
|
|
|
4134
|
Inspire Investing
Meridian,
Idaho
|
$5.61M
|
-$5.28M
|
2
|
0.64%
|
Reduced
|
|
|
4135
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$5.6M
|
-$91.1K
|
4
|
1.8%
|
Reduced
|
|
|
4136
|
Brookmont Capital Management
Dallas,
Texas
|
$5.59M
|
-$236K
|
1
|
2.96%
|
Reduced
|
|
|
4137
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$5.58M
|
+$179K
|
10
|
3.43%
|
Increased
|
|
|
4138
|
Choice Wealth Advisors
Waterville,
Maine
|
$5.56M
|
-$626K
|
1
|
4.09%
|
Reduced
|
|
|
4139
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$5.56M
|
+$379K
|
5
|
2.47%
|
Increased
|
|
|
4140
|
Yarra Square Partners
New York
|
$5.56M
|
-$1.04M
|
1
|
5.85%
|
Reduced
|
|
|
4141
|
|
$5.53M
|
+$93.9K
|
4
|
4.08%
|
Increased
|
|
|
4142
|
TriaGen Wealth Management
Calabasas,
California
|
$5.53M
|
+$939K
|
6
|
2.73%
|
Increased
|
|
|
4143
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$5.53M
|
+$5.47M
|
5
|
6.95%
|
New
|
|
|
4144
|
Madison Wealth Partners
Madison,
Wisconsin
|
$5.52M
|
+$290K
|
5
|
2.77%
|
Increased
|
|
|
4145
|
Aspire Private Capital
Cornelius,
North Carolina
|
$5.51M
|
+$189K
|
14
|
1.72%
|
Increased
|
|
|
4146
|
Single Point Partners
Boston,
Massachusetts
|
$5.5M
|
+$2.38M
|
4
|
1.47%
|
Increased
|
|
|
4147
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$5.5M
|
+$265K
|
4
|
4.9%
|
Increased
|
|
|
4148
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$5.49M
|
+$173K
|
4
|
1.37%
|
Increased
|
|
|
4149
|
Invenomic Capital Management
Boston,
Massachusetts
|
$5.48M
|
+$1.91M
|
1
|
1.17%
|
Increased
|
|
|
4150
|
Paragon Financial Partners
Woodland Hills,
California
|
$5.48M
|
+$5.37M
|
5
|
4.5%
|
New
|
|
