|
4301
|
Heritage Financial Services
Westwood,
Massachusetts
|
$4.63M
|
+$4.54M
|
5
|
3.63%
|
New
|
|
|
4302
|
Lloyd Park
Wilmette,
Illinois
|
$4.63M
|
+$4.61M
|
3
|
2.59%
|
New
|
|
|
4303
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$4.62M
|
+$434K
|
5
|
1.87%
|
Increased
|
|
|
4304
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$4.62M
|
-$13.9K
|
4
|
2.98%
|
Reduced
|
|
|
4305
|
Front Street Capital Management
Missoula,
Montana
|
$4.61M
|
+$169K
|
3
|
0.85%
|
Increased
|
|
|
4306
|
Apeiron RIA
Dallas,
Texas
|
$4.6M
|
+$4.54M
|
4
|
1.89%
|
New
|
|
|
4307
|
USA Financial Formulas
Ada,
Michigan
|
$4.6M
|
-$124K
|
7
|
3.95%
|
Reduced
|
|
|
4308
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$4.6M
|
+$4.57M
|
6
|
3.27%
|
New
|
|
|
4309
|
|
$4.59M
|
-$1.04M
|
4
|
1.56%
|
Reduced
|
|
|
4310
|
Mendel Capital Management
Little Rock,
Arkansas
|
$4.58M
|
+$4.38M
|
2
|
4.2%
|
New
|
|
|
4311
|
Grand Central Investment Group
Tampa,
Florida
|
$4.57M
|
-$477K
|
3
|
5.47%
|
Reduced
|
|
|
4312
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$4.57M
|
+$41.8K
|
15
|
0.53%
|
Increased
|
|
|
4313
|
Viking Fund Management
Minot,
North Dakota
|
$4.56M
|
-$110K
|
2
|
1.2%
|
Reduced
|
|
|
4314
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$4.55M
|
+$241K
|
6
|
3.97%
|
Increased
|
|
|
4315
|
Bridge Advisory
Pasadena,
California
|
$4.53M
|
+$49.2K
|
6
|
2.05%
|
Increased
|
|
|
4316
|
Capital Performance Advisors
Walnut Creek,
California
|
$4.53M
|
+$5.11M
|
2
|
2.74%
|
New
|
|
|
4317
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$4.53M
|
-$78.6K
|
5
|
5.75%
|
Reduced
|
|
|
4318
|
Gagnon Securities
New York
|
$4.52M
|
+$301K
|
3
|
0.68%
|
Increased
|
|
|
4319
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$4.49M
|
+$58.1K
|
5
|
2.44%
|
Increased
|
|
|
4320
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$4.48M
|
+$203K
|
3
|
1.82%
|
Increased
|
|
|
4321
|
TMD Wealth Management
Scottsdale,
Arizona
|
$4.48M
|
-$573K
|
4
|
1.67%
|
Reduced
|
|
|
4322
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$4.48M
|
+$31.8K
|
4
|
1.44%
|
Increased
|
|
|
4323
|
Clifford Capital Partners
Alpine,
Utah
|
$4.48M
|
+$721K
|
1
|
3.34%
|
Increased
|
|
|
4324
|
CEDRUS
Littleton,
Colorado
|
$4.47M
|
+$4.43M
|
4
|
4.31%
|
New
|
|
|
4325
|
Parkside Advisors
Berkeley,
California
|
$4.47M
|
-$281K
|
6
|
1.36%
|
Reduced
|
|