|
4301
|
Shum Financial Group
Alameda,
California
|
$10.4M
|
-$64.6K
|
6
|
8.97%
|
Reduced
|
|
|
4302
|
Boomfish Wealth Group
Alpharetta,
Georgia
|
$10.4M
|
-$47.1K
|
4
|
6.3%
|
Reduced
|
|
|
4303
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$10.4M
|
$0
|
6
|
4.43%
|
Maintained
|
|
|
4304
|
Rainier Family Wealth
Tacoma,
Washington
|
$10.4M
|
+$10.1M
|
5
|
12.54%
|
New
|
|
|
4305
|
Bowman & Company
Oshkosh,
Wisconsin
|
$10.4M
|
+$105K
|
4
|
5.35%
|
Increased
|
|
|
4306
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$10.4M
|
+$1.09M
|
4
|
1.57%
|
Increased
|
|
|
4307
|
Systematic Financial Management
Teaneck,
New Jersey
|
$10.3M
|
+$294K
|
3
|
0.26%
|
Increased
|
|
|
4308
|
Peak Financial Advisors
Denver,
Colorado
|
$10.3M
|
-$3.04M
|
4
|
5.38%
|
Reduced
|
|
|
4309
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$10.3M
|
+$87.5K
|
5
|
7.39%
|
Increased
|
|
|
4310
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$10.3M
|
-$715K
|
5
|
1.9%
|
Reduced
|
|
|
4311
|
J. Safra Asset Management
New York
|
$10.3M
|
+$3.75M
|
8
|
0.84%
|
Increased
|
|
|
4312
|
Prentice Wealth Management
Rochester,
New York
|
$10.3M
|
+$14.4K
|
6
|
2.98%
|
Increased
|
|
|
4313
|
Athena Investment Management
Orinda,
California
|
$10.3M
|
-$103K
|
7
|
5.96%
|
Reduced
|
|
|
4314
|
Granite Group Advisors
Stamford,
Connecticut
|
$10.3M
|
-$96.7K
|
5
|
6.56%
|
Reduced
|
|
|
4315
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$10.3M
|
+$33.2K
|
4
|
6.55%
|
Increased
|
|
|
4316
|
Harper Investing
Santa Clara,
California
|
$10.3M
|
-$1.2M
|
4
|
7.57%
|
Reduced
|
|
|
4317
|
Triumph Capital Management
Denver,
Colorado
|
$10.3M
|
-$71.7K
|
8
|
3.51%
|
Reduced
|
|
|
4318
|
Opal Wealth Advisors
Jericho,
New York
|
$10.3M
|
+$436K
|
6
|
3.08%
|
Increased
|
|
|
4319
|
Ted Buchan & Co
San Diego,
California
|
$10.3M
|
+$919K
|
4
|
4.84%
|
Increased
|
|
|
4320
|
RF&L Wealth Management
Acton,
Massachusetts
|
$10.3M
|
$0
|
3
|
7.25%
|
Maintained
|
|
|
4321
|
Twin City Private Wealth
Winston-Salem,
North Carolina
|
$10.2M
|
-$709K
|
5
|
9.05%
|
Reduced
|
|
|
4322
|
Cahill Financial Advisors
Edina,
Minnesota
|
$10.2M
|
-$1.25M
|
6
|
1.39%
|
Reduced
|
|
|
4323
|
49 Wealth Management
Austin,
Texas
|
$10.2M
|
+$250K
|
5
|
1.46%
|
Increased
|
|
|
4324
|
Alesco Advisors
Pittsford,
New York
|
$10.2M
|
+$2.35M
|
5
|
0.32%
|
Increased
|
|
|
4325
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$10.2M
|
+$339K
|
5
|
3.66%
|
Increased
|
|