|
4351
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$10M
|
+$163K
|
4
|
7.49%
|
Increased
|
|
|
4352
|
Franchise Capital
Grand Cayman,
Cayman Islands
|
$10M
|
-$2.27M
|
3
|
4.64%
|
Reduced
|
|
|
4353
|
Bullseye Asset Management
Denver,
Colorado
|
$10M
|
-$128K
|
2
|
4.71%
|
Reduced
|
|
|
4354
|
Montis Financial
Waltham,
Massachusetts
|
$10M
|
+$1.16M
|
5
|
3.09%
|
Increased
|
|
|
4355
|
Abacus Wealth Partners
Santa Monica,
California
|
$10M
|
-$353K
|
6
|
1.49%
|
Reduced
|
|
|
4356
|
Safeguard Investment Advisory Group
Corona,
California
|
$10M
|
+$13.2K
|
5
|
2.75%
|
Increased
|
|
|
4357
|
Panoramic Investment Advisors
Denver,
Colorado
|
$10M
|
+$237K
|
4
|
6.52%
|
Increased
|
|
|
4358
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$10M
|
-$6.54K
|
7
|
5.93%
|
Reduced
|
|
|
4359
|
Prana Capital Management
Greenwich,
Connecticut
|
$10M
|
+$3.28M
|
1
|
0.47%
|
Increased
|
|
|
4360
|
Trust Company
Manhattan,
Kansas
|
$10M
|
+$2.36M
|
6
|
1.14%
|
Increased
|
|
|
4361
|
|
$10M
|
-$14.1M
|
7
|
0.88%
|
Reduced
|
|
|
4362
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$10M
|
-$213K
|
5
|
3.7%
|
Reduced
|
|
|
4363
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$10M
|
-$2.14M
|
1
|
1.25%
|
Reduced
|
|
|
4364
|
Fruth Investment Management
Houston,
Texas
|
$10M
|
-$116K
|
3
|
2.74%
|
Reduced
|
|
|
4365
|
Bridgewealth Advisory Group
Fresno,
California
|
$9.9M
|
+$4.37M
|
5
|
2.81%
|
Increased
|
|
|
4366
|
Wedgewood Investors
Erie,
Pennsylvania
|
$9.9M
|
-$414K
|
5
|
11.7%
|
Reduced
|
|
|
4367
|
PSI Advisors
Tampa,
Florida
|
$9.9M
|
-$19K
|
14
|
2.95%
|
Reduced
|
|
|
4368
|
Virtus Wealth Solutions
Cranford,
New Jersey
|
$9.9M
|
+$9.8M
|
2
|
2.34%
|
New
|
|
|
4369
|
Marest Capital
Tarzana,
California
|
$9.9M
|
-$22.8K
|
3
|
8.02%
|
Reduced
|
|
|
4370
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$9.9M
|
+$97.9K
|
5
|
9.01%
|
Increased
|
|
|
4371
|
Gitterman Wealth Management
Edison,
New Jersey
|
$9.9M
|
-$440K
|
6
|
4.14%
|
Reduced
|
|
|
4372
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$9.9M
|
-$17.9K
|
5
|
5.32%
|
Reduced
|
|
|
4373
|
Manatuck Hill Partners
Westport,
Connecticut
|
$9.9M
|
-$1.13M
|
2
|
4.06%
|
Reduced
|
|
|
4374
|
LifeSteps Financial
Claremont,
California
|
$9.9M
|
+$558K
|
6
|
7.58%
|
Increased
|
|
|
4375
|
RD Lewis Holdings
Maitland,
Florida
|
$9.9M
|
+$9.33M
|
5
|
10.86%
|
New
|
|
