|
4376
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$11.1M
|
-$378K
|
4
|
2.65%
|
Reduced
|
|
|
4377
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$11.1M
|
+$1.65M
|
12
|
1.6%
|
Increased
|
|
|
4378
|
Dupree Financial Group
Lexington,
Kentucky
|
$11.1M
|
+$801K
|
4
|
4.47%
|
Increased
|
|
|
4379
|
Martin Capital Advisors
San Antonio,
Texas
|
$11.1M
|
+$100K
|
5
|
7%
|
Increased
|
|
|
4380
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$11.1M
|
-$402K
|
5
|
2.32%
|
Reduced
|
|
|
4381
|
Claris Financial
Glen Allen,
Virginia
|
$11.1M
|
-$758K
|
5
|
6.05%
|
Reduced
|
|
|
4382
|
Burton Enright Welch
Walnut Creek,
California
|
$11.1M
|
+$154K
|
6
|
1.5%
|
Increased
|
|
|
4383
|
Milestone Asset Management Group
Avon,
Connecticut
|
$11.1M
|
-$69.6K
|
6
|
6.46%
|
Reduced
|
|
|
4384
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$11.1M
|
+$598K
|
12
|
2.54%
|
Increased
|
|
|
4385
|
SharpePoint
Phoenix,
Arizona
|
$11M
|
+$1.76M
|
5
|
6.59%
|
Increased
|
|
|
4386
|
Shelton Wealth Management
Fort Worth,
Texas
|
$11M
|
-$6.33K
|
7
|
4.83%
|
Reduced
|
|
|
4387
|
Wall Street Financial Group
Carlinville,
Illinois
|
$11M
|
+$6.96M
|
12
|
6.54%
|
Increased
|
|
|
4388
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$11M
|
+$3.56M
|
6
|
8.04%
|
Increased
|
|
|
4389
|
Inkwell Capital
Miami,
Florida
|
$11M
|
-$1.99M
|
3
|
11.22%
|
Reduced
|
|
|
4390
|
Sylvest Advisors
Dallas,
Texas
|
$11M
|
+$702K
|
6
|
5.86%
|
Increased
|
|
|
4391
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$11M
|
-$270K
|
7
|
4.04%
|
Reduced
|
|
|
4392
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$11M
|
+$451K
|
5
|
2.77%
|
Increased
|
|
|
4393
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$11M
|
-$4.49M
|
6
|
2.91%
|
Reduced
|
|
|
4394
|
Narus Financial Partners
Salt Lake City,
Utah
|
$11M
|
+$513K
|
7
|
2.88%
|
Increased
|
|
|
4395
|
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
|
$11M
|
+$12.1M
|
6
|
6.46%
|
New
|
|
|
4396
|
Rogco LP
Claremore,
Oklahoma
|
$11M
|
-$380K
|
7
|
3.66%
|
Reduced
|
|
|
4397
|
Park Edge Advisors
Cleveland,
Ohio
|
$11M
|
-$1.05M
|
6
|
2.53%
|
Reduced
|
|
|
4398
|
Unique Wealth
Clearwater,
Florida
|
$11M
|
-$4.54M
|
5
|
1.52%
|
Reduced
|
|
|
4399
|
Longitude (Cayman)
Grand Cayman,
Cayman Islands
|
$11M
|
+$915K
|
3
|
4.48%
|
Increased
|
|
|
4400
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$10.9M
|
+$137K
|
4
|
6.27%
|
Increased
|
|
