|
4401
|
Golden Green
Seneca,
South Carolina
|
$4.25M
|
+$2.66M
|
3
|
4.59%
|
Increased
|
|
|
4402
|
|
$4.23M
|
+$2.37K
|
6
|
0.01%
|
Increased
|
|
|
4403
|
Resonate Capital
San Francisco,
California
|
$4.23M
|
-$18M
|
4
|
27.44%
|
Reduced
|
|
|
4404
|
Robinswood Financial
Kirkland,
Washington
|
$4.23M
|
+$3.86M
|
7
|
1.96%
|
New
|
|
|
4405
|
Investmark Advisory Group
Shelton,
Connecticut
|
$4.22M
|
+$342K
|
4
|
2.82%
|
Increased
|
|
|
4406
|
Brave Warrior Advisors
New York
|
$4.22M
|
-$495K
|
4
|
0.11%
|
Reduced
|
|
|
4407
|
Howard Wealth Management
Madison,
Connecticut
|
$4.19M
|
-$32.6K
|
4
|
3.63%
|
Reduced
|
|
|
4408
|
Falcon Wealth Planning
Ontario,
California
|
$4.17M
|
+$457K
|
4
|
0.93%
|
Increased
|
|
|
4409
|
Global Frontier Investments
Charleston,
South Carolina
|
$4.17M
|
$0
|
1
|
1.82%
|
Maintained
|
|
|
4410
|
|
$4.17M
|
$0
|
1
|
0.41%
|
Maintained
|
|
|
4411
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$4.17M
|
-$814K
|
3
|
1.3%
|
Reduced
|
|
|
4412
|
Hill Island Financial
Grand Rapids,
Michigan
|
$4.17M
|
-$33.6K
|
4
|
1.58%
|
Reduced
|
|
|
4413
|
Lewis Capital Management
Beverly Hills,
California
|
$4.16M
|
+$409K
|
5
|
5.96%
|
Increased
|
|
|
4414
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$4.16M
|
-$449K
|
14
|
3.13%
|
Reduced
|
|
|
4415
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$4.16M
|
+$47.2K
|
4
|
1.58%
|
Increased
|
|
|
4416
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$4.15M
|
+$390K
|
5
|
1%
|
Increased
|
|
|
4417
|
MU Investments Company
Tokyo,
Japan
|
$4.15M
|
-$31.3K
|
1
|
5.26%
|
Reduced
|
|
|
4418
|
Karani Asset Management
New York
|
$4.15M
|
-$791K
|
3
|
4.18%
|
Reduced
|
|
|
4419
|
ATW SPAC Management
New York
|
$4.14M
|
$0
|
1
|
2.94%
|
Maintained
|
|
|
4420
|
Towerpoint Wealth
Sacramento,
California
|
$4.13M
|
+$1.47M
|
4
|
2.33%
|
Increased
|
|
|
4421
|
Altrius Capital Management
New Bern,
North Carolina
|
$4.12M
|
+$729K
|
2
|
1.22%
|
Increased
|
|
|
4422
|
Barrier Capital Management
San Francisco,
California
|
$4.12M
|
-$4.03M
|
1
|
4.31%
|
Reduced
|
|
|
4423
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$4.12M
|
+$66.4K
|
4
|
3.56%
|
Increased
|
|
|
4424
|
Capasso Planning Partners
Charleston,
South Carolina
|
$4.11M
|
+$239K
|
5
|
2.21%
|
Increased
|
|
|
4425
|
GeoWealth Management
Chicago,
Illinois
|
$4.11M
|
+$591K
|
7
|
0.44%
|
Increased
|
|