|
4426
|
Milestone Asset Management Group
Avon,
Connecticut
|
$12.6M
|
-$37.3K
|
6
|
6.35%
|
Reduced
|
|
|
4427
|
Twin City Private Wealth
Winston-Salem,
North Carolina
|
$12.6M
|
-$916K
|
5
|
8.85%
|
Reduced
|
|
|
4428
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$12.6M
|
-$33.4K
|
6
|
6.54%
|
Reduced
|
|
|
4429
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$12.6M
|
-$90.5K
|
4
|
2.67%
|
Reduced
|
|
|
4430
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$12.6M
|
-$448K
|
6
|
2.38%
|
Reduced
|
|
|
4431
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$12.6M
|
-$405K
|
6
|
2.33%
|
Reduced
|
|
|
4432
|
EPIQ Partners
Minneapolis,
Minnesota
|
$12.6M
|
+$59.8K
|
5
|
5.34%
|
Increased
|
|
|
4433
|
CMG Global Holdings
Plano,
Texas
|
$12.6M
|
+$2.65M
|
5
|
5.34%
|
Increased
|
|
|
4434
|
|
$12.6M
|
+$1.26M
|
3
|
9.98%
|
Increased
|
|
|
4435
|
Verum Partners
Charlotte,
North Carolina
|
$12.6M
|
+$1.81M
|
5
|
1.88%
|
Increased
|
|
|
4436
|
Elevated Capital Advisors
Sandy,
Utah
|
$12.5M
|
-$8.07M
|
9
|
3.44%
|
Reduced
|
|
|
4437
|
W.H. Reaves & Co
Jersey City,
New Jersey
|
$12.5M
|
+$10.3M
|
1
|
0.19%
|
New
|
|
|
4438
|
Wedgewood Investors
Erie,
Pennsylvania
|
$12.5M
|
+$349K
|
6
|
12.82%
|
Increased
|
|
|
4439
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$12.5M
|
+$362K
|
4
|
4.71%
|
Increased
|
|
|
4440
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$12.5M
|
-$93.7K
|
7
|
3.97%
|
Reduced
|
|
|
4441
|
Legacy Financial Independent Advisors
Louisville,
Kentucky
|
$12.5M
|
-$6.37M
|
4
|
5.86%
|
Reduced
|
|
|
4442
|
W Advisors LLC
Germantown,
Tennessee
|
$12.4M
|
+$53.9K
|
6
|
5.66%
|
Increased
|
|
|
4443
|
Elevation Advisory Partners
Orlando,
Florida
|
$12.4M
|
+$417K
|
5
|
12.74%
|
Increased
|
|
|
4444
|
Burton Enright Welch
Walnut Creek,
California
|
$12.4M
|
-$114K
|
6
|
1.46%
|
Reduced
|
|
|
4445
|
Keystone Financial Planning
Cleveland,
Ohio
|
$12.4M
|
$0
|
2
|
3.2%
|
Maintained
|
|
|
4446
|
Vance Wealth
Santa Clarita,
California
|
$12.4M
|
+$1.95M
|
4
|
2.8%
|
Increased
|
|
|
4447
|
|
$12.4M
|
-$72.4M
|
5
|
13.5%
|
Reduced
|
|
|
4448
|
Rogco LP
Claremore,
Oklahoma
|
$12.4M
|
+$73K
|
7
|
3.79%
|
Increased
|
|
|
4449
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$12.4M
|
-$154K
|
5
|
4.52%
|
Reduced
|
|
|
4450
|
IES Holdings
Houston,
Texas
|
$12.4M
|
+$435K
|
1
|
3.98%
|
Increased
|
|