|
4451
|
Baron Wealth Management
Troy,
Michigan
|
$12.5M
|
+$1.02M
|
6
|
3.85%
|
Increased
|
|
|
4452
|
Weil Company
San Diego,
California
|
$12.5M
|
-$750K
|
5
|
2.87%
|
Reduced
|
|
|
4453
|
Athena Investment Management
Orinda,
California
|
$12.5M
|
+$1.21K
|
7
|
6.4%
|
Increased
|
|
|
4454
|
Legacy Wealth Advisors
Miami,
Florida
|
$12.5M
|
+$12.6M
|
5
|
8.24%
|
New
|
|
|
4455
|
Humankind Investments
New York
|
$12.5M
|
-$13.1M
|
1
|
5.6%
|
Reduced
|
|
|
4456
|
DMC Group
Birmingham,
Alabama
|
$12.5M
|
+$179K
|
5
|
8.32%
|
Increased
|
|
|
4457
|
Financial Consulate
Hunt Valley,
Maryland
|
$12.5M
|
-$4.09M
|
20
|
1.71%
|
Reduced
|
|
|
4458
|
WinCap Financial
Boston,
Massachusetts
|
$12.5M
|
+$676K
|
7
|
8.56%
|
Increased
|
|
|
4459
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$12.5M
|
-$2.09M
|
2
|
5.16%
|
Reduced
|
|
|
4460
|
Metavasi Capital
Larchmont,
New York
|
$12.5M
|
-$1.65M
|
1
|
5.08%
|
Reduced
|
|
|
4461
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$12.4M
|
-$13.2M
|
3
|
3%
|
Reduced
|
|
|
4462
|
Strata Wealth Advisors
Dallas,
Texas
|
$12.4M
|
-$1.77M
|
6
|
3.46%
|
Reduced
|
|
|
4463
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$12.4M
|
+$2.36M
|
6
|
2.19%
|
Increased
|
|
|
4464
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$12.4M
|
-$37.4K
|
5
|
2.2%
|
Reduced
|
|
|
4465
|
Endurance Services Ltd
Purchase,
New York
|
$12.4M
|
$0
|
1
|
2.2%
|
Maintained
|
|
|
4466
|
|
$12.4M
|
+$11.7M
|
2
|
4.61%
|
New
|
|
|
4467
|
First International Bank of Israel
Tel Aviv,
|
$12.4M
|
+$470K
|
3
|
5.92%
|
Increased
|
|
|
4468
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$12.4M
|
+$316K
|
5
|
3.16%
|
Increased
|
|
|
4469
|
Sherman Asset Management
Ventura,
California
|
$12.3M
|
-$2.95M
|
4
|
10.46%
|
Reduced
|
|
|
4470
|
Wedgewood Investors
Erie,
Pennsylvania
|
$12.3M
|
-$264K
|
5
|
14.02%
|
Reduced
|
|
|
4471
|
Momentum Wealth Planning
Estero,
Florida
|
$12.3M
|
+$1.04M
|
6
|
9.6%
|
Increased
|
|
|
4472
|
Challenger Wealth Management
Aliso Viejo,
California
|
$12.3M
|
+$118K
|
5
|
9.37%
|
Increased
|
|
|
4473
|
NCP Inc
La Quinta,
California
|
$12.3M
|
+$575K
|
7
|
9.9%
|
Increased
|
|
|
4474
|
RFP Financial Group
Atlanta,
Georgia
|
$12.3M
|
+$1.13M
|
5
|
5.88%
|
Increased
|
|
|
4475
|
First Bancorp
Damariscotta,
Maine
|
$12.3M
|
-$510K
|
5
|
6.52%
|
Reduced
|
|