|
4501
|
TI-Trust
Quincy,
Illinois
|
$6.7M
|
-$11.3K
|
4
|
4.79%
|
Reduced
|
|
|
4502
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$6.69M
|
+$1.13M
|
4
|
2.46%
|
Increased
|
|
|
4503
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$6.69M
|
+$2.9M
|
6
|
1.66%
|
Increased
|
|
|
4504
|
Trevian Wealth Management
Weston,
Massachusetts
|
$6.69M
|
+$2.7M
|
4
|
5.48%
|
Increased
|
|
|
4505
|
BayBridge Capital Group
Pleasanton,
California
|
$6.69M
|
+$1.26M
|
3
|
4.82%
|
Increased
|
|
|
4506
|
Seed Wealth Management
Evanston,
Illinois
|
$6.68M
|
$0
|
6
|
5.35%
|
Maintained
|
|
|
4507
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$6.67M
|
+$36.7K
|
4
|
1.92%
|
Increased
|
|
|
4508
|
PAR Capital Management
Boston,
Massachusetts
|
$6.67M
|
+$63.1K
|
1
|
0.19%
|
Increased
|
|
|
4509
|
Advisory Services & Investments
Bend,
Oregon
|
$6.67M
|
-$113
|
3
|
4.54%
|
Reduced
|
|
|
4510
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$6.67M
|
+$387K
|
9
|
1.88%
|
Increased
|
|
|
4511
|
|
$6.66M
|
+$4.3M
|
7
|
2.17%
|
Increased
|
|
|
4512
|
ACAS LLC
Rancho Santa Fe,
California
|
$6.65M
|
+$77K
|
4
|
5.49%
|
Increased
|
|
|
4513
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$6.65M
|
-$128K
|
5
|
1.23%
|
Reduced
|
|
|
4514
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$6.64M
|
+$579K
|
6
|
6.37%
|
Increased
|
|
|
4515
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$6.64M
|
+$250K
|
5
|
2.12%
|
Increased
|
|
|
4516
|
Alterna Wealth Management
Houston,
Texas
|
$6.64M
|
-$1.19M
|
5
|
5.96%
|
Reduced
|
|
|
4517
|
Hi-Line Capital Management
Watertown,
South Dakota
|
$6.64M
|
-$1.11M
|
1
|
3.26%
|
Reduced
|
|
|
4518
|
Islay Capital Management
Lubbock,
Texas
|
$6.63M
|
-$18.2K
|
7
|
4.45%
|
Reduced
|
|
|
4519
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$6.63M
|
$0
|
5
|
3.98%
|
Maintained
|
|
|
4520
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$6.63M
|
+$803K
|
5
|
1.61%
|
Increased
|
|
|
4521
|
Permanens Capital
New York
|
$6.63M
|
+$740K
|
3
|
1.35%
|
Increased
|
|
|
4522
|
Fielder Capital Group
Nashville,
Tennessee
|
$6.59M
|
+$142K
|
6
|
2.18%
|
Increased
|
|
|
4523
|
TriaGen Wealth Management
Calabasas,
California
|
$6.59M
|
-$1.47M
|
6
|
2.21%
|
Reduced
|
|
|
4524
|
Capital Square
Chattanooga,
Tennessee
|
$6.59M
|
+$495K
|
4
|
4%
|
Increased
|
|
|
4525
|
Riversedge Advisors
Wilmington,
Delaware
|
$6.56M
|
+$73.9K
|
5
|
1.49%
|
Increased
|
|