|
4501
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$10.2M
|
+$21.9K
|
4
|
3.15%
|
Increased
|
|
|
4502
|
West Wealth Group
Irvine,
California
|
$10.2M
|
+$518K
|
6
|
2.3%
|
Increased
|
|
|
4503
|
TKG Advisors
Valparaiso,
Indiana
|
$10.2M
|
+$170K
|
4
|
4.38%
|
Increased
|
|
|
4504
|
RFP Financial Group
Atlanta,
Georgia
|
$10.2M
|
-$23.8K
|
5
|
4.16%
|
Reduced
|
|
|
4505
|
Islay Capital Management
Lubbock,
Texas
|
$10.2M
|
+$1.37M
|
7
|
5.84%
|
Increased
|
|
|
4506
|
HT Partners
Centerbrook,
Connecticut
|
$10.2M
|
-$257K
|
4
|
3.12%
|
Reduced
|
|
|
4507
|
Sterling Investment Management
Tucson,
Arizona
|
$10.2M
|
-$975K
|
2
|
6.13%
|
Reduced
|
|
|
4508
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$10.2M
|
+$5.53K
|
6
|
2.7%
|
Increased
|
|
|
4509
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$10.2M
|
-$196K
|
6
|
4.73%
|
Reduced
|
|
|
4510
|
Lokken Investment Group
Lewes,
Delaware
|
$10.2M
|
+$191K
|
6
|
3.49%
|
Increased
|
|
|
4511
|
Greenbush Financial Group
Albany,
New York
|
$10.2M
|
+$481K
|
3
|
3.9%
|
Increased
|
|
|
4512
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$10.2M
|
-$957K
|
6
|
5.89%
|
Reduced
|
|
|
4513
|
McBroom & Associates
Las Vegas,
Nevada
|
$10.2M
|
-$47.4K
|
1
|
4.83%
|
Reduced
|
|
|
4514
|
Capital Management Associates (New York)
New York
|
$10.2M
|
$0
|
4
|
15.15%
|
Maintained
|
|
|
4515
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$10.2M
|
+$253K
|
5
|
8.4%
|
Increased
|
|
|
4516
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$10.2M
|
-$1.22M
|
6
|
2.53%
|
Reduced
|
|
|
4517
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$10.1M
|
-$196K
|
6
|
3.11%
|
Reduced
|
|
|
4518
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$10.1M
|
-$441K
|
7
|
3.16%
|
Reduced
|
|
|
4519
|
RBO & Co
Saint Helena,
California
|
$10.1M
|
$0
|
4
|
1.58%
|
Maintained
|
|
|
4520
|
BXM Wealth
Englewood,
Colorado
|
$10.1M
|
+$1.22M
|
6
|
9.56%
|
Increased
|
|
|
4521
|
Wulff, Hansen & Co
San Rafael,
California
|
$10.1M
|
-$129K
|
3
|
8.67%
|
Reduced
|
|
|
4522
|
Columbus Macro
New Castle,
Pennsylvania
|
$10.1M
|
+$227K
|
4
|
1.15%
|
Increased
|
|
|
4523
|
University of Wisconsin Foundation
Madison,
Wisconsin
|
$10.1M
|
+$9.9M
|
1
|
8.52%
|
New
|
|
|
4524
|
Magnolia Capital Management
Cold Spring,
New York
|
$10.1M
|
-$98.4K
|
4
|
7.72%
|
Reduced
|
|
|
4525
|
Mraz Amerine & Associates
Modesto,
California
|
$10.1M
|
+$308K
|
3
|
1.57%
|
Increased
|
|