|
4526
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$3.75M
|
-$303K
|
15
|
3.11%
|
Reduced
|
|
|
4527
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$3.74M
|
-$209K
|
4
|
1.98%
|
Reduced
|
|
|
4528
|
Iams Wealth Management
Omaha,
Nebraska
|
$3.74M
|
+$3.87M
|
4
|
2.59%
|
New
|
|
|
4529
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$3.74M
|
+$46.5K
|
4
|
5.13%
|
Increased
|
|
|
4530
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$3.74M
|
+$465K
|
5
|
1.32%
|
Increased
|
|
|
4531
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$3.72M
|
+$2.81M
|
4
|
16.7%
|
Increased
|
|
|
4532
|
High Falls Advisors
Rochester,
New York
|
$3.72M
|
+$144K
|
4
|
1.12%
|
Increased
|
|
|
4533
|
Sterling Group Wealth Management
Pasadena,
California
|
$3.72M
|
+$31K
|
4
|
3.52%
|
Increased
|
|
|
4534
|
BOS Asset Management
Springfield,
Illinois
|
$3.72M
|
-$190K
|
4
|
2.73%
|
Reduced
|
|
|
4535
|
Arista Wealth Management
Las Vegas,
Nevada
|
$3.72M
|
+$71.7K
|
4
|
1.46%
|
Increased
|
|
|
4536
|
Dixon Fnancial Services
Lafayette,
California
|
$3.72M
|
+$134
|
2
|
2.51%
|
Increased
|
|
|
4537
|
Black Diamond Financial
Towson,
Maryland
|
$3.71M
|
+$31.5K
|
4
|
1.14%
|
Increased
|
|
|
4538
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$3.71M
|
-$325K
|
4
|
1.49%
|
Reduced
|
|
|
4539
|
Corundum Trust Company
Sioux Falls,
South Dakota
|
$3.71M
|
-$4.33K
|
3
|
11.08%
|
Reduced
|
|
|
4540
|
Marotta Asset Management
Charlottesville,
Virginia
|
$3.7M
|
-$3.8K
|
4
|
0.86%
|
Reduced
|
|
|
4541
|
Steel Canyon Capital
Phoenix,
Arizona
|
$3.7M
|
+$398K
|
1
|
6.34%
|
Increased
|
|
|
4542
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$3.7M
|
+$522K
|
3
|
2.28%
|
Increased
|
|
|
4543
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.69M
|
-$305K
|
4
|
1.34%
|
Reduced
|
|
|
4544
|
Midwest Financial Group
Overland Park,
Kansas
|
$3.69M
|
+$58.1K
|
3
|
3.12%
|
Increased
|
|
|
4545
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$3.68M
|
-$132K
|
5
|
1.93%
|
Reduced
|
|
|
4546
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$3.68M
|
+$871K
|
10
|
1.09%
|
Increased
|
|
|
4547
|
Austin Wealth Management
Austin,
Texas
|
$3.65M
|
+$3.35M
|
4
|
1.13%
|
New
|
|
|
4548
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$3.65M
|
-$144K
|
9
|
2.78%
|
Reduced
|
|
|
4549
|
Waypoint Wealth Partners
Mill Valley,
California
|
$3.65M
|
-$260K
|
5
|
1.27%
|
Reduced
|
|
|
4550
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$3.65M
|
-$563K
|
2
|
2.96%
|
Reduced
|
|