|
4601
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$11.1M
|
+$134K
|
6
|
2.56%
|
Increased
|
|
|
4602
|
Alliance Private Wealth
North Reading,
Massachusetts
|
$11.1M
|
-$553K
|
6
|
3.86%
|
Reduced
|
|
|
4603
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
$11.1M
|
+$398K
|
6
|
7.37%
|
Increased
|
|
|
4604
|
HMS Capital Management
Nashville,
Tennessee
|
$11.1M
|
-$307K
|
3
|
4.15%
|
Reduced
|
|
|
4605
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$11.1M
|
-$21M
|
2
|
3.77%
|
Reduced
|
|
|
4606
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$11.1M
|
-$195K
|
5
|
2.39%
|
Reduced
|
|
|
4607
|
Cora Capital Advisors
Marlton,
New Jersey
|
$11.1M
|
-$24.4K
|
4
|
3.11%
|
Reduced
|
|
|
4608
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$11.1M
|
-$439K
|
7
|
2.57%
|
Reduced
|
|
|
4609
|
Delphi Financial Group
Wilmington,
Delaware
|
$11.1M
|
-$4.02M
|
2
|
5.47%
|
Reduced
|
|
|
4610
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$11.1M
|
-$2.65M
|
6
|
6.75%
|
Reduced
|
|
|
4611
|
Cahill Financial Advisors
Edina,
Minnesota
|
$11M
|
+$27.7K
|
6
|
1.06%
|
Increased
|
|
|
4612
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$11M
|
-$34K
|
6
|
0.94%
|
Reduced
|
|
|
4613
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$11M
|
-$305K
|
7
|
3.72%
|
Reduced
|
|
|
4614
|
Pin Oak Investment Advisors
Houston,
Texas
|
$11M
|
+$121K
|
7
|
7.85%
|
Increased
|
|
|
4615
|
MRP Capital Investments
Alpharetta,
Georgia
|
$11M
|
+$105K
|
7
|
8.13%
|
Increased
|
|
|
4616
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$11M
|
+$431K
|
6
|
3.55%
|
Increased
|
|
|
4617
|
Persistent Asset Partners
Hong Kong
|
$11M
|
+$769K
|
14
|
3.29%
|
Increased
|
|
|
4618
|
Koenig Investment Advisory
Ashland,
Oregon
|
$11M
|
+$249K
|
4
|
8.56%
|
Increased
|
|
|
4619
|
Mayport LLC
Newton,
Massachusetts
|
$11M
|
+$913K
|
4
|
1.71%
|
Increased
|
|
|
4620
|
Fonville Wealth Management
Richmond,
Virginia
|
$11M
|
-$9.49K
|
6
|
1.8%
|
Reduced
|
|
|
4621
|
Advisor Resource Council
Dallas,
Texas
|
$11M
|
+$203K
|
6
|
3.1%
|
Increased
|
|
|
4622
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$11M
|
+$301K
|
6
|
4.87%
|
Increased
|
|
|
4623
|
Shepherd Street Advisors
Larkspur,
California
|
$11M
|
-$586K
|
6
|
9.64%
|
Reduced
|
|
|
4624
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$11M
|
-$362K
|
5
|
4.15%
|
Reduced
|
|
|
4625
|
Shira Ridge Wealth Management
Larkspur,
California
|
$11M
|
-$486K
|
4
|
3.83%
|
Reduced
|
|