|
4676
|
Level Financial Advisors
East Amherst,
New York
|
$1.67M
|
-$240K
|
9
|
1.24%
|
Reduced
|
|
|
4677
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.67M
|
-$151K
|
3
|
0.47%
|
Reduced
|
|
|
4678
|
Planning Directions
Glen Mills,
Pennsylvania
|
$1.67M
|
+$76.4K
|
2
|
1.35%
|
Increased
|
|
|
4679
|
Pachira Investments
Dana Point,
California
|
$1.67M
|
+$210K
|
3
|
7.42%
|
Increased
|
|
|
4680
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$1.67M
|
+$56.4K
|
3
|
1.66%
|
Increased
|
|
|
4681
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$1.67M
|
-$574K
|
1
|
0.56%
|
Reduced
|
|
|
4682
|
Austin Asset Management
Austin,
Texas
|
$1.67M
|
-$157K
|
3
|
0.6%
|
Reduced
|
|
|
4683
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$1.66M
|
+$444
|
4
|
1.59%
|
Increased
|
|
|
4684
|
Kelly Financial Services
Braintree,
Massachusetts
|
$1.66M
|
+$46.7K
|
14
|
0.97%
|
Increased
|
|
|
4685
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$1.66M
|
-$68.2K
|
8
|
1.54%
|
Reduced
|
|
|
4686
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$1.66M
|
+$24.5K
|
3
|
1.02%
|
Increased
|
|
|
4687
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$1.66M
|
+$52.2K
|
2
|
0.08%
|
Increased
|
|
|
4688
|
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
$1.65M
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
4689
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$1.65M
|
+$75.3K
|
1
|
0.75%
|
Increased
|
|
|
4690
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$1.65M
|
$0
|
1
|
2.15%
|
Maintained
|
|
|
4691
|
Security Financial Services
Fort Wayne,
Indiana
|
$1.63M
|
+$9.7K
|
4
|
0.56%
|
Increased
|
|
|
4692
|
New Vernon Investment Management
Highland Park,
Illinois
|
$1.63M
|
$0
|
2
|
3.33%
|
Maintained
|
|
|
4693
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$1.62M
|
-$4.8K
|
2
|
1.24%
|
Reduced
|
|
|
4694
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$1.62M
|
+$1.45M
|
7
|
1.61%
|
Increased
|
|
|
4695
|
Drake & Associates
Waukesha,
Wisconsin
|
$1.62M
|
+$113K
|
4
|
0.92%
|
Increased
|
|
|
4696
|
Independent Family Office
Albany,
New York
|
$1.61M
|
-$233K
|
2
|
0.79%
|
Reduced
|
|
|
4697
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$1.61M
|
-$333K
|
3
|
0.89%
|
Reduced
|
|
|
4698
|
Tacita Capital
Toronto,
Ontario, Canada
|
$1.61M
|
-$134K
|
5
|
1.25%
|
Reduced
|
|
|
4699
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$1.6M
|
+$29.1K
|
5
|
2.12%
|
Increased
|
|
|
4700
|
R.W. Roge & Company
Bohemia,
New York
|
$1.6M
|
-$69.5K
|
3
|
1.13%
|
Reduced
|
|