|
4726
|
KWB Wealth
Redlands,
California
|
$6.32M
|
+$173K
|
4
|
0.76%
|
Increased
|
|
|
4727
|
Virtus Wealth Solutions
Cranford,
New Jersey
|
$6.31M
|
-$2.84M
|
1
|
1.91%
|
Reduced
|
|
|
4728
|
Truepoint Inc
Cincinnati,
Ohio
|
$6.3M
|
+$334K
|
5
|
0.17%
|
Increased
|
|
|
4729
|
Fund 1 Investments
Rincon,
Puerto Rico
|
$6.3M
|
+$8.44M
|
2
|
0.28%
|
Increased
|
|
|
4730
|
RMR Capital Management
Tustin,
California
|
$6.3M
|
$0
|
4
|
4.47%
|
Maintained
|
|
|
4731
|
Scott Capital Advisors
Portland,
Oregon
|
$6.3M
|
-$192K
|
2
|
1.88%
|
Reduced
|
|
|
4732
|
Brio Consultants
San Francisco,
California
|
$6.28M
|
+$165K
|
6
|
0.99%
|
Increased
|
|
|
4733
|
Soviero Asset Management
New York
|
$6.26M
|
-$4.93M
|
2
|
5.6%
|
Reduced
|
|
|
4734
|
Client 1st Advisory Group
Dunedin,
Florida
|
$6.24M
|
+$233K
|
5
|
2.43%
|
Increased
|
|
|
4735
|
MYeCFO
La Jolla,
California
|
$6.24M
|
-$28.7K
|
4
|
3.3%
|
Reduced
|
|
|
4736
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$6.23M
|
+$142K
|
17
|
6.03%
|
Increased
|
|
|
4737
|
Oakwell Private Wealth Management
Austin,
Texas
|
$6.22M
|
+$2.63M
|
5
|
1.72%
|
Increased
|
|
|
4738
|
Bell Investment Advisors
Oakland,
California
|
$6.21M
|
+$20.3K
|
21
|
1.15%
|
Increased
|
|
|
4739
|
International Private Wealth Advisors
San Diego,
California
|
$6.21M
|
+$137K
|
5
|
5.95%
|
Increased
|
|
|
4740
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$6.2M
|
-$256K
|
4
|
0.47%
|
Reduced
|
|
|
4741
|
Encompass More Asset Management
Danville,
California
|
$6.2M
|
-$643K
|
5
|
1.85%
|
Reduced
|
|
|
4742
|
Advanced Portfolio Management
New York
|
$6.2M
|
-$1.87M
|
4
|
12.49%
|
Reduced
|
|
|
4743
|
Townsend & Associates
Westminster,
Colorado
|
$6.19M
|
-$39.3K
|
4
|
0.65%
|
Reduced
|
|
|
4744
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$6.19M
|
-$1.7M
|
4
|
4.25%
|
Reduced
|
|
|
4745
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
$6.19M
|
-$902K
|
5
|
6.31%
|
Reduced
|
|
|
4746
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$6.18M
|
+$984K
|
6
|
6.35%
|
Increased
|
|
|
4747
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$6.18M
|
+$693K
|
12
|
3.25%
|
Increased
|
|
|
4748
|
Seed Wealth Management
Evanston,
Illinois
|
$6.16M
|
-$8.15K
|
6
|
5.02%
|
Reduced
|
|
|
4749
|
Castleview Partners
Dallas,
Texas
|
$6.16M
|
-$1.62M
|
6
|
4.17%
|
Reduced
|
|
|
4750
|
TI-Trust
Quincy,
Illinois
|
$6.16M
|
-$33.4K
|
4
|
4.08%
|
Reduced
|
|