|
5051
|
Genesis Private Wealth
Ashburn,
Virginia
|
$8.18M
|
+$350K
|
4
|
2.54%
|
Increased
|
|
|
5052
|
Wealthspan Partners
Davenport,
Iowa
|
$8.18M
|
+$106K
|
5
|
2.97%
|
Increased
|
|
|
5053
|
SSI Investment Management
Los Angeles,
California
|
$8.18M
|
-$198K
|
4
|
0.55%
|
Reduced
|
|
|
5054
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$8.17M
|
-$65K
|
5
|
1.32%
|
Reduced
|
|
|
5055
|
First Wilshire Securities Management
Pasadena,
California
|
$8.16M
|
-$1.07M
|
5
|
2.05%
|
Reduced
|
|
|
5056
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$8.14M
|
-$463K
|
4
|
7.03%
|
Reduced
|
|
|
5057
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$8.14M
|
-$1.26M
|
6
|
2.99%
|
Reduced
|
|
|
5058
|
Livet Wealth
Salt Lake City,
Utah
|
$8.13M
|
+$8.43M
|
7
|
5.01%
|
New
|
|
|
5059
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$8.13M
|
-$26.1K
|
5
|
5.04%
|
Reduced
|
|
|
5060
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$8.12M
|
+$420K
|
6
|
6.52%
|
Increased
|
|
|
5061
|
Perry Creek Capital
New York
|
$8.11M
|
-$7.41M
|
1
|
4.87%
|
Reduced
|
|
|
5062
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$8.11M
|
-$89K
|
4
|
2.13%
|
Reduced
|
|
|
5063
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$8.11M
|
+$325K
|
4
|
5.25%
|
Increased
|
|
|
5064
|
Brave Warrior Advisors
New York
|
$8.11M
|
-$457K
|
4
|
0.19%
|
Reduced
|
|
|
5065
|
Moment Partners
San Francisco,
California
|
$8.1M
|
-$558K
|
4
|
1.67%
|
Reduced
|
|
|
5066
|
Foguth Wealth Management
Brighton,
Michigan
|
$8.1M
|
+$8.15M
|
6
|
1.26%
|
New
|
|
|
5067
|
IRON Financial
Northbrook,
Illinois
|
$8.09M
|
-$665K
|
5
|
3.72%
|
Reduced
|
|
|
5068
|
Human Investing
Lake Oswego,
Oregon
|
$8.09M
|
+$22.9K
|
6
|
1.14%
|
Increased
|
|
|
5069
|
Howard Wealth Management
Madison,
Connecticut
|
$8.08M
|
-$646K
|
5
|
3.53%
|
Reduced
|
|
|
5070
|
DKRT Investments
Toronto,
|
$8.08M
|
-$2.29M
|
1
|
2.29%
|
Reduced
|
|
|
5071
|
Pillsbury Lake Capital
San Francisco,
California
|
$8.06M
|
+$11.9M
|
1
|
2.82%
|
New
|
|
|
5072
|
Vilga Financial Planning
Fair Lawn,
New Jersey
|
$8.05M
|
+$7.92M
|
5
|
7.71%
|
New
|
|
|
5073
|
Galilei Investment Office
London,
United Kingdom
|
$8.04M
|
$0
|
2
|
3.79%
|
Maintained
|
|
|
5074
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$8.04M
|
-$568K
|
5
|
5.42%
|
Reduced
|
|
|
5075
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$8.04M
|
+$343K
|
6
|
3.97%
|
Increased
|
|