|
5126
|
Westshore Wealth
Newport Beach,
California
|
$7.7M
|
+$224K
|
5
|
2.39%
|
Increased
|
|
|
5127
|
Cura Wealth Advisors
Chicago,
Illinois
|
$7.7M
|
+$588K
|
6
|
3.29%
|
Increased
|
|
|
5128
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$7.7M
|
+$130K
|
5
|
4.44%
|
Increased
|
|
|
5129
|
Wallace Advisory Group
Lafayette,
California
|
$7.7M
|
-$165K
|
7
|
7.24%
|
Reduced
|
|
|
5130
|
SilverOak Wealth Management
Edina,
Minnesota
|
$7.69M
|
+$543K
|
5
|
0.99%
|
Increased
|
|
|
5131
|
TrueMark Investments
Chicago,
Illinois
|
$7.69M
|
-$2.85M
|
4
|
0.96%
|
Reduced
|
|
|
5132
|
BOS Asset Management
Springfield,
Illinois
|
$7.69M
|
-$196K
|
7
|
1.78%
|
Reduced
|
|
|
5133
|
Integrity Wealth Solutions
Denver,
Colorado
|
$7.69M
|
+$196K
|
5
|
2.84%
|
Increased
|
|
|
5134
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$7.68M
|
+$3.09M
|
15
|
2.57%
|
Increased
|
|
|
5135
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$7.68M
|
-$40.1K
|
11
|
4.66%
|
Reduced
|
|
|
5136
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$7.68M
|
-$388K
|
7
|
1.02%
|
Reduced
|
|
|
5137
|
Vista Cima Wealth Management
Surprise,
Arizona
|
$7.68M
|
-$126K
|
3
|
5.72%
|
Reduced
|
|
|
5138
|
Grace & White Inc
Ny,
New York
|
$7.67M
|
$0
|
4
|
1.21%
|
Maintained
|
|
|
5139
|
|
$7.66M
|
+$254K
|
7
|
1.4%
|
Increased
|
|
|
5140
|
Athena Wealth Management
Reno,
Nevada
|
$7.66M
|
+$2.13M
|
3
|
5.69%
|
Increased
|
|
|
5141
|
Abu Dhabi Investment Council
Abu Dhabi,
United Arab Emirates
|
$7.65M
|
+$5.49M
|
1
|
1.07%
|
New
|
|
|
5142
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$7.65M
|
-$6.79K
|
4
|
2.83%
|
Reduced
|
|
|
5143
|
Sanchez Gaunt Capital Management
Reno,
Nevada
|
$7.65M
|
+$66.5K
|
3
|
4.27%
|
Increased
|
|
|
5144
|
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
|
$7.64M
|
-$4.86M
|
2
|
4.08%
|
Reduced
|
|
|
5145
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$7.64M
|
+$188K
|
5
|
4.76%
|
Increased
|
|
|
5146
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$7.63M
|
-$379K
|
5
|
2.06%
|
Reduced
|
|
|
5147
|
RBO & Co
Saint Helena,
California
|
$7.63M
|
-$338K
|
4
|
1.22%
|
Reduced
|
|
|
5148
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$7.63M
|
+$305K
|
5
|
4.47%
|
Increased
|
|
|
5149
|
J. Team Financial
Abilene,
Texas
|
$7.63M
|
+$1.13M
|
7
|
7.41%
|
Increased
|
|
|
5150
|
Cannon Capital Management
Salt Lake City,
Utah
|
$7.63M
|
+$589K
|
4
|
6.48%
|
Increased
|
|