|
5476
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$3.66M
|
-$36.3K
|
2
|
2.01%
|
Reduced
|
|
|
5477
|
Future Fund LLC
Chicago,
Illinois
|
$3.66M
|
+$123K
|
2
|
10.45%
|
Increased
|
|
|
5478
|
OneAscent Family Office
Birmingham,
Alabama
|
$3.65M
|
+$3.6M
|
6
|
6.63%
|
New
|
|
|
5479
|
Copley Financial Group
San Diego,
California
|
$3.65M
|
+$359K
|
4
|
2.8%
|
Increased
|
|
|
5480
|
FMB Wealth Management
Westlake Village,
California
|
$3.65M
|
-$249K
|
4
|
2.05%
|
Reduced
|
|
|
5481
|
RHS Financial
San Francisco,
California
|
$3.65M
|
+$137K
|
5
|
1.89%
|
Increased
|
|
|
5482
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$3.64M
|
-$496K
|
2
|
3.05%
|
Reduced
|
|
|
5483
|
Connective Portfolio Management
New York
|
$3.64M
|
-$746K
|
3
|
5.42%
|
Reduced
|
|
|
5484
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$3.64M
|
+$106K
|
4
|
2.25%
|
Increased
|
|
|
5485
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$3.64M
|
+$197K
|
4
|
0.75%
|
Increased
|
|
|
5486
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$3.64M
|
-$88.7K
|
3
|
2.69%
|
Reduced
|
|
|
5487
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$3.64M
|
+$3.54M
|
7
|
2.14%
|
New
|
|
|
5488
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$3.64M
|
-$202K
|
4
|
2.47%
|
Reduced
|
|
|
5489
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$3.64M
|
$0
|
2
|
2.45%
|
Maintained
|
|
|
5490
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$3.63M
|
+$216K
|
3
|
1.85%
|
Increased
|
|
|
5491
|
Sterling Financial Planning
Sparta,
New Jersey
|
$3.62M
|
+$179K
|
6
|
1.33%
|
Increased
|
|
|
5492
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$3.62M
|
-$22.7K
|
4
|
1.02%
|
Reduced
|
|
|
5493
|
Durante & Waters
Brewster,
New York
|
$3.61M
|
$0
|
3
|
2.98%
|
Maintained
|
|
|
5494
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$3.61M
|
+$285K
|
4
|
1.75%
|
Increased
|
|
|
5495
|
Stevens Capital Partners
Omaha,
Nebraska
|
$3.61M
|
+$727K
|
4
|
1.63%
|
Increased
|
|
|
5496
|
Foursixthree Capital
New York
|
$3.6M
|
+$3.17M
|
1
|
1.25%
|
New
|
|
|
5497
|
Partnership Wealth Management
Towson,
Maryland
|
$3.6M
|
-$151K
|
1
|
3%
|
Reduced
|
|
|
5498
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$3.6M
|
+$442K
|
11
|
1.13%
|
Increased
|
|
|
5499
|
Wallace Capital Management
Dallas,
Texas
|
$3.6M
|
-$925K
|
3
|
0.49%
|
Reduced
|
|
|
5500
|
Heard Capital LLC
Chicago,
Illinois
|
$3.6M
|
$0
|
1
|
0.21%
|
Maintained
|
|
