|
5501
|
Provident Living Financial Services
Lehi,
Utah
|
$5.71M
|
+$5.69M
|
4
|
5.61%
|
New
|
|
|
5502
|
Milestones Private Investment Advisors
Fairport,
New York
|
$5.71M
|
-$23.8K
|
6
|
3.93%
|
Reduced
|
|
|
5503
|
Matrix Private Capital Group
New York
|
$5.71M
|
+$256K
|
5
|
2.89%
|
Increased
|
|
|
5504
|
Parkshore Wealth Management
Granite Bay,
California
|
$5.7M
|
+$37K
|
4
|
2.14%
|
Increased
|
|
|
5505
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$5.7M
|
+$3.76M
|
6
|
2.01%
|
Increased
|
|
|
5506
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$5.7M
|
-$46.9K
|
6
|
1.64%
|
Reduced
|
|
|
5507
|
Virtus Family Office
El Paso,
Texas
|
$5.69M
|
+$465K
|
3
|
4.91%
|
Increased
|
|
|
5508
|
Verus Financial Partners
Richmond,
Virginia
|
$5.69M
|
-$305K
|
5
|
0.52%
|
Reduced
|
|
|
5509
|
Wallace Capital Management
Dallas,
Texas
|
$5.68M
|
+$505K
|
4
|
0.68%
|
Increased
|
|
|
5510
|
Coordinated Financial Services
Denver,
Colorado
|
$5.68M
|
+$436K
|
5
|
3.27%
|
Increased
|
|
|
5511
|
Themes Management Co
Greenwich,
Connecticut
|
$5.67M
|
+$5.57M
|
5
|
4.24%
|
New
|
|
|
5512
|
Single Point Partners
Boston,
Massachusetts
|
$5.66M
|
-$24.3M
|
5
|
1.12%
|
Reduced
|
|
|
5513
|
General Equity Holdings
Brooklyn,
New York
|
$5.66M
|
-$678K
|
1
|
3.53%
|
Reduced
|
|
|
5514
|
IMZ Advisory
Boca Raton,
Florida
|
$5.65M
|
-$142K
|
4
|
2.07%
|
Reduced
|
|
|
5515
|
Sequent Asset Management
Houston,
Texas
|
$5.64M
|
+$166K
|
2
|
2.5%
|
Increased
|
|
|
5516
|
Zinnia Wealth Advisory
Ocala,
Florida
|
$5.64M
|
+$5.68M
|
5
|
6.1%
|
New
|
|
|
5517
|
Shrier Wealth Management
Los Angeles,
California
|
$5.64M
|
+$5.33M
|
4
|
2.22%
|
New
|
|
|
5518
|
Community Bank of Raymore
Raymore,
Missouri
|
$5.63M
|
-$49.2K
|
4
|
3.83%
|
Reduced
|
|
|
5519
|
Cairn Investment Group
Vancouver,
Washington
|
$5.63M
|
-$39.3K
|
3
|
2.67%
|
Reduced
|
|
|
5520
|
Wiser Wealth Management
Marietta,
Georgia
|
$5.62M
|
+$185K
|
5
|
1.25%
|
Increased
|
|
|
5521
|
Marotta Asset Management
Charlottesville,
Virginia
|
$5.61M
|
-$972K
|
5
|
1.04%
|
Reduced
|
|
|
5522
|
Cannon Wealth Management Services
Winston Salem,
North Carolina
|
$5.61M
|
-$173K
|
4
|
3.96%
|
Reduced
|
|
|
5523
|
Leslie Global Wealth
Itasca,
Illinois
|
$5.59M
|
+$4.12K
|
6
|
2.52%
|
Increased
|
|
|
5524
|
American National Bank of Texas
Richardson,
Texas
|
$5.58M
|
-$51K
|
5
|
5.36%
|
Reduced
|
|
|
5525
|
Global Trust Wealth Management
West Palm Beach,
Florida
|
$5.58M
|
+$5.49M
|
5
|
4.13%
|
New
|
|
