|
6526
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$1.36M
|
+$309K
|
3
|
0.92%
|
Increased
|
|
|
6527
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$1.36M
|
+$285K
|
12
|
0.84%
|
Increased
|
|
|
6528
|
Layline Advisors
Rochester,
New York
|
$1.36M
|
+$1.49M
|
3
|
1.52%
|
New
|
|
|
6529
|
Joel Adams & Associates
Asheville,
North Carolina
|
$1.35M
|
-$308K
|
3
|
1%
|
Reduced
|
|
|
6530
|
Kropog Financial Group
Mandeville,
Louisiana
|
$1.35M
|
-$5.82K
|
4
|
1.1%
|
Reduced
|
|
|
6531
|
Atlantic Family Wealth
Coral Gables,
Florida
|
$1.35M
|
+$215K
|
3
|
0.97%
|
Increased
|
|
|
6532
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$1.35M
|
-$55.6K
|
4
|
0.64%
|
Reduced
|
|
|
6533
|
Bontempo Ohly Capital Management
Bethesda,
Maryland
|
$1.34M
|
-$3.18M
|
2
|
0.61%
|
Reduced
|
|
|
6534
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$1.34M
|
-$13K
|
3
|
1.02%
|
Reduced
|
|
|
6535
|
Kelsey Financial
Moorpark,
California
|
$1.34M
|
-$213K
|
3
|
1.17%
|
Reduced
|
|
|
6536
|
Zeit Capital
Greenwood Village,
Colorado
|
$1.34M
|
+$39.7K
|
3
|
0.9%
|
Increased
|
|
|
6537
|
GoalFusion Wealth Management
Austin,
Texas
|
$1.34M
|
+$120K
|
3
|
0.61%
|
Increased
|
|
|
6538
|
Provident Wealth Management
Brentwood,
Tennessee
|
$1.33M
|
-$203K
|
3
|
0.4%
|
Reduced
|
|
|
6539
|
Theory Financial
Fort Collins,
Colorado
|
$1.33M
|
-$180K
|
3
|
0.47%
|
Reduced
|
|
|
6540
|
|
$1.33M
|
+$51K
|
1
|
0.63%
|
Increased
|
|
|
6541
|
Peirce Capital Management
The Woodlands,
Texas
|
$1.33M
|
-$17.8K
|
2
|
0.52%
|
Reduced
|
|
|
6542
|
LGL Partners
Philadelphia,
Pennsylvania
|
$1.32M
|
+$75.1K
|
3
|
0.54%
|
Increased
|
|
|
6543
|
BCM Advisors
Lafayette,
Louisiana
|
$1.32M
|
-$6.48K
|
3
|
0.26%
|
Reduced
|
|
|
6544
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.32M
|
-$3.57K
|
3
|
0.22%
|
Reduced
|
|
|
6545
|
Compass Financial Services
West Des Moines,
Iowa
|
$1.31M
|
-$437K
|
2
|
0.57%
|
Reduced
|
|
|
6546
|
Walsh & Associates
Sarasota,
Florida
|
$1.31M
|
-$335K
|
7
|
1.3%
|
Reduced
|
|
|
6547
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.31M
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
6548
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$1.31M
|
-$12.2M
|
3
|
0.32%
|
Reduced
|
|
|
6549
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$1.3M
|
+$142K
|
3
|
0.38%
|
Increased
|
|
|
6550
|
Meixler Investment Management
Show Low,
Arizona
|
$1.3M
|
+$2.83K
|
2
|
0.7%
|
Increased
|
|