|
2501
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$4.83M
|
-$117K
|
3
|
0.44%
|
Reduced
|
|
|
2502
|
Northcape Wealth Management
Williamsville,
New York
|
$4.83M
|
-$1.83M
|
1
|
1.27%
|
Reduced
|
|
|
2503
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$4.82M
|
+$887K
|
4
|
0.76%
|
Increased
|
|
|
2504
|
GLOBALT Investments
Atlanta,
Georgia
|
$4.82M
|
$0
|
3
|
0.16%
|
Maintained
|
|
|
2505
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$4.81M
|
+$474K
|
2
|
0.59%
|
Increased
|
|
|
2506
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$4.8M
|
+$62.8K
|
1
|
1.07%
|
Increased
|
|
|
2507
|
Leisure Capital Management
Costa Mesa,
California
|
$4.8M
|
-$29.7K
|
2
|
1.5%
|
Reduced
|
|
|
2508
|
CastleKnight Management
New York
|
$4.79M
|
-$1.14M
|
5
|
0.06%
|
Reduced
|
|
|
2509
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$4.78M
|
-$7.01K
|
2
|
0.38%
|
Reduced
|
|
|
2510
|
Westwood Wealth Management
Los Angeles,
California
|
$4.77M
|
-$68.7K
|
1
|
1.38%
|
Reduced
|
|
|
2511
|
Centric Wealth Management
Chicago,
Illinois
|
$4.77M
|
$0
|
3
|
0.74%
|
Maintained
|
|
|
2512
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$4.75M
|
+$202K
|
4
|
0.43%
|
Increased
|
|
|
2513
|
SFI Advisors
Montclair,
New Jersey
|
$4.75M
|
-$32.5K
|
1
|
4.1%
|
Reduced
|
|
|
2514
|
Somerset Group
Wayzata,
Minnesota
|
$4.75M
|
-$899K
|
1
|
3.33%
|
Reduced
|
|
|
2515
|
Capital Group Private Client Services
Los Angeles,
California
|
$4.74M
|
+$3.61M
|
3
|
0.07%
|
New
|
|
|
2516
|
Klein Pavlis & Peasley Financial
Irvine,
California
|
$4.74M
|
-$636K
|
1
|
2.47%
|
Reduced
|
|
|
2517
|
Grant Private Wealth Management
Pleasanton,
California
|
$4.73M
|
-$2.27M
|
4
|
2%
|
Reduced
|
|
|
2518
|
BluePath Capital Management
Atlanta,
Georgia
|
$4.73M
|
+$326K
|
3
|
2.59%
|
Increased
|
|
|
2519
|
Odyssey Capital Advisors
Bala Cynwyd,
Pennsylvania
|
$4.73M
|
+$835K
|
3
|
3.39%
|
Increased
|
|
|
2520
|
McCollum Christoferson Group
Amherst,
New York
|
$4.72M
|
-$65.5K
|
1
|
1.38%
|
Reduced
|
|
|
2521
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$4.72M
|
-$558K
|
3
|
2.73%
|
Reduced
|
|
|
2522
|
Sora Investors
Bryn Mawr,
Pennsylvania
|
$4.71M
|
-$44.7M
|
3
|
0.36%
|
Reduced
|
|
|
2523
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$4.71M
|
-$506K
|
2
|
1.38%
|
Reduced
|
|
|
2524
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$4.71M
|
+$103K
|
4
|
1.34%
|
Increased
|
|
|
2525
|
Atlas Brown
Louisville,
Kentucky
|
$4.71M
|
+$156K
|
3
|
1.26%
|
Increased
|
|