|
2776
|
Flavin Financial Services
Melbourne,
Florida
|
$3.66M
|
-$100K
|
1
|
2.09%
|
Reduced
|
|
|
2777
|
Clarity Wealth Advisors
San Jose,
California
|
$3.66M
|
+$174K
|
4
|
0.65%
|
Increased
|
|
|
2778
|
Seven Grand Managers
Bronxville,
New York
|
$3.66M
|
-$5.53M
|
1
|
0.15%
|
Reduced
|
|
|
2779
|
LJI Wealth Management
Indianapolis,
Indiana
|
$3.65M
|
+$48.7K
|
4
|
0.51%
|
Increased
|
|
|
2780
|
Aspen Grove Capital
Avon,
Colorado
|
$3.65M
|
+$342K
|
5
|
0.53%
|
Increased
|
|
|
2781
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$3.65M
|
+$2.59M
|
3
|
1.52%
|
New
|
|
|
2782
|
First Business Financial Services
Madison,
Wisconsin
|
$3.65M
|
-$1.25K
|
1
|
0.28%
|
Reduced
|
|
|
2783
|
Adalta Capital Management
New York
|
$3.64M
|
$0
|
1
|
1.6%
|
Maintained
|
|
|
2784
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$3.64M
|
-$42.4K
|
2
|
1.7%
|
Reduced
|
|
|
2785
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$3.64M
|
+$207K
|
3
|
0.91%
|
Increased
|
|
|
2786
|
LRI Investments
Palm Beach Gardens,
Florida
|
$3.64M
|
-$131K
|
21
|
0.29%
|
Reduced
|
|
|
2787
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$3.63M
|
-$2.82K
|
4
|
1.23%
|
Reduced
|
|
|
2788
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$3.63M
|
+$343K
|
3
|
2.06%
|
Increased
|
|
|
2789
|
Liberty Wealth Management
Oakland,
California
|
$3.63M
|
$0
|
2
|
0.45%
|
Maintained
|
|
|
2790
|
Astoria Portfolio Advisors
New York
|
$3.61M
|
+$443K
|
4
|
0.61%
|
Increased
|
|
|
2791
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$3.61M
|
+$1.39M
|
10
|
1.2%
|
Increased
|
|
|
2792
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$3.61M
|
+$182K
|
4
|
3.14%
|
Increased
|
|
|
2793
|
Shaker Investments
Cleveland,
Ohio
|
$3.6M
|
-$18.5K
|
1
|
1.29%
|
Reduced
|
|
|
2794
|
Capital City Trust
Tallahassee,
Florida
|
$3.6M
|
+$115K
|
2
|
0.75%
|
Increased
|
|
|
2795
|
Gradient Capital Advisors
San Diego,
California
|
$3.6M
|
+$220K
|
3
|
0.83%
|
Increased
|
|
|
2796
|
Dorato Capital Management
Denver,
Colorado
|
$3.6M
|
-$12.2K
|
1
|
2.44%
|
Reduced
|
|
|
2797
|
Jessup Wealth Management
Dayton,
Ohio
|
$3.6M
|
-$241K
|
1
|
1.07%
|
Reduced
|
|
|
2798
|
Glass Wealth Management
San Antonio,
Texas
|
$3.6M
|
$0
|
1
|
1.21%
|
Maintained
|
|
|
2799
|
GS Investments
Minneapolis,
Minnesota
|
$3.6M
|
-$910K
|
3
|
2.6%
|
Reduced
|
|
|
2800
|
Family Management
New York
|
$3.6M
|
+$340K
|
5
|
0.37%
|
Increased
|
|