|
1676
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$11.6M
|
-$419K
|
4
|
2.98%
|
Reduced
|
|
|
1677
|
GSB Wealth Management
Guilford,
Connecticut
|
$11.6M
|
-$105K
|
4
|
2.33%
|
Reduced
|
|
|
1678
|
Regal Investment Advisors
Kentwood,
Michigan
|
$11.6M
|
-$1.08M
|
5
|
0.6%
|
Reduced
|
|
|
1679
|
Evanson Financial
Mclean,
Virginia
|
$11.6M
|
+$9.85M
|
5
|
0.57%
|
New
|
|
|
1680
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$11.6M
|
+$1.17M
|
5
|
0.38%
|
Increased
|
|
|
1681
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$11.6M
|
-$464K
|
4
|
1.81%
|
Reduced
|
|
|
1682
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$11.6M
|
+$628K
|
1
|
3.09%
|
Increased
|
|
|
1683
|
Commons Capital
Needham,
Massachusetts
|
$11.6M
|
+$43.4K
|
2
|
8.09%
|
Increased
|
|
|
1684
|
Philip James Wealth Mangement
Milton,
Georgia
|
$11.5M
|
+$4.52M
|
4
|
1.3%
|
Increased
|
|
|
1685
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$11.5M
|
-$43.3K
|
3
|
3.39%
|
Reduced
|
|
|
1686
|
Trust Asset Management
Houston,
Texas
|
$11.5M
|
+$540K
|
5
|
0.72%
|
Increased
|
|
|
1687
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$11.4M
|
+$1.21M
|
7
|
1.13%
|
Increased
|
|
|
1688
|
Leeward Investments
Boston,
Massachusetts
|
$11.4M
|
-$5.79M
|
1
|
0.52%
|
Reduced
|
|
|
1689
|
Viking Fund Management
Minot,
North Dakota
|
$11.4M
|
$0
|
3
|
1.02%
|
Maintained
|
|
|
1690
|
Headlands Technologies
Chicago,
Illinois
|
$11.4M
|
+$6.49M
|
5
|
1.21%
|
Increased
|
|
|
1691
|
Sphera Management Technology Funds
Tel Aviv,
Israel
|
$11.4M
|
+$1.41M
|
3
|
3.98%
|
Increased
|
|
|
1692
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$11.4M
|
+$3.52M
|
4
|
0.57%
|
Increased
|
|
|
1693
|
Qtron Investments
Boston,
Massachusetts
|
$11.4M
|
-$903K
|
8
|
1.52%
|
Reduced
|
|
|
1694
|
Focus Financial Network
Minneapolis,
Minnesota
|
$11.4M
|
-$1.05M
|
6
|
0.35%
|
Reduced
|
|
|
1695
|
Greater Midwest Financial Group
St. Paul,
Minnesota
|
$11.4M
|
-$3.64M
|
4
|
5.67%
|
Reduced
|
|
|
1696
|
Biltmore Family Office
Charlotte,
North Carolina
|
$11.4M
|
-$909K
|
4
|
1.49%
|
Reduced
|
|
|
1697
|
|
$11.3M
|
-$9.6M
|
6
|
1.1%
|
Reduced
|
|
|
1698
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$11.3M
|
-$1.18M
|
3
|
3.39%
|
Reduced
|
|
|
1699
|
Capelight Capital Asset Management
New York
|
$11.3M
|
+$1.14M
|
2
|
5.44%
|
Increased
|
|
|
1700
|
Aljian Capital Management
Carson City,
Nevada
|
$11.3M
|
-$1.19M
|
5
|
2.1%
|
Reduced
|
|