|
2251
|
Carnegie Lake Advisors
Princeton,
New Jersey
|
$6.44M
|
-$8.79K
|
1
|
2.4%
|
Reduced
|
|
|
2252
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$6.43M
|
-$39.2K
|
1
|
1.78%
|
Reduced
|
|
|
2253
|
Summit Global Investments
Bountiful,
Utah
|
$6.43M
|
-$2.23M
|
5
|
0.35%
|
Reduced
|
|
|
2254
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$6.42M
|
-$133K
|
1
|
1.15%
|
Reduced
|
|
|
2255
|
Everpar Advisors
Tulsa,
Oklahoma
|
$6.41M
|
+$948K
|
4
|
1.82%
|
Increased
|
|
|
2256
|
Comprehensive Financial Management
Los Gatos,
California
|
$6.41M
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
2257
|
West Branch Capital
Amherst,
Massachusetts
|
$6.39M
|
+$18.6K
|
3
|
1.49%
|
Increased
|
|
|
2258
|
Donor Advised Charitable Giving
San Francisco,
California
|
$6.39M
|
$0
|
2
|
0.14%
|
Maintained
|
|
|
2259
|
Verde Capital Management
Clarkston,
Michigan
|
$6.39M
|
+$123K
|
1
|
1.18%
|
Increased
|
|
|
2260
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$6.39M
|
-$304K
|
1
|
1.59%
|
Reduced
|
|
|
2261
|
Farrow Financial
Randolph,
Vermont
|
$6.39M
|
-$1.33M
|
2
|
3.41%
|
Reduced
|
|
|
2262
|
Verus Capital Partners
Scottsdale,
Arizona
|
$6.38M
|
+$764K
|
9
|
0.35%
|
Increased
|
|
|
2263
|
Creek Drive Management Group
San Francisco,
California
|
$6.38M
|
-$1.36M
|
1
|
3.1%
|
Reduced
|
|
|
2264
|
MCF Advisors
Covington,
Kentucky
|
$6.38M
|
-$151K
|
15
|
0.23%
|
Reduced
|
|
|
2265
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$6.37M
|
-$178K
|
2
|
0.67%
|
Reduced
|
|
|
2266
|
Stokes Family Office
New Orleans,
Louisiana
|
$6.36M
|
-$520K
|
2
|
0.74%
|
Reduced
|
|
|
2267
|
Prakash Investment Advisors
Andover,
Massachusetts
|
$6.36M
|
+$422K
|
3
|
3.65%
|
Increased
|
|
|
2268
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$6.35M
|
+$710K
|
7
|
0.25%
|
Increased
|
|
|
2269
|
Wealth Alliance
Mellville,
New York
|
$6.34M
|
-$400K
|
4
|
0.53%
|
Reduced
|
|
|
2270
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$6.34M
|
+$223K
|
5
|
0.13%
|
Increased
|
|
|
2271
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$6.33M
|
+$45.9K
|
7
|
0.55%
|
Increased
|
|
|
2272
|
Shoker Investment Counsel
Oxford,
Ohio
|
$6.33M
|
-$126K
|
1
|
1.59%
|
Reduced
|
|
|
2273
|
Triad Wealth Partners
Lawrence,
Kansas
|
$6.33M
|
+$5.06M
|
6
|
0.37%
|
Increased
|
|
|
2274
|
Integras Partners
Alpharetta,
Georgia
|
$6.3M
|
+$147K
|
4
|
3.48%
|
Increased
|
|
|
2275
|
Means Investment Company
Bangor,
Maine
|
$6.29M
|
-$307K
|
3
|
0.48%
|
Reduced
|
|