|
3351
|
West Wealth Group
Irvine,
California
|
$1.5M
|
-$71.9K
|
2
|
0.25%
|
Reduced
|
|
|
3352
|
Fortitude Family Office
Scottsdale,
Arizona
|
$1.5M
|
+$342K
|
30
|
0.29%
|
Increased
|
|
|
3353
|
Abbot Financial Management
Andover,
Massachusetts
|
$1.5M
|
$0
|
1
|
0.51%
|
Maintained
|
|
|
3354
|
Signature Equity Partners
Columbus,
Ohio
|
$1.5M
|
+$230K
|
21
|
0.69%
|
Increased
|
|
|
3355
|
CRA Financial Services
Northfield,
New Jersey
|
$1.5M
|
+$189K
|
3
|
0.17%
|
Increased
|
|
|
3356
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$1.5M
|
+$342K
|
2
|
0.45%
|
Increased
|
|
|
3357
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$1.49M
|
$0
|
1
|
0.99%
|
Maintained
|
|
|
3358
|
Aristides Capital
Louisville,
Kentucky
|
$1.49M
|
+$499K
|
2
|
0.29%
|
Increased
|
|
|
3359
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$1.49M
|
-$10.8K
|
2
|
0.51%
|
Reduced
|
|
|
3360
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$1.48M
|
+$332K
|
9
|
0.39%
|
Increased
|
|
|
3361
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$1.48M
|
-$6.22M
|
2
|
0.49%
|
Reduced
|
|
|
3362
|
Aviso Wealth Management
Bellevue,
Washington
|
$1.48M
|
-$317K
|
1
|
0.5%
|
Reduced
|
|
|
3363
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$1.48M
|
-$11.7K
|
1
|
0.61%
|
Reduced
|
|
|
3364
|
Focused Wealth Management
Newburgh,
New York
|
$1.48M
|
-$381K
|
3
|
0.13%
|
Reduced
|
|
|
3365
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$1.48M
|
+$38.4K
|
1
|
0.43%
|
Increased
|
|
|
3366
|
Sentinel Dome Partners
Burlingame,
California
|
$1.47M
|
+$1.52M
|
1
|
1.07%
|
New
|
|
|
3367
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$1.47M
|
-$1.79M
|
1
|
0.97%
|
Reduced
|
|
|
3368
|
Consolidated Press International Holdings
Sydney,
Australia
|
$1.47M
|
+$1.53M
|
1
|
56.42%
|
New
|
|
|
3369
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$1.47M
|
+$73.8K
|
6
|
0.47%
|
Increased
|
|
|
3370
|
Circle Wealth Management
Summit,
New Jersey
|
$1.47M
|
+$921K
|
2
|
0.02%
|
Increased
|
|
|
3371
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$1.47M
|
-$24.8K
|
1
|
0.69%
|
Reduced
|
|
|
3372
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.47M
|
+$15.4K
|
2
|
0.19%
|
Increased
|
|
|
3373
|
Winthrop Capital Management
Carmel,
Indiana
|
$1.46M
|
+$110K
|
6
|
0.35%
|
Increased
|
|
|
3374
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$1.46M
|
-$15.8K
|
2
|
0.36%
|
Reduced
|
|
|
3375
|
Sunflower Bank
Dallas,
Texas
|
$1.46M
|
+$198K
|
4
|
0.35%
|
Increased
|
|