|
1901
|
Core Wealth Partners
Santa Rosa,
California
|
$767K
|
+$235K
|
2
|
0.33%
|
Increased
|
|
|
1902
|
Pitti Group Wealth Management
Victor,
New York
|
$765K
|
+$13.6K
|
2
|
0.56%
|
Increased
|
|
|
1903
|
Miller Financial Services
Marshall,
Michigan
|
$765K
|
-$268K
|
1
|
0.62%
|
Reduced
|
|
|
1904
|
Oxford Wealth Group
Orlando,
Florida
|
$765K
|
-$33.4K
|
1
|
0.34%
|
Reduced
|
|
|
1905
|
Lazari Capital Management
Woodland Hills,
California
|
$765K
|
-$33.4K
|
2
|
0.24%
|
Reduced
|
|
|
1906
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$763K
|
+$307K
|
5
|
0.07%
|
Increased
|
|
|
1907
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$761K
|
-$9.21K
|
1
|
0.19%
|
Reduced
|
|
|
1908
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$759K
|
-$48.7K
|
1
|
2.18%
|
Reduced
|
|
|
1909
|
FourThought Financial Partners
Venice,
Florida
|
$758K
|
-$225K
|
2
|
0.06%
|
Reduced
|
|
|
1910
|
Cardiff Park Advisors
Carlsbad,
California
|
$758K
|
+$242K
|
3
|
0.06%
|
Increased
|
|
|
1911
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$758K
|
+$16.6K
|
4
|
0.14%
|
Increased
|
|
|
1912
|
Ancora Advisors
Cleveland,
Ohio
|
$756K
|
+$136K
|
17
|
0.01%
|
Increased
|
|
|
1913
|
LCM Capital Management
Chicago,
Illinois
|
$756K
|
-$15.7K
|
3
|
0.33%
|
Reduced
|
|
|
1914
|
Deeter Investments
Austin,
Texas
|
$752K
|
-$5.28M
|
1
|
0.1%
|
Reduced
|
|
|
1915
|
Objective Capital Management
Pepper Pike,
Ohio
|
$750K
|
-$86.7K
|
2
|
0.67%
|
Reduced
|
|
|
1916
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$746K
|
-$115K
|
1
|
0.07%
|
Reduced
|
|
|
1917
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$746K
|
+$24.1K
|
2
|
0.25%
|
Increased
|
|
|
1918
|
SimplyRich
Carlsbad,
California
|
$745K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1919
|
GeoWealth Management
Chicago,
Illinois
|
$745K
|
+$153K
|
2
|
0.02%
|
Increased
|
|
|
1920
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$744K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
1921
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$741K
|
+$415K
|
1
|
0.14%
|
Increased
|
|
|
1922
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$739K
|
+$175K
|
2
|
0.1%
|
Increased
|
|
|
1923
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$738K
|
-$343K
|
2
|
0.29%
|
Reduced
|
|
|
1924
|
Brookwood Investment Group
Phoenix,
Arizona
|
$737K
|
+$467K
|
2
|
0.08%
|
Increased
|
|
|
1925
|
Lodestone Wealth Management
Spokane,
Washington
|
$735K
|
+$114K
|
11
|
0.26%
|
Increased
|
|