|
2751
|
Weil Company
San Diego,
California
|
$33.3M
|
+$486K
|
3
|
5.86%
|
Increased
|
|
|
2752
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$33.3M
|
+$2.18M
|
4
|
8.08%
|
Increased
|
|
|
2753
|
Aviso Wealth Management
Bellevue,
Washington
|
$33.3M
|
+$43.3K
|
5
|
11.33%
|
Increased
|
|
|
2754
|
Trilogy Capital
Irvine,
California
|
$33.2M
|
-$2.91M
|
6
|
1.29%
|
Reduced
|
|
|
2755
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$33.2M
|
-$2.18M
|
10
|
12.25%
|
Reduced
|
|
|
2756
|
LexAurum Advisors
Overland Park,
Kansas
|
$33.2M
|
+$187K
|
6
|
3.84%
|
Increased
|
|
|
2757
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$33.2M
|
-$2.4M
|
18
|
7.39%
|
Reduced
|
|
|
2758
|
HBW Advisory Services
Simi Valley,
California
|
$33.2M
|
+$1.44M
|
7
|
3%
|
Increased
|
|
|
2759
|
Thomas Story & Son
Culver,
Indiana
|
$33.2M
|
+$5.87K
|
3
|
11.73%
|
Increased
|
|
|
2760
|
Highlander Partners
Dallas,
Texas
|
$33.2M
|
$0
|
2
|
11.11%
|
Maintained
|
|
|
2761
|
Oxler Private Wealth
Rye Brook,
New York
|
$33.1M
|
-$803K
|
2
|
9.46%
|
Reduced
|
|
|
2762
|
MV Capital Management
Bethesda,
Maryland
|
$33.1M
|
-$719K
|
26
|
2.94%
|
Reduced
|
|
|
2763
|
Channel Wealth
Santa Barbara,
California
|
$33.1M
|
-$13.2M
|
5
|
7.43%
|
Reduced
|
|
|
2764
|
Essex Investment Management
Boston,
Massachusetts
|
$33M
|
+$2.64M
|
8
|
4.32%
|
Increased
|
|
|
2765
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$33M
|
-$909K
|
4
|
5.11%
|
Reduced
|
|
|
2766
|
TRB Wealth Management
Houston,
Texas
|
$32.9M
|
-$4.8M
|
5
|
4.38%
|
Reduced
|
|
|
2767
|
Sustainable Insight Capital Management
New York
|
$32.9M
|
-$30.8M
|
5
|
14.12%
|
Reduced
|
|
|
2768
|
Stonebrook Private
Northville,
Michigan
|
$32.9M
|
-$575K
|
4
|
6.01%
|
Reduced
|
|
|
2769
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$32.9M
|
-$201K
|
7
|
8.14%
|
Reduced
|
|
|
2770
|
Mangrove Partners
Greenwich,
Connecticut
|
$32.9M
|
-$444K
|
9
|
2.16%
|
Reduced
|
|
|
2771
|
Peregrine Investment Management
Toronto,
Ontario, Canada
|
$32.9M
|
+$3.14M
|
3
|
14.02%
|
Increased
|
|
|
2772
|
Financial Perspectives
Minneapolis,
Minnesota
|
$32.9M
|
+$2.05M
|
16
|
8%
|
Increased
|
|
|
2773
|
Rubicon Global Capital
London,
United Kingdom
|
$32.8M
|
-$1M
|
2
|
12.04%
|
Reduced
|
|
|
2774
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$32.8M
|
+$436K
|
8
|
2.12%
|
Increased
|
|
|
2775
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$32.8M
|
-$252K
|
4
|
8.14%
|
Reduced
|
|