|
3026
|
Insight Advisors
Newtown,
Pennsylvania
|
$3.41M
|
+$97K
|
3
|
0.6%
|
Increased
|
|
|
3027
|
North Dallas Bank & Trust
Dallas,
Texas
|
$3.41M
|
+$436K
|
2
|
2.02%
|
Increased
|
|
|
3028
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$3.4M
|
+$733K
|
3
|
0.27%
|
Increased
|
|
|
3029
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$3.4M
|
$0
|
2
|
1.83%
|
Maintained
|
|
|
3030
|
Lionhunter Capital Management
New York
|
$3.4M
|
+$3.12M
|
3
|
1.53%
|
New
|
|
|
3031
|
Peak Financial Advisors
Denver,
Colorado
|
$3.4M
|
+$453K
|
1
|
1.41%
|
Increased
|
|
|
3032
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$3.39M
|
-$14.1K
|
1
|
0.37%
|
Reduced
|
|
|
3033
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$3.39M
|
-$349K
|
2
|
0.67%
|
Reduced
|
|
|
3034
|
Wealth Architects
Mountain View,
California
|
$3.39M
|
-$168K
|
3
|
0.27%
|
Reduced
|
|
|
3035
|
Swiss Re
Zurich,
Switzerland
|
$3.39M
|
+$2.83M
|
3
|
0.31%
|
Increased
|
|
|
3036
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$3.39M
|
+$53.5K
|
3
|
1.96%
|
Increased
|
|
|
3037
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$3.39M
|
+$122K
|
2
|
0.08%
|
Increased
|
|
|
3038
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$3.38M
|
-$1.2M
|
3
|
1.23%
|
Reduced
|
|
|
3039
|
Kanawha Capital Management
Richmond,
Virginia
|
$3.38M
|
+$89.6K
|
3
|
0.22%
|
Increased
|
|
|
3040
|
Goldstein Advisors
Madison,
Wisconsin
|
$3.38M
|
+$875K
|
4
|
0.31%
|
Increased
|
|
|
3041
|
Torrey-Payne Wealth Management
Pasadena,
California
|
$3.37M
|
+$216K
|
1
|
2.77%
|
Increased
|
|
|
3042
|
Affinity Capital Advisors
Berkeley,
California
|
$3.37M
|
-$79K
|
3
|
0.42%
|
Reduced
|
|
|
3043
|
Schuylkill Financial
Wyomissing,
Pennsylvania
|
$3.36M
|
+$2.99M
|
5
|
3.11%
|
New
|
|
|
3044
|
WBI Investments
Red Bank,
New Jersey
|
$3.36M
|
+$127K
|
2
|
0.83%
|
Increased
|
|
|
3045
|
Crown Wealth Group
Charlotte,
North Carolina
|
$3.36M
|
+$347K
|
3
|
0.86%
|
Increased
|
|
|
3046
|
Bitterroot Capital Advisors
Bozeman,
Montana
|
$3.36M
|
-$29.8K
|
1
|
2.02%
|
Reduced
|
|
|
3047
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
$3.36M
|
+$118K
|
2
|
2.76%
|
Increased
|
|
|
3048
|
West Tower Group
Richmond,
Virginia
|
$3.36M
|
+$455K
|
2
|
9.43%
|
Increased
|
|
|
3049
|
Riversedge Advisors
Wilmington,
Delaware
|
$3.35M
|
+$267K
|
3
|
0.44%
|
Increased
|
|
|
3050
|
Miller Financial Services
Marshall,
Michigan
|
$3.35M
|
+$571K
|
1
|
2.7%
|
Increased
|
|