|
2426
|
Exchange Bank
Santa Rosa,
California
|
$1.36M
|
+$195K
|
2
|
0.85%
|
Increased
|
|
|
2427
|
Axiom Investment Management
New York
|
$1.36M
|
+$1.02K
|
2
|
0.91%
|
Increased
|
|
|
2428
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1.36M
|
+$252K
|
2
|
0.11%
|
New
|
|
|
2429
|
Intrua Financial
Houston,
Texas
|
$1.36M
|
+$389K
|
2
|
0.12%
|
Increased
|
|
|
2430
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$1.36M
|
+$190K
|
2
|
0.51%
|
Increased
|
|
|
2431
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$1.36M
|
+$316K
|
2
|
0.38%
|
Increased
|
|
|
2432
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1.35M
|
+$214K
|
2
|
0.06%
|
Increased
|
|
|
2433
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$1.35M
|
+$155K
|
2
|
0.09%
|
Increased
|
|
|
2434
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$1.35M
|
-$1.14M
|
2
|
0.26%
|
Reduced
|
|
|
2435
|
Curated Wealth Partners
El Segundo,
California
|
$1.35M
|
-$314K
|
2
|
0.16%
|
Reduced
|
|
|
2436
|
Symmetry Partners
Glastonbury,
Connecticut
|
$1.35M
|
+$308K
|
2
|
0.07%
|
Increased
|
|
|
2437
|
Integrity Advisory Solutions
Dallas,
Texas
|
$1.35M
|
+$125K
|
2
|
0.14%
|
Increased
|
|
|
2438
|
Davidson Trust Company
Seattle,
Washington
|
$1.34M
|
+$24.8K
|
2
|
0.52%
|
Increased
|
|
|
2439
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$1.34M
|
-$81.9K
|
1
|
0.18%
|
Reduced
|
|
|
2440
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$1.34M
|
+$1.27M
|
1
|
0.52%
|
New
|
|
|
2441
|
Heritage Family Offices
Scottsdale,
Arizona
|
$1.34M
|
-$640K
|
1
|
0.52%
|
Reduced
|
|
|
2442
|
Anchor Bay Capital
Carlsbad,
California
|
$1.34M
|
+$1.24M
|
2
|
0.72%
|
New
|
|
|
2443
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$1.34M
|
$0
|
1
|
0.61%
|
Maintained
|
|
|
2444
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.34M
|
-$12.2K
|
1
|
0.24%
|
Reduced
|
|
|
2445
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$1.34M
|
+$341K
|
2
|
0.07%
|
Increased
|
|
|
2446
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$1.34M
|
+$1.02K
|
1
|
0.49%
|
Increased
|
|
|
2447
|
Lyell Wealth Management
Menlo Park,
California
|
$1.33M
|
+$111K
|
2
|
0.08%
|
Increased
|
|
|
2448
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
$1.33M
|
+$698K
|
2
|
0.67%
|
Increased
|
|
|
2449
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$1.33M
|
-$19.5K
|
3
|
0.42%
|
Reduced
|
|
|
2450
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.32M
|
-$39.4K
|
2
|
0.39%
|
Reduced
|
|