|
2601
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$6.28M
|
+$1.15M
|
3
|
3.22%
|
Increased
|
|
|
2602
|
ORG Wealth Partners
Dallas,
Texas
|
$6.28M
|
-$245K
|
10
|
0.94%
|
Reduced
|
|
|
2603
|
East Coast Asset Management
Essex,
Massachusetts
|
$6.27M
|
-$153K
|
1
|
1.85%
|
Reduced
|
|
|
2604
|
|
$6.26M
|
-$5.5M
|
3
|
0.5%
|
Reduced
|
|
|
2605
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$6.25M
|
+$886K
|
7
|
0.52%
|
Increased
|
|
|
2606
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$6.25M
|
-$5.65K
|
7
|
0.54%
|
Reduced
|
|
|
2607
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$6.25M
|
-$14.9K
|
2
|
4.13%
|
Reduced
|
|
|
2608
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$6.24M
|
+$940K
|
5
|
2.56%
|
Increased
|
|
|
2609
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$6.22M
|
+$295K
|
3
|
0.9%
|
Increased
|
|
|
2610
|
Morningstar Investment Management
Chicago,
Illinois
|
$6.21M
|
$0
|
3
|
0.38%
|
Maintained
|
|
|
2611
|
Quotient Wealth Partners
Dallas,
Texas
|
$6.2M
|
+$412K
|
6
|
0.15%
|
Increased
|
|
|
2612
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$6.19M
|
-$9.28K
|
2
|
2.49%
|
Reduced
|
|
|
2613
|
United Bank (Georgia)
Zebulon,
Georgia
|
$6.19M
|
-$217K
|
2
|
1.88%
|
Reduced
|
|
|
2614
|
Bridgefront Capital
Austin,
Texas
|
$6.19M
|
+$444K
|
13
|
1.63%
|
Increased
|
|
|
2615
|
SFMG Wealth Advisors
Plano,
Texas
|
$6.18M
|
-$104K
|
7
|
0.37%
|
Reduced
|
|
|
2616
|
Victrix Investment Advisors
Stuart,
Florida
|
$6.18M
|
-$29.9K
|
2
|
2.59%
|
Reduced
|
|
|
2617
|
Blue Line Capital
Chicago,
Illinois
|
$6.18M
|
-$405K
|
4
|
5.15%
|
Reduced
|
|
|
2618
|
Left Brain Wealth Management
Naperville,
Illinois
|
$6.18M
|
+$993K
|
3
|
1.86%
|
Increased
|
|
|
2619
|
Inlet Private Wealth
Jupiter,
Florida
|
$6.18M
|
$0
|
3
|
1.5%
|
Maintained
|
|
|
2620
|
Leonteq Securities AG
Zurich,
Switzerland
|
$6.17M
|
-$4.99M
|
21
|
0.21%
|
Reduced
|
|
|
2621
|
City State Bank
Norwalk,
Iowa
|
$6.17M
|
-$34.1K
|
7
|
1.41%
|
Reduced
|
|
|
2622
|
|
$6.17M
|
+$5.77M
|
3
|
0.54%
|
Increased
|
|
|
2623
|
Capital Planning
Bellevue,
Washington
|
$6.16M
|
-$68.4K
|
1
|
1.8%
|
Reduced
|
|
|
2624
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$6.16M
|
-$316K
|
1
|
6.05%
|
Reduced
|
|
|
2625
|
Ausbil Investment Management
Sydney,
Australia
|
$6.16M
|
+$214K
|
1
|
2.79%
|
Increased
|
|