|
3201
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$3.61M
|
-$35.9K
|
3
|
2.32%
|
Reduced
|
|
|
3202
|
Boston Research & Management
Manchester,
Massachusetts
|
$3.6M
|
-$105K
|
1
|
0.8%
|
Reduced
|
|
|
3203
|
Meros Investment Management
Dallas,
Texas
|
$3.6M
|
+$2.16M
|
1
|
1.14%
|
Increased
|
|
|
3204
|
Waterfront Wealth
Overland Park,
Kansas
|
$3.6M
|
+$1.35M
|
4
|
0.56%
|
Increased
|
|
|
3205
|
Washburn Capital Management
Vero Beach,
Florida
|
$3.59M
|
-$2.33M
|
4
|
1.77%
|
Reduced
|
|
|
3206
|
Martin Capital Advisors
San Antonio,
Texas
|
$3.59M
|
+$126K
|
3
|
1.88%
|
Increased
|
|
|
3207
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$3.59M
|
-$148K
|
2
|
1.28%
|
Reduced
|
|
|
3208
|
Cable Car Capital
San Francisco,
California
|
$3.59M
|
+$3.25M
|
1
|
0.08%
|
New
|
|
|
3209
|
Westmount Partners
Los Angeles,
California
|
$3.58M
|
+$24.7K
|
4
|
0.78%
|
Increased
|
|
|
3210
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$3.57M
|
+$666K
|
5
|
0.48%
|
Increased
|
|
|
3211
|
Beacon Financial Group
Dallas,
Texas
|
$3.57M
|
+$1.04M
|
6
|
0.32%
|
Increased
|
|
|
3212
|
Platt Wealth Management
San Diego,
California
|
$3.56M
|
+$878
|
1
|
2.87%
|
Increased
|
|
|
3213
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$3.56M
|
-$1.27M
|
3
|
2.2%
|
Reduced
|
|
|
3214
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$3.56M
|
+$260K
|
3
|
0.17%
|
Increased
|
|
|
3215
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$3.56M
|
+$228K
|
3
|
0.27%
|
Increased
|
|
|
3216
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$3.56M
|
-$47.4K
|
4
|
2.81%
|
Reduced
|
|
|
3217
|
Corundum Group
Colorado Springs,
Colorado
|
$3.55M
|
-$19.3K
|
1
|
1.05%
|
Reduced
|
|
|
3218
|
Means Investment Company
Bangor,
Maine
|
$3.55M
|
+$3.68K
|
3
|
0.27%
|
Increased
|
|
|
3219
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$3.55M
|
-$129K
|
1
|
1.95%
|
Reduced
|
|
|
3220
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$3.55M
|
+$69K
|
3
|
1.02%
|
Increased
|
|
|
3221
|
Lewis Asset Management
Lafayette,
California
|
$3.55M
|
+$1.41M
|
5
|
1.24%
|
Increased
|
|
|
3222
|
Intrua Financial
Houston,
Texas
|
$3.54M
|
+$520K
|
5
|
0.32%
|
Increased
|
|
|
3223
|
OFC Financial Planning
Short Hills,
New Jersey
|
$3.54M
|
$0
|
2
|
3.14%
|
Maintained
|
|
|
3224
|
Bell Bank
Fargo,
North Dakota
|
$3.53M
|
+$221K
|
4
|
0.13%
|
Increased
|
|
|
3225
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$3.53M
|
+$89K
|
1
|
1.55%
|
Increased
|
|