|
4001
|
KFA Private Wealth Group
Tysons,
Virginia
|
$1.63M
|
-$407K
|
3
|
0.39%
|
Reduced
|
|
|
4002
|
Traub Capital Management
Needham,
Massachusetts
|
$1.63M
|
-$130K
|
2
|
1.46%
|
Reduced
|
|
|
4003
|
Lodestar Private Asset Management
Alamo,
California
|
$1.63M
|
-$57.1K
|
2
|
0.14%
|
Reduced
|
|
|
4004
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$1.63M
|
-$55.6K
|
1
|
0.52%
|
Reduced
|
|
|
4005
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.63M
|
-$5.77M
|
1
|
0.15%
|
Reduced
|
|
|
4006
|
GatePass Capital
Independence,
Ohio
|
$1.63M
|
+$302K
|
3
|
0.62%
|
Increased
|
|
|
4007
|
Fortitude Family Office
Scottsdale,
Arizona
|
$1.63M
|
+$232K
|
46
|
0.32%
|
Increased
|
|
|
4008
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$1.63M
|
+$156K
|
4
|
0.24%
|
Increased
|
|
|
4009
|
Vawter Financial
Columbus,
Ohio
|
$1.62M
|
$0
|
3
|
0.61%
|
Maintained
|
|
|
4010
|
Heritage Family Offices
Scottsdale,
Arizona
|
$1.62M
|
-$756K
|
4
|
0.63%
|
Reduced
|
|
|
4011
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$1.62M
|
+$1.45M
|
4
|
0.63%
|
New
|
|
|
4012
|
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
|
$1.62M
|
-$556K
|
1
|
1.27%
|
Reduced
|
|
|
4013
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$1.62M
|
+$158K
|
3
|
0.74%
|
Increased
|
|
|
4014
|
Powers Advisory Group
Highland,
Illinois
|
$1.61M
|
-$69K
|
2
|
0.5%
|
Reduced
|
|
|
4015
|
Financial Insights
Tacoma,
Washington
|
$1.61M
|
-$7.1K
|
3
|
0.42%
|
Reduced
|
|
|
4016
|
OneAscent Family Office
Birmingham,
Alabama
|
$1.61M
|
+$745K
|
3
|
0.81%
|
Increased
|
|
|
4017
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$1.61M
|
+$55.3K
|
2
|
0.17%
|
Increased
|
|
|
4018
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$1.6M
|
+$2.63K
|
1
|
1.06%
|
Increased
|
|
|
4019
|
Sky Investment Group
Hartford,
Connecticut
|
$1.6M
|
+$765K
|
4
|
0.25%
|
Increased
|
|
|
4020
|
Alamar Capital Management
Santa Barbara,
California
|
$1.6M
|
$0
|
2
|
0.81%
|
Maintained
|
|
|
4021
|
TABR Capital Management
Orange,
California
|
$1.6M
|
+$699K
|
4
|
1.36%
|
Increased
|
|
|
4022
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.6M
|
+$564K
|
4
|
0.13%
|
Increased
|
|
|
4023
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$1.6M
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
4024
|
Vicus Capital
State College,
Pennsylvania
|
$1.59M
|
-$185K
|
1
|
0.1%
|
Reduced
|
|
|
4025
|
Raleigh Capital Management
Cary,
North Carolina
|
$1.59M
|
-$873K
|
6
|
0.51%
|
Reduced
|
|