|
2176
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$4.64M
|
-$1.23M
|
6
|
0.27%
|
Reduced
|
|
|
2177
|
HF Advisory Group
Annapolis,
Maryland
|
$4.64M
|
+$259K
|
2
|
1.43%
|
Increased
|
|
|
2178
|
1ST Source Bank
South Bend,
Indiana
|
$4.64M
|
-$81.9K
|
5
|
0.21%
|
Reduced
|
|
|
2179
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$4.62M
|
-$238K
|
3
|
1.41%
|
Reduced
|
|
|
2180
|
Legacy Financial Independent Advisors
Louisville,
Kentucky
|
$4.62M
|
-$4.01M
|
3
|
2.17%
|
Reduced
|
|
|
2181
|
|
$4.62M
|
-$56.3K
|
7
|
0.65%
|
Reduced
|
|
|
2182
|
Saba Capital Management
New York
|
$4.61M
|
+$2.78M
|
3
|
0.12%
|
Increased
|
|
|
2183
|
Custom Index Systems
New York
|
$4.61M
|
+$1.86K
|
7
|
1.66%
|
Increased
|
|
|
2184
|
Parthenon LLC
Louisville,
Kentucky
|
$4.61M
|
-$31.6K
|
2
|
0.48%
|
Reduced
|
|
|
2185
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$4.6M
|
$0
|
2
|
1.41%
|
Maintained
|
|
|
2186
|
Truvestments Capital
Sarasota,
Florida
|
$4.6M
|
-$39.9K
|
14
|
0.68%
|
Reduced
|
|
|
2187
|
Webster Bank
Waterbury,
Connecticut
|
$4.6M
|
+$395K
|
10
|
0.4%
|
Increased
|
|
|
2188
|
|
$4.59M
|
+$247K
|
19
|
0.28%
|
Increased
|
|
|
2189
|
Purus Wealth Management
Newport Beach,
California
|
$4.58M
|
+$50.3K
|
2
|
1.26%
|
Increased
|
|
|
2190
|
Steele Capital Management
Dubuque,
Iowa
|
$4.58M
|
-$601K
|
1
|
0.17%
|
Reduced
|
|
|
2191
|
Walnut Private Equity Partners
Omaha,
Nebraska
|
$4.58M
|
$0
|
1
|
2.47%
|
Maintained
|
|
|
2192
|
Williamson Legacy Group
Carmel,
Indiana
|
$4.58M
|
-$2.99M
|
1
|
2.27%
|
Reduced
|
|
|
2193
|
Cooper Financial Group
Irvine,
California
|
$4.58M
|
-$278K
|
7
|
0.38%
|
Reduced
|
|
|
2194
|
Marco Investment Management
Atlanta,
Georgia
|
$4.57M
|
+$908K
|
5
|
0.3%
|
Increased
|
|
|
2195
|
GatePass Capital
Independence,
Ohio
|
$4.56M
|
+$582K
|
5
|
1.73%
|
Increased
|
|
|
2196
|
Wealth Intelligence
Columbus,
Georgia
|
$4.56M
|
-$562K
|
3
|
2.12%
|
Reduced
|
|
|
2197
|
Menlo Advisors
Menlo Park,
California
|
$4.56M
|
+$22.9K
|
1
|
2%
|
Increased
|
|
|
2198
|
Berger Financial Group
Plymouth,
Minnesota
|
$4.56M
|
+$378K
|
6
|
0.23%
|
Increased
|
|
|
2199
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$4.55M
|
-$83K
|
2
|
1.02%
|
Reduced
|
|
|
2200
|
Bucket List Wealth Management
The Villages,
Florida
|
$4.55M
|
+$2.01M
|
2
|
2.24%
|
Increased
|
|