|
1301
|
Pathfinder Wealth Consulting
Wilmington,
North Carolina
|
$2.85M
|
+$2.88M
|
1
|
1.8%
|
New
|
|
|
1302
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$2.85M
|
-$339K
|
1
|
0.15%
|
Reduced
|
|
|
1303
|
Archford Capital Strategies
Swansea,
Illinois
|
$2.84M
|
+$281K
|
3
|
0.33%
|
Increased
|
|
|
1304
|
Little House Capital
Braintree,
Massachusetts
|
$2.84M
|
-$94.3K
|
1
|
0.71%
|
Reduced
|
|
|
1305
|
Ascent Wealth Partners
New Hartford,
New York
|
$2.84M
|
-$26.2K
|
3
|
0.33%
|
Reduced
|
|
|
1306
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$2.83M
|
-$1.42M
|
1
|
0.61%
|
Reduced
|
|
|
1307
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.83M
|
-$1.12M
|
1
|
0.07%
|
Reduced
|
|
|
1308
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$2.83M
|
+$13.5K
|
1
|
0.75%
|
Increased
|
|
|
1309
|
RWWM Inc
Rocklin,
California
|
$2.83M
|
-$199K
|
1
|
0.19%
|
Reduced
|
|
|
1310
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.82M
|
-$4.64M
|
1
|
0.17%
|
Reduced
|
|
|
1311
|
Westport Asset Management
Southport,
Connecticut
|
$2.82M
|
$0
|
1
|
1.18%
|
Maintained
|
|
|
1312
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$2.82M
|
+$304K
|
2
|
0.64%
|
Increased
|
|
|
1313
|
Argentarii
Cincinnati,
Ohio
|
$2.81M
|
+$2.4K
|
1
|
0.92%
|
Increased
|
|
|
1314
|
Essex LLC
Deer Park,
Illinois
|
$2.81M
|
+$13.2K
|
1
|
0.5%
|
Increased
|
|
|
1315
|
Y-Intercept (HK)
Hong Kong
|
$2.81M
|
-$57.3M
|
2
|
0.06%
|
Reduced
|
|
|
1316
|
Encompass More Asset Management
Danville,
California
|
$2.81M
|
+$2.91M
|
3
|
0.52%
|
Increased
|
|
|
1317
|
Global Assets Advisory
Orlando,
Florida
|
$2.81M
|
-$769K
|
1
|
0.8%
|
Reduced
|
|
|
1318
|
Clearstead Trust
Portland,
Maine
|
$2.78M
|
-$39.8K
|
1
|
0.44%
|
Reduced
|
|
|
1319
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$2.78M
|
-$675K
|
3
|
0.95%
|
Reduced
|
|
|
1320
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$2.77M
|
+$2.83M
|
6
|
0.22%
|
New
|
|
|
1321
|
KCM Investment Advisors
Greenbrae,
California
|
$2.77M
|
-$90.1K
|
1
|
0.09%
|
Reduced
|
|
|
1322
|
Strategic Advisors
New York
|
$2.77M
|
+$164K
|
1
|
0.43%
|
Increased
|
|
|
1323
|
PDS Planning
Dublin,
Ohio
|
$2.75M
|
+$503K
|
3
|
0.18%
|
Increased
|
|
|
1324
|
New England Research & Management
Chicago,
Illinois
|
$2.74M
|
-$418K
|
1
|
1.2%
|
Reduced
|
|
|
1325
|
Grove Bank & Trust
Miami,
Florida
|
$2.74M
|
+$257K
|
4
|
0.31%
|
Increased
|
|