|
3626
|
Holistic Planning
Nacogdoches,
Texas
|
$14.8M
|
+$810K
|
4
|
2.31%
|
Increased
|
|
|
3627
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$14.8M
|
-$1.12M
|
7
|
5.47%
|
Reduced
|
|
|
3628
|
|
$14.8M
|
-$570K
|
2
|
6.24%
|
Reduced
|
|
|
3629
|
S Squared Technology
New York
|
$14.8M
|
+$2.95M
|
3
|
4.6%
|
Increased
|
|
|
3630
|
Urban Wealth Management
El Segundo,
California
|
$14.8M
|
+$1.11M
|
3
|
12.92%
|
Increased
|
|
|
3631
|
Hutner Capital Management
Manchester,
Vermont
|
$14.8M
|
+$420K
|
2
|
5.86%
|
Increased
|
|
|
3632
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$14.8M
|
-$372K
|
4
|
6.15%
|
Reduced
|
|
|
3633
|
HF Advisory Group
Annapolis,
Maryland
|
$14.8M
|
-$880K
|
5
|
4.57%
|
Reduced
|
|
|
3634
|
Harold Davidson & Associates
Los Angeles,
California
|
$14.8M
|
+$47.7K
|
5
|
6.41%
|
Increased
|
|
|
3635
|
Turn8 Private Wealth
Pointe Claire,
|
$14.8M
|
-$1.41M
|
4
|
9.84%
|
Reduced
|
|
|
3636
|
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
|
$14.7M
|
+$1.77M
|
3
|
10.75%
|
Increased
|
|
|
3637
|
First Dallas Securities
Dallas,
Texas
|
$14.7M
|
+$1.85M
|
4
|
4.87%
|
Increased
|
|
|
3638
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$14.7M
|
+$99.6K
|
4
|
4.37%
|
Increased
|
|
|
3639
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$14.7M
|
-$444K
|
10
|
2.24%
|
Reduced
|
|
|
3640
|
Meridian Financial Partners
Warrenton,
Virginia
|
$14.7M
|
-$285K
|
4
|
5.02%
|
Reduced
|
|
|
3641
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$14.7M
|
-$330K
|
4
|
9.68%
|
Reduced
|
|
|
3642
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$14.7M
|
+$235K
|
5
|
1.69%
|
Increased
|
|
|
3643
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$14.7M
|
+$9.53M
|
4
|
6.13%
|
Increased
|
|
|
3644
|
Conscious Wealth Investments
Coral Gables,
Florida
|
$14.7M
|
-$129K
|
5
|
7.55%
|
Reduced
|
|
|
3645
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$14.7M
|
-$905K
|
4
|
2.15%
|
Reduced
|
|
|
3646
|
Limestone Investment Advisors
New York
|
$14.7M
|
-$8.78M
|
5
|
1.09%
|
Reduced
|
|
|
3647
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$14.7M
|
+$252K
|
4
|
3.94%
|
Increased
|
|
|
3648
|
Tiemann Investment Advisors
Menlo Park,
California
|
$14.6M
|
-$1.28M
|
6
|
5.3%
|
Reduced
|
|
|
3649
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$14.6M
|
+$654K
|
5
|
1.34%
|
Increased
|
|
|
3650
|
Snowwater Investment Partners
Fairfield,
Connecticut
|
$14.6M
|
-$171K
|
4
|
10.1%
|
Reduced
|
|