|
3826
|
Clarendon Private
Boston,
Massachusetts
|
$13M
|
+$627K
|
5
|
8.35%
|
Increased
|
|
|
3827
|
Winslow Asset Management
Beachwood,
Ohio
|
$13M
|
-$69.1K
|
6
|
2.26%
|
Reduced
|
|
|
3828
|
Swiss Re
Zurich,
Switzerland
|
$13M
|
+$11.9M
|
7
|
1.18%
|
Increased
|
|
|
3829
|
Balentine LLC
Atlanta,
Georgia
|
$13M
|
+$3.82M
|
4
|
0.46%
|
Increased
|
|
|
3830
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$13M
|
-$168K
|
5
|
3.13%
|
Reduced
|
|
|
3831
|
Insight Inv LLC
El Segundo,
California
|
$12.9M
|
-$288K
|
5
|
6.1%
|
Reduced
|
|
|
3832
|
Stance Capital
Boston,
Massachusetts
|
$12.9M
|
+$8.69M
|
10
|
3.94%
|
Increased
|
|
|
3833
|
Centric Wealth Management
Chicago,
Illinois
|
$12.9M
|
$0
|
5
|
2.01%
|
Maintained
|
|
|
3834
|
Menard Financial Group
Houston,
Texas
|
$12.9M
|
-$1.95M
|
3
|
7.01%
|
Reduced
|
|
|
3835
|
Windle Wealth
Oklahoma City,
Oklahoma
|
$12.9M
|
+$47.7K
|
3
|
5.17%
|
Increased
|
|
|
3836
|
Emissary Wealth LLC
Hackensack,
New Jersey
|
$12.9M
|
-$277K
|
3
|
9.8%
|
Reduced
|
|
|
3837
|
Lagoda Investment Management
New York
|
$12.9M
|
-$345K
|
1
|
7.07%
|
Reduced
|
|
|
3838
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$12.8M
|
-$1.79M
|
4
|
1.59%
|
Reduced
|
|
|
3839
|
ARS Investment Partners
New York
|
$12.8M
|
-$122M
|
4
|
0.56%
|
Reduced
|
|
|
3840
|
Kopion Asset Management
Mckinney,
Texas
|
$12.8M
|
-$2.6M
|
1
|
8.09%
|
Reduced
|
|
|
3841
|
Keeler Thomas Management
Orem,
Utah
|
$12.8M
|
+$4.05M
|
5
|
4.53%
|
Increased
|
|
|
3842
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$12.8M
|
-$75.3K
|
4
|
3.46%
|
Reduced
|
|
|
3843
|
Seven Mile Advisory
Ewing,
New Jersey
|
$12.8M
|
-$1.94M
|
4
|
8.57%
|
Reduced
|
|
|
3844
|
Bellars Harris Wealth Management
Virginia Beach,
Virginia
|
$12.8M
|
+$13.1M
|
2
|
2.6%
|
New
|
|
|
3845
|
Wealth Advisors Northwest
Portland,
Oregon
|
$12.7M
|
+$495K
|
4
|
4.34%
|
Increased
|
|
|
3846
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$12.7M
|
+$1.23M
|
5
|
0.93%
|
Increased
|
|
|
3847
|
Ashford Capital Management
Wilmington,
Delaware
|
$12.7M
|
+$1.09M
|
4
|
1.37%
|
Increased
|
|
|
3848
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$12.7M
|
-$3.13K
|
4
|
3.05%
|
Reduced
|
|
|
3849
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$12.7M
|
-$299K
|
5
|
1.89%
|
Reduced
|
|
|
3850
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$12.7M
|
-$3.33M
|
6
|
2.4%
|
Reduced
|
|