|
2601
|
Glass Wealth Management
San Antonio,
Texas
|
$13.8M
|
+$920K
|
1
|
4.62%
|
Increased
|
|
|
2602
|
Allied Investment Advisors
Billings,
Montana
|
$13.8M
|
-$173K
|
1
|
1.73%
|
Reduced
|
|
|
2603
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$13.8M
|
-$1.76M
|
1
|
2.65%
|
Reduced
|
|
|
2604
|
Thomas Story & Son
Culver,
Indiana
|
$13.7M
|
+$9.44K
|
1
|
4.85%
|
Increased
|
|
|
2605
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$13.7M
|
-$1.01M
|
1
|
5.04%
|
Reduced
|
|
|
2606
|
Poehling Capital Management
Madison,
Wisconsin
|
$13.7M
|
+$62.9K
|
1
|
2.93%
|
Increased
|
|
|
2607
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$13.6M
|
-$56.1K
|
1
|
8.04%
|
Reduced
|
|
|
2608
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$13.6M
|
-$2.62M
|
1
|
4.44%
|
Reduced
|
|
|
2609
|
Menlo Advisors
Menlo Park,
California
|
$13.6M
|
-$17.2K
|
1
|
5.98%
|
Reduced
|
|
|
2610
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$13.6M
|
-$851K
|
2
|
3.11%
|
Reduced
|
|
|
2611
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$13.6M
|
-$2.96M
|
1
|
7.33%
|
Reduced
|
|
|
2612
|
Lombard Odier Asset Management (Europe)
London,
United Kingdom
|
$13.6M
|
+$435K
|
1
|
0.57%
|
Increased
|
|
|
2613
|
Rede Wealth
Charlottesville,
Virginia
|
$13.6M
|
-$30.9K
|
1
|
4.5%
|
Reduced
|
|
|
2614
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$13.6M
|
+$1.91M
|
1
|
0.73%
|
Increased
|
|
|
2615
|
Spinnaker Investment Group
Newport Beach,
California
|
$13.6M
|
+$1.3M
|
1
|
2.18%
|
Increased
|
|
|
2616
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$13.6M
|
+$485K
|
1
|
3.43%
|
Increased
|
|
|
2617
|
Searcy Financial Services
Overland Park,
Kansas
|
$13.6M
|
-$266K
|
1
|
4.55%
|
Reduced
|
|
|
2618
|
LeClair Wealth Partners
Dublin,
Ohio
|
$13.6M
|
+$11.8M
|
1
|
7.03%
|
Increased
|
|
|
2619
|
Union Heritage Capital
Bloomfield Hills,
Michigan
|
$13.6M
|
$0
|
1
|
4.6%
|
Maintained
|
|
|
2620
|
Private Management Group
Irvine,
California
|
$13.6M
|
+$177K
|
1
|
0.36%
|
Increased
|
|
|
2621
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$13.6M
|
-$937K
|
2
|
1.38%
|
Reduced
|
|
|
2622
|
Broadwater Capital
Boston,
Massachusetts
|
$13.6M
|
-$11.4K
|
2
|
9.83%
|
Reduced
|
|
|
2623
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
$13.5M
|
-$689K
|
1
|
5.33%
|
Reduced
|
|
|
2624
|
Truvestments Capital
Sarasota,
Florida
|
$13.5M
|
+$270K
|
4
|
2.01%
|
Increased
|
|
|
2625
|
Curated Wealth Partners
El Segundo,
California
|
$13.5M
|
+$1.27M
|
1
|
1.57%
|
Increased
|
|