|
4201
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$4.5M
|
-$120K
|
1
|
1.59%
|
Reduced
|
|
|
4202
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$4.5M
|
+$15.8K
|
2
|
3.04%
|
Increased
|
|
|
4203
|
Selby Wealth Management
Emeryville,
California
|
$4.49M
|
+$2.57K
|
1
|
1.59%
|
Increased
|
|
|
4204
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$4.49M
|
+$610K
|
1
|
0.4%
|
Increased
|
|
|
4205
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$4.49M
|
+$335K
|
1
|
0.25%
|
Increased
|
|
|
4206
|
Rational Advisors
Huntington,
New York
|
$4.49M
|
-$1.46M
|
1
|
0.41%
|
Reduced
|
|
|
4207
|
Wilian Securities
Vadnais Heights,
Minnesota
|
$4.49M
|
+$1.62M
|
1
|
2.65%
|
Increased
|
|
|
4208
|
LWM Advisory Services
Plantation,
Florida
|
$4.48M
|
-$4.82M
|
1
|
8.01%
|
Reduced
|
|
|
4209
|
TLWM Financial
San Antonio,
Texas
|
$4.47M
|
+$118K
|
1
|
0.73%
|
Increased
|
|
|
4210
|
Donalies Financial Planning
Washington,
District of Columbia
|
$4.47M
|
-$156K
|
1
|
3.3%
|
Reduced
|
|
|
4211
|
Camden National Bank
Camden,
Maine
|
$4.47M
|
+$217K
|
1
|
0.58%
|
Increased
|
|
|
4212
|
Measured Risk Portfolios
San Diego,
California
|
$4.47M
|
+$296K
|
1
|
3.97%
|
Increased
|
|
|
4213
|
Towerpoint Wealth
Sacramento,
California
|
$4.46M
|
+$291K
|
1
|
1.54%
|
Increased
|
|
|
4214
|
Jackson Wealth Management
Lake Mary,
Florida
|
$4.46M
|
-$53.7M
|
1
|
2.63%
|
Reduced
|
|
|
4215
|
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
|
$4.46M
|
+$10.9K
|
1
|
2.72%
|
Increased
|
|
|
4216
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$4.45M
|
-$28.6K
|
1
|
1.55%
|
Reduced
|
|
|
4217
|
August Group Capital
Toronto,
|
$4.44M
|
-$154K
|
1
|
4.88%
|
Reduced
|
|
|
4218
|
Orion Investment Company
St. Louis,
Missouri
|
$4.44M
|
$0
|
2
|
1.3%
|
Maintained
|
|
|
4219
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$4.44M
|
+$371K
|
1
|
1.19%
|
Increased
|
|
|
4220
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$4.44M
|
+$145K
|
1
|
1.53%
|
Increased
|
|
|
4221
|
Orin Green Financial
San Diego,
California
|
$4.43M
|
+$4K
|
2
|
1.64%
|
Increased
|
|
|
4222
|
AXS Investments
Port Chester,
New York
|
$4.43M
|
-$672K
|
3
|
1.26%
|
Reduced
|
|
|
4223
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$4.43M
|
-$568K
|
1
|
1.61%
|
Reduced
|
|
|
4224
|
Strong Retirement Solutions
Silverdale,
Washington
|
$4.43M
|
+$322K
|
1
|
2.65%
|
Increased
|
|
|
4225
|
GEM Asset Management
Plymouth,
Michigan
|
$4.43M
|
-$1.61M
|
1
|
1.74%
|
Reduced
|
|