|
2226
|
Core Wealth Partners
Santa Rosa,
California
|
$605K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
2227
|
Physician Wealth Advisors
Midvale,
Utah
|
$604K
|
+$26K
|
3
|
0.07%
|
Increased
|
|
|
2228
|
Pin Oak Investment Advisors
Houston,
Texas
|
$604K
|
+$31.6K
|
1
|
0.43%
|
Increased
|
|
|
2229
|
PFS Partners
Mine Hill,
New Jersey
|
$602K
|
-$10.2K
|
1
|
0.24%
|
Reduced
|
|
|
2230
|
Peak Financial Management
Wellesley,
Massachusetts
|
$602K
|
-$35.7K
|
1
|
0.14%
|
Reduced
|
|
|
2231
|
Southern Financial Group
Birmingham,
Alabama
|
$600K
|
-$59.2K
|
1
|
0.15%
|
Reduced
|
|
|
2232
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$599K
|
+$86.8K
|
1
|
0.24%
|
Increased
|
|
|
2233
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$599K
|
-$8.16K
|
1
|
0.36%
|
Reduced
|
|
|
2234
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$599K
|
-$1.02K
|
1
|
0.15%
|
Reduced
|
|
|
2235
|
Hilltop National Bank
Casper,
Wyoming
|
$599K
|
+$94.9K
|
1
|
0.13%
|
Increased
|
|
|
2236
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$599K
|
+$68.4K
|
1
|
0.05%
|
Increased
|
|
|
2237
|
Maple Capital Management
Montpelier,
Vermont
|
$598K
|
+$113K
|
1
|
0.04%
|
Increased
|
|
|
2238
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$597K
|
+$185K
|
1
|
0.13%
|
Increased
|
|
|
2239
|
Tranquility Partners
Brentwood,
Tennessee
|
$597K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
2240
|
Rollins Financial Advisors
New York City,
New York
|
$596K
|
+$187K
|
1
|
0.08%
|
Increased
|
|
|
2241
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$596K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
2242
|
Next Capital Management
New York
|
$594K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2243
|
Legacy Wealth Advisors
Miami,
Florida
|
$593K
|
+$50K
|
1
|
0.26%
|
Increased
|
|
|
2244
|
GW&K Investment Management
Boston,
Massachusetts
|
$591K
|
+$216K
|
1
|
0%
|
Increased
|
|
|
2245
|
TriaGen Wealth Management
Calabasas,
California
|
$590K
|
-$8.16K
|
1
|
0.15%
|
Reduced
|
|
|
2246
|
Canopy Partners
Cincinnati,
Ohio
|
$589K
|
+$38.8K
|
1
|
0.18%
|
Increased
|
|
|
2247
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$588K
|
+$116K
|
1
|
0.23%
|
Increased
|
|
|
2248
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$587K
|
+$37.8K
|
1
|
0.27%
|
Increased
|
|
|
2249
|
Lynch Asset Management
Yardley,
Pennsylvania
|
$587K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2250
|
Triglav Skladi
Ljubljana,
Slovenia
|
$587K
|
+$510K
|
1
|
0.03%
|
New
|
|