|
2551
|
AlphaCore Capital
La Jolla,
California
|
$34.7M
|
+$2.12M
|
6
|
7.51%
|
Increased
|
|
|
2552
|
Game Creek Capital
Boston,
Massachusetts
|
$34.7M
|
+$796K
|
6
|
13.54%
|
Increased
|
|
|
2553
|
Steamboat Capital Partners
Rye,
New York
|
$34.6M
|
+$607K
|
5
|
10.69%
|
Increased
|
|
|
2554
|
Moser Wealth Advisors
Bellevue,
Washington
|
$34.6M
|
-$924K
|
6
|
18%
|
Reduced
|
|
|
2555
|
Frisch Financial Group
Melville,
New York
|
$34.6M
|
-$1.11M
|
6
|
10.47%
|
Reduced
|
|
|
2556
|
Alpha Family Trust
Los Angeles,
California
|
$34.6M
|
$0
|
5
|
19.41%
|
Maintained
|
|
|
2557
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$34.6M
|
-$10.7M
|
7
|
5.19%
|
Reduced
|
|
|
2558
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$34.5M
|
+$87.2M
|
7
|
4.14%
|
Increased
|
|
|
2559
|
Wills Financial Group
Richmond,
Virginia
|
$34.4M
|
-$1.15M
|
4
|
14.87%
|
Reduced
|
|
|
2560
|
Poehling Capital Management
Madison,
Wisconsin
|
$34.4M
|
+$1.23M
|
6
|
8.46%
|
Increased
|
|
|
2561
|
TCI Wealth Advisors
Tucson,
Arizona
|
$34.4M
|
-$1.06M
|
6
|
2.87%
|
Reduced
|
|
|
2562
|
Wealth Effects
Boston,
Massachusetts
|
$34.4M
|
-$1.27M
|
9
|
12.21%
|
Reduced
|
|
|
2563
|
Umpqua Bank
Lake Oswego,
Oregon
|
$34.3M
|
+$2.29M
|
6
|
11.88%
|
Increased
|
|
|
2564
|
Allen Capital Group
Grand Island,
Nebraska
|
$34.3M
|
+$2.22M
|
7
|
4.11%
|
Increased
|
|
|
2565
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$34.2M
|
-$1.44M
|
6
|
14%
|
Reduced
|
|
|
2566
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$34.2M
|
-$582K
|
5
|
0.98%
|
Reduced
|
|
|
2567
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$34.2M
|
-$466K
|
6
|
8.07%
|
Reduced
|
|
|
2568
|
Highbridge Capital Management
New York
|
$34.1M
|
-$375K
|
1
|
1.28%
|
Reduced
|
|
|
2569
|
Buckhead Capital Management
Atlanta,
Georgia
|
$34.1M
|
-$437K
|
6
|
10.91%
|
Reduced
|
|
|
2570
|
WrapManager Inc
Mill Valley,
California
|
$34.1M
|
+$756K
|
6
|
8.73%
|
Increased
|
|
|
2571
|
Westwood Wealth Management
Los Angeles,
California
|
$34.1M
|
+$537K
|
5
|
12.32%
|
Increased
|
|
|
2572
|
Advisory Alpha
Holland,
Michigan
|
$34.1M
|
+$2.84M
|
7
|
1.21%
|
Increased
|
|
|
2573
|
Creative Financial Designs
Kokomo,
Indiana
|
$34.1M
|
-$908K
|
21
|
2.77%
|
Reduced
|
|
|
2574
|
Lansdowne Partners (UK)
London,
United Kingdom
|
$34.1M
|
+$29.2M
|
1
|
2.47%
|
Increased
|
|
|
2575
|
Affinity Wealth Management
Wilmington,
Delaware
|
$34M
|
+$275K
|
4
|
6.03%
|
Increased
|
|
