|
2551
|
Cascade Financial Partners
San Diego,
California
|
$35.8M
|
+$686K
|
6
|
4.3%
|
Increased
|
|
|
2552
|
Lynch Asset Management
Yardley,
Pennsylvania
|
$35.8M
|
+$890K
|
4
|
12.63%
|
Increased
|
|
|
2553
|
SPC Financial Inc
Rockville,
Maryland
|
$35.8M
|
+$249K
|
8
|
3%
|
Increased
|
|
|
2554
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$35.7M
|
+$1.27M
|
6
|
8.92%
|
Increased
|
|
|
2555
|
Mendel Money Management
Northbrook,
Illinois
|
$35.7M
|
-$969K
|
7
|
15.79%
|
Reduced
|
|
|
2556
|
Dover Advisors
Richmond,
Virginia
|
$35.6M
|
-$950K
|
6
|
15.69%
|
Reduced
|
|
|
2557
|
Science & Technology Partners
New York
|
$35.6M
|
+$18.1M
|
4
|
9.33%
|
Increased
|
|
|
2558
|
Clear Creek Financial Management
Silverdale,
Washington
|
$35.6M
|
+$1.74M
|
12
|
3.39%
|
Increased
|
|
|
2559
|
Parkside Investments
Deerfield,
Illinois
|
$35.5M
|
-$1.59M
|
4
|
4.83%
|
Reduced
|
|
|
2560
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$35.5M
|
+$684K
|
5
|
9.28%
|
Increased
|
|
|
2561
|
Greenline Partners
New York
|
$35.5M
|
+$7.11M
|
4
|
4.78%
|
Increased
|
|
|
2562
|
Silverlake Wealth Management
Williston,
Vermont
|
$35.5M
|
+$1.73M
|
6
|
10.32%
|
Increased
|
|
|
2563
|
NBW Capital
Boston,
Massachusetts
|
$35.4M
|
+$616K
|
3
|
7.65%
|
Increased
|
|
|
2564
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$35.4M
|
-$5.21M
|
4
|
9.57%
|
Reduced
|
|
|
2565
|
White Pine Capital
Bloomington,
Minnesota
|
$35.4M
|
+$262K
|
6
|
11.23%
|
Increased
|
|
|
2566
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$35.4M
|
-$570K
|
5
|
12.44%
|
Reduced
|
|
|
2567
|
Great Diamond Partners
Portland,
Maine
|
$35.4M
|
+$7.31M
|
7
|
7.47%
|
Increased
|
|
|
2568
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$35.3M
|
+$358K
|
7
|
7.91%
|
Increased
|
|
|
2569
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$35.3M
|
-$417K
|
6
|
4.59%
|
Reduced
|
|
|
2570
|
Long Focus Capital Management
San Juan,
Puerto Rico
|
$35.3M
|
-$34.4M
|
3
|
1.33%
|
Reduced
|
|
|
2571
|
Stablepoint Partners
Braintree,
Massachusetts
|
$35.3M
|
-$40.2K
|
8
|
6%
|
Reduced
|
|
|
2572
|
Capital Insight Partners
Scottsdale,
Arizona
|
$35.2M
|
-$498K
|
7
|
6.12%
|
Reduced
|
|
|
2573
|
IPG Investment Advisors
San Diego,
California
|
$35.2M
|
+$631K
|
7
|
6.87%
|
Increased
|
|
|
2574
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$35.1M
|
+$1.04M
|
6
|
7.55%
|
Increased
|
|
|
2575
|
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
|
$35.1M
|
+$2.18M
|
5
|
12.7%
|
Increased
|
|