|
2701
|
Mattern Capital Management
Lakewood,
Colorado
|
$12.9M
|
+$48.8K
|
3
|
3.36%
|
Increased
|
|
|
2702
|
Montgomery Investment Management
Rockville,
Maryland
|
$12.9M
|
-$628K
|
5
|
6.75%
|
Reduced
|
|
|
2703
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$12.8M
|
-$55.1K
|
5
|
7.47%
|
Reduced
|
|
|
2704
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$12.8M
|
+$2.7M
|
6
|
2.09%
|
Increased
|
|
|
2705
|
Acropolis Investment Management
St. Louis,
Missouri
|
$12.8M
|
+$528K
|
7
|
1.59%
|
Increased
|
|
|
2706
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$12.8M
|
+$12.7M
|
9
|
9.99%
|
New
|
|
|
2707
|
Soltis Investment Advisors
St. George,
Utah
|
$12.8M
|
-$2.97M
|
7
|
3%
|
Reduced
|
|
|
2708
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$12.7M
|
+$2.03M
|
16
|
3.85%
|
Increased
|
|
|
2709
|
Plancorp LLC
Saint Louis,
Missouri
|
$12.7M
|
+$2.19M
|
6
|
3.87%
|
Increased
|
|
|
2710
|
SOL Capital Management
Rockville,
Maryland
|
$12.7M
|
-$392K
|
9
|
3.5%
|
Reduced
|
|
|
2711
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$12.7M
|
+$12.1M
|
6
|
7.35%
|
New
|
|
|
2712
|
Financial Engines Advisors
Santa Clara,
California
|
$12.7M
|
+$4.59M
|
7
|
0.05%
|
Increased
|
|
|
2713
|
Community Capital Management
Plantation,
Florida
|
$12.7M
|
-$2.72M
|
5
|
16.9%
|
Reduced
|
|
|
2714
|
DOHJ LLC
Seattle,
Washington
|
$12.7M
|
-$4.34K
|
3
|
7.94%
|
Reduced
|
|
|
2715
|
Executive Wealth Group
Kirkland,
Washington
|
$12.7M
|
+$4.2K
|
3
|
9.74%
|
Increased
|
|
|
2716
|
Doheny Asset Management
Los Angeles,
California
|
$12.7M
|
+$761K
|
6
|
10.47%
|
Increased
|
|
|
2717
|
Stevard LLC
Chicago,
Illinois
|
$12.7M
|
+$121K
|
7
|
5.28%
|
Increased
|
|
|
2718
|
Modera Wealth Management
Westwood,
New Jersey
|
$12.7M
|
-$147K
|
6
|
1.88%
|
Reduced
|
|
|
2719
|
Bangor Savings Bank
Bangor,
Maine
|
$12.6M
|
-$814K
|
7
|
1.93%
|
Reduced
|
|
|
2720
|
Price Wealth
Austin,
Texas
|
$12.6M
|
+$2.84M
|
10
|
3.53%
|
Increased
|
|
|
2721
|
CWH Capital Management
Spokane,
Washington
|
$12.6M
|
-$3.5M
|
6
|
5.74%
|
Reduced
|
|
|
2722
|
Sage Rhino Capital
Menlo Park,
California
|
$12.6M
|
-$84.6K
|
8
|
6.09%
|
Reduced
|
|
|
2723
|
Biltmore Family Office
Charlotte,
North Carolina
|
$12.6M
|
-$1.02M
|
6
|
7.04%
|
Reduced
|
|
|
2724
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$12.6M
|
+$33.1K
|
7
|
2.11%
|
Increased
|
|
|
2725
|
Leonard Green & Partners
Los Angeles,
California
|
$12.6M
|
-$4.99M
|
1
|
0.65%
|
Reduced
|
|