|
2701
|
Wimmer Associates 1
Pasadena,
California
|
$35.8M
|
-$252K
|
6
|
17.19%
|
Reduced
|
|
|
2702
|
KKM Financial
Chicago,
Illinois
|
$35.7M
|
+$3.49M
|
7
|
11.24%
|
Increased
|
|
|
2703
|
Blue Edge Capital
Richmond,
Virginia
|
$35.7M
|
-$1.08M
|
6
|
5.08%
|
Reduced
|
|
|
2704
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$35.7M
|
-$354K
|
8
|
11.53%
|
Reduced
|
|
|
2705
|
Aventura Private Wealth
Aventura,
Florida
|
$35.7M
|
+$5.18M
|
17
|
13.15%
|
Increased
|
|
|
2706
|
OneAscent Financial Services
Birmingham,
Alabama
|
$35.7M
|
+$1.67M
|
6
|
2.37%
|
Increased
|
|
|
2707
|
Finer Wealth Management
Salem,
Massachusetts
|
$35.6M
|
+$44K
|
5
|
17.74%
|
Increased
|
|
|
2708
|
Kinsale Capital Group
Richmond,
Virginia
|
$35.6M
|
+$1.58M
|
2
|
6.5%
|
Increased
|
|
|
2709
|
FCG Investment Company
Germantown,
Tennessee
|
$35.6M
|
+$637K
|
4
|
16.65%
|
Increased
|
|
|
2710
|
Oxford Financial Group
Carmel,
Indiana
|
$35.6M
|
+$2.11M
|
6
|
2.01%
|
Increased
|
|
|
2711
|
Davidson Trust Company
Seattle,
Washington
|
$35.6M
|
+$5.93M
|
6
|
14.68%
|
Increased
|
|
|
2712
|
CGN Advisors
Manhattan,
Kansas
|
$35.6M
|
-$281K
|
6
|
2.92%
|
Reduced
|
|
|
2713
|
FFG Partners
Fort Lauderdale,
Florida
|
$35.5M
|
-$6.2M
|
4
|
9.62%
|
Reduced
|
|
|
2714
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$35.5M
|
-$591K
|
6
|
14.47%
|
Reduced
|
|
|
2715
|
Aprio Wealth Management
Atlanta,
Georgia
|
$35.5M
|
+$5.04M
|
8
|
3.53%
|
Increased
|
|
|
2716
|
Pennant Select
Summit,
New Jersey
|
$35.5M
|
-$4.12M
|
3
|
22.3%
|
Reduced
|
|
|
2717
|
12 West Capital Management
New York
|
$35.4M
|
$0
|
1
|
3.67%
|
Maintained
|
|
|
2718
|
GKV Capital Management
Walnut Creek,
California
|
$35.4M
|
-$975K
|
6
|
13.97%
|
Reduced
|
|
|
2719
|
Capricorn Fund Managers
London,
United Kingdom
|
$35.4M
|
+$2.23M
|
3
|
11.87%
|
Increased
|
|
|
2720
|
Altman Advisors
Chicago,
Illinois
|
$35.3M
|
-$211K
|
7
|
13.52%
|
Reduced
|
|
|
2721
|
Financial Strategies Group
Okemos,
Michigan
|
$35.3M
|
-$4.37M
|
4
|
6.73%
|
Reduced
|
|
|
2722
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$35.3M
|
+$1.57M
|
6
|
14.59%
|
Increased
|
|
|
2723
|
|
$35.3M
|
+$12.5M
|
10
|
3.06%
|
Increased
|
|
|
2724
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$35.3M
|
+$33.3M
|
5
|
7.02%
|
New
|
|
|
2725
|
State of Wyoming
Cheyenne,
Wyoming
|
$35.3M
|
+$2.87M
|
18
|
4.02%
|
Increased
|
|