|
2701
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$39.6M
|
-$1.56M
|
8
|
5.13%
|
Reduced
|
|
|
2702
|
Infusive Asset Management
New York
|
$39.6M
|
-$12M
|
4
|
16.9%
|
Reduced
|
|
|
2703
|
Spirit of America Management Corp
Syosset,
New York
|
$39.6M
|
+$819K
|
8
|
8.39%
|
Increased
|
|
|
2704
|
Finer Wealth Management
Salem,
Massachusetts
|
$39.5M
|
+$1.53M
|
5
|
19.13%
|
Increased
|
|
|
2705
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$39.5M
|
+$634K
|
6
|
1.63%
|
Increased
|
|
|
2706
|
Chelsea Counsel Company
Los Angeles,
California
|
$39.4M
|
-$2.34M
|
8
|
16.94%
|
Reduced
|
|
|
2707
|
MJP Associates
Farmington,
Connecticut
|
$39.4M
|
+$1.43M
|
9
|
4.93%
|
Increased
|
|
|
2708
|
Aragon Global Management
Miami,
Florida
|
$39.4M
|
+$10.6M
|
3
|
11.95%
|
Increased
|
|
|
2709
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$39.3M
|
-$1.31M
|
6
|
4.37%
|
Reduced
|
|
|
2710
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$39.3M
|
+$2.68M
|
6
|
3.36%
|
Increased
|
|
|
2711
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$39.3M
|
+$120K
|
4
|
8.98%
|
Increased
|
|
|
2712
|
|
$39.3M
|
-$886K
|
4
|
16.31%
|
Reduced
|
|
|
2713
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$39.3M
|
-$749K
|
5
|
8.58%
|
Reduced
|
|
|
2714
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
$39.2M
|
+$38.5M
|
10
|
11.3%
|
New
|
|
|
2715
|
United Bank (Virginia)
Vienna,
Virginia
|
$39.2M
|
-$2.29M
|
5
|
5.18%
|
Reduced
|
|
|
2716
|
Tulsa Wealth Advisors
Tulsa,
Oklahoma
|
$39.2M
|
+$39.2M
|
6
|
13.04%
|
New
|
|
|
2717
|
Mendel Money Management
Northbrook,
Illinois
|
$39.2M
|
-$1.86M
|
7
|
16.41%
|
Reduced
|
|
|
2718
|
Positano Wealth Management
Hong Kong,
|
$39.2M
|
+$37.2M
|
3
|
30.63%
|
New
|
|
|
2719
|
True Light Capital
Singapore,
|
$39.2M
|
+$43.5M
|
1
|
17.68%
|
New
|
|
|
2720
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$39.2M
|
-$107K
|
5
|
8.56%
|
Reduced
|
|
|
2721
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$39.1M
|
+$1.22M
|
6
|
6.77%
|
Increased
|
|
|
2722
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$39.1M
|
-$344K
|
7
|
3.91%
|
Reduced
|
|
|
2723
|
Ducere Wealth Management
Newport Beach,
California
|
$39.1M
|
+$37.7M
|
5
|
15.1%
|
New
|
|
|
2724
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$39M
|
-$3.37M
|
6
|
9.67%
|
Reduced
|
|
|
2725
|
TCI Wealth Advisors
Tucson,
Arizona
|
$38.9M
|
-$1.14M
|
6
|
2.14%
|
Reduced
|
|