|
2801
|
Transatlantique Private Wealth
New York
|
$13.8M
|
+$1.41M
|
6
|
9.21%
|
Increased
|
|
|
2802
|
Avenir Management Company
New York
|
$13.8M
|
$0
|
1
|
23.4%
|
Maintained
|
|
|
2803
|
Pacific Heights Asset Management
San Francisco,
California
|
$13.8M
|
$0
|
1
|
1.46%
|
Maintained
|
|
|
2804
|
WT Wealth Management
Scottsdale,
Arizona
|
$13.7M
|
+$3.17M
|
3
|
6.91%
|
Increased
|
|
|
2805
|
Keystone Financial Planning
Cleveland,
Ohio
|
$13.7M
|
+$210K
|
2
|
5.28%
|
Increased
|
|
|
2806
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$13.7M
|
+$599K
|
8
|
6.23%
|
Increased
|
|
|
2807
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$13.7M
|
-$238K
|
7
|
6%
|
Reduced
|
|
|
2808
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$13.7M
|
$0
|
3
|
4.44%
|
Maintained
|
|
|
2809
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$13.7M
|
+$728K
|
6
|
3.64%
|
Increased
|
|
|
2810
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$13.7M
|
+$333K
|
6
|
10.22%
|
Increased
|
|
|
2811
|
Highlander Capital Management
Short Hills,
New Jersey
|
$13.7M
|
-$229K
|
14
|
7.87%
|
Reduced
|
|
|
2812
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$13.7M
|
+$56.5K
|
16
|
7.38%
|
Increased
|
|
|
2813
|
TFG Advisers
Auburn Hills,
Michigan
|
$13.7M
|
+$318K
|
4
|
7.64%
|
Increased
|
|
|
2814
|
Capital Insight Partners
Scottsdale,
Arizona
|
$13.7M
|
-$630K
|
5
|
3.69%
|
Reduced
|
|
|
2815
|
Family Legacy Inc
Greenville,
South Carolina
|
$13.7M
|
+$183K
|
4
|
6.87%
|
Increased
|
|
|
2816
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$13.7M
|
+$1.2M
|
3
|
7.19%
|
Increased
|
|
|
2817
|
Silverlake Wealth Management
Williston,
Vermont
|
$13.6M
|
-$12.4K
|
4
|
9.24%
|
Reduced
|
|
|
2818
|
Compton Capital Management
Providence,
Rhode Island
|
$13.6M
|
-$4.08M
|
4
|
9.13%
|
Reduced
|
|
|
2819
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$13.6M
|
-$348K
|
5
|
2.72%
|
Reduced
|
|
|
2820
|
Finer Wealth Management
Salem,
Massachusetts
|
$13.6M
|
-$765
|
4
|
13.4%
|
Reduced
|
|
|
2821
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$13.6M
|
+$782K
|
8
|
4.37%
|
Increased
|
|
|
2822
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$13.6M
|
-$53.7K
|
5
|
11.45%
|
Reduced
|
|
|
2823
|
Paragon Advisors
College Station,
Texas
|
$13.6M
|
+$7.93M
|
3
|
6.93%
|
Increased
|
|
|
2824
|
Poehling Capital Management
Madison,
Wisconsin
|
$13.6M
|
+$183K
|
5
|
5.68%
|
Increased
|
|
|
2825
|
Pacifica Partners
Surrey,
Canada
|
$13.5M
|
-$87K
|
14
|
9.77%
|
Reduced
|
|