|
2801
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$26.6M
|
+$378K
|
5
|
14.57%
|
Increased
|
|
|
2802
|
Highline Wealth Partners
Sherman Oaks,
California
|
$26.5M
|
+$492K
|
11
|
10%
|
Increased
|
|
|
2803
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$26.5M
|
+$4.37M
|
5
|
5.63%
|
Increased
|
|
|
2804
|
Kesler Norman & Wride
Ogden,
Utah
|
$26.5M
|
+$2.44M
|
6
|
5.62%
|
Increased
|
|
|
2805
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$26.4M
|
-$491K
|
4
|
6.7%
|
Reduced
|
|
|
2806
|
Kestra Investment Management
Austin,
Texas
|
$26.4M
|
+$24.9M
|
3
|
1.8%
|
New
|
|
|
2807
|
Mount Vernon Associates
Baltimore,
Maryland
|
$26.4M
|
-$2.15M
|
5
|
23.4%
|
Reduced
|
|
|
2808
|
IMS Capital Management
Portland,
Oregon
|
$26.4M
|
+$438K
|
6
|
12.3%
|
Increased
|
|
|
2809
|
Wormser Freres Gestion
Paris,
France
|
$26.4M
|
+$1.38M
|
4
|
17.18%
|
Increased
|
|
|
2810
|
Evermay Wealth Management
Arlington,
Virginia
|
$26.3M
|
-$602K
|
13
|
4.22%
|
Reduced
|
|
|
2811
|
Prudent Investors Network
Lake Forest,
California
|
$26.3M
|
+$814K
|
3
|
9.52%
|
Increased
|
|
|
2812
|
7G Capital Management
New York
|
$26.3M
|
-$2.65M
|
2
|
11.54%
|
Reduced
|
|
|
2813
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$26.3M
|
-$2.13M
|
4
|
6.33%
|
Reduced
|
|
|
2814
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$26.2M
|
+$1.29M
|
5
|
5.19%
|
Increased
|
|
|
2815
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$26.2M
|
-$485K
|
4
|
9.21%
|
Reduced
|
|
|
2816
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$26.2M
|
+$983K
|
6
|
3.56%
|
Increased
|
|
|
2817
|
Glass Wealth Management
San Antonio,
Texas
|
$26.2M
|
+$92.6K
|
5
|
15.31%
|
Increased
|
|
|
2818
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$26.2M
|
-$141K
|
6
|
13.45%
|
Reduced
|
|
|
2819
|
Redwood Grove Capital
Palo Alto,
California
|
$26.2M
|
+$2.66M
|
2
|
8.19%
|
Increased
|
|
|
2820
|
WT Wealth Management
Scottsdale,
Arizona
|
$26.1M
|
-$127K
|
4
|
8.92%
|
Reduced
|
|
|
2821
|
Activest Wealth Management
Aventure,
Florida
|
$26.1M
|
+$17.5M
|
9
|
8.6%
|
Increased
|
|
|
2822
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$26.1M
|
-$157K
|
6
|
7.64%
|
Reduced
|
|
|
2823
|
VeraBank
Henderson,
Texas
|
$26.1M
|
-$951K
|
6
|
8.11%
|
Reduced
|
|
|
2824
|
3G Capital Partners
New York
|
$26.1M
|
$0
|
1
|
10.03%
|
Maintained
|
|
|
2825
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$26.1M
|
-$586K
|
6
|
9.46%
|
Reduced
|
|
