|
2901
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$7.5M
|
+$579K
|
7
|
4.15%
|
Increased
|
|
|
2902
|
Sage Rhino Capital
Menlo Park,
California
|
$7.5M
|
+$105K
|
8
|
5.38%
|
Increased
|
|
|
2903
|
Blue Grotto Capital
Atlanta,
Georgia
|
$7.49M
|
-$12.3M
|
2
|
5.51%
|
Reduced
|
|
|
2904
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$7.49M
|
-$2.4M
|
5
|
6.52%
|
Reduced
|
|
|
2905
|
Bank of Marin
Novato,
California
|
$7.49M
|
+$1.06M
|
6
|
10.2%
|
Increased
|
|
|
2906
|
TrueWealth LLC
Atlanta,
Georgia
|
$7.48M
|
+$102K
|
14
|
3.64%
|
Increased
|
|
|
2907
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$7.48M
|
-$384K
|
2
|
5.02%
|
Reduced
|
|
|
2908
|
Blue Square Asset Management
New York
|
$7.48M
|
-$1.22M
|
4
|
6.91%
|
Reduced
|
|
|
2909
|
|
$7.46M
|
+$310K
|
4
|
10.04%
|
Increased
|
|
|
2910
|
Arlington Partners
Birmingham,
Alabama
|
$7.46M
|
+$5.11M
|
6
|
3.88%
|
Increased
|
|
|
2911
|
Merit Financial Group
Alpharetta,
Georgia
|
$7.45M
|
+$281K
|
6
|
0.83%
|
Increased
|
|
|
2912
|
Harvey Investment Company
Louisville,
Kentucky
|
$7.44M
|
-$49.1K
|
4
|
1.46%
|
Reduced
|
|
|
2913
|
Prince Street Capital Management
New York
|
$7.43M
|
-$74.3K
|
1
|
8.01%
|
Reduced
|
|
|
2914
|
MYDA Advisors
Woodmere,
New York
|
$7.43M
|
-$16.6M
|
4
|
4.61%
|
Reduced
|
|
|
2915
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$7.43M
|
+$295K
|
3
|
6.31%
|
Increased
|
|
|
2916
|
New Silk Road Investment
Singapore
|
$7.41M
|
-$6.47M
|
1
|
8.61%
|
Reduced
|
|
|
2917
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$7.41M
|
+$367K
|
2
|
7.41%
|
Increased
|
|
|
2918
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$7.41M
|
+$365K
|
5
|
8.86%
|
Increased
|
|
|
2919
|
St. Johns Investment Management
Jacksonville,
Florida
|
$7.38M
|
+$494K
|
5
|
6.61%
|
Increased
|
|
|
2920
|
Baugh & Associates
Atlanta,
Georgia
|
$7.38M
|
-$339K
|
1
|
7.13%
|
Reduced
|
|
|
2921
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$7.38M
|
-$429K
|
3
|
3.76%
|
Reduced
|
|
|
2922
|
Monte Financial Group
Guilford,
Connecticut
|
$7.37M
|
-$784K
|
5
|
7.14%
|
Reduced
|
|
|
2923
|
HMS Capital Management
Nashville,
Tennessee
|
$7.37M
|
-$295K
|
4
|
7.17%
|
Reduced
|
|
|
2924
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$7.37M
|
+$1.91M
|
6
|
5.29%
|
Increased
|
|
|
2925
|
Symphony Asset Management
San Francisco,
California
|
$7.35M
|
+$4.11M
|
2
|
2.31%
|
Increased
|
|