|
2901
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$23.4M
|
+$2.3M
|
10
|
6.25%
|
Increased
|
|
|
2902
|
Center Lake Capital Management
West Palm Beach,
Florida
|
$23.4M
|
-$839K
|
3
|
51.06%
|
Reduced
|
|
|
2903
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$23.4M
|
+$139K
|
6
|
8.12%
|
Increased
|
|
|
2904
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$23.3M
|
-$3.8M
|
7
|
2.51%
|
Reduced
|
|
|
2905
|
Chaney Capital Management
Lynnwood,
Washington
|
$23.3M
|
+$55.1K
|
4
|
13.07%
|
Increased
|
|
|
2906
|
Spinnaker Investment Group
Newport Beach,
California
|
$23.3M
|
+$15.5M
|
4
|
5.69%
|
Increased
|
|
|
2907
|
Excalibur Management
Waltham,
Massachusetts
|
$23.3M
|
-$127K
|
6
|
8.87%
|
Reduced
|
|
|
2908
|
SPC Financial Inc
Rockville,
Maryland
|
$23.2M
|
+$1.95M
|
7
|
2.05%
|
Increased
|
|
|
2909
|
Graybill Wealth Management
Elmhurst,
Illinois
|
$23.2M
|
+$242K
|
3
|
8.61%
|
Increased
|
|
|
2910
|
MJP Associates
Farmington,
Connecticut
|
$23.2M
|
+$566K
|
7
|
4.4%
|
Increased
|
|
|
2911
|
Greenline Partners
New York
|
$23.2M
|
+$855K
|
3
|
3.32%
|
Increased
|
|
|
2912
|
KPP Advisory Services
Louisville,
Kentucky
|
$23.2M
|
-$71.3K
|
6
|
5.56%
|
Reduced
|
|
|
2913
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$23.1M
|
-$552K
|
7
|
8.29%
|
Reduced
|
|
|
2914
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$23.1M
|
+$455K
|
7
|
10.35%
|
Increased
|
|
|
2915
|
Linden Thomas Advisory Services
Charlotte,
North Carolina
|
$23.1M
|
+$2.17M
|
9
|
3.16%
|
Increased
|
|
|
2916
|
Northstar Advisory Group
Northfield,
New Jersey
|
$23.1M
|
+$152K
|
6
|
12.01%
|
Increased
|
|
|
2917
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$23.1M
|
-$1.39M
|
11
|
12.27%
|
Reduced
|
|
|
2918
|
IMA Advisory Services
Denver,
Colorado
|
$23.1M
|
+$9.6M
|
7
|
5.02%
|
Increased
|
|
|
2919
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$23.1M
|
+$688K
|
6
|
9.59%
|
Increased
|
|
|
2920
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$23M
|
-$932K
|
5
|
11.2%
|
Reduced
|
|
|
2921
|
BigSur Wealth Management
Miami,
Florida
|
$23M
|
+$1.24M
|
6
|
6.34%
|
Increased
|
|
|
2922
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$23M
|
+$2.33M
|
8
|
7.46%
|
Increased
|
|
|
2923
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$23M
|
-$607K
|
5
|
11.48%
|
Reduced
|
|
|
2924
|
FCG Investment Company
Germantown,
Tennessee
|
$23M
|
+$1.04M
|
4
|
15.07%
|
Increased
|
|
|
2925
|
Financial Strategies Group
Okemos,
Michigan
|
$23M
|
+$684K
|
4
|
5.38%
|
Increased
|
|
