|
2901
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$27.1M
|
+$26.3M
|
12
|
14.13%
|
New
|
|
|
2902
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$27M
|
+$150K
|
6
|
7.04%
|
Increased
|
|
|
2903
|
KP Management
Edina,
Minnesota
|
$27M
|
-$715K
|
4
|
8.46%
|
Reduced
|
|
|
2904
|
|
$27M
|
+$390K
|
3
|
14.21%
|
Increased
|
|
|
2905
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$27M
|
+$26.1M
|
7
|
5.26%
|
New
|
|
|
2906
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$27M
|
+$26.1M
|
6
|
7.17%
|
New
|
|
|
2907
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$26.9M
|
+$26.1M
|
6
|
7.72%
|
New
|
|
|
2908
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$26.9M
|
-$71.8K
|
6
|
12.91%
|
Reduced
|
|
|
2909
|
Ardent Capital Management
Cincinnati,
Ohio
|
$26.9M
|
-$35.8K
|
4
|
12.24%
|
Reduced
|
|
|
2910
|
Infusive Asset Management
New York
|
$26.9M
|
-$12.2M
|
3
|
11.99%
|
Reduced
|
|
|
2911
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$26.9M
|
+$6.77M
|
11
|
2.15%
|
Increased
|
|
|
2912
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$26.9M
|
-$177K
|
6
|
6.17%
|
Reduced
|
|
|
2913
|
Impact Asset Management
Vienna,
|
$26.9M
|
-$8.78M
|
5
|
10.63%
|
Reduced
|
|
|
2914
|
SkyOak Wealth
Southfield,
Michigan
|
$26.9M
|
+$150K
|
6
|
5.75%
|
Increased
|
|
|
2915
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$26.9M
|
+$314K
|
7
|
6.83%
|
Increased
|
|
|
2916
|
Hillman Capital Management
Bethesda,
Maryland
|
$26.9M
|
-$1.09M
|
4
|
9.98%
|
Reduced
|
|
|
2917
|
Atlas Brown
Louisville,
Kentucky
|
$26.8M
|
+$406K
|
7
|
9.17%
|
Increased
|
|
|
2918
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$26.8M
|
-$862K
|
6
|
4.96%
|
Reduced
|
|
|
2919
|
P. Schoenfeld Asset Management (PSAM)
New York
|
$26.7M
|
-$8.27M
|
1
|
6.97%
|
Reduced
|
|
|
2920
|
Broadwater Capital
Boston,
Massachusetts
|
$26.7M
|
-$98.7K
|
8
|
20.42%
|
Reduced
|
|
|
2921
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$26.6M
|
-$7.94M
|
4
|
9.42%
|
Reduced
|
|
|
2922
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$26.6M
|
+$1.09M
|
6
|
11.82%
|
Increased
|
|
|
2923
|
Evermay Wealth Management
Arlington,
Virginia
|
$26.6M
|
-$526K
|
11
|
4.03%
|
Reduced
|
|
|
2924
|
Neumann Capital Management
Foster City,
California
|
$26.5M
|
-$162K
|
4
|
8.81%
|
Reduced
|
|
|
2925
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$26.5M
|
+$679K
|
6
|
5.77%
|
Increased
|
|