|
2951
|
Financial Insights
Tacoma,
Washington
|
$30.2M
|
+$987K
|
6
|
10.01%
|
Increased
|
|
|
2952
|
FORA Capital
Miami,
Florida
|
$30.2M
|
+$7.54M
|
6
|
5.34%
|
Increased
|
|
|
2953
|
Neumann Advisory (HK)
Central,
Hong Kong
|
$30.2M
|
+$16.9M
|
1
|
7.68%
|
Increased
|
|
|
2954
|
KP Management
Edina,
Minnesota
|
$30.1M
|
-$3.54M
|
4
|
9.55%
|
Reduced
|
|
|
2955
|
|
$30.1M
|
-$2.55M
|
2
|
3.87%
|
Reduced
|
|
|
2956
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$30.1M
|
-$638K
|
7
|
5.71%
|
Reduced
|
|
|
2957
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$30.1M
|
+$984K
|
6
|
3.61%
|
Increased
|
|
|
2958
|
Compass Wealth Management
Guilford,
Connecticut
|
$30.1M
|
-$501K
|
6
|
6.72%
|
Reduced
|
|
|
2959
|
BankPlus Trust Department
Jackson,
Mississippi
|
$30.1M
|
+$3.66M
|
12
|
8.05%
|
Increased
|
|
|
2960
|
Krane Funds Advisors
New York
|
$30.1M
|
+$15.5M
|
13
|
0.85%
|
Increased
|
|
|
2961
|
Wayfinding Financial
Lynnwood,
Washington
|
$30M
|
-$59.1K
|
6
|
12.94%
|
Reduced
|
|
|
2962
|
Insight Wealth Strategies
San Ramon,
California
|
$30M
|
+$259K
|
5
|
3.54%
|
Increased
|
|
|
2963
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$30M
|
+$298K
|
7
|
6.77%
|
Increased
|
|
|
2964
|
Aviso Wealth Management
Bellevue,
Washington
|
$29.9M
|
+$124K
|
6
|
13.05%
|
Increased
|
|
|
2965
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$29.9M
|
-$29.1M
|
5
|
10.01%
|
Reduced
|
|
|
2966
|
Global Assets Advisory
Orlando,
Florida
|
$29.9M
|
+$3.23M
|
8
|
8.89%
|
Increased
|
|
|
2967
|
Elyxium Wealth
San Mateo,
California
|
$29.9M
|
-$911K
|
7
|
10.42%
|
Reduced
|
|
|
2968
|
Strategic Financial Services
Utica,
New York
|
$29.9M
|
-$686K
|
6
|
1.5%
|
Reduced
|
|
|
2969
|
Ring Mountain Capital
Tiburon,
California
|
$29.9M
|
-$33.8K
|
7
|
16.53%
|
Reduced
|
|
|
2970
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$29.9M
|
+$1.14M
|
5
|
10.1%
|
Increased
|
|
|
2971
|
O'Neil Global Advisors
Los Angeles,
California
|
$29.7M
|
-$22.7M
|
6
|
5.47%
|
Reduced
|
|
|
2972
|
Warm Springs Advisors
Larkspur,
California
|
$29.7M
|
+$3.02M
|
5
|
22.55%
|
Increased
|
|
|
2973
|
Welch Capital Partners
Harrison,
New York
|
$29.6M
|
$0
|
3
|
6.11%
|
Maintained
|
|
|
2974
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$29.6M
|
-$2.29M
|
7
|
5.02%
|
Reduced
|
|
|
2975
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$29.6M
|
-$934K
|
6
|
15.26%
|
Reduced
|
|