|
2951
|
OMC Financial Services
Dewitt,
New York
|
$33.1M
|
+$82.3K
|
6
|
12.32%
|
Increased
|
|
|
2952
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$33M
|
-$494K
|
5
|
11.65%
|
Reduced
|
|
|
2953
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$33M
|
-$107
|
7
|
5.57%
|
Reduced
|
|
|
2954
|
Stonebrook Private
Northville,
Michigan
|
$33M
|
-$6.88M
|
6
|
6.9%
|
Reduced
|
|
|
2955
|
Breakwater Capital Group
Paramus,
New Jersey
|
$32.9M
|
-$54.7K
|
7
|
4.6%
|
Reduced
|
|
|
2956
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$32.9M
|
+$218K
|
3
|
9.88%
|
Increased
|
|
|
2957
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$32.9M
|
-$2.13M
|
6
|
6.94%
|
Reduced
|
|
|
2958
|
Kessler Investment Group
Columbus,
Indiana
|
$32.9M
|
+$273K
|
6
|
13.87%
|
Increased
|
|
|
2959
|
Augustine Asset Management
Jacksonville,
Florida
|
$32.9M
|
+$25.9K
|
4
|
6.57%
|
Increased
|
|
|
2960
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$32.9M
|
-$12.9M
|
6
|
7.12%
|
Reduced
|
|
|
2961
|
Papamarkou Wellner Asset Management
New York
|
$32.9M
|
-$439K
|
5
|
19.74%
|
Reduced
|
|
|
2962
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$32.8M
|
+$2.4M
|
5
|
10.79%
|
Increased
|
|
|
2963
|
Capital Impact Advisors
Boston,
Massachusetts
|
$32.8M
|
+$22.8M
|
1
|
2.56%
|
Increased
|
|
|
2964
|
Neumann Capital Management
Foster City,
California
|
$32.7M
|
-$426K
|
4
|
9.46%
|
Reduced
|
|
|
2965
|
PGIM Custom Harvest
Newark,
New Jersey
|
$32.7M
|
+$431K
|
8
|
0.48%
|
Increased
|
|
|
2966
|
Waterfront Wealth
Overland Park,
Kansas
|
$32.7M
|
+$1.29M
|
9
|
6.22%
|
Increased
|
|
|
2967
|
Harold Davidson & Associates
Los Angeles,
California
|
$32.7M
|
+$377K
|
5
|
14.47%
|
Increased
|
|
|
2968
|
DeDora Capital
Napa,
California
|
$32.7M
|
-$1.3M
|
5
|
7.73%
|
Reduced
|
|
|
2969
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$32.6M
|
-$5.37M
|
7
|
9.02%
|
Reduced
|
|
|
2970
|
Ring Mountain Capital
Tiburon,
California
|
$32.6M
|
+$680K
|
7
|
16.72%
|
Increased
|
|
|
2971
|
IMA Advisory Services
Denver,
Colorado
|
$32.6M
|
+$1.15M
|
16
|
3.13%
|
Increased
|
|
|
2972
|
12 West Capital Management
New York
|
$32.5M
|
$0
|
1
|
3.87%
|
Maintained
|
|
|
2973
|
Broadwater Capital
Boston,
Massachusetts
|
$32.5M
|
-$1.72M
|
8
|
24.28%
|
Reduced
|
|
|
2974
|
Hamel Associates
Chatham,
New Jersey
|
$32.5M
|
-$4.49M
|
5
|
9.79%
|
Reduced
|
|
|
2975
|
Lewis Asset Management
Lafayette,
California
|
$32.4M
|
-$1.35M
|
8
|
13.21%
|
Reduced
|
|