|
3001
|
Key Financial Inc
West Chester,
Pennsylvania
|
$6.97M
|
+$6.61M
|
7
|
6.54%
|
New
|
|
|
3002
|
Successful Portfolios
Clearwater,
Florida
|
$6.96M
|
-$548K
|
6
|
6.2%
|
Reduced
|
|
|
3003
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$6.96M
|
-$104K
|
2
|
3.51%
|
Reduced
|
|
|
3004
|
Private Ocean
San Rafael,
California
|
$6.96M
|
-$212K
|
8
|
1.69%
|
Reduced
|
|
|
3005
|
American Asset Management
Boca Raton,
Florida
|
$6.95M
|
-$37.5K
|
5
|
4.47%
|
Reduced
|
|
|
3006
|
Private Portfolio Partners
Paramus,
New Jersey
|
$6.94M
|
-$164K
|
6
|
3.01%
|
Reduced
|
|
|
3007
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$6.94M
|
+$6.71M
|
5
|
7.19%
|
New
|
|
|
3008
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$6.93M
|
-$390K
|
2
|
6.34%
|
Reduced
|
|
|
3009
|
Riverview Trust Company
Vancouver,
Washington
|
$6.93M
|
-$258K
|
6
|
4.66%
|
Reduced
|
|
|
3010
|
Ballast Advisors
Woodbury,
Minnesota
|
$6.93M
|
+$6.48M
|
7
|
5.1%
|
New
|
|
|
3011
|
Quest Capital Management
Dallas,
Texas
|
$6.92M
|
-$322K
|
7
|
1.65%
|
Reduced
|
|
|
3012
|
Accredited Investors
Edina,
Minnesota
|
$6.91M
|
+$514K
|
7
|
1.17%
|
Increased
|
|
|
3013
|
Carlson Capital Management
Northfield,
Minnesota
|
$6.9M
|
+$800K
|
6
|
1.47%
|
Increased
|
|
|
3014
|
Dynamic Technology Lab
Singapore
|
$6.9M
|
+$498K
|
8
|
1.11%
|
Increased
|
|
|
3015
|
Southport Capital Management
Chattanooga,
Tennessee
|
$6.9M
|
-$14.9K
|
6
|
2.68%
|
Reduced
|
|
|
3016
|
Investment Partners
New Philadelphia,
Ohio
|
$6.89M
|
-$387K
|
5
|
4.65%
|
Reduced
|
|
|
3017
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$6.89M
|
-$27.9K
|
3
|
2.59%
|
Reduced
|
|
|
3018
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$6.89M
|
-$183K
|
7
|
3.07%
|
Reduced
|
|
|
3019
|
Caption Management
Oklahoma City,
Oklahoma
|
$6.87M
|
+$4.92M
|
3
|
0.23%
|
Increased
|
|
|
3020
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$6.87M
|
+$32.3K
|
1
|
2.9%
|
Increased
|
|
|
3021
|
Retirement Group
San Diego,
California
|
$6.86M
|
+$6.56M
|
13
|
4.46%
|
New
|
|
|
3022
|
Bank of Stockton
Stockton,
California
|
$6.85M
|
-$359K
|
5
|
2.9%
|
Reduced
|
|
|
3023
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$6.85M
|
-$296K
|
1
|
0.54%
|
Reduced
|
|
|
3024
|
Bennicas & Associates
Portola Valley,
California
|
$6.84M
|
-$383K
|
2
|
4.94%
|
Reduced
|
|
|
3025
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$6.84M
|
-$50K
|
5
|
0.46%
|
Reduced
|
|