|
3001
|
Prairie Sky Financial Group
Lake Bluff,
Illinois
|
$21.1M
|
-$171K
|
5
|
12.53%
|
Reduced
|
|
|
3002
|
Sentinel Trust
Houston,
Texas
|
$21.1M
|
-$703K
|
6
|
2.49%
|
Reduced
|
|
|
3003
|
Prosperitas Financial
Valencia,
California
|
$21.1M
|
+$509K
|
5
|
10.9%
|
Increased
|
|
|
3004
|
BOK Financial Private Wealth
Denver,
Colorado
|
$21.1M
|
-$849K
|
10
|
1.58%
|
Reduced
|
|
|
3005
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$21M
|
+$334K
|
8
|
8.25%
|
Increased
|
|
|
3006
|
Key Financial Inc
West Chester,
Pennsylvania
|
$21M
|
-$177K
|
17
|
4.58%
|
Reduced
|
|
|
3007
|
Maia Wealth
Denver,
Colorado
|
$21M
|
+$1.22M
|
6
|
4.77%
|
Increased
|
|
|
3008
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$21M
|
-$2.06M
|
5
|
6.21%
|
Reduced
|
|
|
3009
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$21M
|
+$487K
|
4
|
7.3%
|
Increased
|
|
|
3010
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$21M
|
-$627K
|
3
|
8.78%
|
Reduced
|
|
|
3011
|
WealthBridge Capital Management
Westerville,
Ohio
|
$21M
|
-$257K
|
5
|
5.93%
|
Reduced
|
|
|
3012
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$21M
|
-$1.29M
|
6
|
4.01%
|
Reduced
|
|
|
3013
|
Great Diamond Partners
Portland,
Maine
|
$21M
|
-$1.24M
|
8
|
5.73%
|
Reduced
|
|
|
3014
|
Myriad Asset Management US
West Palm Beach,
Florida
|
$21M
|
-$1.83M
|
1
|
8.82%
|
Reduced
|
|
|
3015
|
New England Research & Management
Chicago,
Illinois
|
$21M
|
+$895K
|
6
|
10.65%
|
Increased
|
|
|
3016
|
Excalibur Management
Waltham,
Massachusetts
|
$20.9M
|
+$116K
|
6
|
8.23%
|
Increased
|
|
|
3017
|
Sphera Management Technology Funds
Tel Aviv,
Israel
|
$20.9M
|
-$5.09M
|
4
|
13.58%
|
Reduced
|
|
|
3018
|
R.M. Sincerbeaux Capital Management
New York
|
$20.9M
|
+$3.8M
|
3
|
12.36%
|
Increased
|
|
|
3019
|
Ogborne Capital Management
San Francisco,
California
|
$20.9M
|
-$20.3M
|
1
|
8.04%
|
Reduced
|
|
|
3020
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$20.9M
|
+$1.93M
|
7
|
0.98%
|
Increased
|
|
|
3021
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$20.9M
|
-$1.82M
|
6
|
4.6%
|
Reduced
|
|
|
3022
|
|
$20.9M
|
+$363K
|
6
|
10.49%
|
Increased
|
|
|
3023
|
Naman Capital
Sao Paulo,
Brazil
|
$20.8M
|
-$6.84M
|
3
|
8.18%
|
Reduced
|
|
|
3024
|
Left Brain Wealth Management
Naperville,
Illinois
|
$20.8M
|
+$3.27M
|
6
|
9.08%
|
Increased
|
|
|
3025
|
Aviso Wealth Management
Bellevue,
Washington
|
$20.8M
|
+$525K
|
6
|
11.05%
|
Increased
|
|
