|
3051
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$15.2M
|
-$245K
|
2
|
8.56%
|
Reduced
|
|
|
3052
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$15.2M
|
+$512K
|
6
|
9.31%
|
Increased
|
|
|
3053
|
Morgens Waterfall Vintiadis & Co
New York
|
$15.2M
|
+$60.2K
|
3
|
12.28%
|
Increased
|
|
|
3054
|
INVST
Indianapolis,
Indiana
|
$15.2M
|
+$1.57M
|
7
|
2.19%
|
Increased
|
|
|
3055
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$15.1M
|
-$473K
|
15
|
1.65%
|
Reduced
|
|
|
3056
|
Front Row Advisors
Tiburon,
California
|
$15.1M
|
+$49.2K
|
14
|
6.97%
|
Increased
|
|
|
3057
|
Bluegrass Capital Partners
Palm Beach,
Florida
|
$15.1M
|
-$3.28M
|
2
|
18.31%
|
Reduced
|
|
|
3058
|
NovaPoint Capital
Atlanta,
Georgia
|
$15.1M
|
+$210K
|
5
|
5.99%
|
Increased
|
|
|
3059
|
Norway Savings Bank
Portland,
Maine
|
$15M
|
+$135K
|
5
|
7.42%
|
Increased
|
|
|
3060
|
Woodward Diversified Capital
Bakersfield,
California
|
$15M
|
+$2.24M
|
9
|
10.84%
|
Increased
|
|
|
3061
|
Oak Harvest Investment Services
Houston,
Texas
|
$15M
|
+$3.02M
|
5
|
3.18%
|
Increased
|
|
|
3062
|
Pecaut & Co
Sioux City,
Iowa
|
$15M
|
-$624K
|
2
|
6.28%
|
Reduced
|
|
|
3063
|
Birch Capital Management
Dallas,
Texas
|
$15M
|
-$48.6K
|
5
|
9.48%
|
Reduced
|
|
|
3064
|
Insight Wealth Strategies
San Ramon,
California
|
$15M
|
+$517K
|
5
|
2.89%
|
Increased
|
|
|
3065
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$14.9M
|
+$398K
|
3
|
12.25%
|
Increased
|
|
|
3066
|
Callan Capital
La Jolla,
California
|
$14.9M
|
+$1.96M
|
5
|
1.59%
|
Increased
|
|
|
3067
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$14.9M
|
+$240K
|
10
|
7.43%
|
Increased
|
|
|
3068
|
Resolute Capital Asset Partners
Denver,
Colorado
|
$14.9M
|
-$858K
|
3
|
10.48%
|
Reduced
|
|
|
3069
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$14.8M
|
+$487K
|
6
|
14.53%
|
Increased
|
|
|
3070
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$14.8M
|
-$90.9K
|
12
|
1.85%
|
Reduced
|
|
|
3071
|
Nightview Capital
Austin,
Texas
|
$14.8M
|
+$2.13M
|
2
|
7.15%
|
Increased
|
|
|
3072
|
Optimum Investment Advisors
Chicago,
Illinois
|
$14.8M
|
-$68.1K
|
11
|
7.57%
|
Reduced
|
|
|
3073
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$14.8M
|
+$345K
|
5
|
11.87%
|
Increased
|
|
|
3074
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$14.8M
|
-$82.4K
|
15
|
2.42%
|
Reduced
|
|
|
3075
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$14.7M
|
+$610K
|
7
|
12.09%
|
Increased
|
|
