|
3201
|
Fiduciary Family Office
Boca Raton,
Florida
|
$17.8M
|
+$865K
|
5
|
6.97%
|
Increased
|
|
|
3202
|
GGV Capital
Menlo Park,
California
|
$17.8M
|
$0
|
1
|
15.39%
|
Maintained
|
|
|
3203
|
Soundmark Wealth Management
Kirkland,
Washington
|
$17.8M
|
+$1.03M
|
3
|
7.88%
|
Increased
|
|
|
3204
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$17.7M
|
$0
|
2
|
4.57%
|
Maintained
|
|
|
3205
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$17.7M
|
-$47.3K
|
4
|
15.6%
|
Reduced
|
|
|
3206
|
OneFund LLC
Saint Petersburg,
Florida
|
$17.7M
|
-$427K
|
6
|
21.19%
|
Reduced
|
|
|
3207
|
Purus Wealth Management
Newport Beach,
California
|
$17.7M
|
+$782K
|
4
|
8.74%
|
Increased
|
|
|
3208
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$17.7M
|
+$3.34K
|
6
|
2.47%
|
Increased
|
|
|
3209
|
|
$17.7M
|
-$2.29M
|
3
|
18.22%
|
Reduced
|
|
|
3210
|
D'Orazio & Associates
Falls Church,
Virginia
|
$17.7M
|
+$2.45M
|
7
|
2.85%
|
Increased
|
|
|
3211
|
Berkshire Capital Holdings
San Jose,
California
|
$17.6M
|
-$21.1M
|
9
|
7.04%
|
Reduced
|
|
|
3212
|
IronBridge Private Wealth
Austin,
Texas
|
$17.6M
|
+$197K
|
3
|
7.29%
|
Increased
|
|
|
3213
|
Resolute Capital Asset Partners
Denver,
Colorado
|
$17.6M
|
-$2.74M
|
2
|
9.2%
|
Reduced
|
|
|
3214
|
Robertson Opportunity Capital
Dallas,
Texas
|
$17.6M
|
-$2.89M
|
1
|
7.92%
|
Reduced
|
|
|
3215
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$17.6M
|
+$679K
|
8
|
9.14%
|
Increased
|
|
|
3216
|
Bandera Partners
New York
|
$17.6M
|
-$38.1M
|
1
|
6.84%
|
Reduced
|
|
|
3217
|
Wealth Group
Raleigh,
North Carolina
|
$17.5M
|
+$16.6M
|
6
|
13.23%
|
New
|
|
|
3218
|
Next Level Private
Harrison,
New York
|
$17.5M
|
+$5.72M
|
5
|
8.05%
|
Increased
|
|
|
3219
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$17.5M
|
+$680K
|
6
|
4.59%
|
Increased
|
|
|
3220
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$17.5M
|
-$311K
|
11
|
2.88%
|
Reduced
|
|
|
3221
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$17.5M
|
$0
|
14
|
1.7%
|
Maintained
|
|
|
3222
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$17.5M
|
+$33.1K
|
5
|
10.96%
|
Increased
|
|
|
3223
|
Ascension Asset Management
New York
|
$17.5M
|
+$17M
|
4
|
9.43%
|
New
|
|
|
3224
|
WNY Asset Management
Williamsville,
New York
|
$17.4M
|
+$38.5K
|
6
|
2.66%
|
Increased
|
|
|
3225
|
Gilbert & Cook
West Des Moines,
Iowa
|
$17.4M
|
+$1.57M
|
5
|
2.38%
|
Increased
|
|