|
3276
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$22.7M
|
+$2.54M
|
7
|
7.71%
|
Increased
|
|
|
3277
|
Capital Impact Advisors
Boston,
Massachusetts
|
$22.6M
|
-$1M
|
3
|
9.13%
|
Reduced
|
|
|
3278
|
Paragon Advisors
College Station,
Texas
|
$22.6M
|
+$32K
|
4
|
6.09%
|
Increased
|
|
|
3279
|
Sonata Capital Group
Seattle,
Washington
|
$22.6M
|
-$348K
|
6
|
8.33%
|
Reduced
|
|
|
3280
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$22.6M
|
+$5.71M
|
2
|
4.46%
|
Increased
|
|
|
3281
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$22.5M
|
+$220K
|
6
|
14.79%
|
Increased
|
|
|
3282
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$22.5M
|
-$1.87M
|
5
|
3.97%
|
Reduced
|
|
|
3283
|
Diligent Investors
Redlands,
California
|
$22.5M
|
+$136K
|
10
|
5.58%
|
Increased
|
|
|
3284
|
Ayrshire Capital Management
Westport,
Connecticut
|
$22.5M
|
-$1.73M
|
4
|
11.64%
|
Reduced
|
|
|
3285
|
Coppell Advisory Solutions
Coppell,
Texas
|
$22.5M
|
-$22.3M
|
3
|
13.24%
|
Reduced
|
|
|
3286
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$22.5M
|
-$1.57M
|
11
|
9.36%
|
Reduced
|
|
|
3287
|
Elyxium Wealth
San Mateo,
California
|
$22.5M
|
-$4.66M
|
6
|
7.2%
|
Reduced
|
|
|
3288
|
One Wealth Advisors
San Francisco,
California
|
$22.5M
|
-$1.05M
|
8
|
2.8%
|
Reduced
|
|
|
3289
|
New Insight Wealth Advisors
San Ramon,
California
|
$22.4M
|
+$1.99M
|
5
|
8.05%
|
Increased
|
|
|
3290
|
Kurv Investment Management
San Francisco,
California
|
$22.4M
|
+$3.81M
|
4
|
12.92%
|
Increased
|
|
|
3291
|
Havemeyer Place
Greenwich,
Connecticut
|
$22.3M
|
+$21.1M
|
8
|
2.58%
|
Increased
|
|
|
3292
|
Arvest Investments
Lowell,
Arkansas
|
$22.3M
|
+$4.09M
|
6
|
3.05%
|
Increased
|
|
|
3293
|
Doliver Advisors
Houston,
Texas
|
$22.3M
|
-$590K
|
8
|
5.07%
|
Reduced
|
|
|
3294
|
Mirabaud Asset Management
London,
United Kingdom
|
$22.3M
|
-$22.4M
|
4
|
18.38%
|
Reduced
|
|
|
3295
|
West Family Investments
Carlsbad,
California
|
$22.3M
|
-$16.7M
|
7
|
7.82%
|
Reduced
|
|
|
3296
|
Falcon Wealth Planning
Ontario,
California
|
$22.3M
|
+$5.32M
|
6
|
1.52%
|
Increased
|
|
|
3297
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$22.3M
|
+$1.05M
|
7
|
15.66%
|
Increased
|
|
|
3298
|
Cynosure Group
Salt Lake City,
Utah
|
$22.3M
|
-$4.13M
|
7
|
2.78%
|
Reduced
|
|
|
3299
|
Fortem Financial Group
Palm Desert,
California
|
$22.3M
|
+$2.27M
|
5
|
5.59%
|
Increased
|
|
|
3300
|
Meridian Investment Counsel
Lafayette,
California
|
$22.3M
|
+$191K
|
8
|
5.3%
|
Increased
|
|