|
3901
|
Potentia Wealth
San Jose,
California
|
$18M
|
+$600K
|
5
|
6.59%
|
Increased
|
|
|
3902
|
Calton & Associates
Tampa,
Florida
|
$18M
|
-$751K
|
9
|
2.64%
|
Reduced
|
|
|
3903
|
BlackDiamond Wealth Management
New York
|
$18M
|
+$2.49M
|
6
|
8.76%
|
Increased
|
|
|
3904
|
Kentucky Trust Company
Danville,
Kentucky
|
$18M
|
-$185K
|
6
|
9.54%
|
Reduced
|
|
|
3905
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$18M
|
-$319K
|
6
|
7.77%
|
Reduced
|
|
|
3906
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$18M
|
-$17.7M
|
0
|
–
|
Closed
|
|
|
3907
|
First City Capital Management
Savannah,
Georgia
|
$18M
|
-$1.24M
|
6
|
9.5%
|
Reduced
|
|
|
3908
|
Weybosset Research & Management
Province,
Rhode Island
|
$18M
|
-$282K
|
2
|
5.54%
|
Reduced
|
|
|
3909
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$17.9M
|
-$321K
|
6
|
7.94%
|
Reduced
|
|
|
3910
|
Lighthouse Financial Services
Brea,
California
|
$17.9M
|
+$17.4M
|
3
|
4.12%
|
New
|
|
|
3911
|
Uniting Wealth Partners
Mission,
Kansas
|
$17.9M
|
+$1.85M
|
8
|
5.49%
|
Increased
|
|
|
3912
|
Ovata Capital Management
Hong Kong
|
$17.9M
|
-$7.63M
|
2
|
2.17%
|
Reduced
|
|
|
3913
|
Fourier Capital Management
Hong Kong,
|
$17.9M
|
+$17.7M
|
4
|
18.99%
|
New
|
|
|
3914
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$17.9M
|
+$1.75M
|
7
|
8.83%
|
Increased
|
|
|
3915
|
Symmetry Partners
Glastonbury,
Connecticut
|
$17.8M
|
-$139K
|
6
|
1.06%
|
Reduced
|
|
|
3916
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$17.8M
|
+$5.9M
|
5
|
6.99%
|
Increased
|
|
|
3917
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$17.8M
|
+$371K
|
6
|
8.76%
|
Increased
|
|
|
3918
|
Essential Investment Partners
Englewood,
Colorado
|
$17.8M
|
+$18.8M
|
7
|
16.75%
|
New
|
|
|
3919
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$17.8M
|
-$410K
|
9
|
15.96%
|
Reduced
|
|
|
3920
|
V2 Financial group
Naperville,
Illinois
|
$17.7M
|
+$7.26M
|
7
|
8.74%
|
Increased
|
|
|
3921
|
Financial Network Wealth Management
Draper,
Utah
|
$17.7M
|
-$270K
|
5
|
5.45%
|
Reduced
|
|
|
3922
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$17.7M
|
-$528K
|
5
|
7.11%
|
Reduced
|
|
|
3923
|
Union Savings Bank
Litchfield,
Connecticut
|
$17.7M
|
+$17.8M
|
7
|
7.67%
|
New
|
|
|
3924
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$17.7M
|
+$6.01M
|
2
|
2.79%
|
Increased
|
|
|
3925
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$17.7M
|
-$497K
|
4
|
9.41%
|
Reduced
|
|