|
4001
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
$12.7M
|
+$2.39M
|
6
|
9.91%
|
Increased
|
|
|
4002
|
Woodward Diversified Capital
Bakersfield,
California
|
$12.7M
|
-$2.8M
|
9
|
9.33%
|
Reduced
|
|
|
4003
|
Advent International
Boston,
Massachusetts
|
$12.7M
|
+$5.22M
|
1
|
0.3%
|
Increased
|
|
|
4004
|
Richard W. Paul & Associates
Novi,
Michigan
|
$12.7M
|
-$15.5K
|
8
|
4.62%
|
Reduced
|
|
|
4005
|
Weybosset Research & Management
Province,
Rhode Island
|
$12.7M
|
-$121K
|
4
|
4.31%
|
Reduced
|
|
|
4006
|
Evexia Wealth
Stevens Point,
Wisconsin
|
$12.7M
|
+$67.7K
|
1
|
4.29%
|
Increased
|
|
|
4007
|
Bardin Hill Management Partners
New York
|
$12.7M
|
-$2.37M
|
1
|
6.02%
|
Reduced
|
|
|
4008
|
BlackDiamond Wealth Management
New York
|
$12.7M
|
+$110K
|
5
|
7.31%
|
Increased
|
|
|
4009
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$12.6M
|
+$3.39M
|
8
|
5.23%
|
Increased
|
|
|
4010
|
Peninsula Asset Management
Bradenton,
Florida
|
$12.6M
|
-$153K
|
2
|
6.71%
|
Reduced
|
|
|
4011
|
ASB Consultores
Aventura,
Florida
|
$12.6M
|
-$185K
|
7
|
5.26%
|
Reduced
|
|
|
4012
|
Outfitter Financial
Brunswick,
Maine
|
$12.6M
|
+$291K
|
7
|
10.1%
|
Increased
|
|
|
4013
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$12.6M
|
-$81.6K
|
5
|
3.97%
|
Reduced
|
|
|
4014
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$12.6M
|
+$2.58M
|
3
|
6.76%
|
Increased
|
|
|
4015
|
Ariadne Wealth Management
Santa Barbara,
California
|
$12.6M
|
+$1.07M
|
10
|
5.77%
|
Increased
|
|
|
4016
|
PKS Advisory Services
Albany,
New York
|
$12.6M
|
+$12.1M
|
6
|
3.15%
|
New
|
|
|
4017
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$12.6M
|
+$3.95M
|
6
|
5.37%
|
Increased
|
|
|
4018
|
Horizon Wealth Management
La Grange,
Illinois
|
$12.6M
|
+$436K
|
6
|
2.19%
|
Increased
|
|
|
4019
|
Eagle Bay Advisors
New York
|
$12.6M
|
-$2.34M
|
10
|
7.91%
|
Reduced
|
|
|
4020
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$12.6M
|
+$206K
|
5
|
8.2%
|
Increased
|
|
|
4021
|
Trueblood Wealth Management
Lima,
Ohio
|
$12.6M
|
+$904K
|
7
|
6.2%
|
Increased
|
|
|
4022
|
Mason & Associates (California)
Los Angeles,
California
|
$12.6M
|
+$36.5K
|
6
|
2.96%
|
Increased
|
|
|
4023
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$12.6M
|
+$2.59K
|
7
|
2.64%
|
Increased
|
|
|
4024
|
Morgens Waterfall Vintiadis & Co
New York
|
$12.6M
|
$0
|
2
|
9.59%
|
Maintained
|
|
|
4025
|
S.A. Mason
Holland,
Michigan
|
$12.5M
|
+$192K
|
7
|
6.59%
|
Increased
|
|