|
5001
|
Idaho Trust Bank
Boise,
Idaho
|
$5.92M
|
+$534K
|
5
|
2.12%
|
Increased
|
|
|
5002
|
Texas Capital Bancshares
Dallas,
Texas
|
$5.91M
|
-$16.6K
|
5
|
2.14%
|
Reduced
|
|
|
5003
|
Wood Tarver Financial Group
Boise,
Idaho
|
$5.91M
|
+$236K
|
14
|
1.78%
|
Increased
|
|
|
5004
|
Saiph Capital
Wyckoff,
New Jersey
|
$5.9M
|
+$1.1M
|
3
|
2.3%
|
Increased
|
|
|
5005
|
Shorepath Capital Management
Park City,
Utah
|
$5.89M
|
+$587K
|
1
|
4.85%
|
Increased
|
|
|
5006
|
Macroview Investment Management
Bethesda,
Maryland
|
$5.88M
|
-$285K
|
7
|
4.78%
|
Reduced
|
|
|
5007
|
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
|
$5.88M
|
+$1.75M
|
9
|
7.04%
|
Increased
|
|
|
5008
|
Mayar Capital
London,
United Kingdom
|
$5.88M
|
$0
|
1
|
10.8%
|
Maintained
|
|
|
5009
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$5.88M
|
+$24.3K
|
9
|
2.22%
|
Increased
|
|
|
5010
|
North Capital
Salt Lake City,
Utah
|
$5.87M
|
-$120K
|
11
|
5.07%
|
Reduced
|
|
|
5011
|
Exane Asset Management
Paris,
France
|
$5.86M
|
-$4.82M
|
3
|
2.29%
|
Reduced
|
|
|
5012
|
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
|
$5.86M
|
+$5.44M
|
1
|
3.93%
|
New
|
|
|
5013
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$5.85M
|
+$14.9K
|
9
|
3.99%
|
Increased
|
|
|
5014
|
CWC Advisors
Lake Oswego,
Oregon
|
$5.85M
|
+$349K
|
5
|
3.02%
|
Increased
|
|
|
5015
|
Heritage Investment Group
Pompano Beach,
Florida
|
$5.85M
|
-$214K
|
5
|
1.01%
|
Reduced
|
|
|
5016
|
BostonPremier Wealth
Hanover,
Massachusetts
|
$5.84M
|
+$1.15M
|
3
|
3.24%
|
Increased
|
|
|
5017
|
QVR
San Francisco,
California
|
$5.84M
|
+$5.26M
|
5
|
0.6%
|
New
|
|
|
5018
|
Hopwood Financial Services
Reston,
Virginia
|
$5.82M
|
-$68.3K
|
7
|
4.55%
|
Reduced
|
|
|
5019
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$5.82M
|
+$3.05K
|
5
|
3.75%
|
Increased
|
|
|
5020
|
Vantage Point Financial
Lisle,
Illinois
|
$5.82M
|
+$310K
|
4
|
2.55%
|
Increased
|
|
|
5021
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$5.8M
|
+$108K
|
4
|
2.96%
|
Increased
|
|
|
5022
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$5.79M
|
-$106K
|
9
|
1.5%
|
Reduced
|
|
|
5023
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$5.79M
|
+$119K
|
6
|
1.47%
|
Increased
|
|
|
5024
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$5.78M
|
+$132K
|
4
|
2.83%
|
Increased
|
|
|
5025
|
Avion Wealth
The Woodlands,
Texas
|
$5.78M
|
+$797K
|
19
|
1.32%
|
Increased
|
|
