|
2101
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$11.6M
|
-$4.51M
|
2
|
4.7%
|
Reduced
|
|
|
2102
|
WealthPLAN Partners
Omaha,
Nebraska
|
$11.6M
|
+$1.14M
|
6
|
2.54%
|
Increased
|
|
|
2103
|
West Branch Capital
Amherst,
Massachusetts
|
$11.6M
|
+$11.8M
|
6
|
12.69%
|
New
|
|
|
2104
|
Bell Bank
Fargo,
North Dakota
|
$11.6M
|
+$116K
|
6
|
3.68%
|
Increased
|
|
|
2105
|
Biltmore Family Office
Charlotte,
North Carolina
|
$11.5M
|
+$1.36M
|
7
|
5.11%
|
Increased
|
|
|
2106
|
Members Trust
Tampa,
Florida
|
$11.5M
|
-$2.2M
|
3
|
0.58%
|
Reduced
|
|
|
2107
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$11.5M
|
+$459K
|
7
|
2.58%
|
Increased
|
|
|
2108
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$11.4M
|
-$65.7K
|
6
|
4.88%
|
Reduced
|
|
|
2109
|
Lourd Capital
Beverly Hills,
California
|
$11.4M
|
-$7.8M
|
3
|
1.54%
|
Reduced
|
|
|
2110
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$11.4M
|
+$1.82M
|
7
|
1.41%
|
Increased
|
|
|
2111
|
|
$11.4M
|
+$166K
|
2
|
4.5%
|
Increased
|
|
|
2112
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$11.4M
|
-$3.43M
|
3
|
8.06%
|
Reduced
|
|
|
2113
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$11.4M
|
-$1.28M
|
6
|
7.21%
|
Reduced
|
|
|
2114
|
Karp Capital Management
Sausalito,
California
|
$11.3M
|
+$2.22M
|
6
|
4.56%
|
Increased
|
|
|
2115
|
Segment Wealth Management
Houston,
Texas
|
$11.3M
|
+$166K
|
6
|
2.81%
|
Increased
|
|
|
2116
|
Harrington Investments
Napa,
California
|
$11.3M
|
+$220K
|
6
|
9.26%
|
Increased
|
|
|
2117
|
RPG Investment Advisory
Pleasanton,
California
|
$11.3M
|
+$970K
|
9
|
2.58%
|
Increased
|
|
|
2118
|
Meridian Wealth Management
Lexington,
Kentucky
|
$11.2M
|
+$167K
|
6
|
5.61%
|
Increased
|
|
|
2119
|
Whalerock Point Partners
Providence,
Rhode Island
|
$11.2M
|
+$73K
|
4
|
3.6%
|
Increased
|
|
|
2120
|
Oaktop Capital Management II
Chatham,
New Jersey
|
$11.2M
|
$0
|
1
|
2.35%
|
Maintained
|
|
|
2121
|
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
|
$11.2M
|
$0
|
3
|
3.95%
|
Maintained
|
|
|
2122
|
Point View Wealth Management
Summit,
New Jersey
|
$11.2M
|
+$91.1K
|
7
|
5.38%
|
Increased
|
|
|
2123
|
Rational Advisors
Huntington,
New York
|
$11.2M
|
+$2.68M
|
10
|
5.28%
|
Increased
|
|
|
2124
|
Palo Capital
Newport Beach,
California
|
$11.2M
|
+$1.08M
|
6
|
4.06%
|
Increased
|
|
|
2125
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$11.2M
|
-$384K
|
6
|
5.08%
|
Reduced
|
|