|
2101
|
Surevest
Los Angeles,
California
|
$21.9M
|
+$2.2M
|
7
|
9.71%
|
Increased
|
|
|
2102
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$21.9M
|
+$1.05M
|
9
|
10.84%
|
Increased
|
|
|
2103
|
|
$21.9M
|
+$110K
|
4
|
14.63%
|
Increased
|
|
|
2104
|
Perseverance Asset Management International
George Town,
Cayman Islands
|
$21.9M
|
-$28.9M
|
3
|
7.98%
|
Reduced
|
|
|
2105
|
Akaris Global Partners
New York
|
$21.8M
|
+$9.45M
|
1
|
11.18%
|
Increased
|
|
|
2106
|
Frisch Financial Group
Melville,
New York
|
$21.8M
|
-$903K
|
7
|
10.31%
|
Reduced
|
|
|
2107
|
|
$21.8M
|
-$576K
|
5
|
10.16%
|
Reduced
|
|
|
2108
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$21.8M
|
+$3.14M
|
20
|
1.18%
|
Increased
|
|
|
2109
|
Asset Planning Services Inc
Covington,
Louisiana
|
$21.8M
|
+$294K
|
3
|
15.71%
|
Increased
|
|
|
2110
|
Aspiriant LLC
Los Angeles,
California
|
$21.7M
|
+$131K
|
6
|
2.02%
|
Increased
|
|
|
2111
|
Minot Wealth Management
Westwood,
Massachusetts
|
$21.7M
|
+$1.02M
|
5
|
10.85%
|
Increased
|
|
|
2112
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$21.6M
|
+$315K
|
7
|
5.88%
|
Increased
|
|
|
2113
|
Regal Investment Advisors
Kentwood,
Michigan
|
$21.6M
|
+$18.6M
|
8
|
3.96%
|
New
|
|
|
2114
|
Marietta Wealth Management
Marietta,
Georgia
|
$21.6M
|
-$273K
|
5
|
7.38%
|
Reduced
|
|
|
2115
|
Graham Capital Management
Rowayton,
Connecticut
|
$21.6M
|
-$4.52M
|
1
|
1.04%
|
Reduced
|
|
|
2116
|
WBI Investments
Red Bank,
New Jersey
|
$21.5M
|
+$12.9M
|
3
|
3.45%
|
Increased
|
|
|
2117
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$21.5M
|
+$363K
|
6
|
13.71%
|
Increased
|
|
|
2118
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$21.5M
|
+$1.57M
|
7
|
7.27%
|
Increased
|
|
|
2119
|
Peninsula Wealth
San Francisco,
California
|
$21.4M
|
+$1.63M
|
6
|
10%
|
Increased
|
|
|
2120
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$21.4M
|
+$2.86M
|
2
|
17.58%
|
Increased
|
|
|
2121
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$21.4M
|
+$143K
|
4
|
10.7%
|
Increased
|
|
|
2122
|
Towle & Co
Denver,
Colorado
|
$21.4M
|
+$3.38M
|
1
|
4%
|
Increased
|
|
|
2123
|
American Investment Services
Great Barrington,
Massachusetts
|
$21.4M
|
-$3.22M
|
4
|
7.52%
|
Reduced
|
|
|
2124
|
Beech Hill Advisors
New York
|
$21.4M
|
-$2.97M
|
5
|
10.84%
|
Reduced
|
|
|
2125
|
Security National Bank
Omaha,
Nebraska
|
$21.3M
|
+$256K
|
4
|
8.81%
|
Increased
|
|