|
2101
|
WealthSource Partners
San Luis Obispo,
California
|
$33.1M
|
-$3.28M
|
7
|
2.18%
|
Reduced
|
|
|
2102
|
Keel Point
Huntsville,
Alabama
|
$33M
|
+$3.21M
|
7
|
4.41%
|
Increased
|
|
|
2103
|
Consolidated Investment Group
Englewood,
Colorado
|
$33M
|
-$994K
|
4
|
5.91%
|
Reduced
|
|
|
2104
|
L.J. Altfest & Co
New York
|
$33M
|
+$1.1M
|
8
|
4.96%
|
Increased
|
|
|
2105
|
Canal Insurance Company
Greenville,
South Carolina
|
$33M
|
-$3.13M
|
3
|
9.26%
|
Reduced
|
|
|
2106
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$33M
|
-$231K
|
4
|
14.77%
|
Reduced
|
|
|
2107
|
WESPAC Advisors SoCal
Pasadena,
California
|
$33M
|
-$627K
|
3
|
11.29%
|
Reduced
|
|
|
2108
|
Draper Asset Management
Smithtown,
New York
|
$33M
|
+$314K
|
6
|
32.82%
|
Increased
|
|
|
2109
|
Archford Capital Strategies
Swansea,
Illinois
|
$32.9M
|
+$432K
|
8
|
6.25%
|
Increased
|
|
|
2110
|
|
$32.9M
|
+$72.6K
|
12
|
13.08%
|
Increased
|
|
|
2111
|
Nilsine Partners
Greenwood Village,
Colorado
|
$32.9M
|
+$183K
|
7
|
4.84%
|
Increased
|
|
|
2112
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$32.9M
|
-$162K
|
7
|
17.17%
|
Reduced
|
|
|
2113
|
RFG Advisory
Birmingham,
Alabama
|
$32.8M
|
+$93.8K
|
8
|
1.46%
|
Increased
|
|
|
2114
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$32.8M
|
-$1.68M
|
6
|
7.85%
|
Reduced
|
|
|
2115
|
|
$32.8M
|
-$4.93M
|
6
|
21.16%
|
Reduced
|
|
|
2116
|
JGP Wealth Management
Bend,
Oregon
|
$32.8M
|
+$74.8K
|
6
|
5.37%
|
Increased
|
|
|
2117
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$32.8M
|
-$4.14M
|
5
|
15.07%
|
Reduced
|
|
|
2118
|
Scholtz & Company
Stamford,
Connecticut
|
$32.7M
|
-$1.36M
|
3
|
20.45%
|
Reduced
|
|
|
2119
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$32.7M
|
-$2.3M
|
6
|
5.55%
|
Reduced
|
|
|
2120
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$32.6M
|
+$2.58M
|
10
|
11.56%
|
Increased
|
|
|
2121
|
Segment Wealth Management
Houston,
Texas
|
$32.5M
|
+$327K
|
7
|
3.34%
|
Increased
|
|
|
2122
|
SOA Wealth Advisors
New York
|
$32.4M
|
-$283K
|
13
|
7.59%
|
Reduced
|
|
|
2123
|
Trivium Point Advisory
Westport,
Connecticut
|
$32.4M
|
-$55.8K
|
6
|
8.76%
|
Reduced
|
|
|
2124
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$32.4M
|
+$384K
|
8
|
9.38%
|
Increased
|
|
|
2125
|
McDonough Capital Management
Orlando,
Florida
|
$32.4M
|
+$365K
|
3
|
29.74%
|
Increased
|
|