|
2201
|
First Interstate Bank
Billings,
Montana
|
$57.5M
|
-$321K
|
6
|
3%
|
Reduced
|
|
|
2202
|
Advisornet Financial
Minnetonka,
Minnesota
|
$57.3M
|
+$382K
|
26
|
2.62%
|
Increased
|
|
|
2203
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$57.3M
|
+$1.17M
|
10
|
8.05%
|
Increased
|
|
|
2204
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$57.3M
|
-$3.03M
|
6
|
14.51%
|
Reduced
|
|
|
2205
|
Shikiar Asset Management
New York
|
$57.2M
|
+$3.15M
|
6
|
14.46%
|
Increased
|
|
|
2206
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$57.1M
|
+$11.4M
|
6
|
16.09%
|
Increased
|
|
|
2207
|
Ashton Thomas Securities
Rochester,
New York
|
$57.1M
|
+$8.79M
|
7
|
8.43%
|
Increased
|
|
|
2208
|
Cypress Asset Management
Houston,
Texas
|
$57M
|
+$508K
|
5
|
11.1%
|
Increased
|
|
|
2209
|
Brookwood Investment Group
Phoenix,
Arizona
|
$56.9M
|
+$4.5M
|
7
|
6.42%
|
Increased
|
|
|
2210
|
United Advisor Group
Cincinnati,
Ohio
|
$56.9M
|
-$741K
|
12
|
6.01%
|
Reduced
|
|
|
2211
|
|
$56.9M
|
+$15.4M
|
1
|
7.38%
|
Increased
|
|
|
2212
|
Convergence Financial
Columbia,
Missouri
|
$56.9M
|
+$24.5M
|
6
|
4.52%
|
Increased
|
|
|
2213
|
SS&H Financial Advisors
Troy,
Michigan
|
$56.8M
|
+$60M
|
7
|
14.54%
|
New
|
|
|
2214
|
Jupiter Wealth Management
Glendale,
Colorado
|
$56.8M
|
-$342K
|
5
|
22.71%
|
Reduced
|
|
|
2215
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$56.8M
|
+$966K
|
3
|
12.14%
|
Increased
|
|
|
2216
|
Pacific Heights Asset Management
San Francisco,
California
|
$56.7M
|
$0
|
1
|
1.8%
|
Maintained
|
|
|
2217
|
PCM Encore
Aspen,
Colorado
|
$56.7M
|
-$999K
|
10
|
9.96%
|
Reduced
|
|
|
2218
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$56.7M
|
+$457K
|
16
|
12.72%
|
Increased
|
|
|
2219
|
Bornite Capital Management
New York
|
$56.7M
|
+$59.7M
|
1
|
7.13%
|
New
|
|
|
2220
|
NTV Asset Management
Charleston,
West Virginia
|
$56.6M
|
-$721K
|
10
|
5.55%
|
Reduced
|
|
|
2221
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$56.6M
|
+$2.29M
|
5
|
4.96%
|
Increased
|
|
|
2222
|
Legacy Financial Advisors
Covington,
Kentucky
|
$56.6M
|
+$4.18M
|
10
|
6.9%
|
Increased
|
|
|
2223
|
J. Safra Asset Management
New York
|
$56.6M
|
+$5.62M
|
9
|
2.61%
|
Increased
|
|
|
2224
|
Monetary Management Group
St Louis,
Missouri
|
$56.6M
|
-$6.35M
|
7
|
11.62%
|
Reduced
|
|
|
2225
|
BFSG LLC
Irvine,
California
|
$56.5M
|
+$238K
|
9
|
5.01%
|
Increased
|
|