|
2201
|
Rice Hall James & Associates
San Diego,
California
|
$13.9M
|
+$2.23M
|
2
|
0.5%
|
Increased
|
|
|
2202
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$13.9M
|
-$286K
|
7
|
3.76%
|
Reduced
|
|
|
2203
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$13.9M
|
+$27.5K
|
8
|
2.05%
|
Increased
|
|
|
2204
|
Oaktop Capital Management II
Chatham,
New Jersey
|
$13.9M
|
$0
|
1
|
2.87%
|
Maintained
|
|
|
2205
|
Oakview Capital Management
Dallas,
Texas
|
$13.9M
|
+$2.98M
|
1
|
4.75%
|
Increased
|
|
|
2206
|
Meridian Wealth Advisors
Austin,
Texas
|
$13.8M
|
+$5.24M
|
6
|
5.92%
|
Increased
|
|
|
2207
|
Blue Edge Capital
Richmond,
Virginia
|
$13.8M
|
$0
|
6
|
4.73%
|
Maintained
|
|
|
2208
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$13.8M
|
+$152K
|
5
|
5.6%
|
Increased
|
|
|
2209
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$13.8M
|
+$405K
|
4
|
4.73%
|
Increased
|
|
|
2210
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$13.8M
|
+$67K
|
3
|
6.72%
|
Increased
|
|
|
2211
|
Symmetry Partners
Glastonbury,
Connecticut
|
$13.8M
|
+$2.1M
|
6
|
2.85%
|
Increased
|
|
|
2212
|
Forte Capital
Rochester,
New York
|
$13.8M
|
+$312K
|
5
|
4.26%
|
Increased
|
|
|
2213
|
Security National Bank
Omaha,
Nebraska
|
$13.8M
|
+$183K
|
4
|
6.5%
|
Increased
|
|
|
2214
|
Personal CFO Solutions
Chester,
New Jersey
|
$13.8M
|
+$13.5M
|
8
|
5.48%
|
New
|
|
|
2215
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$13.8M
|
+$3.19M
|
8
|
6.82%
|
Increased
|
|
|
2216
|
Inlet Private Wealth
Jupiter,
Florida
|
$13.7M
|
+$494K
|
8
|
5.08%
|
Increased
|
|
|
2217
|
Golden State Wealth Management
Santa Ana,
California
|
$13.7M
|
-$1.26M
|
15
|
4.53%
|
Reduced
|
|
|
2218
|
Blackhill Capital
Morristown,
New Jersey
|
$13.7M
|
+$13.8K
|
4
|
2.17%
|
Increased
|
|
|
2219
|
GM Advisory Group
Melville,
New York
|
$13.7M
|
-$969K
|
6
|
4.25%
|
Reduced
|
|
|
2220
|
Jupiter Wealth Management
Glendale,
Colorado
|
$13.7M
|
-$1.58M
|
5
|
7.29%
|
Reduced
|
|
|
2221
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$13.6M
|
-$167K
|
1
|
14.87%
|
Reduced
|
|
|
2222
|
Augustine Asset Management
Jacksonville,
Florida
|
$13.6M
|
-$1.07M
|
2
|
9.14%
|
Reduced
|
|
|
2223
|
Sawyer & Company
Boston,
Massachusetts
|
$13.6M
|
-$407K
|
7
|
9.66%
|
Reduced
|
|
|
2224
|
CFO4Life Group
Coppell,
Texas
|
$13.5M
|
-$197K
|
5
|
6.05%
|
Reduced
|
|
|
2225
|
Spectrum Management Group
Indianapolis,
Indiana
|
$13.5M
|
-$27.3K
|
7
|
4.58%
|
Reduced
|
|