|
2201
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$24.4M
|
+$353K
|
5
|
10.42%
|
Increased
|
|
|
2202
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$24.4M
|
+$2.66M
|
7
|
2.69%
|
Increased
|
|
|
2203
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$24.4M
|
+$1.17M
|
5
|
14.39%
|
Increased
|
|
|
2204
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$24.3M
|
+$380K
|
6
|
4.82%
|
Increased
|
|
|
2205
|
Good Life Advisors
Reading,
Pennsylvania
|
$24.3M
|
+$1.43M
|
8
|
3.39%
|
Increased
|
|
|
2206
|
Naman Capital
Sao Paulo,
Brazil
|
$24.3M
|
$0
|
3
|
17.34%
|
Maintained
|
|
|
2207
|
Univest Financial
Souderton,
Pennsylvania
|
$24.3M
|
+$544K
|
3
|
7.92%
|
Increased
|
|
|
2208
|
Unio Capital
Princeton,
New Jersey
|
$24.2M
|
-$2.91M
|
3
|
13.94%
|
Reduced
|
|
|
2209
|
Frank Rimerman Advisors
Palo Alto,
California
|
$24.2M
|
+$589K
|
6
|
9.23%
|
Increased
|
|
|
2210
|
Thomas White International
Chicago,
Illinois
|
$24.2M
|
-$106K
|
6
|
4.85%
|
Reduced
|
|
|
2211
|
Boston Research & Management
Manchester,
Massachusetts
|
$24.2M
|
+$577K
|
6
|
7.82%
|
Increased
|
|
|
2212
|
55I LLC
Boston,
Massachusetts
|
$24.1M
|
+$7.21M
|
7
|
0.68%
|
Increased
|
|
|
2213
|
Segment Wealth Management
Houston,
Texas
|
$24.1M
|
-$1.8M
|
5
|
3.06%
|
Reduced
|
|
|
2214
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$24.1M
|
+$1.93M
|
7
|
4.33%
|
Increased
|
|
|
2215
|
Olstein Capital Management
Purchase,
New York
|
$24.1M
|
+$5.07M
|
3
|
3.61%
|
Increased
|
|
|
2216
|
NTV Asset Management
Charleston,
West Virginia
|
$24.1M
|
+$287K
|
7
|
4.71%
|
Increased
|
|
|
2217
|
Liberty Capital Management
Birmingham,
Michigan
|
$24.1M
|
-$1.27M
|
5
|
8.56%
|
Reduced
|
|
|
2218
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$24M
|
-$278K
|
5
|
7.83%
|
Reduced
|
|
|
2219
|
Cabot Wealth Management
Salem,
Massachusetts
|
$24M
|
+$742K
|
5
|
3.81%
|
Increased
|
|
|
2220
|
CFO4Life Group
Coppell,
Texas
|
$24M
|
+$2M
|
4
|
5.95%
|
Increased
|
|
|
2221
|
Bluefin Capital Management
New York
|
$24M
|
+$4.39M
|
6
|
2.65%
|
Increased
|
|
|
2222
|
Algert Global
San Francisco,
California
|
$24M
|
+$665K
|
14
|
1.8%
|
Increased
|
|
|
2223
|
Hartford Financial Management
Hartford,
Connecticut
|
$24M
|
-$27.6K
|
11
|
6.64%
|
Reduced
|
|
|
2224
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$24M
|
+$322K
|
7
|
9.84%
|
Increased
|
|
|
2225
|
BFSG LLC
Irvine,
California
|
$23.9M
|
+$5.53M
|
4
|
4.32%
|
Increased
|
|
