|
2201
|
Lakehouse Capital
Sydney NSW,
Australia
|
$43M
|
$0
|
3
|
30.11%
|
Maintained
|
|
|
2202
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$43M
|
-$5.92M
|
4
|
14.69%
|
Reduced
|
|
|
2203
|
Consolidated Investment Group
Englewood,
Colorado
|
$42.9M
|
-$1.84M
|
4
|
6.66%
|
Reduced
|
|
|
2204
|
Archford Capital Strategies
Swansea,
Illinois
|
$42.9M
|
+$370K
|
8
|
6.96%
|
Increased
|
|
|
2205
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$42.9M
|
+$370K
|
6
|
2.22%
|
Increased
|
|
|
2206
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$42.9M
|
+$854K
|
7
|
21.77%
|
Increased
|
|
|
2207
|
Embree Financial Group
Chicago,
Illinois
|
$42.9M
|
-$106K
|
6
|
8.24%
|
Reduced
|
|
|
2208
|
Permanent Capital Management
Chicago,
Illinois
|
$42.7M
|
+$36.4M
|
5
|
8.93%
|
New
|
|
|
2209
|
|
$42.7M
|
-$13.2M
|
2
|
31.39%
|
Reduced
|
|
|
2210
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$42.7M
|
+$2.2M
|
7
|
3.47%
|
Increased
|
|
|
2211
|
Abacus Planning Group
Columbia,
South Carolina
|
$42.5M
|
+$1.31M
|
7
|
8.25%
|
Increased
|
|
|
2212
|
MSA Advisors
Santa Monica,
California
|
$42.5M
|
+$280K
|
3
|
12.18%
|
Increased
|
|
|
2213
|
CastleKnight Management
New York
|
$42.4M
|
-$8.11M
|
13
|
2.1%
|
Reduced
|
|
|
2214
|
Rockline Wealth Management
Plainview,
New York
|
$42.3M
|
+$5.13M
|
6
|
13.08%
|
Increased
|
|
|
2215
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$42.2M
|
-$478K
|
7
|
11.44%
|
Reduced
|
|
|
2216
|
Blackhill Capital
Morristown,
New Jersey
|
$42.2M
|
$0
|
4
|
2.62%
|
Maintained
|
|
|
2217
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$42.2M
|
+$5.18M
|
8
|
11.19%
|
Increased
|
|
|
2218
|
J.W. Coons Advisors
Columbus,
Ohio
|
$42.2M
|
+$190K
|
7
|
10.2%
|
Increased
|
|
|
2219
|
Security National Bank
Omaha,
Nebraska
|
$42.2M
|
+$4.53M
|
7
|
6.13%
|
Increased
|
|
|
2220
|
Pavion Blue Capital
Newport Beach,
California
|
$42.2M
|
-$74.2K
|
5
|
20.77%
|
Reduced
|
|
|
2221
|
Gryphon Financial Partners
Columbus,
Ohio
|
$42.2M
|
+$1.81M
|
6
|
6.32%
|
Increased
|
|
|
2222
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$42.1M
|
-$1.9M
|
4
|
10.76%
|
Reduced
|
|
|
2223
|
Concentric Wealth Management
Lafayette,
California
|
$42M
|
+$94.5K
|
6
|
10.96%
|
Increased
|
|
|
2224
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$42M
|
-$179K
|
6
|
7.56%
|
Reduced
|
|
|
2225
|
Larson Financial Group
St Louis,
Missouri
|
$42M
|
+$6.42M
|
25
|
2.86%
|
Increased
|
|