|
2226
|
Ascent Wealth Partners
New Hartford,
New York
|
$11.8M
|
+$170K
|
5
|
3.75%
|
Increased
|
|
|
2227
|
Patten Group
Chattanooga,
Tennessee
|
$11.8M
|
+$230K
|
8
|
4.48%
|
Increased
|
|
|
2228
|
Peninsula Wealth
San Francisco,
California
|
$11.7M
|
+$3.17M
|
3
|
6.33%
|
Increased
|
|
|
2229
|
Biltmore Family Office
Charlotte,
North Carolina
|
$11.7M
|
-$129K
|
7
|
5.58%
|
Reduced
|
|
|
2230
|
SignalPoint Asset Management
Springfield,
Missouri
|
$11.7M
|
+$1.1M
|
6
|
5.23%
|
Increased
|
|
|
2231
|
Archford Capital Strategies
Swansea,
Illinois
|
$11.7M
|
-$595K
|
12
|
4.25%
|
Reduced
|
|
|
2232
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$11.7M
|
-$29.3K
|
3
|
6.03%
|
Reduced
|
|
|
2233
|
Brookstone Capital Management
Wheaton,
Illinois
|
$11.7M
|
-$5.48K
|
6
|
0.89%
|
Reduced
|
|
|
2234
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$11.7M
|
-$211K
|
6
|
6.2%
|
Reduced
|
|
|
2235
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$11.7M
|
+$494K
|
6
|
10.28%
|
Increased
|
|
|
2236
|
WBH Advisory
Baltimore,
Maryland
|
$11.7M
|
+$165K
|
7
|
2.83%
|
Increased
|
|
|
2237
|
Wharton Business Group
Malvern,
Pennsylvania
|
$11.7M
|
-$618K
|
6
|
1.16%
|
Reduced
|
|
|
2238
|
Salient Private Client
Houston,
Texas
|
$11.7M
|
+$166K
|
2
|
2.27%
|
Increased
|
|
|
2239
|
Karst Peak Capital
Hong Kong
|
$11.6M
|
$0
|
1
|
21.14%
|
Maintained
|
|
|
2240
|
Montecito Bank & Trust
Santa Barbara,
California
|
$11.6M
|
+$2.06M
|
6
|
3.47%
|
Increased
|
|
|
2241
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.6M
|
+$318K
|
8
|
0.36%
|
Increased
|
|
|
2242
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$11.6M
|
-$2.87M
|
2
|
4.6%
|
Reduced
|
|
|
2243
|
DeDora Capital
Napa,
California
|
$11.6M
|
+$315K
|
6
|
8.8%
|
Increased
|
|
|
2244
|
Security National Bank
Omaha,
Nebraska
|
$11.6M
|
+$112K
|
4
|
6.39%
|
Increased
|
|
|
2245
|
Somerset Trust
Somerset,
Pennsylvania
|
$11.5M
|
+$73K
|
3
|
5.71%
|
Increased
|
|
|
2246
|
Palo Capital
Newport Beach,
California
|
$11.5M
|
-$1.52M
|
4
|
4.14%
|
Reduced
|
|
|
2247
|
Wimmer Associates 1
Pasadena,
California
|
$11.5M
|
-$156K
|
7
|
9.57%
|
Reduced
|
|
|
2248
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$11.5M
|
+$293K
|
1
|
4.42%
|
Increased
|
|
|
2249
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$11.5M
|
+$440K
|
5
|
3.57%
|
Increased
|
|
|
2250
|
First Bankers Trust
Louisville,
Kentucky
|
$11.5M
|
+$202K
|
6
|
5.46%
|
Increased
|
|