|
1601
|
WealthShield Partners
Cary,
North Carolina
|
$12.6M
|
-$1.74M
|
3
|
1.93%
|
Reduced
|
|
|
1602
|
PW Nova Financial Services
Newtown,
Pennsylvania
|
$12.6M
|
-$57.1K
|
3
|
2.71%
|
Reduced
|
|
|
1603
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$12.6M
|
+$17.9K
|
2
|
5.24%
|
Increased
|
|
|
1604
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$12.6M
|
+$10.1M
|
4
|
1.02%
|
New
|
|
|
1605
|
Kimelman & Baird
New York
|
$12.6M
|
+$95K
|
3
|
0.93%
|
Increased
|
|
|
1606
|
TownSquare Capital
Provo,
Utah
|
$12.6M
|
-$756K
|
5
|
2.31%
|
Reduced
|
|
|
1607
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$12.6M
|
+$100K
|
4
|
2.65%
|
Increased
|
|
|
1608
|
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
|
$12.5M
|
+$2.34M
|
10
|
0.94%
|
Increased
|
|
|
1609
|
Sage Capital Management
Stockton,
New Jersey
|
$12.5M
|
-$152K
|
3
|
4.88%
|
Reduced
|
|
|
1610
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$12.5M
|
-$1.01M
|
3
|
0.8%
|
Reduced
|
|
|
1611
|
Claro Advisors
Boston,
Massachusetts
|
$12.5M
|
-$51.2K
|
7
|
1.31%
|
Reduced
|
|
|
1612
|
Mattern Capital Management
Lakewood,
Colorado
|
$12.5M
|
+$566K
|
1
|
1.45%
|
Increased
|
|
|
1613
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$12.4M
|
+$764K
|
7
|
0.74%
|
Increased
|
|
|
1614
|
Maia Wealth
Denver,
Colorado
|
$12.4M
|
+$3.87M
|
5
|
1.83%
|
Increased
|
|
|
1615
|
Quantum Private Wealth
Tampa,
Florida
|
$12.4M
|
-$520K
|
6
|
3.18%
|
Reduced
|
|
|
1616
|
Palmer Knight Company
Jacksonville,
Florida
|
$12.4M
|
-$280K
|
1
|
4.77%
|
Reduced
|
|
|
1617
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$12.4M
|
-$214K
|
2
|
2.23%
|
Reduced
|
|
|
1618
|
Occidental Asset Management
Burlingame,
California
|
$12.3M
|
+$1.81M
|
5
|
1.23%
|
Increased
|
|
|
1619
|
Morningstar Investment Management
Chicago,
Illinois
|
$12.3M
|
$0
|
2
|
0.76%
|
Maintained
|
|
|
1620
|
Farmers National Bank
Danville,
Kentucky
|
$12.3M
|
+$421K
|
2
|
2.57%
|
Increased
|
|
|
1621
|
Generali Investments Management
Ljubljana,
Slovenia
|
$12.3M
|
-$2.63M
|
5
|
2.68%
|
Reduced
|
|
|
1622
|
BigSur Wealth Management
Miami,
Florida
|
$12.3M
|
-$1.77M
|
2
|
2.96%
|
Reduced
|
|
|
1623
|
Secure Asset Management
Troy,
Michigan
|
$12.3M
|
-$4.92M
|
3
|
1.72%
|
Reduced
|
|
|
1624
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$12.3M
|
+$707K
|
3
|
0.95%
|
Increased
|
|
|
1625
|
Morse Asset Management
Darien,
Connecticut
|
$12.3M
|
-$12.3K
|
5
|
2.03%
|
Reduced
|
|