|
3201
|
Northwest Bancshares
Warren,
Pennsylvania
|
$25.1M
|
-$1.8M
|
4
|
4.52%
|
Reduced
|
|
|
3202
|
Pine Ridge Advisers
New York
|
$25.1M
|
$0
|
3
|
1.51%
|
Maintained
|
|
|
3203
|
Triton Wealth Management
Sun City,
Arizona
|
$25M
|
-$143K
|
3
|
7.69%
|
Reduced
|
|
|
3204
|
Lavaca Capital
Houston,
Texas
|
$25M
|
+$3.71M
|
8
|
2.47%
|
Increased
|
|
|
3205
|
Jupiter Wealth Management
Glendale,
Colorado
|
$25M
|
-$172K
|
3
|
10.01%
|
Reduced
|
|
|
3206
|
Red Lighthouse Investment Management
New York
|
$25M
|
-$92.4K
|
3
|
7.45%
|
Reduced
|
|
|
3207
|
INVST
Indianapolis,
Indiana
|
$25M
|
-$2.04M
|
7
|
2.44%
|
Reduced
|
|
|
3208
|
LJI Wealth Management
Indianapolis,
Indiana
|
$25M
|
+$865K
|
5
|
3.5%
|
Increased
|
|
|
3209
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$25M
|
-$569K
|
4
|
4.72%
|
Reduced
|
|
|
3210
|
44 Wealth Management
Eugene,
Oregon
|
$25M
|
+$7.94M
|
6
|
8.27%
|
Increased
|
|
|
3211
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$25M
|
+$178K
|
7
|
14.72%
|
Increased
|
|
|
3212
|
PGIM Custom Harvest
Newark,
New Jersey
|
$25M
|
+$232K
|
4
|
0.31%
|
Increased
|
|
|
3213
|
Patron Partners
Houston,
Texas
|
$25M
|
+$93.4K
|
8
|
9.6%
|
Increased
|
|
|
3214
|
Evexia Wealth
Stevens Point,
Wisconsin
|
$24.9M
|
-$80.8K
|
4
|
6.74%
|
Reduced
|
|
|
3215
|
ROI Financial Advisors
Beaverton,
Oregon
|
$24.9M
|
-$211K
|
3
|
12.89%
|
Reduced
|
|
|
3216
|
Alphadyne Asset Management
New York
|
$24.9M
|
-$37.7M
|
5
|
0.24%
|
Reduced
|
|
|
3217
|
Abbot Financial Management
Andover,
Massachusetts
|
$24.9M
|
+$437K
|
5
|
8.5%
|
Increased
|
|
|
3218
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
$24.9M
|
$0
|
2
|
3.05%
|
Maintained
|
|
|
3219
|
Abacus FCF Advisors
Orlando,
Florida
|
$24.9M
|
-$319K
|
1
|
4.57%
|
Reduced
|
|
|
3220
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$24.8M
|
-$3.57M
|
6
|
3.9%
|
Reduced
|
|
|
3221
|
Salomon & Ludwin
Richmond,
Virginia
|
$24.8M
|
-$326K
|
29
|
2.04%
|
Reduced
|
|
|
3222
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$24.8M
|
-$98K
|
4
|
5.91%
|
Reduced
|
|
|
3223
|
Hollow Brook Wealth Management
Katonah,
New York
|
$24.8M
|
+$7.98M
|
3
|
4.92%
|
Increased
|
|
|
3224
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$24.8M
|
-$1.44M
|
4
|
6.93%
|
Reduced
|
|
|
3225
|
Hall Capital Management
Barrington,
Rhode Island
|
$24.8M
|
-$400K
|
3
|
7.71%
|
Reduced
|
|