|
3201
|
BOK Financial Private Wealth
Denver,
Colorado
|
$20.2M
|
-$1.88M
|
12
|
1.03%
|
Reduced
|
|
|
3202
|
Concentrum Wealth Management
San Jose,
California
|
$20.1M
|
+$55.5K
|
4
|
4.82%
|
Increased
|
|
|
3203
|
Bretton Capital Management
San Francisco,
California
|
$20.1M
|
$0
|
1
|
16.07%
|
Maintained
|
|
|
3204
|
New Republic Capital
Charlotte,
North Carolina
|
$20.1M
|
-$2.11M
|
6
|
4.64%
|
Reduced
|
|
|
3205
|
Financial Gravity Companies
Lakeway,
Texas
|
$20.1M
|
+$21.5M
|
12
|
3.27%
|
New
|
|
|
3206
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$20.1M
|
-$427K
|
5
|
5.79%
|
Reduced
|
|
|
3207
|
Nvest Financial
Portsmouth,
New Hampshire
|
$20.1M
|
-$869K
|
4
|
6.36%
|
Reduced
|
|
|
3208
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$20.1M
|
-$2.12M
|
5
|
11.22%
|
Reduced
|
|
|
3209
|
Cromwell Holdings
Jackson,
Wyoming
|
$20.1M
|
+$1.12M
|
24
|
9.01%
|
Increased
|
|
|
3210
|
MOKAN Wealth Management
Overland Park,
Kansas
|
$20.1M
|
+$2.26M
|
5
|
7.67%
|
Increased
|
|
|
3211
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$20.1M
|
-$251K
|
9
|
18.14%
|
Reduced
|
|
|
3212
|
Lionhunter Capital Management
New York
|
$20M
|
+$20.8M
|
3
|
9.04%
|
New
|
|
|
3213
|
Decker Wealth Management LLC
Nashville,
Tennessee
|
$20M
|
-$126K
|
3
|
4.25%
|
Reduced
|
|
|
3214
|
|
$20M
|
-$3.01M
|
5
|
6.22%
|
Reduced
|
|
|
3215
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$20M
|
+$8.45M
|
3
|
2.45%
|
Increased
|
|
|
3216
|
Caledonia Investments (Australia)
Sydney NSW,
Australia
|
$20M
|
$0
|
1
|
0.68%
|
Maintained
|
|
|
3217
|
GKV Capital Management
Walnut Creek,
California
|
$20M
|
+$1.32M
|
4
|
6.44%
|
Increased
|
|
|
3218
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$20M
|
$0
|
4
|
4.71%
|
Maintained
|
|
|
3219
|
Prakash Investment Advisors
Andover,
Massachusetts
|
$19.9M
|
-$1.3M
|
5
|
11.46%
|
Reduced
|
|
|
3220
|
Sterneck Capital Management
Kansas City,
Missouri
|
$19.9M
|
-$509K
|
6
|
8.54%
|
Reduced
|
|
|
3221
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$19.9M
|
+$4.68K
|
5
|
11.18%
|
Increased
|
|
|
3222
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$19.9M
|
+$76K
|
4
|
6.29%
|
Increased
|
|
|
3223
|
ROI Financial Advisors
Beaverton,
Oregon
|
$19.9M
|
-$475K
|
3
|
10.27%
|
Reduced
|
|
|
3224
|
Patten Group
Chattanooga,
Tennessee
|
$19.8M
|
+$1.81M
|
4
|
3.08%
|
Increased
|
|
|
3225
|
GSA Capital Partners
London,
United Kingdom
|
$19.8M
|
-$2.45M
|
17
|
1.25%
|
Reduced
|
|