|
2901
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$10.9M
|
-$172K
|
1
|
3.5%
|
Reduced
|
|
|
2902
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$10.8M
|
-$229K
|
2
|
5.95%
|
Reduced
|
|
|
2903
|
Quattro Advisors
Pittsburgh,
Pennsylvania
|
$10.8M
|
+$54.6K
|
1
|
7.21%
|
Increased
|
|
|
2904
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$10.8M
|
+$33.5K
|
1
|
5.13%
|
Increased
|
|
|
2905
|
ROI Financial Advisors
Beaverton,
Oregon
|
$10.8M
|
-$264K
|
1
|
5.59%
|
Reduced
|
|
|
2906
|
Cane Capital Partners
Saint Francisville,
Louisiana
|
$10.8M
|
-$1.67M
|
1
|
4.27%
|
Reduced
|
|
|
2907
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$10.8M
|
-$369K
|
1
|
2.52%
|
Reduced
|
|
|
2908
|
Rhenman & Partners Asset Management
Stockholm,
Sweden
|
$10.8M
|
+$10.7M
|
1
|
1.02%
|
New
|
|
|
2909
|
J. Safra Asset Management
New York
|
$10.8M
|
-$3.82M
|
4
|
0.5%
|
Reduced
|
|
|
2910
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$10.8M
|
+$504K
|
2
|
2.8%
|
Increased
|
|
|
2911
|
TrustBank
Olney,
Illinois
|
$10.8M
|
-$13.4K
|
1
|
3.66%
|
Reduced
|
|
|
2912
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$10.8M
|
+$142K
|
1
|
3.87%
|
Increased
|
|
|
2913
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$10.8M
|
+$941K
|
1
|
2.15%
|
Increased
|
|
|
2914
|
Patron Partners
Houston,
Texas
|
$10.8M
|
-$32K
|
1
|
4.13%
|
Reduced
|
|
|
2915
|
Old Port Advisors
Portland,
Maine
|
$10.8M
|
+$26K
|
1
|
2.12%
|
Increased
|
|
|
2916
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$10.7M
|
+$3.72K
|
1
|
3.37%
|
Increased
|
|
|
2917
|
QTR Family Wealth
Lake Mary,
Florida
|
$10.7M
|
+$963K
|
2
|
3.74%
|
Increased
|
|
|
2918
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$10.7M
|
+$98.1K
|
2
|
8.17%
|
Increased
|
|
|
2919
|
Rahlfs Capital
Lake Kiowa,
Texas
|
$10.7M
|
+$28.6K
|
1
|
7.87%
|
Increased
|
|
|
2920
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$10.7M
|
-$454K
|
1
|
1.44%
|
Reduced
|
|
|
2921
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$10.7M
|
+$9.95M
|
1
|
0.9%
|
Increased
|
|
|
2922
|
Integral Health Asset Management
New York
|
$10.7M
|
-$528K
|
1
|
0.42%
|
Reduced
|
|
|
2923
|
Howard Wealth Management
Madison,
Connecticut
|
$10.7M
|
+$433K
|
1
|
3.96%
|
Increased
|
|
|
2924
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$10.7M
|
-$658K
|
1
|
6.45%
|
Reduced
|
|
|
2925
|
McAlister Sweet & Associates
Houston,
Texas
|
$10.7M
|
+$22.3K
|
1
|
5.71%
|
Increased
|
|