|
2251
|
Birch Capital Management
Dallas,
Texas
|
$17.9M
|
-$533K
|
1
|
8.75%
|
Reduced
|
|
|
2252
|
PKS Advisory Services
Albany,
New York
|
$17.9M
|
+$1.35M
|
1
|
2.86%
|
Increased
|
|
|
2253
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$17.9M
|
-$420K
|
1
|
4.9%
|
Reduced
|
|
|
2254
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$17.9M
|
+$99.3K
|
1
|
4.88%
|
Increased
|
|
|
2255
|
Thames Capital Management
Roseland,
New Jersey
|
$17.9M
|
$0
|
1
|
1.47%
|
Maintained
|
|
|
2256
|
Childress Capital Advisors
Houston,
Texas
|
$17.9M
|
-$551K
|
1
|
2.93%
|
Reduced
|
|
|
2257
|
Hudson Value Partners
Palm Beach,
Florida
|
$17.9M
|
-$454K
|
1
|
4.49%
|
Reduced
|
|
|
2258
|
Bangor Savings Bank
Bangor,
Maine
|
$17.9M
|
+$37.5K
|
1
|
1.31%
|
Increased
|
|
|
2259
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$17.9M
|
-$132K
|
1
|
4.43%
|
Reduced
|
|
|
2260
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$17.9M
|
$0
|
1
|
5.47%
|
Maintained
|
|
|
2261
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$17.8M
|
+$1.18M
|
2
|
1.87%
|
Increased
|
|
|
2262
|
Alpha Family Trust
Los Angeles,
California
|
$17.8M
|
+$255K
|
2
|
7.18%
|
Increased
|
|
|
2263
|
Telemark Asset Management
Boston,
Massachusetts
|
$17.8M
|
+$6.08M
|
1
|
1.29%
|
Increased
|
|
|
2264
|
Walter Public Investments
Westmount,
Canada
|
$17.8M
|
-$2.52M
|
1
|
4.29%
|
Reduced
|
|
|
2265
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$17.8M
|
+$27.5K
|
1
|
2.76%
|
Increased
|
|
|
2266
|
Old North State Trust
Greensboro,
North Carolina
|
$17.8M
|
+$1.72M
|
1
|
9.14%
|
Increased
|
|
|
2267
|
Core Wealth Partners
Santa Rosa,
California
|
$17.7M
|
-$470K
|
1
|
7.56%
|
Reduced
|
|
|
2268
|
Wealthquest
Cincinnati,
Ohio
|
$17.7M
|
+$1.06M
|
1
|
1.12%
|
Increased
|
|
|
2269
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$17.7M
|
+$131K
|
1
|
1.62%
|
Increased
|
|
|
2270
|
Trinity Legacy Partners
Houston,
Texas
|
$17.7M
|
+$179K
|
1
|
3.53%
|
Increased
|
|
|
2271
|
|
$17.7M
|
+$463K
|
1
|
4.97%
|
Increased
|
|
|
2272
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$17.7M
|
-$55.2K
|
1
|
3.37%
|
Reduced
|
|
|
2273
|
Dover Advisors
Richmond,
Virginia
|
$17.7M
|
+$2.19M
|
1
|
7.23%
|
Increased
|
|
|
2274
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$17.7M
|
$0
|
1
|
2.03%
|
Maintained
|
|
|
2275
|
Olistico Wealth
Tulsa,
Oklahoma
|
$17.6M
|
+$2K
|
1
|
7.54%
|
Increased
|
|