|
2826
|
Malaga Cove Capital
Pv Estates,
California
|
$14.8M
|
-$1.64M
|
13
|
8.26%
|
Reduced
|
|
|
2827
|
Permanens Capital
New York
|
$14.8M
|
$0
|
4
|
2.98%
|
Maintained
|
|
|
2828
|
Cumberland Advisors
Sarasota,
Florida
|
$14.8M
|
-$986K
|
5
|
4.91%
|
Reduced
|
|
|
2829
|
Cota Capital Management
San Francisco,
California
|
$14.7M
|
$0
|
1
|
6.04%
|
Maintained
|
|
|
2830
|
GoalVest Advisory
New York
|
$14.7M
|
+$1.14M
|
8
|
9.33%
|
Increased
|
|
|
2831
|
|
$14.7M
|
+$196K
|
6
|
6.56%
|
Increased
|
|
|
2832
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$14.7M
|
-$15.4K
|
2
|
4.96%
|
Reduced
|
|
|
2833
|
Humankind Investments
New York
|
$14.7M
|
+$996K
|
3
|
7.03%
|
Increased
|
|
|
2834
|
Neumann Capital Management
Foster City,
California
|
$14.7M
|
-$426K
|
4
|
7.44%
|
Reduced
|
|
|
2835
|
Financial Perspectives
Minneapolis,
Minnesota
|
$14.7M
|
+$19.9K
|
17
|
8.28%
|
Increased
|
|
|
2836
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$14.7M
|
+$185K
|
4
|
8.55%
|
Increased
|
|
|
2837
|
Duality Advisers
Miami,
Florida
|
$14.7M
|
+$4.39M
|
9
|
1.45%
|
Increased
|
|
|
2838
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$14.6M
|
-$600K
|
5
|
10.13%
|
Reduced
|
|
|
2839
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$14.6M
|
+$287K
|
5
|
9.91%
|
Increased
|
|
|
2840
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$14.6M
|
-$1.39K
|
5
|
11.28%
|
Reduced
|
|
|
2841
|
PDS Planning
Dublin,
Ohio
|
$14.6M
|
+$1.57M
|
7
|
2.64%
|
Increased
|
|
|
2842
|
Horrell Capital Management
Little Rock,
Arkansas
|
$14.6M
|
+$2.43M
|
8
|
5.18%
|
Increased
|
|
|
2843
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$14.6M
|
-$1.27M
|
6
|
2.84%
|
Reduced
|
|
|
2844
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$14.6M
|
+$296K
|
9
|
7.38%
|
Increased
|
|
|
2845
|
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
|
$14.5M
|
+$13.2M
|
6
|
9.43%
|
Increased
|
|
|
2846
|
Boyar Asset Management
New York
|
$14.5M
|
-$1.01M
|
4
|
11.98%
|
Reduced
|
|
|
2847
|
Finer Wealth Management
Salem,
Massachusetts
|
$14.5M
|
-$56.4K
|
4
|
13.22%
|
Reduced
|
|
|
2848
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$14.5M
|
-$374K
|
8
|
12.68%
|
Reduced
|
|
|
2849
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$14.4M
|
-$3.35M
|
9
|
8.76%
|
Reduced
|
|
|
2850
|
BSW Wealth Partners
Boulder,
Colorado
|
$14.4M
|
+$2.95M
|
10
|
3.46%
|
Increased
|
|