|
2826
|
Neumann Capital Management
Foster City,
California
|
$18M
|
-$490K
|
4
|
7.86%
|
Reduced
|
|
|
2827
|
Daniels + Tansey
Wilmington,
Delaware
|
$18M
|
+$62.3M
|
1
|
6.24%
|
Increased
|
|
|
2828
|
Financial Perspectives
Minneapolis,
Minnesota
|
$18M
|
+$430
|
18
|
8.23%
|
Increased
|
|
|
2829
|
CNB Bank
Clearfield,
Pennsylvania
|
$18M
|
+$1.34M
|
7
|
10.58%
|
Increased
|
|
|
2830
|
Centerpoint Advisors
Needham,
Massachusetts
|
$18M
|
+$62K
|
11
|
7.62%
|
Increased
|
|
|
2831
|
RBA Wealth Management
Newport Beach,
California
|
$18M
|
-$4.42M
|
4
|
8.64%
|
Reduced
|
|
|
2832
|
WP Advisors
San Francisco,
California
|
$18M
|
-$75.3K
|
5
|
7.43%
|
Reduced
|
|
|
2833
|
|
$17.9M
|
+$21.3M
|
1
|
11.44%
|
New
|
|
|
2834
|
Granger Management
New York
|
$17.9M
|
+$15.6K
|
5
|
7.56%
|
Increased
|
|
|
2835
|
Systematic Financial Management
Teaneck,
New Jersey
|
$17.9M
|
+$388K
|
2
|
0.58%
|
Increased
|
|
|
2836
|
Carlson Capital Management
Northfield,
Minnesota
|
$17.9M
|
+$620K
|
6
|
1.06%
|
Increased
|
|
|
2837
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$17.9M
|
-$190K
|
6
|
12.38%
|
Reduced
|
|
|
2838
|
Waterfront Wealth
Overland Park,
Kansas
|
$17.9M
|
+$535K
|
9
|
5.86%
|
Increased
|
|
|
2839
|
Occidental Asset Management
Burlingame,
California
|
$17.9M
|
-$10.7K
|
6
|
4.15%
|
Reduced
|
|
|
2840
|
Leelyn Smith
Geneva,
Illinois
|
$17.9M
|
-$201K
|
5
|
4.37%
|
Reduced
|
|
|
2841
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$17.9M
|
-$480K
|
3
|
0.38%
|
Reduced
|
|
|
2842
|
High Note Wealth
Deephaven,
Minnesota
|
$17.9M
|
+$448K
|
5
|
7.39%
|
Increased
|
|
|
2843
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$17.9M
|
+$74.8K
|
9
|
7.73%
|
Increased
|
|
|
2844
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$17.9M
|
+$140K
|
5
|
13.06%
|
Increased
|
|
|
2845
|
Robertson Opportunity Capital
Dallas,
Texas
|
$17.9M
|
$0
|
1
|
8.43%
|
Maintained
|
|
|
2846
|
R.M. Sincerbeaux Capital Management
New York
|
$17.9M
|
-$2.73M
|
2
|
13.63%
|
Reduced
|
|
|
2847
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$17.8M
|
-$370K
|
6
|
5.44%
|
Reduced
|
|
|
2848
|
Searle & Co
Greenwich,
Connecticut
|
$17.8M
|
-$19.2K
|
5
|
6.07%
|
Reduced
|
|
|
2849
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$17.8M
|
-$417K
|
9
|
4.65%
|
Reduced
|
|
|
2850
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
|
$17.8M
|
-$1.96M
|
5
|
9.56%
|
Reduced
|
|