|
2901
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$3.56M
|
+$24.9K
|
5
|
1.67%
|
Increased
|
|
|
2902
|
AllSquare Wealth Management
Albany,
New York
|
$3.55M
|
+$243K
|
10
|
2.68%
|
Increased
|
|
|
2903
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$3.54M
|
-$80K
|
6
|
1.97%
|
Reduced
|
|
|
2904
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$3.54M
|
-$3.22M
|
1
|
0.75%
|
Reduced
|
|
|
2905
|
Needelman Asset Management
Ladera Ranch,
California
|
$3.52M
|
+$8.6K
|
2
|
7.67%
|
Increased
|
|
|
2906
|
Heritage Way Advisors
Rockford,
Illinois
|
$3.52M
|
-$223K
|
1
|
2.58%
|
Reduced
|
|
|
2907
|
Berylson Capital Partners
Boston,
Massachusetts
|
$3.52M
|
+$1.47M
|
1
|
4.35%
|
Increased
|
|
|
2908
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$3.51M
|
-$135K
|
1
|
0.21%
|
Reduced
|
|
|
2909
|
|
$3.51M
|
-$7.88K
|
3
|
5.62%
|
Reduced
|
|
|
2910
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$3.51M
|
-$60.6K
|
11
|
1.8%
|
Reduced
|
|
|
2911
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$3.5M
|
-$348K
|
2
|
1.5%
|
Reduced
|
|
|
2912
|
BigSur Wealth Management
Miami,
Florida
|
$3.49M
|
+$777K
|
4
|
2.54%
|
Increased
|
|
|
2913
|
HGI Capital Management
New York
|
$3.49M
|
+$3.41M
|
3
|
1.49%
|
New
|
|
|
2914
|
REDW Wealth
Albuquerque,
New Mexico
|
$3.49M
|
-$215K
|
4
|
2.5%
|
Reduced
|
|
|
2915
|
Starfire Investment Advisers
Southfield,
Michigan
|
$3.49M
|
-$53.6K
|
5
|
1.77%
|
Reduced
|
|
|
2916
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$3.48M
|
+$347K
|
1
|
1.46%
|
Increased
|
|
|
2917
|
American Asset Management
Boca Raton,
Florida
|
$3.47M
|
-$16.1K
|
3
|
2.29%
|
Reduced
|
|
|
2918
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.47M
|
-$210K
|
8
|
0.91%
|
Reduced
|
|
|
2919
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$3.47M
|
-$709K
|
2
|
0.54%
|
Reduced
|
|
|
2920
|
Orbis Investment Management (US)
San Francisco,
California
|
$3.46M
|
-$1.9M
|
1
|
2.62%
|
Reduced
|
|
|
2921
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$3.44M
|
$0
|
6
|
3.01%
|
Maintained
|
|
|
2922
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$3.44M
|
+$26.6K
|
9
|
1.24%
|
Increased
|
|
|
2923
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$3.44M
|
-$23.4K
|
2
|
4.02%
|
Reduced
|
|
|
2924
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$3.42M
|
+$312K
|
11
|
3.04%
|
Increased
|
|
|
2925
|
Garrison Bradford & Associates
New York
|
$3.42M
|
+$448K
|
4
|
2.8%
|
Increased
|
|