|
3001
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$11.6M
|
-$891K
|
3
|
5.22%
|
Reduced
|
|
|
3002
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$11.6M
|
+$1.55M
|
5
|
0.88%
|
Increased
|
|
|
3003
|
GoalVest Advisory
New York
|
$11.6M
|
+$11.5M
|
6
|
9.72%
|
New
|
|
|
3004
|
Summit Securities Group
New York
|
$11.6M
|
-$10.9M
|
6
|
0.97%
|
Reduced
|
|
|
3005
|
Breiter Capital Management
Bradenton,
Florida
|
$11.5M
|
-$415K
|
5
|
8.02%
|
Reduced
|
|
|
3006
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$11.5M
|
-$319K
|
5
|
8.88%
|
Reduced
|
|
|
3007
|
ICICI Prudential Asset Management
Mumbai,
India
|
$11.5M
|
+$11.2M
|
3
|
7.83%
|
New
|
|
|
3008
|
Boltwood Capital Management
Walnut Creek,
California
|
$11.5M
|
-$320K
|
6
|
5.57%
|
Reduced
|
|
|
3009
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$11.5M
|
+$1.09M
|
5
|
5.05%
|
Increased
|
|
|
3010
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$11.5M
|
-$1.49M
|
14
|
6.12%
|
Reduced
|
|
|
3011
|
Winslow Asset Management
Beachwood,
Ohio
|
$11.4M
|
-$126K
|
3
|
2.41%
|
Reduced
|
|
|
3012
|
Columbia Trust
Portland,
Oregon
|
$11.4M
|
+$11.1M
|
3
|
7.93%
|
New
|
|
|
3013
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$11.4M
|
+$11M
|
5
|
8.59%
|
New
|
|
|
3014
|
Sandler Capital Management
New York
|
$11.4M
|
-$14.8M
|
1
|
1.33%
|
Reduced
|
|
|
3015
|
Exeter Financial
Scottsdale,
Arizona
|
$11.4M
|
+$37.4K
|
4
|
7.91%
|
Increased
|
|
|
3016
|
Paradigm Asset Management
New York
|
$11.4M
|
-$1.53M
|
5
|
3.18%
|
Reduced
|
|
|
3017
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$11.4M
|
+$10.9M
|
6
|
11.17%
|
New
|
|
|
3018
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$11.4M
|
-$4.73M
|
2
|
3%
|
Reduced
|
|
|
3019
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$11.4M
|
+$715K
|
6
|
2.97%
|
Increased
|
|
|
3020
|
L2 Asset Management
Wayland,
Massachusetts
|
$11.4M
|
-$1.17M
|
7
|
7.8%
|
Reduced
|
|
|
3021
|
Bluegrass Capital Partners
Palm Beach,
Florida
|
$11.3M
|
+$11M
|
1
|
9.71%
|
New
|
|
|
3022
|
|
$11.3M
|
+$10.9M
|
1
|
0.69%
|
New
|
|
|
3023
|
|
$11.3M
|
+$40.1K
|
4
|
10.39%
|
Increased
|
|
|
3024
|
Beaumont Asset Management
Beaumont,
Texas
|
$11.3M
|
+$156K
|
3
|
10.17%
|
Increased
|
|
|
3025
|
Trust Company
Manhattan,
Kansas
|
$11.3M
|
-$444K
|
8
|
8.93%
|
Reduced
|
|