|
3026
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$11.3M
|
+$10.9M
|
4
|
8.15%
|
New
|
|
|
3027
|
Bienville Capital Management
New York
|
$11.3M
|
-$1.34M
|
4
|
1.15%
|
Reduced
|
|
|
3028
|
Beaton Management Company
Haverhill,
Massachusetts
|
$11.3M
|
+$147K
|
6
|
8.32%
|
Increased
|
|
|
3029
|
Standard Investments
New York
|
$11.3M
|
$0
|
1
|
0.34%
|
Maintained
|
|
|
3030
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$11.3M
|
+$13M
|
10
|
11.65%
|
New
|
|
|
3031
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$11.2M
|
-$231K
|
2
|
8.38%
|
Reduced
|
|
|
3032
|
Modus Advisors
Excelsior,
Minnesota
|
$11.2M
|
+$1.55M
|
4
|
5.81%
|
Increased
|
|
|
3033
|
McMillion Capital Management
Greensboro,
North Carolina
|
$11.2M
|
-$607K
|
11
|
6.83%
|
Reduced
|
|
|
3034
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$11.2M
|
+$875K
|
19
|
9.25%
|
Increased
|
|
|
3035
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$11.2M
|
+$7.12M
|
9
|
7.53%
|
Increased
|
|
|
3036
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$11.2M
|
-$557K
|
6
|
4.74%
|
Reduced
|
|
|
3037
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$11.2M
|
+$963K
|
3
|
7.26%
|
Increased
|
|
|
3038
|
Partners Group Holding
Baar-Zug,
Switzerland
|
$11.2M
|
+$9.19M
|
1
|
1.04%
|
Increased
|
|
|
3039
|
Lenox Wealth Advisors
New York
|
$11.2M
|
-$565K
|
11
|
1.59%
|
Reduced
|
|
|
3040
|
Ironwood Financial
Tucson,
Arizona
|
$11.2M
|
+$9.9M
|
9
|
4.18%
|
Increased
|
|
|
3041
|
Townsend Asset Management
Raleigh,
North Carolina
|
$11.2M
|
-$119K
|
6
|
7.45%
|
Reduced
|
|
|
3042
|
Sciencast Management
Princeton,
New Jersey
|
$11.2M
|
+$3.68M
|
8
|
2.33%
|
Increased
|
|
|
3043
|
Sunflower Bank
Dallas,
Texas
|
$11.2M
|
+$4.44M
|
7
|
1.92%
|
Increased
|
|
|
3044
|
Reilly Herbert Faulkner III
|
$11.1M
|
+$169K
|
3
|
3.65%
|
Increased
|
|
|
3045
|
Karani Asset Management
New York
|
$11M
|
-$885K
|
5
|
6.53%
|
Reduced
|
|
|
3046
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$11M
|
-$1.77M
|
5
|
20.44%
|
Reduced
|
|
|
3047
|
IMS Capital Management
Portland,
Oregon
|
$11M
|
-$542K
|
6
|
6.88%
|
Reduced
|
|
|
3048
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$11M
|
+$102K
|
6
|
3.6%
|
Increased
|
|
|
3049
|
Financial Sense Advisors
San Diego,
California
|
$11M
|
+$13.9K
|
4
|
3.98%
|
Increased
|
|
|
3050
|
Wealth Management Partners
Tucson,
Arizona
|
$11M
|
+$10.4M
|
6
|
8.6%
|
New
|
|