|
3026
|
44 Wealth Management
Eugene,
Oregon
|
$13.4M
|
-$126K
|
5
|
5.14%
|
Reduced
|
|
|
3027
|
Stamos Capital Partners
Menlo Park,
California
|
$13.4M
|
-$1.98M
|
4
|
7.51%
|
Reduced
|
|
|
3028
|
Needham Investment Management
New York
|
$13.4M
|
+$3.29M
|
3
|
1.79%
|
Increased
|
|
|
3029
|
Financial Sense Advisors
San Diego,
California
|
$13.4M
|
+$87K
|
4
|
4.49%
|
Increased
|
|
|
3030
|
Private Wealth Strategies
New Albany,
Ohio
|
$13.4M
|
+$640K
|
4
|
3.36%
|
Increased
|
|
|
3031
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$13.4M
|
-$956K
|
4
|
10.29%
|
Reduced
|
|
|
3032
|
DOHJ LLC
Seattle,
Washington
|
$13.3M
|
+$10.6K
|
3
|
6.32%
|
Increased
|
|
|
3033
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$13.3M
|
-$1.32M
|
9
|
5.95%
|
Reduced
|
|
|
3034
|
|
$13.3M
|
-$609K
|
4
|
10.44%
|
Reduced
|
|
|
3035
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$13.3M
|
-$293K
|
3
|
7.46%
|
Reduced
|
|
|
3036
|
Birch Capital Management
Dallas,
Texas
|
$13.3M
|
+$291
|
5
|
9.01%
|
Increased
|
|
|
3037
|
Kesler Norman & Wride
Ogden,
Utah
|
$13.3M
|
-$3.8K
|
5
|
3.12%
|
Reduced
|
|
|
3038
|
Oasis Management Company
Grand Cayman,
Cayman Islands
|
$13.3M
|
+$15.5M
|
2
|
2.15%
|
Increased
|
|
|
3039
|
SCP Investment
Orinda,
California
|
$13.3M
|
$0
|
2
|
3.72%
|
Maintained
|
|
|
3040
|
WealthShield Partners
Cary,
North Carolina
|
$13.2M
|
-$10.3M
|
6
|
3.55%
|
Reduced
|
|
|
3041
|
Old Mission Investment Co
Traverse City,
Michigan
|
$13.2M
|
+$56.9K
|
5
|
5.36%
|
Increased
|
|
|
3042
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$13.2M
|
+$209K
|
7
|
6.76%
|
Increased
|
|
|
3043
|
NovaPoint Capital
Atlanta,
Georgia
|
$13.2M
|
+$296K
|
4
|
5.31%
|
Increased
|
|
|
3044
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$13.2M
|
-$614K
|
10
|
1.3%
|
Reduced
|
|
|
3045
|
Affinity Investment Advisors
Newport Beach,
California
|
$13.2M
|
-$1.82M
|
6
|
5.91%
|
Reduced
|
|
|
3046
|
Cloverfields Capital Group
Minneapolis,
Minnesota
|
$13.2M
|
+$2.94M
|
4
|
4.24%
|
Increased
|
|
|
3047
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$13.2M
|
+$6.73M
|
16
|
1.35%
|
Increased
|
|
|
3048
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$13.2M
|
+$1.24M
|
23
|
8.23%
|
Increased
|
|
|
3049
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$13.2M
|
+$3.21M
|
6
|
2.43%
|
Increased
|
|
|
3050
|
Private Capital Group
West Hartford,
Connecticut
|
$13.2M
|
+$1.24M
|
19
|
2.96%
|
Increased
|
|