|
3051
|
WT Wealth Management
Scottsdale,
Arizona
|
$8.58M
|
+$173K
|
4
|
5.68%
|
Increased
|
|
|
3052
|
Centerpoint Advisors
Needham,
Massachusetts
|
$8.57M
|
-$114K
|
9
|
6.45%
|
Reduced
|
|
|
3053
|
Charles Schwab Trust
Henderson,
Nevada
|
$8.57M
|
+$465K
|
5
|
2.63%
|
Increased
|
|
|
3054
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$8.54M
|
+$777K
|
6
|
3.8%
|
Increased
|
|
|
3055
|
North Growth Management
Vancouver,
British Columbia, Canada
|
$8.54M
|
-$840K
|
1
|
1.88%
|
Reduced
|
|
|
3056
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$8.5M
|
+$891K
|
3
|
5.02%
|
Increased
|
|
|
3057
|
BigSur Wealth Management
Miami,
Florida
|
$8.49M
|
+$1.92M
|
5
|
5.41%
|
Increased
|
|
|
3058
|
Peninsula Asset Management
Bradenton,
Florida
|
$8.48M
|
-$14.6K
|
3
|
5.67%
|
Reduced
|
|
|
3059
|
Arlington Partners
Birmingham,
Alabama
|
$8.43M
|
-$10.7K
|
5
|
4.62%
|
Reduced
|
|
|
3060
|
Soapstone Management
Bethesda,
Maryland
|
$8.43M
|
$0
|
1
|
4.14%
|
Maintained
|
|
|
3061
|
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
|
$8.42M
|
+$130K
|
8
|
2.61%
|
Increased
|
|
|
3062
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$8.42M
|
-$301K
|
2
|
2.88%
|
Reduced
|
|
|
3063
|
Kalos Management
Alpharetta,
Georgia
|
$8.4M
|
-$2.38M
|
5
|
3.75%
|
Reduced
|
|
|
3064
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$8.39M
|
+$795K
|
10
|
3.99%
|
Increased
|
|
|
3065
|
LGL Partners
Philadelphia,
Pennsylvania
|
$8.37M
|
-$882K
|
6
|
5.06%
|
Reduced
|
|
|
3066
|
Access Financial Services
Minneapolis,
Minnesota
|
$8.34M
|
-$114K
|
3
|
4.5%
|
Reduced
|
|
|
3067
|
Lavaca Capital
Houston,
Texas
|
$8.34M
|
+$1.26M
|
5
|
1.31%
|
Increased
|
|
|
3068
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$8.31M
|
+$8.46M
|
4
|
3.05%
|
New
|
|
|
3069
|
Claybrook Capital
Wellesley,
Massachusetts
|
$8.3M
|
-$431K
|
4
|
6.23%
|
Reduced
|
|
|
3070
|
Meridian Financial Partners
Warrenton,
Virginia
|
$8.28M
|
+$214K
|
6
|
6.98%
|
Increased
|
|
|
3071
|
Baystate Wealth Management
Boston,
Massachusetts
|
$8.26M
|
-$1.02M
|
13
|
0.99%
|
Reduced
|
|
|
3072
|
Cable Hill Partners
Portland,
Oregon
|
$8.26M
|
+$208K
|
7
|
2.44%
|
Increased
|
|
|
3073
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$8.24M
|
-$42.8K
|
5
|
7.93%
|
Reduced
|
|
|
3074
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$8.23M
|
-$770K
|
2
|
3.32%
|
Reduced
|
|
|
3075
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$8.21M
|
-$601K
|
7
|
1.74%
|
Reduced
|
|