|
3051
|
MBL Wealth
Charlotte,
North Carolina
|
$11M
|
+$11.1M
|
6
|
4.35%
|
New
|
|
|
3052
|
Game Creek Capital
Boston,
Massachusetts
|
$11M
|
-$225K
|
3
|
6.46%
|
Reduced
|
|
|
3053
|
Progeny 3 Inc
Kirkland,
Washington
|
$11M
|
-$10.1K
|
3
|
5.79%
|
Reduced
|
|
|
3054
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$10.9M
|
+$112K
|
6
|
9.38%
|
Increased
|
|
|
3055
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$10.9M
|
+$367K
|
7
|
6.31%
|
Increased
|
|
|
3056
|
FountainCap Research & Investment
Hong Kong,
China
|
$10.9M
|
-$13.6M
|
1
|
6.72%
|
Reduced
|
|
|
3057
|
Harvey Investment Company
Louisville,
Kentucky
|
$10.9M
|
-$215K
|
5
|
1.54%
|
Reduced
|
|
|
3058
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$10.9M
|
+$147K
|
8
|
5.98%
|
Increased
|
|
|
3059
|
Pier Capital
Stamford,
Connecticut
|
$10.9M
|
+$1.5M
|
2
|
1.15%
|
Increased
|
|
|
3060
|
Doliver Advisors
Houston,
Texas
|
$10.8M
|
-$35.4K
|
5
|
4.79%
|
Reduced
|
|
|
3061
|
|
$10.8M
|
$0
|
7
|
2.71%
|
Maintained
|
|
|
3062
|
Leo Brokerage
Hurst,
Texas
|
$10.8M
|
-$1.41M
|
6
|
3.48%
|
Reduced
|
|
|
3063
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$10.8M
|
-$99.2K
|
6
|
5.91%
|
Reduced
|
|
|
3064
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$10.8M
|
+$430K
|
5
|
6.31%
|
Increased
|
|
|
3065
|
Garrison Point Advisors
Walnut Creek,
California
|
$10.8M
|
+$8.97K
|
5
|
8.67%
|
Increased
|
|
|
3066
|
1623 Capital
Alexandria,
Virginia
|
$10.7M
|
+$1.6M
|
1
|
5.1%
|
Increased
|
|
|
3067
|
V2 Financial group
Naperville,
Illinois
|
$10.7M
|
+$10.4M
|
6
|
10.86%
|
New
|
|
|
3068
|
Permanens Capital
New York
|
$10.7M
|
+$9.15M
|
4
|
2.26%
|
Increased
|
|
|
3069
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$10.7M
|
-$1.75M
|
5
|
5.25%
|
Reduced
|
|
|
3070
|
Gemmer Asset Management
Walnut Creek,
California
|
$10.7M
|
+$1.47M
|
13
|
1.76%
|
Increased
|
|
|
3071
|
|
$10.7M
|
$0
|
3
|
4.82%
|
Maintained
|
|
|
3072
|
Summit Financial Group
Moorefield,
West Virginia
|
$10.7M
|
-$1.15M
|
5
|
4.66%
|
Reduced
|
|
|
3073
|
Strategic Wealth Partners
Independence,
Ohio
|
$10.6M
|
+$1.74M
|
8
|
4.47%
|
Increased
|
|
|
3074
|
Somerset Group
Wayzata,
Minnesota
|
$10.6M
|
-$165K
|
2
|
8.49%
|
Reduced
|
|
|
3075
|
Bay Colony Advisors
Concord,
Massachusetts
|
$10.6M
|
+$285K
|
8
|
5.64%
|
Increased
|
|