|
3051
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$13.2M
|
-$771K
|
7
|
9.57%
|
Reduced
|
|
|
3052
|
Annandale Capital
Dallas,
Texas
|
$13.1M
|
+$1.55M
|
5
|
7.91%
|
Increased
|
|
|
3053
|
Meridian Management
Little Rock,
Arkansas
|
$13.1M
|
-$51.7K
|
5
|
4.02%
|
Reduced
|
|
|
3054
|
|
$13.1M
|
+$504K
|
9
|
8.34%
|
Increased
|
|
|
3055
|
Banco de Sabadell
Miami,
Florida
|
$13.1M
|
+$742K
|
5
|
8.81%
|
Increased
|
|
|
3056
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$13.1M
|
-$128K
|
2
|
3.9%
|
Reduced
|
|
|
3057
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$13.1M
|
+$1.04M
|
7
|
7.57%
|
Increased
|
|
|
3058
|
Charles Schwab Trust
Henderson,
Nevada
|
$13.1M
|
+$1.44M
|
6
|
2.57%
|
Increased
|
|
|
3059
|
Successful Portfolios
Clearwater,
Florida
|
$13.1M
|
+$17.8K
|
7
|
7.81%
|
Increased
|
|
|
3060
|
Red Cedar Capital
Omaha,
Nebraska
|
$13.1M
|
+$18.5K
|
5
|
8.02%
|
Increased
|
|
|
3061
|
Crewe Advisors
Salt Lake City,
Utah
|
$13.1M
|
+$2.89M
|
11
|
3.09%
|
Increased
|
|
|
3062
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$13.1M
|
-$210K
|
8
|
3.02%
|
Reduced
|
|
|
3063
|
Covey Capital Advisors
Atlanta,
Georgia
|
$13M
|
+$13.4M
|
3
|
10.42%
|
New
|
|
|
3064
|
Modus Advisors
Excelsior,
Minnesota
|
$13M
|
-$1.32M
|
4
|
5.64%
|
Reduced
|
|
|
3065
|
FORA Capital
Miami,
Florida
|
$13M
|
-$20.1M
|
6
|
3.28%
|
Reduced
|
|
|
3066
|
StepStone Group
La Jolla,
California
|
$13M
|
+$13.8M
|
1
|
0.84%
|
New
|
|
|
3067
|
Willow Creek Wealth Management
Sebastopol,
California
|
$13M
|
+$141K
|
6
|
2.87%
|
Increased
|
|
|
3068
|
Spreng Capital Management
Bucyrus,
Ohio
|
$12.9M
|
+$176K
|
4
|
8.29%
|
Increased
|
|
|
3069
|
Garrison Point Advisors
Walnut Creek,
California
|
$12.9M
|
-$354K
|
5
|
9.4%
|
Reduced
|
|
|
3070
|
First Business Financial Services
Madison,
Wisconsin
|
$12.9M
|
+$2.81M
|
6
|
1.48%
|
Increased
|
|
|
3071
|
Encompass Wealth Advisors
Portland,
Oregon
|
$12.9M
|
-$3.32M
|
5
|
3.37%
|
Reduced
|
|
|
3072
|
Robbins Farley
Bedford,
New Hampshire
|
$12.9M
|
+$206K
|
4
|
9.54%
|
Increased
|
|
|
3073
|
EPIQ Capital Group
San Francisco,
California
|
$12.9M
|
-$31K
|
3
|
1.34%
|
Reduced
|
|
|
3074
|
Financial Engines Advisors
Santa Clara,
California
|
$12.9M
|
+$1.83M
|
6
|
0.04%
|
Increased
|
|
|
3075
|
Private Ocean
San Rafael,
California
|
$12.9M
|
+$562K
|
10
|
1.57%
|
Increased
|
|