|
3076
|
McMillion Capital Management
Greensboro,
North Carolina
|
$10.6M
|
-$307K
|
3
|
9.58%
|
Reduced
|
|
|
3077
|
Beta Wealth Group
San Diego,
California
|
$10.6M
|
+$800K
|
4
|
7.11%
|
Increased
|
|
|
3078
|
Kesler Norman & Wride
Ogden,
Utah
|
$10.6M
|
-$317K
|
5
|
2.72%
|
Reduced
|
|
|
3079
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$10.6M
|
+$145K
|
9
|
6.32%
|
Increased
|
|
|
3080
|
True Capital Management
San Francisco,
California
|
$10.6M
|
+$11.5M
|
4
|
8.58%
|
New
|
|
|
3081
|
Springhouse Capital Management
Westport,
Connecticut
|
$10.5M
|
-$6.75M
|
4
|
14.05%
|
Reduced
|
|
|
3082
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$10.5M
|
+$69.1K
|
5
|
3.92%
|
Increased
|
|
|
3083
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$10.5M
|
-$138K
|
2
|
0.39%
|
Reduced
|
|
|
3084
|
Charles Carroll Financial Partners
Kingston,
Massachusetts
|
$10.5M
|
-$1.15M
|
4
|
16.26%
|
Reduced
|
|
|
3085
|
Monte Financial Group
Guilford,
Connecticut
|
$10.5M
|
-$43.4K
|
4
|
5.41%
|
Reduced
|
|
|
3086
|
Matthew 25 Management Corp
Ambler,
Pennsylvania
|
$10.5M
|
+$4.59M
|
1
|
4.43%
|
Increased
|
|
|
3087
|
Channing Global Advisors
Miami,
Florida
|
$10.5M
|
+$861K
|
4
|
12.05%
|
Increased
|
|
|
3088
|
44 Wealth Management
Eugene,
Oregon
|
$10.5M
|
+$206K
|
5
|
3.63%
|
Increased
|
|
|
3089
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$10.5M
|
-$327K
|
7
|
6.48%
|
Reduced
|
|
|
3090
|
Summit Partners Public Asset Management
Boston,
Massachusetts
|
$10.5M
|
+$12.2M
|
1
|
0.66%
|
New
|
|
|
3091
|
3G Capital Partners
New York
|
$10.5M
|
-$312K
|
3
|
12.77%
|
Reduced
|
|
|
3092
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$10.5M
|
+$11M
|
7
|
5.38%
|
New
|
|
|
3093
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$10.5M
|
-$338K
|
3
|
7.01%
|
Reduced
|
|
|
3094
|
GSB Wealth Management
Guilford,
Connecticut
|
$10.5M
|
-$22.8K
|
7
|
3.73%
|
Reduced
|
|
|
3095
|
Drive Wealth Management
Lehi,
Utah
|
$10.4M
|
+$3.51M
|
7
|
5.22%
|
Increased
|
|
|
3096
|
NFC Investments
Memphis,
Tennessee
|
$10.4M
|
-$5.76M
|
2
|
3.23%
|
Reduced
|
|
|
3097
|
Herbst Group
Westport,
Connecticut
|
$10.4M
|
+$170K
|
3
|
8.44%
|
Increased
|
|
|
3098
|
Boxwood Ventures
Chicago,
Illinois
|
$10.4M
|
$0
|
3
|
18.72%
|
Maintained
|
|
|
3099
|
North Fourth Asset Management
Englewood Cliffs,
New Jersey
|
$10.4M
|
+$6.05M
|
2
|
2.62%
|
Increased
|
|
|
3100
|
HNP Capital
Rochester,
New York
|
$10.4M
|
-$287K
|
3
|
2.91%
|
Reduced
|
|