|
3101
|
Cable Hill Partners
Portland,
Oregon
|
$10.6M
|
+$295K
|
6
|
2.15%
|
Increased
|
|
|
3102
|
|
$10.6M
|
$0
|
1
|
1.23%
|
Maintained
|
|
|
3103
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$10.6M
|
+$752K
|
7
|
2.84%
|
Increased
|
|
|
3104
|
Woodward Diversified Capital
Bakersfield,
California
|
$10.5M
|
-$314K
|
6
|
8.69%
|
Reduced
|
|
|
3105
|
Beta Wealth Group
San Diego,
California
|
$10.5M
|
+$1.21M
|
4
|
7.58%
|
Increased
|
|
|
3106
|
Unionview LLC
Seattle,
Washington
|
$10.5M
|
-$329K
|
4
|
12%
|
Reduced
|
|
|
3107
|
Park West Asset Management
San Francisco,
California
|
$10.5M
|
$0
|
1
|
0.74%
|
Maintained
|
|
|
3108
|
WNY Asset Management
Williamsville,
New York
|
$10.5M
|
+$182K
|
6
|
3.81%
|
Increased
|
|
|
3109
|
Symmetry Investments
St Helier,
Jersey
|
$10.5M
|
+$4.33M
|
3
|
2.36%
|
Increased
|
|
|
3110
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$10.5M
|
-$1.19M
|
1
|
3.55%
|
Reduced
|
|
|
3111
|
California First Leasing Corp
Newport Beach,
California
|
$10.4M
|
+$467K
|
2
|
7.89%
|
Increased
|
|
|
3112
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$10.4M
|
+$491K
|
3
|
1.83%
|
Increased
|
|
|
3113
|
Sicart Associates
New York
|
$10.4M
|
+$1.89M
|
4
|
3.7%
|
Increased
|
|
|
3114
|
Advisors Preferred
Rockville,
Maryland
|
$10.4M
|
+$6.3K
|
3
|
5.35%
|
Increased
|
|
|
3115
|
SBK Financial
Richmond,
Virginia
|
$10.4M
|
+$71.2K
|
6
|
16%
|
Increased
|
|
|
3116
|
TAGStone Capital
Charlotte,
North Carolina
|
$10.4M
|
+$200K
|
4
|
9.66%
|
Increased
|
|
|
3117
|
|
$10.4M
|
-$65.7K
|
2
|
8.96%
|
Reduced
|
|
|
3118
|
Baugh & Associates
Atlanta,
Georgia
|
$10.4M
|
-$62.3K
|
1
|
7.35%
|
Reduced
|
|
|
3119
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$10.4M
|
-$1.68M
|
5
|
3.2%
|
Reduced
|
|
|
3120
|
Highline Wealth Partners
Sherman Oaks,
California
|
$10.4M
|
+$11.9M
|
7
|
8.43%
|
New
|
|
|
3121
|
LFL Advisers
Evanston,
Illinois
|
$10.4M
|
+$5.42M
|
1
|
5.49%
|
Increased
|
|
|
3122
|
Commons Capital
Needham,
Massachusetts
|
$10.4M
|
-$269K
|
4
|
16.4%
|
Reduced
|
|
|
3123
|
|
$10.3M
|
-$704K
|
3
|
5.95%
|
Reduced
|
|
|
3124
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$10.3M
|
+$231K
|
3
|
7.49%
|
Increased
|
|
|
3125
|
Charter Research & Investment Group
Southport,
Connecticut
|
$10.3M
|
-$129K
|
6
|
10.42%
|
Reduced
|
|