|
3126
|
Wealth Architects
Mountain View,
California
|
$14.2M
|
+$240K
|
8
|
2.41%
|
Increased
|
|
|
3127
|
Greenline Partners
New York
|
$14.2M
|
$0
|
3
|
2.67%
|
Maintained
|
|
|
3128
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$14.2M
|
-$267K
|
5
|
2.78%
|
Reduced
|
|
|
3129
|
GSB Wealth Management
Guilford,
Connecticut
|
$14.2M
|
+$538K
|
6
|
4.74%
|
Increased
|
|
|
3130
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$14.2M
|
-$1.6M
|
2
|
3.95%
|
Reduced
|
|
|
3131
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$14.1M
|
+$3.29K
|
10
|
9.25%
|
Increased
|
|
|
3132
|
West Oak Capital
Westlake Village,
California
|
$14.1M
|
-$31.1K
|
8
|
7.01%
|
Reduced
|
|
|
3133
|
EPG Wealth Management
Atlanta,
Georgia
|
$14.1M
|
+$360K
|
6
|
4.24%
|
Increased
|
|
|
3134
|
Tilt Investment Management Holdings
New York
|
$14.1M
|
$0
|
3
|
10.03%
|
Maintained
|
|
|
3135
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$14M
|
-$494K
|
6
|
10.94%
|
Reduced
|
|
|
3136
|
Lavaca Capital
Houston,
Texas
|
$14M
|
-$2.84M
|
4
|
4.71%
|
Reduced
|
|
|
3137
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$14M
|
-$140K
|
4
|
14.52%
|
Reduced
|
|
|
3138
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$14M
|
+$3.1M
|
3
|
6.43%
|
Increased
|
|
|
3139
|
Members Trust
Tampa,
Florida
|
$14M
|
-$189K
|
6
|
0.41%
|
Reduced
|
|
|
3140
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$13.9M
|
+$11.4M
|
3
|
10.69%
|
Increased
|
|
|
3141
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$13.9M
|
+$9.7M
|
6
|
2.39%
|
Increased
|
|
|
3142
|
Bank of Stockton
Stockton,
California
|
$13.9M
|
+$451K
|
6
|
5.2%
|
Increased
|
|
|
3143
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$13.9M
|
-$151K
|
4
|
9.75%
|
Reduced
|
|
|
3144
|
Beaton Management Company
Haverhill,
Massachusetts
|
$13.9M
|
+$20.3K
|
7
|
9.02%
|
Increased
|
|
|
3145
|
Gouws Capital LLC
Charlotte,
North Carolina
|
$13.9M
|
+$29.4K
|
4
|
11.77%
|
Increased
|
|
|
3146
|
Oak Family Advisors
Chicago,
Illinois
|
$13.9M
|
+$3.28M
|
4
|
6.55%
|
Increased
|
|
|
3147
|
Foster Group
West Des Moines,
Iowa
|
$13.9M
|
+$845K
|
7
|
0.85%
|
Increased
|
|
|
3148
|
Centric Wealth Management
Chicago,
Illinois
|
$13.8M
|
+$3.05M
|
7
|
5.78%
|
Increased
|
|
|
3149
|
Modus Advisors
Excelsior,
Minnesota
|
$13.8M
|
+$320K
|
3
|
6.03%
|
Increased
|
|
|
3150
|
|
$13.8M
|
-$1.25M
|
2
|
25.3%
|
Reduced
|
|