|
3151
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$10.2M
|
+$1.37M
|
6
|
2.09%
|
Increased
|
|
|
3152
|
Phocas Financial Corp
Alameda,
California
|
$10.2M
|
+$8.23M
|
4
|
1.35%
|
Increased
|
|
|
3153
|
Private Wealth Strategies
New Albany,
Ohio
|
$10.2M
|
+$7.03M
|
3
|
2.82%
|
Increased
|
|
|
3154
|
Allen Capital Group
Grand Island,
Nebraska
|
$10.2M
|
+$1.75M
|
6
|
2.23%
|
Increased
|
|
|
3155
|
tru Independence
Portland,
Oregon
|
$10.2M
|
-$837K
|
5
|
1.92%
|
Reduced
|
|
|
3156
|
Precept Management
Dallas,
Texas
|
$10.2M
|
-$9.8M
|
2
|
6.92%
|
Reduced
|
|
|
3157
|
Covey Capital Advisors
Atlanta,
Georgia
|
$10.1M
|
+$351K
|
3
|
8.41%
|
Increased
|
|
|
3158
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$10.1M
|
+$530K
|
1
|
2.11%
|
Increased
|
|
|
3159
|
Bigelow Investment Advisors
Portland,
Maine
|
$10.1M
|
-$399K
|
6
|
5.12%
|
Reduced
|
|
|
3160
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$10.1M
|
-$496K
|
4
|
2.49%
|
Reduced
|
|
|
3161
|
Balentine LLC
Atlanta,
Georgia
|
$10.1M
|
+$916K
|
7
|
0.43%
|
Increased
|
|
|
3162
|
Westport Asset Management
Southport,
Connecticut
|
$10.1M
|
+$2.3M
|
7
|
4.6%
|
Increased
|
|
|
3163
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$10.1M
|
-$58.9K
|
1
|
3.44%
|
Reduced
|
|
|
3164
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$10.1M
|
+$95.9K
|
4
|
0.92%
|
Increased
|
|
|
3165
|
Sicart Associates
New York
|
$10.1M
|
-$438K
|
4
|
2.66%
|
Reduced
|
|
|
3166
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$10M
|
-$222K
|
4
|
2.55%
|
Reduced
|
|
|
3167
|
Liberty Wealth Management
Oakland,
California
|
$10M
|
$0
|
16
|
4.89%
|
Maintained
|
|
|
3168
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
$10M
|
+$1.07M
|
2
|
7.06%
|
Increased
|
|
|
3169
|
Ballast Advisors
Woodbury,
Minnesota
|
$10M
|
-$9.8K
|
7
|
4.6%
|
Reduced
|
|
|
3170
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$10M
|
+$141K
|
4
|
6.62%
|
Increased
|
|
|
3171
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$10M
|
-$101K
|
6
|
8.33%
|
Reduced
|
|
|
3172
|
Meridian Financial Partners
Warrenton,
Virginia
|
$10M
|
+$867K
|
6
|
7.5%
|
Increased
|
|
|
3173
|
CSat Investment Advisory
Detroit,
Michigan
|
$10M
|
-$796K
|
9
|
8.37%
|
Reduced
|
|
|
3174
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$10M
|
-$64.2K
|
6
|
6.63%
|
Reduced
|
|
|
3175
|
Family Capital Trust
Peabody,
Massachusetts
|
$9.9M
|
-$300K
|
3
|
3.11%
|
Reduced
|
|