|
3151
|
Tempus Wealth Planning
Irvine,
California
|
$11.9M
|
+$543K
|
7
|
6.76%
|
Increased
|
|
|
3152
|
Cable Hill Partners
Portland,
Oregon
|
$11.9M
|
-$551K
|
7
|
2.87%
|
Reduced
|
|
|
3153
|
Ativo Capital Management
Chicago,
Illinois
|
$11.9M
|
-$3.18M
|
5
|
5.58%
|
Reduced
|
|
|
3154
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$11.9M
|
+$1.02M
|
5
|
4.07%
|
Increased
|
|
|
3155
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$11.9M
|
+$12.1M
|
8
|
4.8%
|
New
|
|
|
3156
|
Unified Trust Company
Lexington,
Kentucky
|
$11.9M
|
+$87.3K
|
3
|
3.49%
|
Increased
|
|
|
3157
|
Black Swift Group
Boulder,
Colorado
|
$11.8M
|
-$2.47M
|
3
|
3.49%
|
Reduced
|
|
|
3158
|
Somerset Group
Wayzata,
Minnesota
|
$11.8M
|
-$149K
|
2
|
8.56%
|
Reduced
|
|
|
3159
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$11.8M
|
-$41.6M
|
6
|
4.09%
|
Reduced
|
|
|
3160
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
$11.8M
|
+$244K
|
3
|
7.71%
|
Increased
|
|
|
3161
|
First City Capital Management
Savannah,
Georgia
|
$11.8M
|
+$388K
|
6
|
6.63%
|
Increased
|
|
|
3162
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$11.8M
|
+$2.23M
|
12
|
1.52%
|
Increased
|
|
|
3163
|
Boundary Creek Advisors
New York
|
$11.8M
|
+$6.64M
|
1
|
5.6%
|
Increased
|
|
|
3164
|
Eos Management LP
New York
|
$11.8M
|
$0
|
3
|
7.32%
|
Maintained
|
|
|
3165
|
Beaton Management Company
Haverhill,
Massachusetts
|
$11.8M
|
-$941K
|
6
|
7.78%
|
Reduced
|
|
|
3166
|
Trek Financial
Scottsdale,
Arizona
|
$11.7M
|
+$3.7M
|
6
|
1.22%
|
Increased
|
|
|
3167
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$11.7M
|
+$298K
|
7
|
7.5%
|
Increased
|
|
|
3168
|
Nepsis Inc
Minneapolis,
Minnesota
|
$11.7M
|
+$1.07M
|
1
|
3.69%
|
Increased
|
|
|
3169
|
Cribstone Capital Management
Augusta,
Maine
|
$11.7M
|
+$186K
|
9
|
6.97%
|
Increased
|
|
|
3170
|
MBL Wealth
Charlotte,
North Carolina
|
$11.7M
|
+$12.7M
|
4
|
4.04%
|
New
|
|
|
3171
|
PRW Wealth Management
Quincy,
Massachusetts
|
$11.6M
|
-$9.25M
|
5
|
5.83%
|
Reduced
|
|
|
3172
|
Bay Rivers Group
Williamsburg,
Virginia
|
$11.6M
|
+$423K
|
5
|
7.9%
|
Increased
|
|
|
3173
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$11.6M
|
+$7.57M
|
7
|
5.79%
|
Increased
|
|
|
3174
|
Family Capital Trust
Peabody,
Massachusetts
|
$11.6M
|
-$103K
|
3
|
3.31%
|
Reduced
|
|
|
3175
|
Smith, Moore & Co
Clayton,
Missouri
|
$11.6M
|
+$388K
|
8
|
1.77%
|
Increased
|
|