|
3151
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$9.9M
|
-$74.3K
|
4
|
7.24%
|
Reduced
|
|
|
3152
|
Larson Financial Group
St Louis,
Missouri
|
$9.9M
|
+$1.23M
|
16
|
1.18%
|
Increased
|
|
|
3153
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$9.9M
|
-$13.9M
|
4
|
0.64%
|
Reduced
|
|
|
3154
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$9.9M
|
-$184K
|
7
|
9.97%
|
Reduced
|
|
|
3155
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$9.9M
|
+$282K
|
6
|
5.01%
|
Increased
|
|
|
3156
|
Woodward Diversified Capital
Bakersfield,
California
|
$9.9M
|
-$602K
|
6
|
7.93%
|
Reduced
|
|
|
3157
|
Financial Network Wealth Management
Draper,
Utah
|
$9.9M
|
+$3.51M
|
3
|
5.33%
|
Increased
|
|
|
3158
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$9.8M
|
+$74.1K
|
3
|
7.19%
|
Increased
|
|
|
3159
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$9.8M
|
+$174K
|
9
|
2.09%
|
Increased
|
|
|
3160
|
Baystate Wealth Management
Boston,
Massachusetts
|
$9.8M
|
+$12.6K
|
16
|
0.9%
|
Increased
|
|
|
3161
|
Clarity Wealth Advisors
San Jose,
California
|
$9.8M
|
-$1.56M
|
6
|
5.66%
|
Reduced
|
|
|
3162
|
Gables Capital Management
Miami,
Florida
|
$9.8M
|
-$229K
|
9
|
7.15%
|
Reduced
|
|
|
3163
|
KWMG LLC
Overland Park,
Kansas
|
$9.8M
|
+$417K
|
3
|
1.39%
|
Increased
|
|
|
3164
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$9.8M
|
-$4.08M
|
5
|
2.99%
|
Reduced
|
|
|
3165
|
New England Research & Management
Chicago,
Illinois
|
$9.8M
|
+$60.9K
|
5
|
5.64%
|
Increased
|
|
|
3166
|
Paragon Advisors
College Station,
Texas
|
$9.8M
|
-$2.44M
|
3
|
4.33%
|
Reduced
|
|
|
3167
|
Eley Financial Management
South Burlington,
Vermont
|
$9.8M
|
+$10.4M
|
4
|
5.27%
|
New
|
|
|
3168
|
Soundmark Wealth Management
Kirkland,
Washington
|
$9.8M
|
-$11.8K
|
2
|
6.31%
|
Reduced
|
|
|
3169
|
Bishop Rock Capital
New York
|
$9.8M
|
-$7.47M
|
2
|
13.04%
|
Reduced
|
|
|
3170
|
Karpus Investment Management
Pittsford,
New York
|
$9.8M
|
-$23K
|
3
|
0.33%
|
Reduced
|
|
|
3171
|
Highline Wealth Partners
Sherman Oaks,
California
|
$9.8M
|
-$26.7K
|
6
|
7.19%
|
Reduced
|
|
|
3172
|
Regency Capital Management
Honolulu,
Hawaii
|
$9.8M
|
-$1.95M
|
4
|
11.21%
|
Reduced
|
|
|
3173
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$9.7M
|
+$10.3M
|
9
|
5.8%
|
New
|
|
|
3174
|
Pacific Heights Asset Management
San Francisco,
California
|
$9.7M
|
$0
|
1
|
0.95%
|
Maintained
|
|
|
3175
|
Globeflex Capital
San Diego,
California
|
$9.7M
|
+$3.98M
|
6
|
1.23%
|
Increased
|
|
