|
3201
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$11.3M
|
-$2.43M
|
4
|
4.82%
|
Reduced
|
|
|
3202
|
Lisanti Capital Growth
New York
|
$11.2M
|
-$4.1M
|
3
|
1.66%
|
Reduced
|
|
|
3203
|
Wealth Management Partners
Tucson,
Arizona
|
$11.2M
|
-$104K
|
6
|
8.33%
|
Reduced
|
|
|
3204
|
Wealth Architects
Mountain View,
California
|
$11.2M
|
-$5.37M
|
7
|
2.18%
|
Reduced
|
|
|
3205
|
Beddow Capital Management
Jackson,
Wyoming
|
$11.2M
|
-$150K
|
3
|
6.72%
|
Reduced
|
|
|
3206
|
Centric Wealth Management
Chicago,
Illinois
|
$11.2M
|
-$20.9K
|
7
|
4.13%
|
Reduced
|
|
|
3207
|
Bigelow Investment Advisors
Portland,
Maine
|
$11.2M
|
-$994K
|
6
|
5.52%
|
Reduced
|
|
|
3208
|
Fir Tree Capital Management
New York
|
$11.2M
|
-$22.3M
|
2
|
0.38%
|
Reduced
|
|
|
3209
|
|
$11.2M
|
-$161K
|
4
|
18.61%
|
Reduced
|
|
|
3210
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$11.2M
|
-$203K
|
6
|
8.12%
|
Reduced
|
|
|
3211
|
1623 Capital
Alexandria,
Virginia
|
$11.2M
|
$0
|
1
|
4.36%
|
Maintained
|
|
|
3212
|
Meridian Financial Partners
Warrenton,
Virginia
|
$11.2M
|
+$137K
|
6
|
7.5%
|
Increased
|
|
|
3213
|
Rock Point Advisors
Burlington,
Vermont
|
$11.1M
|
+$1.47M
|
6
|
3.26%
|
Increased
|
|
|
3214
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$11.1M
|
+$18.1K
|
7
|
3.08%
|
Increased
|
|
|
3215
|
Wambolt & Associates
Littleton,
Colorado
|
$11.1M
|
+$100K
|
7
|
4.46%
|
Increased
|
|
|
3216
|
RP Investment Advisors
Toronto,
Ontario, Canada
|
$11.1M
|
+$5.13M
|
1
|
1.49%
|
Increased
|
|
|
3217
|
RWQ Financial Management Services
Naples,
Florida
|
$11.1M
|
-$125K
|
1
|
8.16%
|
Reduced
|
|
|
3218
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$11.1M
|
+$1.05M
|
8
|
3.15%
|
Increased
|
|
|
3219
|
Rinet Company
Boston,
Massachusetts
|
$11.1M
|
+$3.95M
|
5
|
2.1%
|
Increased
|
|
|
3220
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$11.1M
|
+$290K
|
7
|
4.95%
|
Increased
|
|
|
3221
|
Proem Advisors
Dallas,
Texas
|
$11.1M
|
+$4.09M
|
2
|
9.56%
|
Increased
|
|
|
3222
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$11.1M
|
+$814K
|
16
|
5.28%
|
Increased
|
|
|
3223
|
Argus Investors Counsel
New York
|
$11.1M
|
-$9.43M
|
4
|
7.26%
|
Reduced
|
|
|
3224
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
$11.1M
|
+$1.07M
|
1
|
1.12%
|
Increased
|
|
|
3225
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$11.1M
|
$0
|
3
|
1.83%
|
Maintained
|
|