|
3201
|
Clean Yield Group
Norwich,
Vermont
|
$10.5M
|
+$312K
|
12
|
4.35%
|
Increased
|
|
|
3202
|
Claybrook Capital
Wellesley,
Massachusetts
|
$10.5M
|
+$4.58K
|
5
|
6.21%
|
Increased
|
|
|
3203
|
XML Financial
Bethesda,
Maryland
|
$10.5M
|
-$22.6M
|
6
|
2.38%
|
Reduced
|
|
|
3204
|
Gouws Capital LLC
Charlotte,
North Carolina
|
$10.5M
|
+$648K
|
4
|
9.96%
|
Increased
|
|
|
3205
|
Vivaldi Capital Management
Chicago,
Illinois
|
$10.5M
|
+$1.57M
|
6
|
2.73%
|
Increased
|
|
|
3206
|
Investment Partners
New Philadelphia,
Ohio
|
$10.5M
|
+$71.1K
|
6
|
5.12%
|
Increased
|
|
|
3207
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$10.5M
|
-$13.6M
|
6
|
4.6%
|
Reduced
|
|
|
3208
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$10.4M
|
+$1.59M
|
5
|
9.05%
|
Increased
|
|
|
3209
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$10.4M
|
+$7.09M
|
6
|
2.79%
|
Increased
|
|
|
3210
|
First Command Bank
Fort Worth,
Texas
|
$10.4M
|
+$116K
|
12
|
1.52%
|
Increased
|
|
|
3211
|
First Command Financial Services
Fort Worth,
Texas
|
$10.4M
|
+$116K
|
12
|
1.52%
|
Increased
|
|
|
3212
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$10.4M
|
-$2.94M
|
5
|
10.12%
|
Reduced
|
|
|
3213
|
Cribstone Capital Management
Augusta,
Maine
|
$10.4M
|
+$905K
|
11
|
6.41%
|
Increased
|
|
|
3214
|
Arlington Financial Advisors
Santa Barbara,
California
|
$10.4M
|
+$317K
|
4
|
4.68%
|
Increased
|
|
|
3215
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$10.4M
|
-$18.2M
|
2
|
0.93%
|
Reduced
|
|
|
3216
|
Lane Generational
Dover,
Massachusetts
|
$10.4M
|
-$228K
|
3
|
13.91%
|
Reduced
|
|
|
3217
|
Ascension Asset Management
New York
|
$10.4M
|
+$11.2M
|
4
|
7.68%
|
New
|
|
|
3218
|
CVA Family Office
Denver,
Colorado
|
$10.4M
|
+$357K
|
18
|
2.83%
|
Increased
|
|
|
3219
|
Crown Wealth Group
Charlotte,
North Carolina
|
$10.4M
|
-$386K
|
4
|
9.42%
|
Reduced
|
|
|
3220
|
Eos Management LP
New York
|
$10.4M
|
-$1.04M
|
3
|
7.91%
|
Reduced
|
|
|
3221
|
First United Bank & Trust
Oakland,
Maryland
|
$10.4M
|
+$268K
|
5
|
4.77%
|
Increased
|
|
|
3222
|
True North Advisors
Dallas,
Texas
|
$10.3M
|
+$1.5M
|
4
|
3.22%
|
Increased
|
|
|
3223
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$10.3M
|
+$297K
|
2
|
3.15%
|
Increased
|
|
|
3224
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10.3M
|
-$1.04M
|
8
|
1.12%
|
Reduced
|
|
|
3225
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$10.3M
|
-$572K
|
4
|
7.45%
|
Reduced
|
|