|
3201
|
Lapides Asset Management
Greenwich,
Connecticut
|
$9.7M
|
-$924K
|
3
|
5.54%
|
Reduced
|
|
|
3202
|
Tempus Wealth Planning
Irvine,
California
|
$9.7M
|
+$1.78M
|
5
|
6.48%
|
Increased
|
|
|
3203
|
CVA Family Office
Denver,
Colorado
|
$9.7M
|
+$108K
|
17
|
2.64%
|
Increased
|
|
|
3204
|
Red Cedar Capital
Omaha,
Nebraska
|
$9.7M
|
+$19.3K
|
5
|
6.7%
|
Increased
|
|
|
3205
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$9.7M
|
-$538K
|
6
|
9.82%
|
Reduced
|
|
|
3206
|
Vivaldi Capital Management
Chicago,
Illinois
|
$9.7M
|
+$51.2K
|
6
|
2.62%
|
Increased
|
|
|
3207
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$9.7M
|
+$1.46M
|
5
|
1.34%
|
Increased
|
|
|
3208
|
Mizuho Securities
Tokyo,
Japan
|
$9.7M
|
+$5.58M
|
9
|
3.28%
|
Increased
|
|
|
3209
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$9.7M
|
-$3.62M
|
16
|
4.53%
|
Reduced
|
|
|
3210
|
Old Mission Investment Co
Traverse City,
Michigan
|
$9.7M
|
-$517K
|
5
|
4.53%
|
Reduced
|
|
|
3211
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$9.7M
|
-$1.07M
|
2
|
0.78%
|
Reduced
|
|
|
3212
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$9.7M
|
+$898K
|
5
|
9.4%
|
Increased
|
|
|
3213
|
Liberty Wealth Management
Oakland,
California
|
$9.7M
|
+$997K
|
6
|
2.57%
|
Increased
|
|
|
3214
|
Trinity Street Asset Management
London,
United Kingdom
|
$9.6M
|
$0
|
1
|
1.95%
|
Maintained
|
|
|
3215
|
Private Portfolio Partners
Paramus,
New Jersey
|
$9.6M
|
-$159K
|
6
|
2.75%
|
Reduced
|
|
|
3216
|
Ascension Asset Management
New York
|
$9.6M
|
$0
|
4
|
7.56%
|
Maintained
|
|
|
3217
|
Charles Schwab Trust
Henderson,
Nevada
|
$9.6M
|
-$332K
|
6
|
1.62%
|
Reduced
|
|
|
3218
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$9.6M
|
+$1.96M
|
6
|
7.99%
|
Increased
|
|
|
3219
|
Arlington Financial Advisors
Santa Barbara,
California
|
$9.6M
|
-$292K
|
4
|
4.88%
|
Reduced
|
|
|
3220
|
McGinn Penninger Investment Management
Alexandria,
Virginia
|
$9.6M
|
$0
|
1
|
8.25%
|
Maintained
|
|
|
3221
|
Legal Advantage Investments
Los Altos Hills,
California
|
$9.6M
|
+$2.59M
|
7
|
8.98%
|
Increased
|
|
|
3222
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$9.6M
|
+$1.63M
|
5
|
3.1%
|
Increased
|
|
|
3223
|
Clifford Capital Partners
Alpine,
Utah
|
$9.6M
|
+$2.76M
|
1
|
4.09%
|
Increased
|
|
|
3224
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$9.6M
|
+$211K
|
4
|
9.55%
|
Increased
|
|
|
3225
|
Claybrook Capital
Wellesley,
Massachusetts
|
$9.6M
|
-$631K
|
5
|
6.07%
|
Reduced
|
|