|
3226
|
TAGStone Capital
Charlotte,
North Carolina
|
$10.3M
|
+$777K
|
4
|
9.85%
|
Increased
|
|
|
3227
|
Avory & Company
Miami,
Florida
|
$10.3M
|
-$2.41M
|
1
|
8.76%
|
Reduced
|
|
|
3228
|
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
|
$10.3M
|
+$11.4M
|
3
|
5.65%
|
New
|
|
|
3229
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$10.3M
|
+$3.28M
|
11
|
1.7%
|
Increased
|
|
|
3230
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$10.3M
|
+$542K
|
6
|
7.1%
|
Increased
|
|
|
3231
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$10.3M
|
-$644K
|
5
|
2.99%
|
Reduced
|
|
|
3232
|
Trust Company
Manhattan,
Kansas
|
$10.3M
|
-$373K
|
9
|
2.22%
|
Reduced
|
|
|
3233
|
Norway Savings Bank
Portland,
Maine
|
$10.3M
|
+$43.6K
|
8
|
5.32%
|
Increased
|
|
|
3234
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$10.3M
|
-$6.05M
|
6
|
2.31%
|
Reduced
|
|
|
3235
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$10.3M
|
+$209K
|
4
|
14.17%
|
Increased
|
|
|
3236
|
Cladis Investment Advisory
Billings,
Montana
|
$10.2M
|
+$834K
|
7
|
10.23%
|
Increased
|
|
|
3237
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$10.2M
|
+$10.1M
|
2
|
8.22%
|
New
|
|
|
3238
|
Pariax
Newport Beach,
California
|
$10.2M
|
+$3.51M
|
5
|
11.28%
|
Increased
|
|
|
3239
|
Ballast Advisors
Woodbury,
Minnesota
|
$10.2M
|
+$674K
|
7
|
4.59%
|
Increased
|
|
|
3240
|
Sandhill Capital Partners
Buffalo,
New York
|
$10.2M
|
+$7.52M
|
1
|
1.09%
|
Increased
|
|
|
3241
|
LWM Advisory Services
Plantation,
Florida
|
$10.2M
|
+$229K
|
6
|
12.21%
|
Increased
|
|
|
3242
|
Cisco Systems
San Jose,
California
|
$10.2M
|
$0
|
1
|
4.95%
|
Maintained
|
|
|
3243
|
Winmill & Co
Walpole,
New Hampshire
|
$10.2M
|
$0
|
1
|
3.69%
|
Maintained
|
|
|
3244
|
Royal Harbor Partners
Houston,
Texas
|
$10.2M
|
+$1M
|
4
|
6.95%
|
Increased
|
|
|
3245
|
JSF Financial
Los Angeles,
California
|
$10.2M
|
+$806K
|
5
|
4.61%
|
Increased
|
|
|
3246
|
Peregrine Asset Advisers
Portland,
Oregon
|
$10.2M
|
-$4.74M
|
5
|
7.39%
|
Reduced
|
|
|
3247
|
Mattern Capital Management
Lakewood,
Colorado
|
$10.1M
|
-$5.2M
|
2
|
2.01%
|
Reduced
|
|
|
3248
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$10.1M
|
+$474K
|
5
|
2.83%
|
Increased
|
|
|
3249
|
Boltwood Capital Management
Walnut Creek,
California
|
$10.1M
|
-$227K
|
5
|
4.37%
|
Reduced
|
|
|
3250
|
Caption Management
Oklahoma City,
Oklahoma
|
$10.1M
|
+$6.35M
|
7
|
0.14%
|
Increased
|
|