|
3226
|
Bank of Stockton
Stockton,
California
|
$18.3M
|
+$264K
|
7
|
5.83%
|
Increased
|
|
|
3227
|
Truvestments Capital
Sarasota,
Florida
|
$18.3M
|
+$1.98M
|
16
|
3.97%
|
Increased
|
|
|
3228
|
Gries Financial
Cleveland,
Ohio
|
$18.2M
|
-$924K
|
8
|
3.54%
|
Reduced
|
|
|
3229
|
Greenhouse Funds
Baltimore,
Maryland
|
$18.2M
|
+$25.3M
|
1
|
0.85%
|
New
|
|
|
3230
|
Cable Hill Partners
Portland,
Oregon
|
$18.2M
|
-$240K
|
8
|
1.78%
|
Reduced
|
|
|
3231
|
ORG Wealth Partners
Dallas,
Texas
|
$18.2M
|
+$7.34M
|
15
|
5.58%
|
Increased
|
|
|
3232
|
D'Orazio & Associates
Falls Church,
Virginia
|
$18.2M
|
-$103K
|
7
|
2.75%
|
Reduced
|
|
|
3233
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$18.2M
|
+$20.1M
|
7
|
14.64%
|
New
|
|
|
3234
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$18.2M
|
+$308K
|
4
|
5.58%
|
Increased
|
|
|
3235
|
Boyar Asset Management
New York
|
$18.1M
|
-$1.33M
|
4
|
13.14%
|
Reduced
|
|
|
3236
|
Oak Asset Management
Westlake Village,
California
|
$18.1M
|
+$2.6M
|
7
|
6.63%
|
Increased
|
|
|
3237
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$18.1M
|
-$56.9K
|
5
|
11.5%
|
Reduced
|
|
|
3238
|
Sentry LLC
Memphis,
Tennessee
|
$18.1M
|
+$1.91M
|
7
|
3.52%
|
Increased
|
|
|
3239
|
Kinsale Capital Group
Richmond,
Virginia
|
$18.1M
|
+$1.98M
|
2
|
4.45%
|
Increased
|
|
|
3240
|
Isthmus Partners
Madison,
Wisconsin
|
$18.1M
|
-$7.42K
|
4
|
2.26%
|
Reduced
|
|
|
3241
|
Wealthedge Investment Advisors
New York
|
$18.1M
|
+$9.9M
|
5
|
8.15%
|
Increased
|
|
|
3242
|
Prasad Wealth Partners
Independence,
Ohio
|
$18.1M
|
+$385K
|
5
|
5.89%
|
Increased
|
|
|
3243
|
Cromwell Holdings
Jackson,
Wyoming
|
$18M
|
-$176K
|
15
|
11.6%
|
Reduced
|
|
|
3244
|
SYM Financial Corp
Winona Lake,
Indiana
|
$18M
|
-$152K
|
9
|
2.22%
|
Reduced
|
|
|
3245
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$18M
|
-$462K
|
5
|
5.28%
|
Reduced
|
|
|
3246
|
My Personal CFO LLC
Vancouver,
Washington
|
$18M
|
+$690K
|
4
|
9.06%
|
Increased
|
|
|
3247
|
Bandera Partners
New York
|
$18M
|
$0
|
1
|
6.47%
|
Maintained
|
|
|
3248
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$18M
|
-$1.65M
|
5
|
9.26%
|
Reduced
|
|
|
3249
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$18M
|
-$3.47M
|
2
|
4.76%
|
Reduced
|
|
|
3250
|
Accuvest Global Advisors
Provo,
Utah
|
$18M
|
-$591K
|
3
|
15.29%
|
Reduced
|
|