|
3301
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$10.1M
|
+$399K
|
9
|
5.33%
|
Increased
|
|
|
3302
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$10.1M
|
-$66.9K
|
5
|
3.75%
|
Reduced
|
|
|
3303
|
Financial Advisors
Andover,
Massachusetts
|
$10M
|
-$146K
|
5
|
3.52%
|
Reduced
|
|
|
3304
|
Crewe Advisors
Salt Lake City,
Utah
|
$10M
|
+$122K
|
12
|
2.49%
|
Increased
|
|
|
3305
|
Saba Capital Management
New York
|
$10M
|
+$10.1M
|
2
|
0.29%
|
New
|
|
|
3306
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$10M
|
-$366K
|
3
|
8.84%
|
Reduced
|
|
|
3307
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$10M
|
+$28.2K
|
5
|
7.05%
|
Increased
|
|
|
3308
|
RBA Wealth Management
Newport Beach,
California
|
$10M
|
-$6.24M
|
3
|
21.21%
|
Reduced
|
|
|
3309
|
Triumph Capital Management
Denver,
Colorado
|
$10M
|
+$9.38M
|
6
|
5.83%
|
New
|
|
|
3310
|
Eukles Asset Management
Cincinnati,
Ohio
|
$10M
|
+$986K
|
7
|
5.53%
|
Increased
|
|
|
3311
|
Socorro Asset Management
Dallas,
Texas
|
$10M
|
+$2.17M
|
1
|
3.25%
|
Increased
|
|
|
3312
|
Crestline Management
Fort Worth,
Texas
|
$10M
|
-$2.8M
|
2
|
0.86%
|
Reduced
|
|
|
3313
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$10M
|
+$366K
|
2
|
2.47%
|
Increased
|
|
|
3314
|
Kalos Management
Alpharetta,
Georgia
|
$9.9M
|
-$403K
|
7
|
4.04%
|
Reduced
|
|
|
3315
|
Lavaca Capital
Houston,
Texas
|
$9.9M
|
+$1.36M
|
6
|
0.99%
|
Increased
|
|
|
3316
|
Hayden Royal
Charlotte,
North Carolina
|
$9.9M
|
+$27.8K
|
5
|
5.47%
|
Increased
|
|
|
3317
|
Founders Capital Management (Texas)
Houston,
Texas
|
$9.9M
|
-$219K
|
7
|
6.47%
|
Reduced
|
|
|
3318
|
First Business Financial Services
Madison,
Wisconsin
|
$9.9M
|
+$908K
|
5
|
1.15%
|
Increased
|
|
|
3319
|
Credit Capital Investments
Livingston,
New Jersey
|
$9.9M
|
-$207K
|
2
|
8.51%
|
Reduced
|
|
|
3320
|
|
$9.9M
|
+$1.5M
|
4
|
0.83%
|
Increased
|
|
|
3321
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$9.9M
|
+$1.22M
|
9
|
2.85%
|
Increased
|
|
|
3322
|
Archer Investment Corporation
Carmel,
Indiana
|
$9.9M
|
-$212K
|
8
|
3.89%
|
Reduced
|
|
|
3323
|
Dimension Capital Management
Coral Gables,
Florida
|
$9.9M
|
+$116K
|
6
|
2.15%
|
Increased
|
|
|
3324
|
Monte Financial Group
Guilford,
Connecticut
|
$9.9M
|
+$258K
|
2
|
5.62%
|
Increased
|
|
|
3325
|
Secure Asset Management
Troy,
Michigan
|
$9.8M
|
+$61.1K
|
5
|
4.99%
|
Increased
|
|