|
3301
|
Somerset Group
Wayzata,
Minnesota
|
$13.1M
|
-$65.8K
|
2
|
8.84%
|
Reduced
|
|
|
3302
|
CVI Holdings
Wilmington,
Delaware
|
$13.1M
|
-$2.91M
|
2
|
0.87%
|
Reduced
|
|
|
3303
|
Parametrica Management
Wanchai,
Hong Kong
|
$13.1M
|
-$2.91M
|
4
|
13.02%
|
Reduced
|
|
|
3304
|
Trek Financial
Scottsdale,
Arizona
|
$13.1M
|
+$111K
|
6
|
1.22%
|
Increased
|
|
|
3305
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$13.1M
|
-$470K
|
2
|
4.93%
|
Reduced
|
|
|
3306
|
Hennessy Advisors Inc
Novato,
California
|
$13.1M
|
-$500K
|
2
|
0.74%
|
Reduced
|
|
|
3307
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$13.1M
|
-$28.5K
|
5
|
3.12%
|
Reduced
|
|
|
3308
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$13M
|
-$1.24M
|
11
|
1.1%
|
Reduced
|
|
|
3309
|
RWQ Financial Management Services
Naples,
Florida
|
$13M
|
-$214K
|
1
|
8.21%
|
Reduced
|
|
|
3310
|
|
$13M
|
-$30.6K
|
3
|
9.31%
|
Reduced
|
|
|
3311
|
JSF Financial
Los Angeles,
California
|
$13M
|
-$3.87M
|
6
|
6.33%
|
Reduced
|
|
|
3312
|
Stamos Capital Partners
Menlo Park,
California
|
$13M
|
-$1.71M
|
3
|
6.02%
|
Reduced
|
|
|
3313
|
Concord Wealth Partners
Abingdon,
Virginia
|
$13M
|
+$5.83M
|
21
|
3.18%
|
Increased
|
|
|
3314
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$13M
|
-$171K
|
7
|
6.35%
|
Reduced
|
|
|
3315
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$12.9M
|
+$12.9M
|
4
|
11.43%
|
New
|
|
|
3316
|
First Command Bank
Fort Worth,
Texas
|
$12.9M
|
-$23.6K
|
9
|
2.21%
|
Reduced
|
|
|
3317
|
Shaker Investments
Cleveland,
Ohio
|
$12.8M
|
-$11.5K
|
3
|
5.54%
|
Reduced
|
|
|
3318
|
S&T Bank
Indiana,
Pennsylvania
|
$12.8M
|
-$9K
|
2
|
1.87%
|
Reduced
|
|
|
3319
|
Triatomic Management
Palo Alto,
California
|
$12.8M
|
+$13.6M
|
2
|
7.84%
|
New
|
|
|
3320
|
|
$12.8M
|
+$171K
|
4
|
18.79%
|
Increased
|
|
|
3321
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$12.8M
|
-$2.47M
|
10
|
6.81%
|
Reduced
|
|
|
3322
|
North Run Capital
Boston,
Massachusetts
|
$12.8M
|
-$36.9K
|
1
|
9.82%
|
Reduced
|
|
|
3323
|
Cloverfields Capital Group
Minneapolis,
Minnesota
|
$12.7M
|
-$1.53M
|
3
|
3.97%
|
Reduced
|
|
|
3324
|
Bay Rivers Group
Williamsburg,
Virginia
|
$12.7M
|
+$222K
|
5
|
7.79%
|
Increased
|
|
|
3325
|
Private Wealth Strategies
New Albany,
Ohio
|
$12.7M
|
+$301K
|
4
|
2.93%
|
Increased
|
|