|
3301
|
Trivant Custom Portfolio Group
San Diego,
California
|
$12.1M
|
+$250K
|
5
|
8.92%
|
Increased
|
|
|
3302
|
Legacy Capital Group California
Los Gatos,
California
|
$12.1M
|
+$2.41M
|
9
|
5.21%
|
Increased
|
|
|
3303
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$12.1M
|
-$2.58M
|
7
|
2.4%
|
Reduced
|
|
|
3304
|
Spreng Capital Management
Bucyrus,
Ohio
|
$12.1M
|
+$105K
|
4
|
8.88%
|
Increased
|
|
|
3305
|
Winmill & Co
Walpole,
New Hampshire
|
$12.1M
|
-$103K
|
1
|
4.43%
|
Reduced
|
|
|
3306
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$12.1M
|
+$744K
|
4
|
6.92%
|
Increased
|
|
|
3307
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$12.1M
|
+$270K
|
6
|
9.98%
|
Increased
|
|
|
3308
|
Readystate Asset Management
Chicago,
Illinois
|
$12.1M
|
+$9.23M
|
2
|
0.6%
|
Increased
|
|
|
3309
|
Private Portfolio Partners
Paramus,
New Jersey
|
$12.1M
|
+$297K
|
7
|
3.12%
|
Increased
|
|
|
3310
|
Waddell & Associates
Memphis,
Tennessee
|
$12M
|
+$265K
|
6
|
1.76%
|
Increased
|
|
|
3311
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$12M
|
+$813K
|
23
|
1.14%
|
Increased
|
|
|
3312
|
Vienna Insurance Group
Warsaw,
Poland
|
$12M
|
+$251K
|
3
|
5.36%
|
Increased
|
|
|
3313
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$12M
|
-$105K
|
7
|
1.28%
|
Reduced
|
|
|
3314
|
BCWM LLC
Overland Park,
Kansas
|
$12M
|
-$61.1K
|
2
|
4.39%
|
Reduced
|
|
|
3315
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$12M
|
-$564K
|
5
|
10.09%
|
Reduced
|
|
|
3316
|
Investment Partners
New Philadelphia,
Ohio
|
$12M
|
+$681K
|
6
|
6.3%
|
Increased
|
|
|
3317
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$12M
|
-$750K
|
3
|
2.26%
|
Reduced
|
|
|
3318
|
Saber Capital Management
Fuquay Varina,
North Carolina
|
$12M
|
-$11.5M
|
4
|
21.07%
|
Reduced
|
|
|
3319
|
Cunning Capital Partners
Morrisville,
North Carolina
|
$12M
|
+$12.3M
|
5
|
7.87%
|
New
|
|
|
3320
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$12M
|
-$766K
|
8
|
8.14%
|
Reduced
|
|
|
3321
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$11.9M
|
+$42.8K
|
5
|
6.98%
|
Increased
|
|
|
3322
|
IronBridge Private Wealth
Austin,
Texas
|
$11.9M
|
+$3.87M
|
3
|
6.48%
|
Increased
|
|
|
3323
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$11.9M
|
-$81.3K
|
6
|
7.86%
|
Reduced
|
|
|
3324
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$11.9M
|
+$120K
|
4
|
10.18%
|
Increased
|
|
|
3325
|
Secure Asset Management
Troy,
Michigan
|
$11.9M
|
+$2.49M
|
5
|
3.57%
|
Increased
|
|
