|
3301
|
Davidson Kahn Capital Management
Sherman Oaks,
California
|
$20.5M
|
+$563K
|
4
|
13.15%
|
Increased
|
|
|
3302
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$20.5M
|
+$3.04M
|
9
|
9.92%
|
Increased
|
|
|
3303
|
First Pacific Financial
Vancouver,
Washington
|
$20.5M
|
+$5.42M
|
10
|
3.02%
|
Increased
|
|
|
3304
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$20.4M
|
+$12M
|
4
|
1.47%
|
Increased
|
|
|
3305
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$20.4M
|
-$114K
|
5
|
11.67%
|
Reduced
|
|
|
3306
|
Family Capital Trust
Peabody,
Massachusetts
|
$20.4M
|
+$335K
|
4
|
7.07%
|
Increased
|
|
|
3307
|
FORA Capital
Miami,
Florida
|
$20.4M
|
-$49.3M
|
5
|
2.26%
|
Reduced
|
|
|
3308
|
Compass Capital Corp
Braintree,
Massachusetts
|
$20.4M
|
+$753K
|
7
|
9.6%
|
Increased
|
|
|
3309
|
Martin & Co
Knoxville,
Tennessee
|
$20.4M
|
-$116K
|
3
|
3.75%
|
Reduced
|
|
|
3310
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$20.3M
|
-$193K
|
11
|
1.96%
|
Reduced
|
|
|
3311
|
TAGStone Capital
Charlotte,
North Carolina
|
$20.3M
|
+$672K
|
6
|
8.39%
|
Increased
|
|
|
3312
|
Kensington Investment Counsel
Long Beach,
California
|
$20.3M
|
+$623K
|
5
|
8.72%
|
Increased
|
|
|
3313
|
InvesTrust
Oklahoma City,
Oklahoma
|
$20.3M
|
-$15.2M
|
4
|
7.84%
|
Reduced
|
|
|
3314
|
J. Safra Asset Management
New York
|
$20.3M
|
+$1.8M
|
8
|
1.41%
|
Increased
|
|
|
3315
|
St. Johns Investment Management
Jacksonville,
Florida
|
$20.3M
|
-$564K
|
5
|
9.32%
|
Reduced
|
|
|
3316
|
M Holdings Securities
Portland,
Oregon
|
$20.2M
|
-$12.5M
|
3
|
3.47%
|
Reduced
|
|
|
3317
|
AA Financial Advisors
Columbus,
Ohio
|
$20.2M
|
+$5.94M
|
5
|
4.36%
|
Increased
|
|
|
3318
|
Landscape Capital Management
Englewood,
New Jersey
|
$20.2M
|
-$3.59M
|
8
|
1.59%
|
Reduced
|
|
|
3319
|
Black Creek Investment Management
Toronto,
Ontario, Canada
|
$20.2M
|
-$1.69M
|
1
|
0.93%
|
Reduced
|
|
|
3320
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$20.2M
|
+$255K
|
6
|
3.06%
|
Increased
|
|
|
3321
|
William Allan Corp
Fort Collins,
Colorado
|
$20.2M
|
+$1.17M
|
3
|
11.76%
|
Increased
|
|
|
3322
|
NFP Retirement Inc
Aliso Viejo,
California
|
$20.2M
|
+$1.23M
|
6
|
1.33%
|
Increased
|
|
|
3323
|
Ellsworth Advisors
Hudson,
Ohio
|
$20.1M
|
+$373K
|
4
|
4.9%
|
Increased
|
|
|
3324
|
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
$20.1M
|
-$7.39M
|
2
|
2.43%
|
Reduced
|
|
|
3325
|
Prudent Man Advisors
Naperville,
Illinois
|
$20.1M
|
+$4.15M
|
5
|
6.38%
|
Increased
|
|