|
3301
|
Family Capital Management
Grand Rapids,
Michigan
|
$22.2M
|
+$111K
|
5
|
9.88%
|
Increased
|
|
|
3302
|
Watchman Group
Plano,
Texas
|
$22.2M
|
+$238K
|
4
|
5.38%
|
Increased
|
|
|
3303
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$22.2M
|
$0
|
1
|
5.4%
|
Maintained
|
|
|
3304
|
12 West Capital Management
New York
|
$22.2M
|
-$10.8M
|
2
|
3.75%
|
Reduced
|
|
|
3305
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$22.2M
|
-$2.68M
|
5
|
13.85%
|
Reduced
|
|
|
3306
|
Lipe & Dalton
Syracuse,
New York
|
$22.2M
|
+$2.07M
|
6
|
11.61%
|
Increased
|
|
|
3307
|
Financial Insights
Tacoma,
Washington
|
$22.2M
|
+$456K
|
6
|
7.18%
|
Increased
|
|
|
3308
|
Harbour Investment Management
Edmonds,
Washington
|
$22.2M
|
-$3.97M
|
4
|
12.03%
|
Reduced
|
|
|
3309
|
Clifford Capital Partners
Alpine,
Utah
|
$22.1M
|
+$23.4M
|
1
|
3.68%
|
New
|
|
|
3310
|
Birch Capital Management
Dallas,
Texas
|
$22.1M
|
-$184K
|
5
|
11.59%
|
Reduced
|
|
|
3311
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$22.1M
|
+$233K
|
6
|
4.87%
|
Increased
|
|
|
3312
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$22.1M
|
-$3.23M
|
24
|
3.57%
|
Reduced
|
|
|
3313
|
Summit Asset Management
Memphis,
Tennessee
|
$22.1M
|
+$2.28M
|
6
|
3.07%
|
Increased
|
|
|
3314
|
Northstar Advisory Group
Northfield,
New Jersey
|
$22.1M
|
-$2.93M
|
5
|
8.21%
|
Reduced
|
|
|
3315
|
Martin & Co
Knoxville,
Tennessee
|
$22M
|
+$611K
|
3
|
3.75%
|
Increased
|
|
|
3316
|
Acorns Advisers
Irvine,
California
|
$22M
|
+$4.31M
|
6
|
0.16%
|
Increased
|
|
|
3317
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$22M
|
-$101K
|
5
|
2.84%
|
Reduced
|
|
|
3318
|
Barrier Capital Management
San Francisco,
California
|
$22M
|
-$14.1M
|
2
|
19.33%
|
Reduced
|
|
|
3319
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$22M
|
-$354K
|
9
|
11.65%
|
Reduced
|
|
|
3320
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$22M
|
-$377K
|
7
|
10.36%
|
Reduced
|
|
|
3321
|
Sterneck Capital Management
Kansas City,
Missouri
|
$22M
|
-$122K
|
7
|
9.88%
|
Reduced
|
|
|
3322
|
Catherine Avery Investment Management
Longboat Key,
Florida
|
$22M
|
+$7.75M
|
7
|
9.84%
|
Increased
|
|
|
3323
|
Beech Hill Advisors
New York
|
$22M
|
-$181K
|
6
|
11%
|
Reduced
|
|
|
3324
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$22M
|
-$1.57M
|
5
|
6.72%
|
Reduced
|
|
|
3325
|
BigSur Wealth Management
Miami,
Florida
|
$21.9M
|
-$4.95M
|
5
|
6.15%
|
Reduced
|
|
