|
3326
|
Davidson Kahn Capital Management
Sherman Oaks,
California
|
$25.3M
|
+$967K
|
4
|
10.85%
|
Increased
|
|
|
3327
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$25.2M
|
+$1.18M
|
7
|
1.63%
|
Increased
|
|
|
3328
|
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
$25.2M
|
-$750K
|
4
|
9.08%
|
Reduced
|
|
|
3329
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$25.2M
|
-$2.37M
|
6
|
3.64%
|
Reduced
|
|
|
3330
|
Boltwood Capital Management
Walnut Creek,
California
|
$25.2M
|
+$786K
|
6
|
5.77%
|
Increased
|
|
|
3331
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$25.2M
|
-$159K
|
7
|
7.26%
|
Reduced
|
|
|
3332
|
Wealth High Governance Asset Management
Sao Paulo,
|
$25.2M
|
-$28.6M
|
2
|
2.68%
|
Reduced
|
|
|
3333
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$25.1M
|
+$427K
|
5
|
6.76%
|
Increased
|
|
|
3334
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$25.1M
|
-$129K
|
5
|
9.28%
|
Reduced
|
|
|
3335
|
Family Capital Management
Grand Rapids,
Michigan
|
$25.1M
|
-$301K
|
5
|
9.72%
|
Reduced
|
|
|
3336
|
WrapManager Inc
Mill Valley,
California
|
$25.1M
|
-$1.09M
|
6
|
7.85%
|
Reduced
|
|
|
3337
|
Arvest Investments
Lowell,
Arkansas
|
$25.1M
|
-$218K
|
6
|
3.03%
|
Reduced
|
|
|
3338
|
Commons Capital
Needham,
Massachusetts
|
$25M
|
+$246K
|
4
|
17.52%
|
Increased
|
|
|
3339
|
Blue Square Asset Management
New York
|
$25M
|
+$78.5K
|
5
|
10.14%
|
Increased
|
|
|
3340
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$25M
|
-$3.03M
|
6
|
11.54%
|
Reduced
|
|
|
3341
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$25M
|
+$2.11M
|
8
|
2.07%
|
Increased
|
|
|
3342
|
Martin & Co
Knoxville,
Tennessee
|
$24.9M
|
+$19.3K
|
3
|
3.9%
|
Increased
|
|
|
3343
|
Science & Technology Partners
New York
|
$24.9M
|
-$13.9M
|
9
|
4.2%
|
Reduced
|
|
|
3344
|
VisionPoint Advisory Group
Dallas,
Texas
|
$24.9M
|
+$802K
|
6
|
4.07%
|
Increased
|
|
|
3345
|
Aristeia Capital
Greenwich,
Connecticut
|
$24.9M
|
+$25.1M
|
2
|
0.32%
|
New
|
|
|
3346
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$24.9M
|
-$703K
|
7
|
15.11%
|
Reduced
|
|
|
3347
|
Hudson Canyon Capital Management
New York
|
$24.9M
|
+$1.94M
|
4
|
13.31%
|
Increased
|
|
|
3348
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$24.9M
|
+$1.03M
|
4
|
12.28%
|
Increased
|
|
|
3349
|
Brentview Investment Management
Northfield,
Illinois
|
$24.8M
|
+$3.36M
|
2
|
9.83%
|
Increased
|
|
|
3350
|
Torrey Growth & Income Advisors
Del Mar,
California
|
$24.8M
|
-$2.21M
|
9
|
8.43%
|
Reduced
|
|