|
3326
|
Truvestments Capital
Sarasota,
Florida
|
$9.7M
|
+$152K
|
9
|
5.35%
|
Increased
|
|
|
3327
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$9.7M
|
-$10.7M
|
2
|
0.56%
|
Reduced
|
|
|
3328
|
Pearl River Capital
Niles,
Michigan
|
$9.7M
|
-$5.32M
|
6
|
2.63%
|
Reduced
|
|
|
3329
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$9.7M
|
-$290K
|
6
|
4.71%
|
Reduced
|
|
|
3330
|
Royal Harbor Partners
Houston,
Texas
|
$9.7M
|
-$470K
|
4
|
6.87%
|
Reduced
|
|
|
3331
|
Guild Investment Management
Los Angeles,
California
|
$9.7M
|
+$873K
|
4
|
9.29%
|
Increased
|
|
|
3332
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$9.7M
|
-$1.35M
|
5
|
2.97%
|
Reduced
|
|
|
3333
|
Monte Financial Group
Guilford,
Connecticut
|
$9.7M
|
-$49K
|
2
|
5.54%
|
Reduced
|
|
|
3334
|
Summit Asset Management
Memphis,
Tennessee
|
$9.6M
|
+$584K
|
6
|
3.02%
|
Increased
|
|
|
3335
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$9.6M
|
-$7.87M
|
1
|
3.03%
|
Reduced
|
|
|
3336
|
Oxford Financial Group
Carmel,
Indiana
|
$9.6M
|
-$271K
|
7
|
1.23%
|
Reduced
|
|
|
3337
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$9.6M
|
+$256K
|
6
|
4.11%
|
Increased
|
|
|
3338
|
Madrona Financial Services
Everett,
Washington
|
$9.6M
|
+$327K
|
4
|
4.54%
|
Increased
|
|
|
3339
|
Concentrum Wealth Management
San Jose,
California
|
$9.6M
|
-$12.9K
|
7
|
6%
|
Reduced
|
|
|
3340
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$9.5M
|
-$1.61M
|
4
|
3.72%
|
Reduced
|
|
|
3341
|
Waddell & Associates
Memphis,
Tennessee
|
$9.5M
|
+$2.41M
|
6
|
1.62%
|
Increased
|
|
|
3342
|
KWMG LLC
Overland Park,
Kansas
|
$9.5M
|
+$182K
|
4
|
1.39%
|
Increased
|
|
|
3343
|
Capital One Financial
Mclean,
Virginia
|
$9.5M
|
-$127K
|
4
|
1.18%
|
Reduced
|
|
|
3344
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
$9.5M
|
+$146K
|
1
|
0.32%
|
Increased
|
|
|
3345
|
Harvey Partners
Tarrytown,
New York
|
$9.49M
|
+$355K
|
1
|
7.1%
|
Increased
|
|
|
3346
|
Essex LLC
Deer Park,
Illinois
|
$9.49M
|
+$9.8M
|
7
|
2.63%
|
New
|
|
|
3347
|
HGI Capital Management
New York
|
$9.48M
|
+$638K
|
2
|
3.82%
|
Increased
|
|
|
3348
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$9.44M
|
+$709K
|
7
|
5.49%
|
Increased
|
|
|
3349
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$9.42M
|
-$163K
|
3
|
6.55%
|
Reduced
|
|
|
3350
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$9.41M
|
+$8.57M
|
8
|
5.56%
|
New
|
|
