|
3326
|
Oakview Capital Management
Dallas,
Texas
|
$12M
|
-$6.51M
|
1
|
5.31%
|
Reduced
|
|
|
3327
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$12M
|
-$192K
|
5
|
3.06%
|
Reduced
|
|
|
3328
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$12M
|
+$3.19M
|
10
|
3.57%
|
Increased
|
|
|
3329
|
Bay Rivers Group
Williamsburg,
Virginia
|
$12M
|
-$182K
|
4
|
8.61%
|
Reduced
|
|
|
3330
|
Everhart Financial Group
Dublin,
Ohio
|
$11.9M
|
+$2.81M
|
6
|
6.9%
|
Increased
|
|
|
3331
|
DGS Capital Management
Jersey City,
New Jersey
|
$11.9M
|
+$2.13M
|
7
|
7.32%
|
Increased
|
|
|
3332
|
|
$11.9M
|
-$141K
|
4
|
18.84%
|
Reduced
|
|
|
3333
|
Purus Wealth Management
Newport Beach,
California
|
$11.9M
|
+$2.87M
|
4
|
8.23%
|
Increased
|
|
|
3334
|
S&T Bank
Indiana,
Pennsylvania
|
$11.9M
|
+$129K
|
3
|
1.8%
|
Increased
|
|
|
3335
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$11.9M
|
+$7.81M
|
3
|
0.58%
|
Increased
|
|
|
3336
|
Beta Wealth Group
San Diego,
California
|
$11.9M
|
+$221K
|
5
|
7.96%
|
Increased
|
|
|
3337
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$11.9M
|
+$3.13M
|
5
|
3.04%
|
Increased
|
|
|
3338
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$11.9M
|
+$9.35M
|
5
|
5.95%
|
Increased
|
|
|
3339
|
Vienna Asset Management
Saratoga,
California
|
$11.9M
|
-$15.8M
|
9
|
16.42%
|
Reduced
|
|
|
3340
|
Advisor OS
Chicago,
Illinois
|
$11.9M
|
-$6.94M
|
4
|
3.44%
|
Reduced
|
|
|
3341
|
Cypress Wealth Services
Palm Desert,
California
|
$11.9M
|
-$83.9K
|
6
|
3.24%
|
Reduced
|
|
|
3342
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$11.9M
|
+$800K
|
4
|
9.07%
|
Increased
|
|
|
3343
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$11.9M
|
+$485K
|
7
|
7.12%
|
Increased
|
|
|
3344
|
BCWM LLC
Overland Park,
Kansas
|
$11.8M
|
-$9M
|
2
|
3.53%
|
Reduced
|
|
|
3345
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$11.8M
|
-$190K
|
1
|
7.08%
|
Reduced
|
|
|
3346
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$11.8M
|
-$388K
|
7
|
7.01%
|
Reduced
|
|
|
3347
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$11.8M
|
+$434K
|
1
|
0.42%
|
Increased
|
|
|
3348
|
Precept Management
Dallas,
Texas
|
$11.8M
|
-$732K
|
2
|
12.44%
|
Reduced
|
|
|
3349
|
Helios Capital Management
Singapore
|
$11.8M
|
-$15M
|
2
|
24.96%
|
Reduced
|
|
|
3350
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$11.8M
|
+$246K
|
8
|
3.11%
|
Increased
|
|