|
3326
|
Oxford Financial Group
Carmel,
Indiana
|
$16.2M
|
-$115K
|
6
|
1.13%
|
Reduced
|
|
|
3327
|
California First Leasing Corp
Newport Beach,
California
|
$16.2M
|
$0
|
2
|
7.55%
|
Maintained
|
|
|
3328
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$16.2M
|
-$942K
|
6
|
5.75%
|
Reduced
|
|
|
3329
|
Beddow Capital Management
Jackson,
Wyoming
|
$16.2M
|
-$2.97M
|
5
|
7.08%
|
Reduced
|
|
|
3330
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$16.2M
|
-$201K
|
4
|
5.39%
|
Reduced
|
|
|
3331
|
First Community Trust
Dubuque,
Iowa
|
$16.2M
|
+$1.43M
|
9
|
15.21%
|
Increased
|
|
|
3332
|
Lewis Asset Management
Lafayette,
California
|
$16.2M
|
+$501K
|
7
|
13.31%
|
Increased
|
|
|
3333
|
MGB Wealth Management
Addison,
Texas
|
$16.2M
|
-$71.2K
|
4
|
6.56%
|
Reduced
|
|
|
3334
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$16.1M
|
-$888K
|
16
|
7.55%
|
Reduced
|
|
|
3335
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$16.1M
|
-$1.53M
|
4
|
4.05%
|
Reduced
|
|
|
3336
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$16.1M
|
-$635K
|
8
|
8.95%
|
Reduced
|
|
|
3337
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$16.1M
|
-$763K
|
6
|
6.5%
|
Reduced
|
|
|
3338
|
Corsair Capital Management
New York
|
$16.1M
|
-$94.8K
|
2
|
4.51%
|
Reduced
|
|
|
3339
|
Boltwood Capital Management
Walnut Creek,
California
|
$16M
|
-$72.6K
|
6
|
4.97%
|
Reduced
|
|
|
3340
|
Garner Asset Management Corp
Plano,
Texas
|
$16M
|
-$128K
|
6
|
7.89%
|
Reduced
|
|
|
3341
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$16M
|
+$726K
|
7
|
1.39%
|
Increased
|
|
|
3342
|
Leeward Investments
Boston,
Massachusetts
|
$16M
|
+$650K
|
1
|
0.71%
|
Increased
|
|
|
3343
|
3Chopt Investment Partners
Richmond,
Virginia
|
$16M
|
-$863K
|
3
|
6.56%
|
Reduced
|
|
|
3344
|
12 West Capital Management
New York
|
$16M
|
$0
|
1
|
1.44%
|
Maintained
|
|
|
3345
|
Seven Mile Advisory
Ewing,
New Jersey
|
$16M
|
+$233K
|
6
|
12.12%
|
Increased
|
|
|
3346
|
Vivaldi Capital Management
Chicago,
Illinois
|
$16M
|
-$1.54M
|
6
|
4.66%
|
Reduced
|
|
|
3347
|
Boxwood Ventures
Chicago,
Illinois
|
$15.9M
|
$0
|
3
|
28.05%
|
Maintained
|
|
|
3348
|
Cetera Trust Company
St. Paul,
Minnesota
|
$15.9M
|
-$468K
|
7
|
9.59%
|
Reduced
|
|
|
3349
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$15.9M
|
+$717K
|
6
|
2.05%
|
Increased
|
|
|
3350
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$15.9M
|
+$3.81M
|
10
|
4.67%
|
Increased
|
|