|
3326
|
Wayfinding Financial
Lynnwood,
Washington
|
$21.9M
|
-$430K
|
5
|
9.52%
|
Reduced
|
|
|
3327
|
William John Sempolinski
Easton,
Massachusetts
|
$21.9M
|
-$2.74M
|
8
|
11.01%
|
Reduced
|
|
|
3328
|
Aft Forsyth & Sober
Valrico,
Florida
|
$21.9M
|
+$1.33M
|
5
|
6.69%
|
Increased
|
|
|
3329
|
SFM LLC
Manchester,
New Hampshire
|
$21.9M
|
-$277K
|
4
|
13.23%
|
Reduced
|
|
|
3330
|
Vista Capital Partners
Portland,
Oregon
|
$21.9M
|
+$2.04M
|
6
|
2.2%
|
Increased
|
|
|
3331
|
Eagle Strategies
New York
|
$21.9M
|
+$2.1M
|
8
|
2.61%
|
Increased
|
|
|
3332
|
Members Trust
Tampa,
Florida
|
$21.8M
|
-$352K
|
6
|
0.73%
|
Reduced
|
|
|
3333
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$21.8M
|
-$14.3K
|
4
|
8.82%
|
Reduced
|
|
|
3334
|
PW Nova Financial Services
Newtown,
Pennsylvania
|
$21.8M
|
+$9.6M
|
6
|
5.47%
|
Increased
|
|
|
3335
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$21.8M
|
-$1.62M
|
6
|
13.29%
|
Reduced
|
|
|
3336
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$21.8M
|
-$590K
|
6
|
15.78%
|
Reduced
|
|
|
3337
|
Talos Asset Management
New York
|
$21.8M
|
+$19M
|
1
|
3.72%
|
New
|
|
|
3338
|
Tortuga Wealth Management
Torrance,
California
|
$21.7M
|
+$4.21M
|
6
|
20.33%
|
Increased
|
|
|
3339
|
Gilbert & Cook
West Des Moines,
Iowa
|
$21.7M
|
-$17.3K
|
5
|
2.8%
|
Reduced
|
|
|
3340
|
Blue Square Asset Management
New York
|
$21.7M
|
+$1.42M
|
5
|
10.31%
|
Increased
|
|
|
3341
|
Robertson Opportunity Capital
Dallas,
Texas
|
$21.7M
|
$0
|
1
|
8.35%
|
Maintained
|
|
|
3342
|
Boltwood Capital Management
Walnut Creek,
California
|
$21.7M
|
+$917K
|
6
|
5.53%
|
Increased
|
|
|
3343
|
Diversified Management
Milwaukee,
Wisconsin
|
$21.7M
|
+$4.47M
|
6
|
3.71%
|
Increased
|
|
|
3344
|
ARGA Investment Management
Stamford,
Connecticut
|
$21.7M
|
-$679K
|
1
|
0.71%
|
Reduced
|
|
|
3345
|
XXI Wealth LLC
Chicago,
Illinois
|
$21.7M
|
+$118K
|
7
|
12.27%
|
Increased
|
|
|
3346
|
Monument Capital Management
Alexandria,
Virginia
|
$21.6M
|
+$505K
|
6
|
5.42%
|
Increased
|
|
|
3347
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$21.6M
|
+$646K
|
7
|
5.06%
|
Increased
|
|
|
3348
|
Highland Peak Capital
Old Greenwich,
Connecticut
|
$21.6M
|
+$20.1M
|
1
|
5.79%
|
New
|
|
|
3349
|
|
$21.6M
|
+$13.1M
|
2
|
3.17%
|
Increased
|
|
|
3350
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$21.5M
|
-$224K
|
6
|
2.05%
|
Reduced
|
|