|
3351
|
Rock Point Advisors
Burlington,
Vermont
|
$9.5M
|
-$10.8K
|
6
|
2.74%
|
Reduced
|
|
|
3352
|
Concentrum Wealth Management
San Jose,
California
|
$9.5M
|
$0
|
7
|
6.11%
|
Maintained
|
|
|
3353
|
Elmwood Wealth Management
Berkeley,
California
|
$9.5M
|
-$7.42K
|
11
|
5.01%
|
Reduced
|
|
|
3354
|
Atlas Principals
Charlotte,
North Carolina
|
$9.48M
|
-$1.28M
|
2
|
3.73%
|
Reduced
|
|
|
3355
|
Sapience Investments
Newport Beach,
California
|
$9.48M
|
-$1.99M
|
1
|
1.18%
|
Reduced
|
|
|
3356
|
Outfitter Financial
Brunswick,
Maine
|
$9.47M
|
-$97K
|
6
|
7.26%
|
Reduced
|
|
|
3357
|
Matisse Capital
Portland,
Oregon
|
$9.47M
|
-$249K
|
3
|
2.99%
|
Reduced
|
|
|
3358
|
Marathon Partners Equity Management
New York
|
$9.46M
|
+$9.14M
|
1
|
3.52%
|
New
|
|
|
3359
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$9.46M
|
+$31.3K
|
3
|
6.46%
|
Increased
|
|
|
3360
|
Cephei Capital Management
Hong Kong
|
$9.43M
|
-$7.72M
|
1
|
8.15%
|
Reduced
|
|
|
3361
|
Capital One Financial
Mclean,
Virginia
|
$9.43M
|
+$662K
|
4
|
1.14%
|
Increased
|
|
|
3362
|
XML Financial
Bethesda,
Maryland
|
$9.42M
|
+$353K
|
6
|
2.07%
|
Increased
|
|
|
3363
|
Truvestments Capital
Sarasota,
Florida
|
$9.4M
|
-$2.94M
|
9
|
5.16%
|
Reduced
|
|
|
3364
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$9.39M
|
-$472K
|
4
|
7.31%
|
Reduced
|
|
|
3365
|
TwinBeech Capital
Purchase,
New York
|
$9.39M
|
-$5.91M
|
6
|
1.14%
|
Reduced
|
|
|
3366
|
Brevan Howard Capital Management
St. Helier,
Jersey
|
$9.36M
|
$0
|
2
|
2.56%
|
Maintained
|
|
|
3367
|
Vista Capital Partners
Portland,
Oregon
|
$9.34M
|
+$80K
|
4
|
1.35%
|
Increased
|
|
|
3368
|
CNA Financial
Chicago,
Illinois
|
$9.34M
|
+$1.47M
|
2
|
2.64%
|
Increased
|
|
|
3369
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$9.32M
|
+$688K
|
4
|
7.86%
|
Increased
|
|
|
3370
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$9.31M
|
+$42.3K
|
5
|
2.41%
|
Increased
|
|
|
3371
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$9.31M
|
+$956K
|
6
|
1.19%
|
Increased
|
|
|
3372
|
Diker Management
New York
|
$9.28M
|
-$660K
|
2
|
4.07%
|
Reduced
|
|
|
3373
|
Coe Capital Management
Highland Park,
Illinois
|
$9.27M
|
-$323K
|
3
|
8.74%
|
Reduced
|
|
|
3374
|
KWMG LLC
Overland Park,
Kansas
|
$9.27M
|
+$342K
|
4
|
1.39%
|
Increased
|
|
|
3375
|
Monument Capital Management
Alexandria,
Virginia
|
$9.24M
|
+$460K
|
5
|
3.2%
|
Increased
|
|