|
3351
|
Arlington Financial Advisors
Santa Barbara,
California
|
$8.46M
|
+$177K
|
4
|
3.57%
|
Increased
|
|
|
3352
|
Advisor OS
Chicago,
Illinois
|
$8.44M
|
+$989K
|
5
|
2.24%
|
Increased
|
|
|
3353
|
Boltwood Capital Management
Walnut Creek,
California
|
$8.44M
|
-$56K
|
5
|
3.42%
|
Reduced
|
|
|
3354
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$8.43M
|
-$91.5K
|
3
|
3.45%
|
Reduced
|
|
|
3355
|
Crestline Management
Fort Worth,
Texas
|
$8.42M
|
-$30.5K
|
3
|
1.23%
|
Reduced
|
|
|
3356
|
Yakira Capital Management
Westport,
Connecticut
|
$8.41M
|
$0
|
2
|
1.71%
|
Maintained
|
|
|
3357
|
Insight Inv LLC
El Segundo,
California
|
$8.4M
|
+$583K
|
6
|
8.48%
|
Increased
|
|
|
3358
|
Alera Investment Advisors
Deerfield,
Illinois
|
$8.4M
|
-$480K
|
5
|
1.98%
|
Reduced
|
|
|
3359
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$8.39M
|
+$1.21M
|
5
|
3.5%
|
Increased
|
|
|
3360
|
ViaWealth
Leawood,
Kansas
|
$8.35M
|
+$8.83M
|
4
|
6.87%
|
New
|
|
|
3361
|
Integrity Advisory
Overland Park,
Kansas
|
$8.35M
|
+$6.34M
|
4
|
7.65%
|
Increased
|
|
|
3362
|
Centric Wealth Management
Chicago,
Illinois
|
$8.34M
|
-$18.4M
|
7
|
4.23%
|
Reduced
|
|
|
3363
|
Lee Financial
Dallas,
Texas
|
$8.33M
|
+$41.8K
|
12
|
1.42%
|
Increased
|
|
|
3364
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$8.32M
|
-$692K
|
3
|
0.22%
|
Reduced
|
|
|
3365
|
|
$8.3M
|
+$227K
|
4
|
8.1%
|
Increased
|
|
|
3366
|
Riverview Trust Company
Vancouver,
Washington
|
$8.3M
|
-$1.13M
|
11
|
7.85%
|
Reduced
|
|
|
3367
|
William Allan Corp
Fort Collins,
Colorado
|
$8.29M
|
+$1.1M
|
3
|
6.98%
|
Increased
|
|
|
3368
|
Curated Wealth Partners
El Segundo,
California
|
$8.27M
|
+$586K
|
4
|
2.01%
|
Increased
|
|
|
3369
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$8.26M
|
-$2.06M
|
5
|
3.89%
|
Reduced
|
|
|
3370
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$8.26M
|
-$295K
|
3
|
7.85%
|
Reduced
|
|
|
3371
|
Versant Capital Management
Phoenix,
Arizona
|
$8.25M
|
-$118K
|
23
|
2.99%
|
Reduced
|
|
|
3372
|
Winmill & Co
Walpole,
New Hampshire
|
$8.24M
|
$0
|
1
|
3%
|
Maintained
|
|
|
3373
|
Cross Staff Investments
Pittsford,
New York
|
$8.24M
|
+$88.6K
|
5
|
8.64%
|
Increased
|
|
|
3374
|
ERn Financial LLC
Middleton,
Wisconsin
|
$8.23M
|
+$322K
|
7
|
1.88%
|
Increased
|
|
|
3375
|
|
$8.22M
|
+$2.08M
|
6
|
1.39%
|
Increased
|
|