|
3351
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$9.9M
|
-$584K
|
5
|
5.57%
|
Reduced
|
|
|
3352
|
MBB Public Markets
Chicago,
Illinois
|
$9.8M
|
-$15.8M
|
3
|
0.54%
|
Reduced
|
|
|
3353
|
Vivaldi Capital Management
Chicago,
Illinois
|
$9.8M
|
-$2.8M
|
5
|
2.97%
|
Reduced
|
|
|
3354
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$9.8M
|
-$1.4M
|
5
|
3.78%
|
Reduced
|
|
|
3355
|
Evergreen Wealth Management
Williamston,
Michigan
|
$9.8M
|
+$171K
|
4
|
8.72%
|
Increased
|
|
|
3356
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$9.8M
|
-$804K
|
1
|
8.33%
|
Reduced
|
|
|
3357
|
William Allan Corp
Fort Collins,
Colorado
|
$9.8M
|
-$90.4K
|
3
|
7.78%
|
Reduced
|
|
|
3358
|
Freedom Day Solutions
Houston,
Texas
|
$9.8M
|
-$952K
|
3
|
4.61%
|
Reduced
|
|
|
3359
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$9.7M
|
-$419K
|
23
|
0.92%
|
Reduced
|
|
|
3360
|
Alera Investment Advisors
Deerfield,
Illinois
|
$9.7M
|
-$311K
|
5
|
2.24%
|
Reduced
|
|
|
3361
|
Apis Capital Advisors
New York
|
$9.7M
|
-$844K
|
1
|
10.35%
|
Reduced
|
|
|
3362
|
Insight Inv LLC
El Segundo,
California
|
$9.7M
|
+$249K
|
6
|
10.46%
|
Increased
|
|
|
3363
|
Winmill & Co
Walpole,
New Hampshire
|
$9.7M
|
$0
|
1
|
3.61%
|
Maintained
|
|
|
3364
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$9.7M
|
-$3.09M
|
5
|
8.37%
|
Reduced
|
|
|
3365
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$9.7M
|
+$251K
|
3
|
3.08%
|
Increased
|
|
|
3366
|
Weiss Asset Management
Boston,
Massachusetts
|
$9.7M
|
-$4.06M
|
7
|
0.62%
|
Reduced
|
|
|
3367
|
Westport Asset Management
Southport,
Connecticut
|
$9.7M
|
$0
|
7
|
5.8%
|
Maintained
|
|
|
3368
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$9.6M
|
+$133K
|
7
|
2.02%
|
Increased
|
|
|
3369
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$9.6M
|
-$426K
|
5
|
2.26%
|
Reduced
|
|
|
3370
|
Prudent Man Advisors
Naperville,
Illinois
|
$9.6M
|
+$311K
|
4
|
3.77%
|
Increased
|
|
|
3371
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$9.6M
|
+$1.04M
|
6
|
3.83%
|
Increased
|
|
|
3372
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$9.6M
|
-$699K
|
5
|
9.89%
|
Reduced
|
|
|
3373
|
Meridian Management
Little Rock,
Arkansas
|
$9.6M
|
+$1.28M
|
4
|
3.15%
|
Increased
|
|
|
3374
|
Ranch Capital Advisors
Sarasota,
Florida
|
$9.6M
|
-$26K
|
4
|
7.04%
|
Reduced
|
|
|
3375
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$9.6M
|
-$755K
|
3
|
7.02%
|
Reduced
|
|
