|
3351
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$14.1M
|
-$167K
|
6
|
15.62%
|
Reduced
|
|
|
3352
|
Oakview Capital Management
Dallas,
Texas
|
$14.1M
|
-$2.41M
|
1
|
5.87%
|
Reduced
|
|
|
3353
|
VELA Investment Management
New Albany,
Ohio
|
$14.1M
|
+$647K
|
5
|
5.38%
|
Increased
|
|
|
3354
|
BCWM LLC
Overland Park,
Kansas
|
$14.1M
|
-$105K
|
2
|
4.77%
|
Reduced
|
|
|
3355
|
Versant Capital Management
Phoenix,
Arizona
|
$14.1M
|
+$200K
|
24
|
4.19%
|
Increased
|
|
|
3356
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$14.1M
|
+$13.4M
|
4
|
5.3%
|
New
|
|
|
3357
|
Aveo Capital Partners
Englewood,
Colorado
|
$14.1M
|
+$1.05M
|
7
|
1.7%
|
Increased
|
|
|
3358
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$14M
|
+$670K
|
5
|
8.72%
|
Increased
|
|
|
3359
|
Orser Capital Management
Southlake,
Texas
|
$14M
|
-$381K
|
4
|
15.31%
|
Reduced
|
|
|
3360
|
Harber Asset Management
Asheville,
North Carolina
|
$14M
|
+$5.1M
|
2
|
3.26%
|
Increased
|
|
|
3361
|
First United Bank & Trust
Oakland,
Maryland
|
$14M
|
-$152K
|
7
|
5.6%
|
Reduced
|
|
|
3362
|
Vectors Research Management
New York
|
$14M
|
+$68.5M
|
4
|
3.94%
|
Increased
|
|
|
3363
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$13.9M
|
-$182K
|
7
|
10.02%
|
Reduced
|
|
|
3364
|
Gilbert & Cook
West Des Moines,
Iowa
|
$13.9M
|
+$1.88M
|
5
|
1.97%
|
Increased
|
|
|
3365
|
Lewis Asset Management
Lafayette,
California
|
$13.9M
|
+$13.2M
|
6
|
12.81%
|
New
|
|
|
3366
|
Crown Wealth Group
Charlotte,
North Carolina
|
$13.9M
|
+$742K
|
4
|
8.37%
|
Increased
|
|
|
3367
|
|
$13.9M
|
-$5.18K
|
4
|
11.63%
|
Reduced
|
|
|
3368
|
OneAscent Financial Services
Birmingham,
Alabama
|
$13.9M
|
+$5.48M
|
7
|
1.73%
|
Increased
|
|
|
3369
|
Beaumont Asset Management
Beaumont,
Texas
|
$13.9M
|
+$239K
|
3
|
9.79%
|
Increased
|
|
|
3370
|
McGinn Penninger Investment Management
Alexandria,
Virginia
|
$13.9M
|
-$126K
|
1
|
10.08%
|
Reduced
|
|
|
3371
|
Bank of Marin
Novato,
California
|
$13.9M
|
+$1.28M
|
5
|
12.43%
|
Increased
|
|
|
3372
|
Seven Mile Advisory
Ewing,
New Jersey
|
$13.9M
|
+$690K
|
6
|
12.03%
|
Increased
|
|
|
3373
|
Soapstone Management
Bethesda,
Maryland
|
$13.9M
|
-$1.93M
|
1
|
7.58%
|
Reduced
|
|
|
3374
|
Foster Group
West Des Moines,
Iowa
|
$13.9M
|
$0
|
7
|
0.85%
|
Maintained
|
|
|
3375
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$13.8M
|
-$83.5K
|
4
|
10.59%
|
Reduced
|
|
