|
3351
|
ERn Financial LLC
Middleton,
Wisconsin
|
$17M
|
+$197K
|
7
|
2.58%
|
Increased
|
|
|
3352
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$17M
|
+$16.5M
|
11
|
2.71%
|
New
|
|
|
3353
|
TAGStone Capital
Charlotte,
North Carolina
|
$17M
|
+$980K
|
5
|
8.67%
|
Increased
|
|
|
3354
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$16.9M
|
-$648K
|
5
|
11.44%
|
Reduced
|
|
|
3355
|
Eventide Asset Management
Boston,
Massachusetts
|
$16.9M
|
-$42.4M
|
3
|
0.29%
|
Reduced
|
|
|
3356
|
Garrison Point Advisors
Walnut Creek,
California
|
$16.9M
|
+$14.5K
|
5
|
10.45%
|
Increased
|
|
|
3357
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$16.9M
|
+$3.43M
|
5
|
3.97%
|
Increased
|
|
|
3358
|
|
$16.9M
|
$0
|
2
|
22.81%
|
Maintained
|
|
|
3359
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$16.9M
|
-$167K
|
9
|
7.77%
|
Reduced
|
|
|
3360
|
Keystone Wealth Services
Palm Desert,
California
|
$16.8M
|
+$2.61M
|
6
|
4.66%
|
Increased
|
|
|
3361
|
Horrell Capital Management
Little Rock,
Arkansas
|
$16.8M
|
-$1.1M
|
9
|
5.02%
|
Reduced
|
|
|
3362
|
Asset Management Group
Stamford,
Connecticut
|
$16.8M
|
+$720K
|
5
|
2.95%
|
Increased
|
|
|
3363
|
Elyxium Wealth
San Mateo,
California
|
$16.8M
|
+$16.5M
|
5
|
9.24%
|
New
|
|
|
3364
|
Veracity Capital
Atlanta,
Georgia
|
$16.8M
|
+$468K
|
8
|
6.36%
|
Increased
|
|
|
3365
|
Ranch Capital Advisors
Sarasota,
Florida
|
$16.8M
|
+$82.6K
|
6
|
7.91%
|
Increased
|
|
|
3366
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$16.8M
|
+$268K
|
5
|
7.37%
|
Increased
|
|
|
3367
|
Sage Rhino Capital
Menlo Park,
California
|
$16.7M
|
+$307K
|
6
|
3.71%
|
Increased
|
|
|
3368
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$16.7M
|
+$2.23M
|
10
|
6.2%
|
Increased
|
|
|
3369
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$16.7M
|
+$477K
|
6
|
15.35%
|
Increased
|
|
|
3370
|
Eukles Asset Management
Cincinnati,
Ohio
|
$16.7M
|
+$2.89M
|
10
|
6.71%
|
Increased
|
|
|
3371
|
Corsair Capital Management
New York
|
$16.7M
|
-$3.49K
|
2
|
3.96%
|
Reduced
|
|
|
3372
|
RJA Asset Management
Stamford,
Connecticut
|
$16.7M
|
$0
|
1
|
4.23%
|
Maintained
|
|
|
3373
|
Seven Mile Advisory
Ewing,
New Jersey
|
$16.7M
|
+$1.98M
|
6
|
11.05%
|
Increased
|
|
|
3374
|
Maytus Capital Management
New York
|
$16.7M
|
-$4.9M
|
4
|
5.87%
|
Reduced
|
|
|
3375
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$16.7M
|
+$739K
|
2
|
4.28%
|
Increased
|
|