|
3351
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$22.7M
|
+$390K
|
7
|
5.61%
|
Increased
|
|
|
3352
|
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
|
$22.7M
|
$0
|
1
|
1.64%
|
Maintained
|
|
|
3353
|
McGowan Group Asset Management
Dallas,
Texas
|
$22.7M
|
-$1.03M
|
5
|
2.81%
|
Reduced
|
|
|
3354
|
Baugh & Associates
Atlanta,
Georgia
|
$22.7M
|
-$675K
|
3
|
11.27%
|
Reduced
|
|
|
3355
|
First Dallas Securities
Dallas,
Texas
|
$22.7M
|
-$2.3M
|
6
|
8.49%
|
Reduced
|
|
|
3356
|
Vista Capital Partners
Portland,
Oregon
|
$22.7M
|
+$2.32M
|
6
|
2.3%
|
Increased
|
|
|
3357
|
F&V Capital Management
Boca Raton,
Florida
|
$22.6M
|
-$9.33M
|
4
|
5.09%
|
Reduced
|
|
|
3358
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$22.6M
|
+$888K
|
10
|
10.24%
|
Increased
|
|
|
3359
|
William Allan Corp
Fort Collins,
Colorado
|
$22.6M
|
-$476K
|
3
|
12.69%
|
Reduced
|
|
|
3360
|
Prosperity Financial Group
San Ramon,
California
|
$22.6M
|
+$461K
|
7
|
8.28%
|
Increased
|
|
|
3361
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$22.6M
|
+$571K
|
7
|
1.93%
|
Increased
|
|
|
3362
|
Kirr Marbach & Co
Columbus,
Indiana
|
$22.6M
|
-$100K
|
3
|
4.08%
|
Reduced
|
|
|
3363
|
Left Brain Wealth Management
Naperville,
Illinois
|
$22.6M
|
+$209K
|
7
|
7.09%
|
Increased
|
|
|
3364
|
KWMG LLC
Overland Park,
Kansas
|
$22.6M
|
+$104K
|
5
|
1.98%
|
Increased
|
|
|
3365
|
St. Johns Investment Management
Jacksonville,
Florida
|
$22.6M
|
-$237K
|
5
|
9.6%
|
Reduced
|
|
|
3366
|
Fortem Financial Group
Palm Desert,
California
|
$22.6M
|
+$215K
|
8
|
6.48%
|
Increased
|
|
|
3367
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$22.6M
|
+$4.33M
|
6
|
1.22%
|
Increased
|
|
|
3368
|
Explore Capital Management
Wilmington,
Delaware
|
$22.5M
|
+$939K
|
1
|
13.94%
|
Increased
|
|
|
3369
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$22.5M
|
+$227K
|
11
|
7.69%
|
Increased
|
|
|
3370
|
O'Rourke & Company
Boston,
Massachusetts
|
$22.5M
|
+$658K
|
7
|
9.41%
|
Increased
|
|
|
3371
|
Greykasell Wealth Strategies
Danville,
California
|
$22.5M
|
+$1.61M
|
8
|
9.48%
|
Increased
|
|
|
3372
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$22.5M
|
+$761K
|
8
|
9.36%
|
Increased
|
|
|
3373
|
Herbst Group
Westport,
Connecticut
|
$22.4M
|
+$2.07M
|
5
|
13.95%
|
Increased
|
|
|
3374
|
Westport Asset Management
Southport,
Connecticut
|
$22.4M
|
-$939K
|
6
|
9.36%
|
Reduced
|
|
|
3375
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$22.4M
|
+$8.88M
|
6
|
6.03%
|
Increased
|
|
