|
3351
|
Aft Forsyth & Sober
Valrico,
Florida
|
$25.5M
|
$0
|
4
|
7.73%
|
Maintained
|
|
|
3352
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$25.5M
|
-$822K
|
11
|
1.22%
|
Reduced
|
|
|
3353
|
Westend Capital Management
Sausalito,
California
|
$25.5M
|
-$37M
|
6
|
7.15%
|
Reduced
|
|
|
3354
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$25.4M
|
-$4.43M
|
2
|
9.72%
|
Reduced
|
|
|
3355
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$25.4M
|
+$3.23M
|
11
|
7.41%
|
Increased
|
|
|
3356
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$25.4M
|
-$1.02M
|
6
|
2.42%
|
Reduced
|
|
|
3357
|
Core Wealth Partners
Santa Rosa,
California
|
$25.4M
|
+$228K
|
8
|
11.44%
|
Increased
|
|
|
3358
|
Semus Wealth Partners
Boca Raton,
Florida
|
$25.4M
|
+$1.46M
|
6
|
13.66%
|
Increased
|
|
|
3359
|
Dymon Asia Capital (Singapore)
Singapore
|
$25.4M
|
+$11.8M
|
4
|
2.46%
|
Increased
|
|
|
3360
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$25.3M
|
-$405K
|
6
|
16.47%
|
Reduced
|
|
|
3361
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$25.3M
|
-$140K
|
10
|
12.07%
|
Reduced
|
|
|
3362
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$25.3M
|
+$175K
|
5
|
13.54%
|
Increased
|
|
|
3363
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$25.3M
|
-$2.51M
|
6
|
5.11%
|
Reduced
|
|
|
3364
|
Nutshell Asset Management
Sevenoaks,
United Kingdom
|
$25.3M
|
+$748K
|
2
|
9.03%
|
Increased
|
|
|
3365
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$25.3M
|
+$906K
|
7
|
17.76%
|
Increased
|
|
|
3366
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$25.3M
|
-$345K
|
6
|
5.3%
|
Reduced
|
|
|
3367
|
Inman Jager Wealth Management
Hattiesburg,
Mississippi
|
$25.3M
|
-$633K
|
4
|
15.48%
|
Reduced
|
|
|
3368
|
Charles Schwab Trust
Henderson,
Nevada
|
$25.3M
|
-$746K
|
6
|
1.66%
|
Reduced
|
|
|
3369
|
Cooper Capital Advisors
Encinitas,
California
|
$25.2M
|
+$100K
|
6
|
15.89%
|
Increased
|
|
|
3370
|
QTR Family Wealth
Lake Mary,
Florida
|
$25.2M
|
+$629K
|
8
|
11.11%
|
Increased
|
|
|
3371
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$25.2M
|
-$3.99M
|
4
|
9.95%
|
Reduced
|
|
|
3372
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$25.2M
|
-$236K
|
5
|
8.61%
|
Reduced
|
|
|
3373
|
Bienville Capital Management
New York
|
$25.2M
|
-$10.5M
|
4
|
4%
|
Reduced
|
|
|
3374
|
AWM Investment Company
New York
|
$25.2M
|
-$5.02M
|
3
|
2.43%
|
Reduced
|
|
|
3375
|
Watchman Group
Plano,
Texas
|
$25.1M
|
-$672K
|
4
|
6%
|
Reduced
|
|