|
3351
|
Bretton Capital Management
San Francisco,
California
|
$21.5M
|
+$502K
|
2
|
19.7%
|
Increased
|
|
|
3352
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$21.5M
|
$0
|
2
|
4.78%
|
Maintained
|
|
|
3353
|
Investment Advisory Services
The Woodlands,
Texas
|
$21.5M
|
-$364K
|
5
|
6.83%
|
Reduced
|
|
|
3354
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$21.5M
|
-$834K
|
7
|
1.64%
|
Reduced
|
|
|
3355
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$21.4M
|
+$178K
|
11
|
1.78%
|
Increased
|
|
|
3356
|
Eley Financial Management
South Burlington,
Vermont
|
$21.4M
|
-$173K
|
4
|
7.72%
|
Reduced
|
|
|
3357
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$21.4M
|
+$23.2M
|
17
|
12.35%
|
New
|
|
|
3358
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$21.4M
|
-$928K
|
2
|
4.39%
|
Reduced
|
|
|
3359
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$21.4M
|
+$826K
|
6
|
3.42%
|
Increased
|
|
|
3360
|
VisionPoint Advisory Group
Dallas,
Texas
|
$21.4M
|
-$1.02M
|
6
|
4.03%
|
Reduced
|
|
|
3361
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$21.4M
|
-$413K
|
8
|
21.72%
|
Reduced
|
|
|
3362
|
Core Wealth Partners
Santa Rosa,
California
|
$21.4M
|
-$240K
|
8
|
9.93%
|
Reduced
|
|
|
3363
|
Firetrail Investments
Sydney, NSW,
Australia
|
$21.3M
|
+$12.2M
|
1
|
7.28%
|
Increased
|
|
|
3364
|
INVST
Indianapolis,
Indiana
|
$21.3M
|
-$991K
|
7
|
2.41%
|
Reduced
|
|
|
3365
|
Commons Capital
Needham,
Massachusetts
|
$21.3M
|
+$6.86M
|
4
|
17.84%
|
Increased
|
|
|
3366
|
RIA Advisory Group
Des Moines,
Iowa
|
$21.3M
|
+$3.84M
|
7
|
5.07%
|
Increased
|
|
|
3367
|
Fulcrum Wealth Advisors
Bellevue,
Washington
|
$21.3M
|
-$595K
|
7
|
17.66%
|
Reduced
|
|
|
3368
|
Curated Wealth Partners
El Segundo,
California
|
$21.3M
|
+$3.34M
|
6
|
2.69%
|
Increased
|
|
|
3369
|
Advocate Group
Minnetonka,
Minnesota
|
$21.3M
|
-$365K
|
4
|
3.33%
|
Reduced
|
|
|
3370
|
Wealth High Governance Capital
Sao Paulo,
Brazil
|
$21.3M
|
+$15.5M
|
3
|
6.4%
|
Increased
|
|
|
3371
|
Private Capital Management (Florida)
Naples,
Florida
|
$21.3M
|
-$9.8M
|
5
|
2.12%
|
Reduced
|
|
|
3372
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$21.3M
|
+$381K
|
6
|
3.08%
|
Increased
|
|
|
3373
|
Intrua Financial
Houston,
Texas
|
$21.3M
|
-$403K
|
7
|
2.2%
|
Reduced
|
|
|
3374
|
Old Mission Investment Co
Traverse City,
Michigan
|
$21.3M
|
+$2.67M
|
6
|
4.97%
|
Increased
|
|
|
3375
|
Tectonic Advisors
Frisco,
Texas
|
$21.3M
|
-$2.37M
|
4
|
1.12%
|
Reduced
|
|