|
3401
|
Ballast Advisors
Woodbury,
Minnesota
|
$24.6M
|
-$709K
|
6
|
6.8%
|
Reduced
|
|
|
3402
|
Threadgill Financial
Spring,
Texas
|
$24.6M
|
-$2.16M
|
4
|
10.14%
|
Reduced
|
|
|
3403
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$24.6M
|
+$230K
|
6
|
3.41%
|
Increased
|
|
|
3404
|
Legal Advantage Investments
Los Altos Hills,
California
|
$24.6M
|
-$790K
|
7
|
11.39%
|
Reduced
|
|
|
3405
|
Whitebark Investors
Incline Village,
Nevada
|
$24.6M
|
-$7.66M
|
1
|
14.82%
|
Reduced
|
|
|
3406
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$24.6M
|
-$342K
|
6
|
20.07%
|
Reduced
|
|
|
3407
|
Vista Capital Partners
Portland,
Oregon
|
$24.6M
|
+$2.04M
|
6
|
2.43%
|
Increased
|
|
|
3408
|
Prosperity Financial Group
San Ramon,
California
|
$24.6M
|
+$722K
|
7
|
8.84%
|
Increased
|
|
|
3409
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$24.5M
|
+$64.9K
|
7
|
5.89%
|
Increased
|
|
|
3410
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$24.5M
|
-$257K
|
6
|
9.92%
|
Reduced
|
|
|
3411
|
Wealthedge Investment Advisors
New York
|
$24.4M
|
+$4.32M
|
7
|
9.03%
|
Increased
|
|
|
3412
|
GS Investments
Minneapolis,
Minnesota
|
$24.4M
|
-$1.29M
|
6
|
13.26%
|
Reduced
|
|
|
3413
|
Sunpointe
St. Louis,
Missouri
|
$24.4M
|
+$1.72M
|
8
|
8.08%
|
Increased
|
|
|
3414
|
Boyar Asset Management
New York
|
$24.4M
|
-$487K
|
4
|
15.45%
|
Reduced
|
|
|
3415
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$24.3M
|
+$1.28M
|
6
|
9.83%
|
Increased
|
|
|
3416
|
Grant Private Wealth Management
Pleasanton,
California
|
$24.3M
|
+$613K
|
8
|
14.7%
|
Increased
|
|
|
3417
|
Runnymede Capital Advisors
Dublin,
Ohio
|
$24.3M
|
+$976K
|
4
|
14.02%
|
Increased
|
|
|
3418
|
Trivant Custom Portfolio Group
San Diego,
California
|
$24.3M
|
-$100K
|
4
|
14.02%
|
Reduced
|
|
|
3419
|
JSF Financial
Los Angeles,
California
|
$24.3M
|
+$547K
|
6
|
5.05%
|
Increased
|
|
|
3420
|
Kensington Investment Counsel
Long Beach,
California
|
$24.3M
|
+$786K
|
5
|
9.89%
|
Increased
|
|
|
3421
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$24.3M
|
-$1.08M
|
8
|
9.75%
|
Reduced
|
|
|
3422
|
Hunter Perkins Capital Management
Lombard,
Illinois
|
$24.3M
|
-$2.88M
|
3
|
5.62%
|
Reduced
|
|
|
3423
|
Contrarian Capital Management
Greenwich,
Connecticut
|
$24.3M
|
+$3.59M
|
1
|
6.4%
|
Increased
|
|
|
3424
|
Ravenswood Partners
Mclean,
Virginia
|
$24.3M
|
+$183K
|
2
|
8.09%
|
Increased
|
|
|
3425
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$24.3M
|
+$1.44M
|
6
|
3.84%
|
Increased
|
|
