|
3501
|
Windle Wealth
Oklahoma City,
Oklahoma
|
$15.3M
|
+$597K
|
3
|
8.32%
|
Increased
|
|
|
3502
|
DOHJ LLC
Seattle,
Washington
|
$15.3M
|
+$560K
|
3
|
3.57%
|
Increased
|
|
|
3503
|
Perseverance Asset Management International
George Town,
Cayman Islands
|
$15.3M
|
-$18.6M
|
2
|
1.76%
|
Reduced
|
|
|
3504
|
First United Bank & Trust
Oakland,
Maryland
|
$15.3M
|
-$1.1M
|
8
|
5.49%
|
Reduced
|
|
|
3505
|
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
|
$15.3M
|
-$88.4K
|
2
|
18.12%
|
Reduced
|
|
|
3506
|
William Allan Corp
Fort Collins,
Colorado
|
$15.3M
|
-$35.5K
|
3
|
9.48%
|
Reduced
|
|
|
3507
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$15.2M
|
+$1.91M
|
6
|
3.42%
|
Increased
|
|
|
3508
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$15.2M
|
-$3.57M
|
6
|
3.4%
|
Reduced
|
|
|
3509
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$15.2M
|
-$88.2K
|
8
|
10.21%
|
Reduced
|
|
|
3510
|
Madison Wealth Partners
Madison,
Wisconsin
|
$15.2M
|
+$2.1M
|
5
|
4.49%
|
Increased
|
|
|
3511
|
Diversified
Wilmington,
Delaware
|
$15.2M
|
+$386K
|
6
|
1.66%
|
Increased
|
|
|
3512
|
Diversified Enterprises
Wilmington,
Delaware
|
$15.2M
|
+$14.9M
|
6
|
1.66%
|
New
|
|
|
3513
|
Robbins Farley
Bedford,
New Hampshire
|
$15.2M
|
+$2.13M
|
6
|
7.63%
|
Increased
|
|
|
3514
|
Curated Wealth Partners
El Segundo,
California
|
$15.1M
|
+$521K
|
4
|
1.94%
|
Increased
|
|
|
3515
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$15.1M
|
+$2.47M
|
5
|
7.64%
|
Increased
|
|
|
3516
|
Paradigm Asset Management
New York
|
$15.1M
|
$0
|
6
|
3.96%
|
Maintained
|
|
|
3517
|
Facet Wealth Inc
Baltimore,
Maryland
|
$15.1M
|
+$403K
|
6
|
0.43%
|
Increased
|
|
|
3518
|
OneAscent Financial Services
Birmingham,
Alabama
|
$15.1M
|
+$6.47M
|
6
|
10.86%
|
Increased
|
|
|
3519
|
Osprey Private Wealth
New York
|
$15.1M
|
+$15.1M
|
3
|
10.56%
|
New
|
|
|
3520
|
First Sabrepoint Capital Management
Dallas,
Texas
|
$15.1M
|
$0
|
1
|
4.37%
|
Maintained
|
|
|
3521
|
Bretton Capital Management
San Francisco,
California
|
$15M
|
+$15.1M
|
2
|
14.34%
|
New
|
|
|
3522
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$15M
|
+$5.65M
|
6
|
8.23%
|
Increased
|
|
|
3523
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$15M
|
-$507K
|
8
|
5.78%
|
Reduced
|
|
|
3524
|
Corbyn Investment Management
Lutherville,
Maryland
|
$15M
|
-$168K
|
5
|
5.73%
|
Reduced
|
|
|
3525
|
Cetera Trust Company
St. Paul,
Minnesota
|
$15M
|
-$520K
|
7
|
9.18%
|
Reduced
|
|
