|
3501
|
Beaumont Asset Management
Beaumont,
Texas
|
$18.1M
|
-$325K
|
3
|
9.73%
|
Reduced
|
|
|
3502
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$18.1M
|
+$98.8K
|
6
|
2.52%
|
Increased
|
|
|
3503
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$18.1M
|
+$1.02M
|
6
|
11.11%
|
Increased
|
|
|
3504
|
Robertson Opportunity Capital
Dallas,
Texas
|
$18.1M
|
$0
|
1
|
6.71%
|
Maintained
|
|
|
3505
|
NIA Impact Advisors
Berkeley,
California
|
$18.1M
|
-$2.29M
|
5
|
6.25%
|
Reduced
|
|
|
3506
|
Asset Planning Inc
Cypress,
California
|
$18.1M
|
-$80.8K
|
6
|
13.63%
|
Reduced
|
|
|
3507
|
High Net Worth Advisory Group
Naples,
Florida
|
$18.1M
|
+$177K
|
8
|
4.78%
|
Increased
|
|
|
3508
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$18M
|
-$5.12M
|
8
|
9.77%
|
Reduced
|
|
|
3509
|
Strategic Planning Inc
Columbus,
Ohio
|
$18M
|
-$291K
|
3
|
10.8%
|
Reduced
|
|
|
3510
|
Pecaut & Co
Sioux City,
Iowa
|
$18M
|
-$257K
|
3
|
5.98%
|
Reduced
|
|
|
3511
|
Robbins Farley
Bedford,
New Hampshire
|
$18M
|
+$521K
|
6
|
8.39%
|
Increased
|
|
|
3512
|
Chesapeake Asset Management
New York
|
$18M
|
+$612K
|
9
|
16.21%
|
Increased
|
|
|
3513
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$18M
|
+$69.9K
|
6
|
12.51%
|
Increased
|
|
|
3514
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$18M
|
+$79.7K
|
5
|
9.23%
|
Increased
|
|
|
3515
|
Holt Capital Partners
Fort Worth,
Texas
|
$18M
|
+$24.3K
|
4
|
3.1%
|
Increased
|
|
|
3516
|
SSA Swiss Advisors
Zurich,
|
$18M
|
+$2.03M
|
7
|
8.66%
|
Increased
|
|
|
3517
|
|
$17.9M
|
-$29.9M
|
3
|
1.7%
|
Reduced
|
|
|
3518
|
|
$17.9M
|
+$539K
|
7
|
5.37%
|
Increased
|
|
|
3519
|
Central Valley Advisors
Sacramento,
California
|
$17.9M
|
-$271K
|
6
|
6.1%
|
Reduced
|
|
|
3520
|
Meridian Financial Partners
Warrenton,
Virginia
|
$17.9M
|
-$8.23K
|
6
|
8.41%
|
Reduced
|
|
|
3521
|
|
$17.9M
|
+$5.55M
|
8
|
2.05%
|
Increased
|
|
|
3522
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$17.9M
|
-$218K
|
5
|
10.96%
|
Reduced
|
|
|
3523
|
Bay Rivers Group
Williamsburg,
Virginia
|
$17.9M
|
+$240K
|
5
|
8.18%
|
Increased
|
|
|
3524
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$17.9M
|
-$36.7M
|
5
|
1.79%
|
Reduced
|
|
|
3525
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$17.9M
|
-$469K
|
6
|
6.66%
|
Reduced
|
|