|
3601
|
Coastwise Capital Group
La Jolla,
California
|
$11.6M
|
-$611K
|
4
|
11.88%
|
Reduced
|
|
|
3602
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$11.6M
|
+$17.9K
|
5
|
4.86%
|
Increased
|
|
|
3603
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$11.6M
|
+$11M
|
11
|
3.27%
|
New
|
|
|
3604
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$11.6M
|
+$234K
|
5
|
7.04%
|
Increased
|
|
|
3605
|
Muhlenkamp & Co
Wexford,
Pennsylvania
|
$11.6M
|
-$107K
|
1
|
3.8%
|
Reduced
|
|
|
3606
|
Lodestone Wealth Management
Spokane,
Washington
|
$11.6M
|
+$583K
|
5
|
6.73%
|
Increased
|
|
|
3607
|
MIC Capital Management (UK)
London,
United Kingdom
|
$11.6M
|
$0
|
1
|
2.26%
|
Maintained
|
|
|
3608
|
Eukles Asset Management
Cincinnati,
Ohio
|
$11.6M
|
-$22.6K
|
10
|
5.49%
|
Reduced
|
|
|
3609
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$11.6M
|
+$113K
|
5
|
9.28%
|
Increased
|
|
|
3610
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$11.6M
|
-$588K
|
3
|
3.55%
|
Reduced
|
|
|
3611
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$11.6M
|
+$1.37M
|
5
|
5.75%
|
Increased
|
|
|
3612
|
Summit Financial Strategies
Columbus,
Ohio
|
$11.6M
|
-$147K
|
4
|
1.77%
|
Reduced
|
|
|
3613
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$11.6M
|
-$209K
|
5
|
8.16%
|
Reduced
|
|
|
3614
|
TFC Financial Management
Boston,
Massachusetts
|
$11.6M
|
+$525K
|
15
|
2.34%
|
Increased
|
|
|
3615
|
Orleans Capital Management
Mandeville,
Louisiana
|
$11.6M
|
+$236K
|
2
|
7.77%
|
Increased
|
|
|
3616
|
Aigen Investment Management
New York
|
$11.6M
|
+$1.22M
|
12
|
2.06%
|
Increased
|
|
|
3617
|
Portland Hill Asset Management
London,
United Kingdom
|
$11.6M
|
-$850K
|
4
|
30.18%
|
Reduced
|
|
|
3618
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$11.6M
|
-$413K
|
6
|
3.66%
|
Reduced
|
|
|
3619
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$11.6M
|
-$83.1K
|
3
|
5.91%
|
Reduced
|
|
|
3620
|
My Personal CFO LLC
Vancouver,
Washington
|
$11.5M
|
-$349K
|
3
|
7.52%
|
Reduced
|
|
|
3621
|
One Wealth Advisors
San Francisco,
California
|
$11.5M
|
-$620K
|
5
|
2.22%
|
Reduced
|
|
|
3622
|
Prudent Man Advisors
Naperville,
Illinois
|
$11.5M
|
-$547K
|
4
|
4.3%
|
Reduced
|
|
|
3623
|
Union Savings Bank
Litchfield,
Connecticut
|
$11.5M
|
-$504K
|
8
|
6.53%
|
Reduced
|
|
|
3624
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$11.5M
|
+$20.6K
|
3
|
9.15%
|
Increased
|
|
|
3625
|
Summit Asset Management
Memphis,
Tennessee
|
$11.5M
|
+$80.9K
|
6
|
2.75%
|
Increased
|
|
