|
3951
|
Lion Street Advisors
Austin,
Texas
|
$13M
|
+$156K
|
6
|
4.16%
|
Increased
|
|
|
3952
|
First National Corp
Rockland,
Massachusetts
|
$13M
|
+$419K
|
6
|
2.95%
|
Increased
|
|
|
3953
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$13M
|
+$82.5K
|
5
|
3%
|
Increased
|
|
|
3954
|
Addison Advisors
Middlebury,
Vermont
|
$13M
|
-$43.2K
|
14
|
3.62%
|
Reduced
|
|
|
3955
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$13M
|
+$12.6M
|
3
|
12.77%
|
New
|
|
|
3956
|
Legacy Capital Group California
Los Gatos,
California
|
$13M
|
-$2.34M
|
9
|
3.97%
|
Reduced
|
|
|
3957
|
Flavin Financial Services
Melbourne,
Florida
|
$13M
|
+$12.9M
|
5
|
12.38%
|
New
|
|
|
3958
|
MTM Investment Management
Spartanburg,
South Carolina
|
$13M
|
-$155K
|
7
|
5%
|
Reduced
|
|
|
3959
|
CM Wealth Advisors
Beachwood,
Ohio
|
$13M
|
+$202K
|
6
|
4.25%
|
Increased
|
|
|
3960
|
Second Line Capital
Metairie,
Louisiana
|
$13M
|
+$197K
|
5
|
3.5%
|
Increased
|
|
|
3961
|
MRP Capital Investments
Alpharetta,
Georgia
|
$13M
|
-$115K
|
5
|
11.82%
|
Reduced
|
|
|
3962
|
St. Nicholas Private Asset Management
Jacksonville,
Florida
|
$13M
|
+$12.3M
|
3
|
11.6%
|
New
|
|
|
3963
|
Opes Wealth Management
Menlo Park,
California
|
$13M
|
+$2.68M
|
7
|
2.66%
|
Increased
|
|
|
3964
|
Creekmur Asset Management
Morton,
Illinois
|
$13M
|
+$1.29M
|
12
|
2.97%
|
Increased
|
|
|
3965
|
Somerset Group
Wayzata,
Minnesota
|
$13M
|
-$322K
|
3
|
11.84%
|
Reduced
|
|
|
3966
|
David J. Yvars Group
University Park,
Florida
|
$12.9M
|
-$666K
|
4
|
7.89%
|
Reduced
|
|
|
3967
|
Capital Performance Advisors
Walnut Creek,
California
|
$12.9M
|
+$263K
|
7
|
4.13%
|
Increased
|
|
|
3968
|
CLG LLC
Long Beach,
California
|
$12.9M
|
+$12.5M
|
6
|
4.61%
|
New
|
|
|
3969
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$12.9M
|
+$390K
|
6
|
4.72%
|
Increased
|
|
|
3970
|
Encompass Wealth Advisors
Portland,
Oregon
|
$12.9M
|
-$5.45M
|
5
|
5.21%
|
Reduced
|
|
|
3971
|
Antonelli Financial Advisors
Grosse Pointe,
Michigan
|
$12.9M
|
+$12.2M
|
4
|
10.89%
|
New
|
|
|
3972
|
Turn8 Private Wealth
Pointe Claire,
|
$12.9M
|
+$12.3M
|
3
|
9.18%
|
New
|
|
|
3973
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$12.9M
|
-$195M
|
10
|
8.44%
|
Reduced
|
|
|
3974
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$12.9M
|
-$468K
|
8
|
4.19%
|
Reduced
|
|
|
3975
|
Capital Advantage
Walnut Creek,
California
|
$12.9M
|
+$3.44M
|
7
|
2.35%
|
Increased
|
|