|
4001
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$14.3M
|
$0
|
1
|
5.3%
|
Maintained
|
|
|
4002
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$14.3M
|
+$12.8K
|
5
|
8.44%
|
Increased
|
|
|
4003
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$14.3M
|
-$129K
|
4
|
12.04%
|
Reduced
|
|
|
4004
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$14.3M
|
+$1.23M
|
6
|
8.98%
|
Increased
|
|
|
4005
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$14.2M
|
-$208K
|
5
|
6.58%
|
Reduced
|
|
|
4006
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$14.2M
|
-$497K
|
6
|
4.52%
|
Reduced
|
|
|
4007
|
Forefront Wealth Partners
Austin,
Texas
|
$14.2M
|
+$3.77M
|
11
|
5.95%
|
Increased
|
|
|
4008
|
Investment Research Partners
Lemont,
Pennsylvania
|
$14.2M
|
-$459K
|
7
|
5.78%
|
Reduced
|
|
|
4009
|
Davis Capital Management
Jacksonville,
Florida
|
$14.2M
|
+$87.5K
|
16
|
9.63%
|
Increased
|
|
|
4010
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$14.2M
|
-$2.64M
|
5
|
7.48%
|
Reduced
|
|
|
4011
|
Flynn Zito Capital Management
Garden City,
New York
|
$14.2M
|
+$505K
|
6
|
4.54%
|
Increased
|
|
|
4012
|
|
$14.2M
|
+$424K
|
5
|
14.4%
|
Increased
|
|
|
4013
|
Greenland Capital Management
New York
|
$14.2M
|
-$12.6M
|
4
|
1.8%
|
Reduced
|
|
|
4014
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$14.2M
|
-$598K
|
4
|
5.69%
|
Reduced
|
|
|
4015
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$14.2M
|
+$1.45M
|
6
|
3.74%
|
Increased
|
|
|
4016
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
$14.2M
|
+$525K
|
5
|
10.31%
|
Increased
|
|
|
4017
|
Fjell Capital
Fargo,
North Dakota
|
$14.2M
|
+$384K
|
4
|
10.89%
|
Increased
|
|
|
4018
|
Aspire Growth Partners
Miromar Lakes,
Florida
|
$14.1M
|
+$629K
|
5
|
9.7%
|
Increased
|
|
|
4019
|
Applied Capital LLC
Hollywood,
Florida
|
$14.1M
|
-$270K
|
4
|
6.67%
|
Reduced
|
|
|
4020
|
Strong Retirement Solutions
Silverdale,
Washington
|
$14.1M
|
+$1.68M
|
4
|
9.9%
|
Increased
|
|
|
4021
|
St. Nicholas Private Asset Management
Jacksonville,
Florida
|
$14.1M
|
+$224K
|
3
|
13.21%
|
Increased
|
|
|
4022
|
|
$14.1M
|
-$118K
|
12
|
0.37%
|
Reduced
|
|
|
4023
|
Emprise Bank
Wichita,
Kansas
|
$14.1M
|
-$410K
|
5
|
5.66%
|
Reduced
|
|
|
4024
|
Orleans Capital Management
Mandeville,
Louisiana
|
$14.1M
|
+$45.5K
|
4
|
9.54%
|
Increased
|
|
|
4025
|
Prakash Investment Advisors
Andover,
Massachusetts
|
$14.1M
|
-$808K
|
7
|
10.98%
|
Reduced
|
|