|
4026
|
ViaWealth
Leawood,
Kansas
|
$16.4M
|
-$885K
|
7
|
8.27%
|
Reduced
|
|
|
4027
|
Second Line Capital
Metairie,
Louisiana
|
$16.4M
|
-$7.79M
|
6
|
3.06%
|
Reduced
|
|
|
4028
|
|
$16.4M
|
$0
|
3
|
14.24%
|
Maintained
|
|
|
4029
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$16.4M
|
-$315K
|
5
|
7.16%
|
Reduced
|
|
|
4030
|
Collaborative Fund Advisors
Reno,
Nevada
|
$16.4M
|
+$6.63M
|
7
|
9.54%
|
Increased
|
|
|
4031
|
Urban Wealth Management
El Segundo,
California
|
$16.4M
|
+$882K
|
5
|
14.26%
|
Increased
|
|
|
4032
|
Brucke Financial
Indianapolis,
Indiana
|
$16.4M
|
+$566K
|
5
|
7.27%
|
Increased
|
|
|
4033
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$16.4M
|
+$1.04M
|
7
|
10.43%
|
Increased
|
|
|
4034
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$16.3M
|
+$1.06M
|
7
|
11.07%
|
Increased
|
|
|
4035
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$16.3M
|
-$112K
|
3
|
4.84%
|
Reduced
|
|
|
4036
|
Cornerstone Select Advisors
St. Louis,
Missouri
|
$16.3M
|
+$2.45M
|
9
|
6.86%
|
Increased
|
|
|
4037
|
Matisse Capital
Portland,
Oregon
|
$16.3M
|
-$1.11M
|
7
|
6.52%
|
Reduced
|
|
|
4038
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$16.3M
|
-$9.7M
|
4
|
6.73%
|
Reduced
|
|
|
4039
|
St. Nicholas Private Asset Management
Jacksonville,
Florida
|
$16.3M
|
+$55.2K
|
3
|
14.17%
|
Increased
|
|
|
4040
|
Applied Capital LLC
Hollywood,
Florida
|
$16.3M
|
+$120K
|
4
|
6.6%
|
Increased
|
|
|
4041
|
Montis Financial
Waltham,
Massachusetts
|
$16.2M
|
+$526K
|
6
|
3.32%
|
Increased
|
|
|
4042
|
Melqart Asset Management
London,
United Kingdom
|
$16.2M
|
+$6.9M
|
1
|
1.55%
|
Increased
|
|
|
4043
|
Fjell Capital
Fargo,
North Dakota
|
$16.2M
|
+$67.4K
|
4
|
11.07%
|
Increased
|
|
|
4044
|
WIM Investment Management
Hong Kong
|
$16.2M
|
-$41.9M
|
1
|
5.31%
|
Reduced
|
|
|
4045
|
Bastion Asset Management
Montreal,
Canada
|
$16.2M
|
+$6.69M
|
1
|
5.5%
|
Increased
|
|
|
4046
|
Rahlfs Capital
Lake Kiowa,
Texas
|
$16.2M
|
+$835K
|
5
|
11.9%
|
Increased
|
|
|
4047
|
Colorado Capital Management
Boulder,
Colorado
|
$16.2M
|
-$1.23M
|
4
|
5.52%
|
Reduced
|
|
|
4048
|
Aspetuck Financial Management
Westport,
Connecticut
|
$16.2M
|
+$343K
|
4
|
9.53%
|
Increased
|
|
|
4049
|
Harfst & Associates
Sheridan,
Wyoming
|
$16.2M
|
-$450K
|
5
|
2.52%
|
Reduced
|
|
|
4050
|
Westview Investment Advisors
Burlington,
Vermont
|
$16.2M
|
-$245K
|
4
|
7.92%
|
Reduced
|
|