|
2101
|
|
$12.8M
|
-$459K
|
5
|
7.56%
|
Reduced
|
|
|
2102
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
$12.7M
|
-$1.23M
|
5
|
5.5%
|
Reduced
|
|
|
2103
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$12.7M
|
+$430K
|
18
|
2.27%
|
Increased
|
|
|
2104
|
Belpointe Asset Management
Reno,
Nevada
|
$12.7M
|
+$699K
|
9
|
3.55%
|
Increased
|
|
|
2105
|
Karst Peak Capital
Hong Kong
|
$12.7M
|
+$1.95M
|
1
|
18.63%
|
Increased
|
|
|
2106
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$12.7M
|
+$92.4K
|
6
|
7.1%
|
Increased
|
|
|
2107
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$12.6M
|
-$93.7K
|
2
|
5.37%
|
Reduced
|
|
|
2108
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$12.6M
|
+$3.9M
|
11
|
1.41%
|
Increased
|
|
|
2109
|
Alpha Capital Management
Austin,
Texas
|
$12.6M
|
-$860K
|
4
|
5.13%
|
Reduced
|
|
|
2110
|
Outfitter Advisors
Mclean,
Virginia
|
$12.6M
|
+$184K
|
6
|
5.71%
|
Increased
|
|
|
2111
|
Mengis Capital Management
Portland,
Oregon
|
$12.6M
|
+$10.6K
|
4
|
7.45%
|
Increased
|
|
|
2112
|
Perennial Advisors
New York
|
$12.6M
|
+$236K
|
6
|
7.75%
|
Increased
|
|
|
2113
|
Boston Research & Management
Manchester,
Massachusetts
|
$12.5M
|
-$71.3K
|
5
|
6.18%
|
Reduced
|
|
|
2114
|
Avantax Planning Partners
Dubuque,
Iowa
|
$12.5M
|
-$1.92M
|
6
|
1.12%
|
Reduced
|
|
|
2115
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$12.5M
|
-$137K
|
7
|
0.84%
|
Reduced
|
|
|
2116
|
Altium Wealth Management
Purchase,
New York
|
$12.5M
|
+$5.93M
|
7
|
3.33%
|
Increased
|
|
|
2117
|
Avitas Wealth Management
Los Angeles,
California
|
$12.5M
|
+$12M
|
5
|
3.89%
|
New
|
|
|
2118
|
Lucha Capital Management
San Francisco,
California
|
$12.4M
|
+$4.74M
|
2
|
6%
|
Increased
|
|
|
2119
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$12.4M
|
+$191K
|
10
|
4.41%
|
Increased
|
|
|
2120
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$12.4M
|
+$2.14M
|
4
|
8.82%
|
Increased
|
|
|
2121
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$12.4M
|
-$135K
|
7
|
3.39%
|
Reduced
|
|
|
2122
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$12.4M
|
-$85K
|
3
|
7.98%
|
Reduced
|
|
|
2123
|
Plimoth Trust
Plymouth,
Massachusetts
|
$12.4M
|
-$424K
|
6
|
4.24%
|
Reduced
|
|
|
2124
|
R.M. Sincerbeaux Capital Management
New York
|
$12.4M
|
+$318K
|
2
|
10.9%
|
Increased
|
|
|
2125
|
Bonness Enterprises
Washington,
District of Columbia
|
$12.3M
|
$0
|
4
|
8.72%
|
Maintained
|
|