|
2176
|
Concentric Wealth Management
Lafayette,
California
|
$10.6M
|
+$19.1K
|
5
|
7.84%
|
Increased
|
|
|
2177
|
Wharton Business Group
Malvern,
Pennsylvania
|
$10.6M
|
-$1.59M
|
6
|
1.09%
|
Reduced
|
|
|
2178
|
Armstrong Shaw Associates
New Canaan,
Connecticut
|
$10.6M
|
-$168K
|
4
|
9.52%
|
Reduced
|
|
|
2179
|
Evermay Wealth Management
Arlington,
Virginia
|
$10.5M
|
+$1.91M
|
5
|
3.63%
|
Increased
|
|
|
2180
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$10.5M
|
-$4.26M
|
3
|
7.07%
|
Reduced
|
|
|
2181
|
Mission Wealth Management
Santa Barbara,
California
|
$10.5M
|
+$455K
|
8
|
1.7%
|
Increased
|
|
|
2182
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$10.5M
|
-$271K
|
2
|
4.49%
|
Reduced
|
|
|
2183
|
MGO One Seven
Beachwood,
Ohio
|
$10.5M
|
-$570K
|
16
|
4.85%
|
Reduced
|
|
|
2184
|
Naples Global Advisors
Naples,
Florida
|
$10.5M
|
+$305K
|
5
|
3.11%
|
Increased
|
|
|
2185
|
Buffington Mohr McNeal
Boise,
Idaho
|
$10.4M
|
+$592K
|
5
|
4%
|
Increased
|
|
|
2186
|
Asset Dedication LLC
San Francisco,
California
|
$10.4M
|
+$443K
|
10
|
5.18%
|
Increased
|
|
|
2187
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$10.4M
|
+$6.13K
|
3
|
5.89%
|
Increased
|
|
|
2188
|
Abacus Planning Group
Columbia,
South Carolina
|
$10.4M
|
+$512K
|
4
|
8.5%
|
Increased
|
|
|
2189
|
Brookstone Capital Management
Wheaton,
Illinois
|
$10.4M
|
+$701K
|
7
|
0.94%
|
Increased
|
|
|
2190
|
|
$10.4M
|
-$8.03M
|
6
|
1.26%
|
Reduced
|
|
|
2191
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$10.4M
|
-$160K
|
1
|
0.62%
|
Reduced
|
|
|
2192
|
Financial Sense Advisors
San Diego,
California
|
$10.4M
|
-$2.85M
|
3
|
5.04%
|
Reduced
|
|
|
2193
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$10.4M
|
+$22K
|
3
|
5.95%
|
Increased
|
|
|
2194
|
Benin Management Corp
Wilton,
Connecticut
|
$10.4M
|
+$14.7K
|
6
|
4.67%
|
Increased
|
|
|
2195
|
SCP Investment
Orinda,
California
|
$10.4M
|
+$10.1M
|
1
|
6.85%
|
Increased
|
|
|
2196
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$10.4M
|
+$840K
|
7
|
3.73%
|
Increased
|
|
|
2197
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$10.3M
|
+$1.42K
|
3
|
3.47%
|
Increased
|
|
|
2198
|
Pacific Heights Asset Management
San Francisco,
California
|
$10.3M
|
$0
|
1
|
1.1%
|
Maintained
|
|
|
2199
|
Isthmus Partners
Madison,
Wisconsin
|
$10.3M
|
-$638K
|
6
|
2.78%
|
Reduced
|
|
|
2200
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$10.3M
|
-$26K
|
4
|
4.68%
|
Reduced
|
|