|
2301
|
United Bank (Georgia)
Zebulon,
Georgia
|
$6.26M
|
-$320K
|
3
|
5.8%
|
Reduced
|
|
|
2302
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$6.26M
|
-$318K
|
9
|
3.22%
|
Reduced
|
|
|
2303
|
Searle & Co
Greenwich,
Connecticut
|
$6.24M
|
-$13.7K
|
2
|
4.28%
|
Reduced
|
|
|
2304
|
EFG Asset Management (Americas)
Miami,
Florida
|
$6.24M
|
+$266K
|
2
|
2.35%
|
Increased
|
|
|
2305
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$6.24M
|
-$85.8K
|
4
|
5.32%
|
Reduced
|
|
|
2306
|
Sterling Investment Management
Tucson,
Arizona
|
$6.23M
|
-$9.25K
|
3
|
8.23%
|
Reduced
|
|
|
2307
|
Forester Capital Management
Lake Forest,
Illinois
|
$6.23M
|
-$1.63M
|
2
|
8.8%
|
Reduced
|
|
|
2308
|
Rench Wealth Management
Denton,
Texas
|
$6.21M
|
-$31.8K
|
3
|
4.59%
|
Reduced
|
|
|
2309
|
Steel Canyon Capital
Phoenix,
Arizona
|
$6.18M
|
-$916K
|
1
|
6.94%
|
Reduced
|
|
|
2310
|
Alta Park Capital
San Francisco,
California
|
$6.17M
|
-$2.62M
|
1
|
5.19%
|
Reduced
|
|
|
2311
|
Kingfisher Capital
Charlotte,
North Carolina
|
$6.16M
|
+$102K
|
3
|
4.17%
|
Increased
|
|
|
2312
|
Beach Investment Management
West Conshohocken,
Pennsylvania
|
$6.16M
|
$0
|
3
|
9.28%
|
Maintained
|
|
|
2313
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$6.15M
|
+$313K
|
1
|
2.44%
|
Increased
|
|
|
2314
|
Cambridge Financial Group
Columbus,
Ohio
|
$6.14M
|
-$153K
|
1
|
3.28%
|
Reduced
|
|
|
2315
|
Seminole Management
New York
|
$6.12M
|
-$32.4M
|
1
|
1.5%
|
Reduced
|
|
|
2316
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$6.1M
|
-$488K
|
13
|
3.41%
|
Reduced
|
|
|
2317
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$6.08M
|
+$983K
|
4
|
2.39%
|
Increased
|
|
|
2318
|
Palo Capital
Newport Beach,
California
|
$6.07M
|
+$1.48M
|
3
|
3.43%
|
Increased
|
|
|
2319
|
Alexandria Capital
Arlington,
Virginia
|
$6.06M
|
-$45.1K
|
12
|
1.53%
|
Reduced
|
|
|
2320
|
P.R. Herzig & Co
Roslyn Heights,
New York
|
$6.02M
|
-$199K
|
5
|
11.67%
|
Reduced
|
|
|
2321
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$6.02M
|
+$305K
|
12
|
2.1%
|
Increased
|
|
|
2322
|
Fort Point Capital Partners
San Francisco,
California
|
$6M
|
-$2.86M
|
5
|
3.34%
|
Reduced
|
|
|
2323
|
Hampstead Capital
London,
United Kingdom
|
$6M
|
-$1.2M
|
3
|
5.9%
|
Reduced
|
|
|
2324
|
Strategic Global Advisors
Newport Beach,
California
|
$6M
|
-$850K
|
4
|
2.21%
|
Reduced
|
|
|
2325
|
Marshall & Sullivan
Seattle,
Washington
|
$5.99M
|
-$195K
|
4
|
5.16%
|
Reduced
|
|