|
2326
|
Fort Point Capital Partners
San Francisco,
California
|
$20.4M
|
-$335K
|
6
|
3.41%
|
Reduced
|
|
|
2327
|
Evolution Wealth Advisors
Aventura,
Florida
|
$20.4M
|
-$1.31M
|
6
|
5.59%
|
Reduced
|
|
|
2328
|
Financial Insights
Tacoma,
Washington
|
$20.4M
|
+$8.78M
|
4
|
13.7%
|
Increased
|
|
|
2329
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$20.3M
|
+$67.9K
|
3
|
10.71%
|
Increased
|
|
|
2330
|
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
|
$20.3M
|
-$77.3K
|
1
|
1.24%
|
Reduced
|
|
|
2331
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$20.3M
|
-$1.01M
|
5
|
15.89%
|
Reduced
|
|
|
2332
|
Platform Technology Partners
New York
|
$20.3M
|
+$232K
|
8
|
11.57%
|
Increased
|
|
|
2333
|
Allied Investment Advisors
Billings,
Montana
|
$20.3M
|
+$515K
|
3
|
7.57%
|
Increased
|
|
|
2334
|
|
$20.3M
|
+$119K
|
9
|
2.78%
|
Increased
|
|
|
2335
|
Little House Capital
Braintree,
Massachusetts
|
$20.3M
|
+$2.44M
|
6
|
10.79%
|
Increased
|
|
|
2336
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$20.2M
|
-$1.62M
|
4
|
6.43%
|
Reduced
|
|
|
2337
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$20.2M
|
+$37.2K
|
6
|
5.44%
|
Increased
|
|
|
2338
|
Oak Harvest Investment Services
Houston,
Texas
|
$20.2M
|
+$906K
|
4
|
5.39%
|
Increased
|
|
|
2339
|
Wealth Effects
Boston,
Massachusetts
|
$20.2M
|
-$149K
|
10
|
12.35%
|
Reduced
|
|
|
2340
|
Ashford Capital Management
Wilmington,
Delaware
|
$20.2M
|
+$8.28M
|
6
|
3.08%
|
Increased
|
|
|
2341
|
Viewpoint Capital Management
Seattle,
Washington
|
$20.2M
|
-$108K
|
5
|
19.93%
|
Reduced
|
|
|
2342
|
Executive Wealth Management
Brighton,
Michigan
|
$20.1M
|
-$18.9M
|
4
|
2.81%
|
Reduced
|
|
|
2343
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$20.1M
|
-$2.55M
|
6
|
2.12%
|
Reduced
|
|
|
2344
|
American Money Management
Rancho Santa Fe,
California
|
$20.1M
|
+$87.5K
|
4
|
6.14%
|
Increased
|
|
|
2345
|
Keeler Thomas Management
Orem,
Utah
|
$20.1M
|
+$1.62M
|
4
|
10.2%
|
Increased
|
|
|
2346
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$20.1M
|
-$33.3M
|
14
|
5.17%
|
Reduced
|
|
|
2347
|
Bangor Savings Bank
Bangor,
Maine
|
$20M
|
+$1.09M
|
12
|
2.31%
|
Increased
|
|
|
2348
|
Franchise Capital
Grand Cayman,
Cayman Islands
|
$20M
|
-$2.18M
|
3
|
8.71%
|
Reduced
|
|
|
2349
|
Minot Capital
Broomfield,
Colorado
|
$20M
|
$0
|
1
|
5.43%
|
Maintained
|
|
|
2350
|
Sirios Capital Management
Boston,
Massachusetts
|
$20M
|
-$7.97M
|
2
|
3.7%
|
Reduced
|
|