|
2351
|
Alpha Family Trust
Los Angeles,
California
|
$3.82M
|
$0
|
6
|
1.54%
|
Maintained
|
|
|
2352
|
SJBenen ADVISORY
Chapel Hill,
North Carolina
|
$3.82M
|
$0
|
1
|
2.17%
|
Maintained
|
|
|
2353
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$3.82M
|
-$606K
|
1
|
1.41%
|
Reduced
|
|
|
2354
|
Purkiss Capital Advisors
Ridgefield,
Connecticut
|
$3.82M
|
+$291K
|
4
|
1.45%
|
Increased
|
|
|
2355
|
Chicago Trust
Grayslake,
Illinois
|
$3.81M
|
-$181K
|
4
|
0.55%
|
Reduced
|
|
|
2356
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$3.79M
|
-$258K
|
5
|
0.24%
|
Reduced
|
|
|
2357
|
Emprise Bank
Wichita,
Kansas
|
$3.79M
|
-$317K
|
3
|
1.4%
|
Reduced
|
|
|
2358
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$3.78M
|
+$293K
|
10
|
0.38%
|
Increased
|
|
|
2359
|
Morse Asset Management
Darien,
Connecticut
|
$3.78M
|
-$230K
|
5
|
0.63%
|
Reduced
|
|
|
2360
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$3.77M
|
-$8.55K
|
3
|
2.5%
|
Reduced
|
|
|
2361
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$3.77M
|
+$1.21M
|
3
|
1.05%
|
Increased
|
|
|
2362
|
Skyline Advisors
Bellingham,
Washington
|
$3.77M
|
+$1.96M
|
1
|
1.18%
|
Increased
|
|
|
2363
|
Solstein Capital
Menlo Park,
California
|
$3.75M
|
+$1.13M
|
8
|
1.29%
|
Increased
|
|
|
2364
|
Physicians Financial Services
Raleigh,
North Carolina
|
$3.75M
|
-$18.9K
|
3
|
0.94%
|
Reduced
|
|
|
2365
|
Wealth Group
Raleigh,
North Carolina
|
$3.75M
|
+$3.28M
|
3
|
0.94%
|
Increased
|
|
|
2366
|
CacheTech Inc
Logan,
Utah
|
$3.75M
|
+$1.06M
|
2
|
0.61%
|
Increased
|
|
|
2367
|
Ballast Inc
Lexington,
Kentucky
|
$3.74M
|
+$553K
|
4
|
0.71%
|
Increased
|
|
|
2368
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$3.74M
|
+$4.12M
|
2
|
2.34%
|
New
|
|
|
2369
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$3.74M
|
+$275K
|
4
|
0.18%
|
Increased
|
|
|
2370
|
Financial Life Planners
Tempe,
Arizona
|
$3.73M
|
-$432K
|
7
|
2.4%
|
Reduced
|
|
|
2371
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$3.73M
|
-$338K
|
4
|
1.72%
|
Reduced
|
|
|
2372
|
Gilbert & Cook
West Des Moines,
Iowa
|
$3.73M
|
-$209
|
3
|
0.43%
|
Reduced
|
|
|
2373
|
International Private Wealth Advisors
San Diego,
California
|
$3.73M
|
+$2.32M
|
2
|
1.92%
|
Increased
|
|
|
2374
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$3.73M
|
-$84.6K
|
5
|
0.21%
|
Reduced
|
|
|
2375
|
Field & Main Bank
Henderson,
Kentucky
|
$3.72M
|
-$384K
|
3
|
0.77%
|
Reduced
|
|