|
3376
|
Summit Financial Group
Moorefield,
West Virginia
|
$2.61M
|
-$711K
|
3
|
1.33%
|
Reduced
|
|
|
3377
|
Gould Asset Management
Claremont,
California
|
$2.61M
|
+$26K
|
3
|
0.92%
|
Increased
|
|
|
3378
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$2.6M
|
-$3.84M
|
1
|
0.16%
|
Reduced
|
|
|
3379
|
|
$2.6M
|
$0
|
1
|
8.9%
|
Maintained
|
|
|
3380
|
Access Financial Services
Minneapolis,
Minnesota
|
$2.6M
|
-$407K
|
3
|
1.85%
|
Reduced
|
|
|
3381
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$2.6M
|
+$1.12M
|
9
|
2.57%
|
Increased
|
|
|
3382
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$2.6M
|
-$78K
|
2
|
2.22%
|
Reduced
|
|
|
3383
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$2.6M
|
-$2.87M
|
26
|
0.65%
|
Reduced
|
|
|
3384
|
PHH Investments
Addison,
Texas
|
$2.6M
|
-$533K
|
1
|
0.72%
|
Reduced
|
|
|
3385
|
Corrigan Financial
Middletown,
Rhode Island
|
$2.6M
|
-$27.6K
|
4
|
1.93%
|
Reduced
|
|
|
3386
|
DSC Advisors
Chicago,
Illinois
|
$2.6M
|
+$393K
|
5
|
0.51%
|
Increased
|
|
|
3387
|
1 North Wealth Services
Annapolis,
Maryland
|
$2.6M
|
+$2.44M
|
10
|
1.74%
|
New
|
|
|
3388
|
Montecito Bank & Trust
Santa Barbara,
California
|
$2.6M
|
+$26.5K
|
3
|
0.77%
|
Increased
|
|
|
3389
|
Alambic Investment Management
Belvedere,
California
|
$2.58M
|
-$473K
|
8
|
1.94%
|
Reduced
|
|
|
3390
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$2.58M
|
+$184K
|
3
|
1.36%
|
Increased
|
|
|
3391
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$2.56M
|
-$512K
|
2
|
1.14%
|
Reduced
|
|
|
3392
|
Artemis Wealth Advisors
New York
|
$2.54M
|
$0
|
2
|
1.11%
|
Maintained
|
|
|
3393
|
PCJ Investment Counsel
Toronto,
Ontario, Canada
|
$2.54M
|
-$10.6M
|
1
|
1.32%
|
Reduced
|
|
|
3394
|
Insight 2811 Inc
Chicago,
Illinois
|
$2.54M
|
-$123K
|
3
|
1.8%
|
Reduced
|
|
|
3395
|
Planning Directions
Glen Mills,
Pennsylvania
|
$2.5M
|
-$1.52M
|
1
|
2.4%
|
Reduced
|
|
|
3396
|
WealthShield Partners
Cary,
North Carolina
|
$2.49M
|
+$111K
|
4
|
1.32%
|
Increased
|
|
|
3397
|
IFG Advisors
St. Louis,
Missouri
|
$2.48M
|
+$2.37M
|
2
|
2.31%
|
New
|
|
|
3398
|
Apis Capital Advisors
New York
|
$2.48M
|
+$1.07M
|
1
|
3.88%
|
Increased
|
|
|
3399
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$2.47M
|
-$157K
|
3
|
1.39%
|
Reduced
|
|
|
3400
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$2.47M
|
-$208K
|
2
|
0.88%
|
Reduced
|
|