|
8326
|
E&R Wealth Management
Mount Pleasant,
South Carolina
|
$95.8M
|
–
|
–
|
1.17%
|
–
|
12
|
–
|
|
|
8327
|
Index Technologies Group
New York
|
$95.8M
|
–
|
–
|
3.18%
|
–
|
142
|
–
|
|
|
8328
|
Partners Wealth Management
Carmel By The Sea,
California
|
$95.7M
|
-$5.56M
|
-5%
|
1.65%
|
–
|
126
|
17.46%
|
|
|
8329
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$95.6M
|
-$958K
|
-1%
|
8.19%
|
82.6%
|
40
|
10%
|
|
|
8330
|
Oceanic Investment Management
Douglas,
Isle Of Man
|
$95.5M
|
–
|
–
|
12%
|
–
|
40
|
–
|
|
|
8331
|
Sherry Group
Mountain Home,
Arkansas
|
$95.4M
|
–
|
–
|
0.7%
|
–
|
43
|
–
|
|
|
8332
|
Value Investment Professionals
New York
|
$95.4M
|
–
|
–
|
2.77%
|
–
|
77
|
–
|
|
|
8333
|
Wallace Advisory Group
Lafayette,
California
|
$95.3M
|
-$29.1M
|
-23%
|
5.47%
|
50.9%
|
177
|
32.77%
|
|
|
8334
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$95.3M
|
-$8.62M
|
-8%
|
1.03%
|
52.2%
|
62
|
0%
|
|
|
8335
|
Axim Planning & Wealth
Springboro,
Ohio
|
$95.1M
|
-$31.7M
|
-25%
|
16.2%
|
3.66%
|
96
|
36.46%
|
|
|
8336
|
Kazazian Asset Management
Fort Lauderdale,
Florida
|
$95M
|
+$12.1M
|
+15%
|
7.7%
|
–
|
56
|
26.79%
|
|
|
8337
|
Tortuga Wealth Management
Torrance,
California
|
$94.9M
|
–
|
–
|
4.55%
|
–
|
105
|
–
|
|
|
8338
|
Breachway Investments
Charlestown,
Rhode Island
|
$94.8M
|
–
|
–
|
2.02%
|
–
|
98
|
–
|
|
|
8339
|
Thayer Financial
Hickory,
North Carolina
|
$94.6M
|
–
|
–
|
1.88%
|
–
|
33
|
–
|
|
|
8340
|
Merrithew & Thorsten Inc
San Diego,
California
|
$94.5M
|
–
|
–
|
0.14%
|
–
|
113
|
–
|
|
|
8341
|
Vennlight Capital Management
Weston,
Connecticut
|
$94.5M
|
+$17.7M
|
+23%
|
3.89%
|
–
|
46
|
84.78%
|
|
|
8342
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$94.4M
|
+$399K
|
+0.4%
|
1.74%
|
–
|
128
|
12.5%
|
|
|
8343
|
Boyer Financial Services
Newport Beach,
California
|
$94.3M
|
–
|
–
|
1.78%
|
–
|
51
|
–
|
|
|
8344
|
Pacific Capital Partners
London,
|
$94.2M
|
+$4.34M
|
+5%
|
4.01%
|
49.8%
|
37
|
13.51%
|
|
|
8345
|
Standard Family Office
Sioux Falls,
South Dakota
|
$94.1M
|
+$1.85M
|
+2%
|
2.06%
|
67.6%
|
29
|
0%
|
|
|
8346
|
Fourier Capital Management
Hong Kong,
|
$94.1M
|
–
|
–
|
15.2%
|
–
|
20
|
–
|
|
|
8347
|
DiPaolo Financial Group
Lutz,
Florida
|
$93.9M
|
–
|
–
|
1.71%
|
–
|
31
|
–
|
|
|
8348
|
Oakmont Advisory Group
Albuquerque,
New Mexico
|
$93.7M
|
–
|
–
|
0.93%
|
–
|
116
|
–
|
|
|
8349
|
Winning Points Advisors
Boca Raton,
Florida
|
$93.5M
|
–
|
–
|
3.5%
|
–
|
43
|
–
|
|
|
8350
|
Divco West Real Estate Services
San Francisco,
California
|
$93.3M
|
-$14.3M
|
-13%
|
12.5%
|
22.3%
|
4
|
0%
|
|