|
2951
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$13.8M
|
+$56.1K
|
14
|
1.62%
|
Increased
|
|
|
2952
|
Ironwood Financial
Tucson,
Arizona
|
$13.7M
|
+$32.9K
|
6
|
3.83%
|
Increased
|
|
|
2953
|
Herbst Group
Westport,
Connecticut
|
$13.7M
|
+$1.06M
|
3
|
9.7%
|
Increased
|
|
|
2954
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$13.7M
|
+$459K
|
5
|
8.98%
|
Increased
|
|
|
2955
|
Beacon Financial Group
Dallas,
Texas
|
$13.7M
|
-$1.55M
|
7
|
1.92%
|
Reduced
|
|
|
2956
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$13.7M
|
+$58K
|
7
|
3.21%
|
Increased
|
|
|
2957
|
Curtis Advisory Group
Santa Barbara,
California
|
$13.7M
|
-$311K
|
3
|
5.01%
|
Reduced
|
|
|
2958
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$13.7M
|
-$303K
|
13
|
1.87%
|
Reduced
|
|
|
2959
|
Privium Fund Management (UK)
London,
United Kingdom
|
$13.7M
|
+$3.44M
|
4
|
10.79%
|
Increased
|
|
|
2960
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$13.7M
|
+$884K
|
9
|
8.77%
|
Increased
|
|
|
2961
|
Spirit of America Management Corp
Syosset,
New York
|
$13.7M
|
-$1.82M
|
6
|
3.06%
|
Reduced
|
|
|
2962
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$13.6M
|
-$108K
|
4
|
9.15%
|
Reduced
|
|
|
2963
|
KCS Wealth Advisory
Los Angeles,
California
|
$13.6M
|
+$483K
|
5
|
5.15%
|
Increased
|
|
|
2964
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$13.6M
|
-$33.9M
|
4
|
2.86%
|
Reduced
|
|
|
2965
|
Birch Capital Management
Dallas,
Texas
|
$13.6M
|
-$130K
|
5
|
8.75%
|
Reduced
|
|
|
2966
|
Josh Arnold Investment Consultant
Edina,
Minnesota
|
$13.6M
|
-$970K
|
2
|
16.09%
|
Reduced
|
|
|
2967
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$13.6M
|
-$441K
|
7
|
9.96%
|
Reduced
|
|
|
2968
|
Hudson Canyon Capital Management
New York
|
$13.5M
|
+$189K
|
3
|
11.35%
|
Increased
|
|
|
2969
|
Callan Family Office
Radnor,
Pennsylvania
|
$13.5M
|
+$8.89M
|
6
|
3.27%
|
Increased
|
|
|
2970
|
Montgomery Investment Management
Rockville,
Maryland
|
$13.4M
|
+$81.7K
|
4
|
4.75%
|
Increased
|
|
|
2971
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$13.4M
|
+$344K
|
12
|
1.75%
|
Increased
|
|
|
2972
|
Bloom Tree Partners
New York
|
$13.4M
|
-$4.75M
|
1
|
6.53%
|
Reduced
|
|
|
2973
|
Colony Family Offices
Charlotte,
North Carolina
|
$13.4M
|
-$209K
|
4
|
5.14%
|
Reduced
|
|
|
2974
|
Front Row Advisors
Tiburon,
California
|
$13.4M
|
+$20.3K
|
14
|
6.43%
|
Increased
|
|
|
2975
|
Manhattan West Asset Management
Los Angeles,
California
|
$13.4M
|
+$4.52M
|
3
|
5.83%
|
Increased
|
|
