|
3001
|
DoubleLine ETF Adviser
Tampa,
Florida
|
$27.1M
|
-$5.75M
|
3
|
10.3%
|
Reduced
|
|
|
3002
|
Stonebrook Private
Northville,
Michigan
|
$27.1M
|
-$576K
|
6
|
5.77%
|
Reduced
|
|
|
3003
|
Once Capital Management
New York
|
$27M
|
-$16.9M
|
2
|
7.24%
|
Reduced
|
|
|
3004
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$27M
|
-$407K
|
6
|
14.91%
|
Reduced
|
|
|
3005
|
WD Rutherford
Portland,
Oregon
|
$27M
|
+$352K
|
6
|
11.98%
|
Increased
|
|
|
3006
|
Synergy Financial Group
San Ramon,
California
|
$26.9M
|
+$937K
|
7
|
20.25%
|
Increased
|
|
|
3007
|
Greenspring Advisors
Towson,
Maryland
|
$26.9M
|
-$102K
|
7
|
1.64%
|
Reduced
|
|
|
3008
|
|
$26.9M
|
+$12.1M
|
6
|
8.15%
|
Increased
|
|
|
3009
|
Norman Fields Gottscho Capital Management
New York
|
$26.9M
|
-$329K
|
4
|
8.89%
|
Reduced
|
|
|
3010
|
|
$26.9M
|
-$218K
|
4
|
9.82%
|
Reduced
|
|
|
3011
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$26.8M
|
+$746
|
7
|
7.42%
|
Increased
|
|
|
3012
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$26.8M
|
+$770K
|
6
|
13.57%
|
Increased
|
|
|
3013
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$26.8M
|
-$531K
|
7
|
13.74%
|
Reduced
|
|
|
3014
|
Key Financial Inc
West Chester,
Pennsylvania
|
$26.8M
|
+$1.18M
|
16
|
4.76%
|
Increased
|
|
|
3015
|
New England Research & Management
Chicago,
Illinois
|
$26.8M
|
-$629K
|
5
|
11.31%
|
Reduced
|
|
|
3016
|
NFC Investments
Memphis,
Tennessee
|
$26.8M
|
-$5.6M
|
3
|
7.45%
|
Reduced
|
|
|
3017
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$26.8M
|
-$210K
|
8
|
4.67%
|
Reduced
|
|
|
3018
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$26.7M
|
+$247K
|
9
|
2.92%
|
Increased
|
|
|
3019
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$26.7M
|
-$895K
|
4
|
35.1%
|
Reduced
|
|
|
3020
|
Neumann Capital Management
Foster City,
California
|
$26.7M
|
-$764K
|
4
|
7.86%
|
Reduced
|
|
|
3021
|
Financial Management Network
Mission Viejo,
California
|
$26.7M
|
+$621K
|
6
|
4.08%
|
Increased
|
|
|
3022
|
Sara-Bay Financial
Sarasota,
Florida
|
$26.7M
|
-$552K
|
5
|
8.02%
|
Reduced
|
|
|
3023
|
GCM Grosvenor Holdings
Chicago,
Illinois
|
$26.6M
|
-$10.4M
|
1
|
2.96%
|
Reduced
|
|
|
3024
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$26.6M
|
-$9.27M
|
4
|
4.02%
|
Reduced
|
|
|
3025
|
Pettee Investors
Rowayton,
Connecticut
|
$26.6M
|
-$260K
|
6
|
13.7%
|
Reduced
|
|
