|
3026
|
Arlington Financial Advisors
Santa Barbara,
California
|
$30.8M
|
-$612K
|
5
|
3.91%
|
Reduced
|
|
|
3027
|
Searle & Co
Greenwich,
Connecticut
|
$30.7M
|
+$785K
|
6
|
6.9%
|
Increased
|
|
|
3028
|
Bluegrass Capital Partners
Palm Beach,
Florida
|
$30.7M
|
-$12M
|
2
|
19.94%
|
Reduced
|
|
|
3029
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$30.7M
|
+$225K
|
5
|
11.34%
|
Increased
|
|
|
3030
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$30.6M
|
-$71.5K
|
7
|
13.48%
|
Reduced
|
|
|
3031
|
Carnegie Lake Advisors
Princeton,
New Jersey
|
$30.6M
|
-$1.1M
|
9
|
11.42%
|
Reduced
|
|
|
3032
|
Hyperion Capital Advisors
New York
|
$30.6M
|
-$12.5M
|
4
|
13.81%
|
Reduced
|
|
|
3033
|
Holt Capital Partners
Fort Worth,
Texas
|
$30.6M
|
+$2.22M
|
5
|
3.6%
|
Increased
|
|
|
3034
|
Hamel Associates
Chatham,
New Jersey
|
$30.6M
|
-$960K
|
5
|
8.43%
|
Reduced
|
|
|
3035
|
Victory Financial Group
Austin,
Texas
|
$30.6M
|
+$1.96M
|
13
|
3.21%
|
Increased
|
|
|
3036
|
Tred Avon Family Wealth
Easton,
Maryland
|
$30.6M
|
-$485K
|
6
|
9.35%
|
Reduced
|
|
|
3037
|
Weybosset Research & Management
Province,
Rhode Island
|
$30.5M
|
-$178K
|
2
|
8.01%
|
Reduced
|
|
|
3038
|
Orca Investment Management
Roseburg,
Oregon
|
$30.5M
|
-$1.41M
|
5
|
22.14%
|
Reduced
|
|
|
3039
|
GCM Grosvenor Holdings
Chicago,
Illinois
|
$30.5M
|
$0
|
1
|
1.32%
|
Maintained
|
|
|
3040
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$30.4M
|
-$261K
|
2
|
6.67%
|
Reduced
|
|
|
3041
|
Fortis Group Advisors
Westwood,
New Jersey
|
$30.4M
|
-$2.49M
|
14
|
4.85%
|
Reduced
|
|
|
3042
|
Abbot Financial Management
Andover,
Massachusetts
|
$30.4M
|
-$144K
|
5
|
10.37%
|
Reduced
|
|
|
3043
|
Independent Investors Inc
Nesconset,
New York
|
$30.3M
|
-$2M
|
7
|
5.79%
|
Reduced
|
|
|
3044
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$30.3M
|
+$3.75M
|
8
|
3.14%
|
Increased
|
|
|
3045
|
Daybright Advisory Services
Miami,
Florida
|
$30.3M
|
-$1.24M
|
5
|
7.23%
|
Reduced
|
|
|
3046
|
Lionhunter Capital Management
New York
|
$30.3M
|
+$31.1M
|
5
|
13.65%
|
New
|
|
|
3047
|
626 Financial
Portage,
Michigan
|
$30.3M
|
-$67.7K
|
6
|
11.79%
|
Reduced
|
|
|
3048
|
Privium Fund Management (UK)
London,
United Kingdom
|
$30.3M
|
+$10.6M
|
3
|
12.59%
|
Increased
|
|
|
3049
|
DUMAC Inc
Durham,
North Carolina
|
$30.2M
|
+$31.6M
|
3
|
2.75%
|
New
|
|
|
3050
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$30.2M
|
+$8.64M
|
5
|
3.7%
|
Increased
|
|