|
3076
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$25.8M
|
-$2.25M
|
6
|
5.86%
|
Reduced
|
|
|
3077
|
Searcy Financial Services
Overland Park,
Kansas
|
$25.8M
|
-$1.05M
|
4
|
9.58%
|
Reduced
|
|
|
3078
|
Cottage Street Advisors
Marion,
Massachusetts
|
$25.8M
|
-$1.51M
|
4
|
11.16%
|
Reduced
|
|
|
3079
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$25.8M
|
-$412K
|
5
|
10.43%
|
Reduced
|
|
|
3080
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$25.7M
|
+$1.12M
|
8
|
3.67%
|
Increased
|
|
|
3081
|
RIT Capital Partners
London,
United Kingdom
|
$25.7M
|
-$9.5M
|
1
|
6.87%
|
Reduced
|
|
|
3082
|
Wealth Management Partners
Tucson,
Arizona
|
$25.7M
|
-$461K
|
7
|
7.34%
|
Reduced
|
|
|
3083
|
Bandera Partners
New York
|
$25.7M
|
$0
|
1
|
11.62%
|
Maintained
|
|
|
3084
|
Range Advisory
Mclean,
Virginia
|
$25.7M
|
+$8.79M
|
9
|
4.76%
|
Increased
|
|
|
3085
|
HCEP Management
Hong Kong
|
$25.7M
|
-$41.8M
|
1
|
31.82%
|
Reduced
|
|
|
3086
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$25.6M
|
+$10.3K
|
6
|
9.99%
|
Increased
|
|
|
3087
|
Great Diamond Partners
Portland,
Maine
|
$25.6M
|
-$7.15M
|
6
|
4.94%
|
Reduced
|
|
|
3088
|
Second Line Capital
Metairie,
Louisiana
|
$25.6M
|
+$887K
|
7
|
4.86%
|
Increased
|
|
|
3089
|
Ironwood Financial
Tucson,
Arizona
|
$25.6M
|
+$35K
|
6
|
4.48%
|
Increased
|
|
|
3090
|
Ervin Investment Management
Seattle,
Washington
|
$25.6M
|
-$182K
|
5
|
15%
|
Reduced
|
|
|
3091
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$25.6M
|
+$1.4M
|
5
|
8.45%
|
Increased
|
|
|
3092
|
Arta Finance Wealth Management
Mountain View,
California
|
$25.6M
|
+$1.63M
|
7
|
12.62%
|
Increased
|
|
|
3093
|
Liberty Wealth Management
Oakland,
California
|
$25.5M
|
-$182K
|
6
|
3.19%
|
Reduced
|
|
|
3094
|
LFG Wealth Partners
Elizabethtown,
Kentucky
|
$25.5M
|
+$3.31M
|
5
|
15.39%
|
Increased
|
|
|
3095
|
RWC Asset Advisors
Miami,
Florida
|
$25.5M
|
-$37.2M
|
1
|
5.49%
|
Reduced
|
|
|
3096
|
Weybosset Research & Management
Province,
Rhode Island
|
$25.5M
|
+$9.46M
|
2
|
7.34%
|
Increased
|
|
|
3097
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$25.4M
|
-$2.66M
|
5
|
8.82%
|
Reduced
|
|
|
3098
|
Daybright Advisory Services
Miami,
Florida
|
$25.4M
|
-$242K
|
5
|
7.04%
|
Reduced
|
|
|
3099
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$25.4M
|
-$467K
|
7
|
12.04%
|
Reduced
|
|
|
3100
|
Purus Wealth Management
Newport Beach,
California
|
$25.4M
|
+$618K
|
5
|
8.09%
|
Increased
|
|
