|
3101
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$12.1M
|
+$3.04M
|
6
|
3.1%
|
Increased
|
|
|
3102
|
Shannon River Fund Management
New York
|
$12.1M
|
+$12.8M
|
1
|
2.73%
|
New
|
|
|
3103
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$12.1M
|
-$305K
|
4
|
3.08%
|
Reduced
|
|
|
3104
|
Leisure Capital Management
Costa Mesa,
California
|
$12.1M
|
-$141K
|
6
|
6.93%
|
Reduced
|
|
|
3105
|
Beta Wealth Group
San Diego,
California
|
$12.1M
|
-$577K
|
4
|
6.92%
|
Reduced
|
|
|
3106
|
Old Well Partners
Charlotte,
North Carolina
|
$12.1M
|
+$4.56M
|
4
|
9.01%
|
Increased
|
|
|
3107
|
Unionview LLC
Seattle,
Washington
|
$12.1M
|
-$312K
|
5
|
11.33%
|
Reduced
|
|
|
3108
|
Greenline Partners
New York
|
$12.1M
|
-$1.24M
|
3
|
2.3%
|
Reduced
|
|
|
3109
|
Mattern Capital Management
Lakewood,
Colorado
|
$12.1M
|
+$316K
|
2
|
2.13%
|
Increased
|
|
|
3110
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$12.1M
|
$0
|
7
|
7.33%
|
Maintained
|
|
|
3111
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$12.1M
|
+$117K
|
4
|
12.77%
|
Increased
|
|
|
3112
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$12M
|
+$1.17M
|
4
|
3.47%
|
Increased
|
|
|
3113
|
Cable Hill Partners
Portland,
Oregon
|
$12M
|
-$976K
|
6
|
1.96%
|
Reduced
|
|
|
3114
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$12M
|
-$1.92M
|
9
|
7.99%
|
Reduced
|
|
|
3115
|
Barings
Charlotte,
North Carolina
|
$12M
|
-$427K
|
6
|
0.41%
|
Reduced
|
|
|
3116
|
AWH Capital
Dallas,
Texas
|
$12M
|
+$426K
|
2
|
12.2%
|
Increased
|
|
|
3117
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$12M
|
+$7.94M
|
4
|
8.98%
|
New
|
|
|
3118
|
Trinity Legacy Partners
Houston,
Texas
|
$11.9M
|
+$3.89M
|
5
|
4.49%
|
Increased
|
|
|
3119
|
DGS Capital Management
Jersey City,
New Jersey
|
$11.9M
|
+$812K
|
6
|
6.64%
|
Increased
|
|
|
3120
|
Highline Wealth Partners
Sherman Oaks,
California
|
$11.9M
|
+$261K
|
7
|
8.15%
|
Increased
|
|
|
3121
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$11.9M
|
+$483K
|
4
|
7.03%
|
Increased
|
|
|
3122
|
Arlington Financial Advisors
Santa Barbara,
California
|
$11.9M
|
+$1.63M
|
4
|
4.57%
|
Increased
|
|
|
3123
|
Next Capital Management
New York
|
$11.9M
|
+$7.55M
|
4
|
5.73%
|
Increased
|
|
|
3124
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$11.9M
|
-$98.3K
|
7
|
7.2%
|
Reduced
|
|
|
3125
|
L2 Asset Management
Wayland,
Massachusetts
|
$11.9M
|
-$2.3M
|
6
|
6.53%
|
Reduced
|
|