|
3101
|
Ion Asset Management
Herzliya,
Israel
|
$17.1M
|
+$1.75M
|
2
|
1.14%
|
Increased
|
|
|
3102
|
Pettee Investors
Rowayton,
Connecticut
|
$17.1M
|
-$2.3M
|
5
|
7.54%
|
Reduced
|
|
|
3103
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$17.1M
|
+$2.09M
|
11
|
1.39%
|
Increased
|
|
|
3104
|
RiverPark Advisors
New York
|
$17M
|
-$979K
|
4
|
15.69%
|
Reduced
|
|
|
3105
|
HFR Wealth Management
Niskayuna,
New York
|
$17M
|
-$234K
|
3
|
4.61%
|
Reduced
|
|
|
3106
|
Pzena Investment Management
New York
|
$17M
|
-$129M
|
2
|
0.06%
|
Reduced
|
|
|
3107
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$17M
|
+$16.2M
|
6
|
7.66%
|
New
|
|
|
3108
|
Everpar Advisors
Tulsa,
Oklahoma
|
$17M
|
+$16.1M
|
8
|
7.9%
|
New
|
|
|
3109
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$17M
|
$0
|
7
|
14.1%
|
Maintained
|
|
|
3110
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$16.9M
|
-$31.7K
|
6
|
9.25%
|
Reduced
|
|
|
3111
|
Baugh & Associates
Atlanta,
Georgia
|
$16.9M
|
-$304K
|
1
|
9.74%
|
Reduced
|
|
|
3112
|
DGS Capital Management
Jersey City,
New Jersey
|
$16.9M
|
+$773K
|
8
|
6.51%
|
Increased
|
|
|
3113
|
Bank of Stockton
Stockton,
California
|
$16.9M
|
+$71.7K
|
6
|
5.61%
|
Increased
|
|
|
3114
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$16.9M
|
+$15.4K
|
8
|
12.34%
|
Increased
|
|
|
3115
|
1900 Wealth Management
San Antonio,
Texas
|
$16.9M
|
-$814K
|
7
|
1.55%
|
Reduced
|
|
|
3116
|
MBL Wealth
Charlotte,
North Carolina
|
$16.9M
|
+$225K
|
7
|
2.11%
|
Increased
|
|
|
3117
|
|
$16.9M
|
$0
|
6
|
6.45%
|
Maintained
|
|
|
3118
|
Accuvest Global Advisors
Provo,
Utah
|
$16.9M
|
-$74.6K
|
4
|
17.97%
|
Reduced
|
|
|
3119
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$16.9M
|
-$921K
|
6
|
9.77%
|
Reduced
|
|
|
3120
|
Alta Advisers
London,
United Kingdom
|
$16.8M
|
-$117K
|
9
|
8.99%
|
Reduced
|
|
|
3121
|
Front Row Advisors
Tiburon,
California
|
$16.8M
|
-$803K
|
12
|
7.73%
|
Reduced
|
|
|
3122
|
Duality Advisers
Miami,
Florida
|
$16.8M
|
-$4.24M
|
10
|
1.78%
|
Reduced
|
|
|
3123
|
Black Creek Investment Management
Toronto,
Ontario, Canada
|
$16.8M
|
-$2.46M
|
1
|
0.55%
|
Reduced
|
|
|
3124
|
Beta Wealth Group
San Diego,
California
|
$16.8M
|
+$1.63M
|
4
|
8.8%
|
Increased
|
|
|
3125
|
CVA Family Office
Denver,
Colorado
|
$16.8M
|
+$247K
|
16
|
3.27%
|
Increased
|
|