|
3301
|
Autumn Glory Partners
Dallas,
Texas
|
$18.2M
|
+$842K
|
6
|
9.3%
|
Increased
|
|
|
3302
|
Malaga Cove Capital
Pv Estates,
California
|
$18.2M
|
-$98.4K
|
7
|
7.39%
|
Reduced
|
|
|
3303
|
Exeter Financial
Scottsdale,
Arizona
|
$18.2M
|
-$2.58M
|
5
|
8.68%
|
Reduced
|
|
|
3304
|
KKM Financial
Chicago,
Illinois
|
$18.2M
|
+$147K
|
6
|
8.63%
|
Increased
|
|
|
3305
|
Orion Capital Management
Coronado,
California
|
$18.2M
|
-$236K
|
6
|
9.55%
|
Reduced
|
|
|
3306
|
Boothe Investment Group
Dover,
Delaware
|
$18.2M
|
+$2.69M
|
5
|
8.41%
|
Increased
|
|
|
3307
|
Cable Hill Partners
Portland,
Oregon
|
$18.1M
|
+$4.3M
|
6
|
1.97%
|
Increased
|
|
|
3308
|
Smith Anglin Financial
Dallas,
Texas
|
$18.1M
|
-$352K
|
7
|
1.83%
|
Reduced
|
|
|
3309
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$18.1M
|
+$88.7K
|
4
|
5.75%
|
Increased
|
|
|
3310
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$18.1M
|
+$189K
|
6
|
6.07%
|
Increased
|
|
|
3311
|
Forge First Asset Management
Toronto, Ontario,
Canada
|
$18.1M
|
-$14.4M
|
4
|
7.69%
|
Reduced
|
|
|
3312
|
Lewis Asset Management
Lafayette,
California
|
$18.1M
|
+$457K
|
7
|
13.82%
|
Increased
|
|
|
3313
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$18.1M
|
-$715K
|
10
|
5.43%
|
Reduced
|
|
|
3314
|
Convergence Financial
Columbia,
Missouri
|
$18.1M
|
+$15.5M
|
5
|
4.78%
|
Increased
|
|
|
3315
|
Crown Wealth Group
Charlotte,
North Carolina
|
$18.1M
|
-$319K
|
4
|
9.03%
|
Reduced
|
|
|
3316
|
Point Break Capital Management
Miami,
Florida
|
$18.1M
|
+$9.7M
|
4
|
19.61%
|
Increased
|
|
|
3317
|
Unionview LLC
Seattle,
Washington
|
$18.1M
|
-$143K
|
5
|
14.75%
|
Reduced
|
|
|
3318
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$18M
|
-$121K
|
3
|
9.63%
|
Reduced
|
|
|
3319
|
NIA Impact Advisors
Berkeley,
California
|
$18M
|
+$439K
|
6
|
6.48%
|
Increased
|
|
|
3320
|
MGB Wealth Management
Addison,
Texas
|
$18M
|
+$238K
|
4
|
6.74%
|
Increased
|
|
|
3321
|
First City Capital Management
Savannah,
Georgia
|
$18M
|
-$357K
|
6
|
10.11%
|
Reduced
|
|
|
3322
|
First Business Financial Services
Madison,
Wisconsin
|
$18M
|
+$207K
|
5
|
1.91%
|
Increased
|
|
|
3323
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$17.9M
|
+$721K
|
6
|
12.86%
|
Increased
|
|
|
3324
|
Vivaldi Capital Management
Chicago,
Illinois
|
$17.9M
|
+$638K
|
6
|
5.09%
|
Increased
|
|
|
3325
|
Aperture Investors
New York
|
$17.8M
|
-$9.32M
|
3
|
2.61%
|
Reduced
|
|