|
3326
|
Global Endowment Management
Charlotte,
North Carolina
|
$17.3M
|
-$998K
|
4
|
1.74%
|
Reduced
|
|
|
3327
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$17.3M
|
+$621K
|
5
|
4.75%
|
Increased
|
|
|
3328
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$17.3M
|
+$158K
|
3
|
8.69%
|
Increased
|
|
|
3329
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$17.2M
|
+$1.25M
|
7
|
0.97%
|
Increased
|
|
|
3330
|
Tempus Wealth Planning
Irvine,
California
|
$17.2M
|
+$734K
|
6
|
6.32%
|
Increased
|
|
|
3331
|
Convergence Financial
Columbia,
Missouri
|
$17.2M
|
-$1.39K
|
5
|
3.66%
|
Reduced
|
|
|
3332
|
Cunning Capital Partners
Morrisville,
North Carolina
|
$17.2M
|
$0
|
5
|
9%
|
Maintained
|
|
|
3333
|
Capricorn Fund Managers
London,
United Kingdom
|
$17.2M
|
+$7.64M
|
3
|
11.59%
|
Increased
|
|
|
3334
|
Distillate Capital Partners
Chicago,
Illinois
|
$17.2M
|
-$11.4M
|
1
|
0.86%
|
Reduced
|
|
|
3335
|
Robeco Schweiz
Zurich,
Switzerland
|
$17.2M
|
+$2.43M
|
3
|
0.32%
|
Increased
|
|
|
3336
|
Ancient Art
Austin,
Texas
|
$17.2M
|
-$14.5M
|
1
|
3.97%
|
Reduced
|
|
|
3337
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$17.1M
|
+$460K
|
5
|
8.48%
|
Increased
|
|
|
3338
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$17.1M
|
+$173K
|
10
|
7.89%
|
Increased
|
|
|
3339
|
St. Johns Investment Management
Jacksonville,
Florida
|
$17.1M
|
-$1.18M
|
6
|
8.04%
|
Reduced
|
|
|
3340
|
Garner Asset Management Corp
Plano,
Texas
|
$17.1M
|
+$86.8K
|
5
|
7.6%
|
Increased
|
|
|
3341
|
WT Asset Management
Hong Kong
|
$17.1M
|
-$125M
|
2
|
3.36%
|
Reduced
|
|
|
3342
|
Boltwood Capital Management
Walnut Creek,
California
|
$17.1M
|
+$206K
|
6
|
5.07%
|
Increased
|
|
|
3343
|
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
|
$17.1M
|
-$427K
|
5
|
1.17%
|
Reduced
|
|
|
3344
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$17.1M
|
+$403K
|
13
|
6.93%
|
Increased
|
|
|
3345
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$17.1M
|
+$1.21M
|
5
|
12.43%
|
Increased
|
|
|
3346
|
Westport Asset Management
Southport,
Connecticut
|
$17.1M
|
$0
|
6
|
8%
|
Maintained
|
|
|
3347
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$17.1M
|
+$189K
|
5
|
2.47%
|
Increased
|
|
|
3348
|
First Business Financial Services
Madison,
Wisconsin
|
$17.1M
|
+$125K
|
5
|
1.71%
|
Increased
|
|
|
3349
|
Entropy Technologies
New York
|
$17M
|
-$18M
|
6
|
1.79%
|
Reduced
|
|
|
3350
|
Prosperity Financial Group
San Ramon,
California
|
$17M
|
+$575K
|
6
|
9.54%
|
Increased
|
|