|
3626
|
Global Financial Private Client
Sarasota,
Florida
|
$18.2M
|
+$1.77M
|
7
|
5.95%
|
Increased
|
|
|
3627
|
Summa Corp
Tomball,
Texas
|
$18.2M
|
+$307K
|
6
|
7.51%
|
Increased
|
|
|
3628
|
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
|
$18.1M
|
+$1.81M
|
3
|
9.11%
|
Increased
|
|
|
3629
|
Summit Wealth Partners
Orlando,
Florida
|
$18.1M
|
+$13.9M
|
7
|
2.87%
|
Increased
|
|
|
3630
|
Somerset Trust
Somerset,
Pennsylvania
|
$18.1M
|
+$434K
|
6
|
5.55%
|
Increased
|
|
|
3631
|
Front Row Advisors
Tiburon,
California
|
$18.1M
|
+$194K
|
13
|
6.12%
|
Increased
|
|
|
3632
|
Nautilus Advisors
La Jolla,
California
|
$18.1M
|
+$121K
|
6
|
12.39%
|
Increased
|
|
|
3633
|
|
$18.1M
|
-$150K
|
4
|
14.49%
|
Reduced
|
|
|
3634
|
Vickerman Investment Advisors
Spokane,
Washington
|
$18M
|
+$354K
|
4
|
3.79%
|
Increased
|
|
|
3635
|
Green Ridge Wealth Planning
Montville,
New Jersey
|
$18M
|
+$167K
|
6
|
9.48%
|
Increased
|
|
|
3636
|
Wilmar Advisors
Juno Beach,
Florida
|
$18M
|
$0
|
4
|
15.57%
|
Maintained
|
|
|
3637
|
Privium Fund Management (UK)
London,
United Kingdom
|
$18M
|
+$20.5M
|
2
|
9.11%
|
New
|
|
|
3638
|
Mainstream Capital Management
Los Angeles,
California
|
$18M
|
-$109K
|
5
|
12.06%
|
Reduced
|
|
|
3639
|
Cross Staff Investments
Pittsford,
New York
|
$18M
|
-$6.08K
|
5
|
9.1%
|
Reduced
|
|
|
3640
|
Ramirez Asset Management
New York
|
$18M
|
-$950K
|
7
|
2.16%
|
Reduced
|
|
|
3641
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$18M
|
-$72.4K
|
4
|
21.63%
|
Reduced
|
|
|
3642
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$17.9M
|
+$408K
|
4
|
12.03%
|
Increased
|
|
|
3643
|
Alesco Advisors
Pittsford,
New York
|
$17.9M
|
+$7.5M
|
6
|
0.46%
|
Increased
|
|
|
3644
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$17.9M
|
+$101K
|
6
|
4.7%
|
Increased
|
|
|
3645
|
Winthrop Capital Management
Carmel,
Indiana
|
$17.9M
|
+$648K
|
8
|
4.6%
|
Increased
|
|
|
3646
|
Legacy Financial Independent Advisors
Louisville,
Kentucky
|
$17.9M
|
+$19.9M
|
5
|
9.33%
|
New
|
|
|
3647
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$17.9M
|
-$24.3M
|
5
|
2.91%
|
Reduced
|
|
|
3648
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$17.9M
|
-$2.33M
|
6
|
8.98%
|
Reduced
|
|
|
3649
|
Lodestone Wealth Management
Spokane,
Washington
|
$17.9M
|
+$324K
|
16
|
7.08%
|
Increased
|
|
|
3650
|
GoalVest Advisory
New York
|
$17.9M
|
+$1.58M
|
10
|
3.49%
|
Increased
|
|