|
3701
|
James J. Burns & Company
Melville,
New York
|
$20.1M
|
-$1.11M
|
5
|
2.18%
|
Reduced
|
|
|
3702
|
Broad Run Investment Management
Arlington,
Virginia
|
$20.1M
|
-$403K
|
2
|
3.1%
|
Reduced
|
|
|
3703
|
Lincluden Management
Mississauga,
Ontario, Canada
|
$20.1M
|
+$41K
|
2
|
1.97%
|
Increased
|
|
|
3704
|
Traveka Wealth
Los Altos,
California
|
$20.1M
|
+$41.1K
|
7
|
6.69%
|
Increased
|
|
|
3705
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$20.1M
|
+$292K
|
6
|
9.52%
|
Increased
|
|
|
3706
|
AA Financial Advisors
Columbus,
Ohio
|
$20.1M
|
+$600K
|
5
|
2.41%
|
Increased
|
|
|
3707
|
Hilltop Partners
Mishawaka,
Indiana
|
$20M
|
-$537K
|
6
|
4.86%
|
Reduced
|
|
|
3708
|
Gables Capital Management
Miami,
Florida
|
$20M
|
+$815K
|
9
|
7.24%
|
Increased
|
|
|
3709
|
First County Bank
Stamford,
Connecticut
|
$20M
|
+$574K
|
6
|
9.41%
|
Increased
|
|
|
3710
|
Pathway Financial Advisers
Auburn,
Indiana
|
$20M
|
+$555K
|
5
|
5.04%
|
Increased
|
|
|
3711
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$20M
|
-$77.1K
|
6
|
3.45%
|
Reduced
|
|
|
3712
|
Kendall Capital Management
Rockville,
Maryland
|
$20M
|
-$352K
|
5
|
3.33%
|
Reduced
|
|
|
3713
|
Accel Wealth Management
Waverly,
Iowa
|
$20M
|
+$214K
|
6
|
4.5%
|
Increased
|
|
|
3714
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$20M
|
+$747K
|
6
|
13.58%
|
Increased
|
|
|
3715
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$20M
|
+$2.73M
|
17
|
2.01%
|
Increased
|
|
|
3716
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$20M
|
-$5.19M
|
4
|
6.66%
|
Reduced
|
|
|
3717
|
Elmwood Wealth Management
Berkeley,
California
|
$19.9M
|
+$216K
|
5
|
4.99%
|
Increased
|
|
|
3718
|
Defender Capital
Charlotte,
North Carolina
|
$19.9M
|
+$3.77M
|
4
|
6.47%
|
Increased
|
|
|
3719
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$19.9M
|
+$2.02M
|
9
|
5.05%
|
Increased
|
|
|
3720
|
Impact Partnership Wealth
Marietta,
Georgia
|
$19.9M
|
+$1.77M
|
12
|
1.93%
|
Increased
|
|
|
3721
|
Mirabaud Asset Management
London,
United Kingdom
|
$19.9M
|
-$6.27M
|
5
|
16.54%
|
Reduced
|
|
|
3722
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$19.8M
|
+$286K
|
6
|
11.03%
|
Increased
|
|
|
3723
|
Triton Wealth Management
Sun City,
Arizona
|
$19.8M
|
+$545K
|
6
|
6.09%
|
Increased
|
|
|
3724
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$19.8M
|
+$203K
|
5
|
2.67%
|
Increased
|
|
|
3725
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$19.8M
|
-$182K
|
7
|
4.45%
|
Reduced
|
|