|
3976
|
SC&H Financial Advisors
Sparks,
Maryland
|
$9.8M
|
-$234K
|
4
|
2.56%
|
Reduced
|
|
|
3977
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$9.8M
|
+$2.76M
|
6
|
8.93%
|
Increased
|
|
|
3978
|
Castleview Partners
Dallas,
Texas
|
$9.8M
|
+$818K
|
12
|
5.5%
|
Increased
|
|
|
3979
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$9.8M
|
-$170K
|
6
|
4.03%
|
Reduced
|
|
|
3980
|
Werlinich Asset Management
Stamford,
Connecticut
|
$9.8M
|
+$210K
|
5
|
6.42%
|
Increased
|
|
|
3981
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$9.8M
|
+$997K
|
8
|
7.28%
|
Increased
|
|
|
3982
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$9.8M
|
-$588K
|
7
|
3%
|
Reduced
|
|
|
3983
|
Fosun International
Hong Kong,
China
|
$9.8M
|
+$2.78M
|
3
|
3.06%
|
Increased
|
|
|
3984
|
Financial Advisory Partners
Winter Park,
Florida
|
$9.8M
|
+$2.71M
|
3
|
3.79%
|
Increased
|
|
|
3985
|
Applied Capital LLC
Hollywood,
Florida
|
$9.8M
|
+$273K
|
3
|
7.98%
|
Increased
|
|
|
3986
|
FirstPurpose Wealth
Orem,
Utah
|
$9.8M
|
-$402K
|
5
|
3.55%
|
Reduced
|
|
|
3987
|
|
$9.8M
|
+$7.72M
|
7
|
4.46%
|
Increased
|
|
|
3988
|
Paradiem
Covington,
Louisiana
|
$9.8M
|
+$97K
|
1
|
2.41%
|
Increased
|
|
|
3989
|
Satovsky Asset Management
New York
|
$9.8M
|
-$247K
|
4
|
2.86%
|
Reduced
|
|
|
3990
|
Berry Wealth Group
Granbury,
Texas
|
$9.8M
|
+$362K
|
3
|
8.09%
|
Increased
|
|
|
3991
|
Comprehensive Financial Management
Los Gatos,
California
|
$9.7M
|
$0
|
2
|
0.32%
|
Maintained
|
|
|
3992
|
Wilson Asset Management
Sydney,
Australia
|
$9.7M
|
-$2.81M
|
1
|
2.52%
|
Reduced
|
|
|
3993
|
Sage Capital Management
Stockton,
New Jersey
|
$9.7M
|
-$1.61M
|
5
|
5.28%
|
Reduced
|
|
|
3994
|
Central Asset Investments & Management Holdings
Hong Kong
|
$9.7M
|
-$9.26M
|
4
|
7.92%
|
Reduced
|
|
|
3995
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$9.7M
|
-$544K
|
5
|
4.57%
|
Reduced
|
|
|
3996
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$9.7M
|
+$1.04M
|
6
|
3.49%
|
Increased
|
|
|
3997
|
17 Capital Partners
Pheonix,
Arizona
|
$9.7M
|
+$427K
|
4
|
7.18%
|
Increased
|
|
|
3998
|
Fermata Advisors
Sonoma,
California
|
$9.7M
|
+$678K
|
5
|
2.19%
|
Increased
|
|
|
3999
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$9.7M
|
-$239K
|
3
|
6.33%
|
Reduced
|
|
|
4000
|
Per Stirling Capital Management
Austin,
Texas
|
$9.7M
|
+$161K
|
6
|
1.62%
|
Increased
|
|