|
4026
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$10.4M
|
-$1.46M
|
7
|
4.56%
|
Reduced
|
|
|
4027
|
SJS Investment Consulting
Sylvania,
Ohio
|
$10.4M
|
-$49K
|
21
|
2.02%
|
Reduced
|
|
|
4028
|
Omnia Family Wealth
Aventura,
Florida
|
$10.4M
|
+$492K
|
4
|
4.42%
|
Increased
|
|
|
4029
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$10.4M
|
+$224K
|
6
|
5.25%
|
Increased
|
|
|
4030
|
Lantern Wealth Advisors
Melville,
New York
|
$10.4M
|
-$1.11M
|
4
|
7.57%
|
Reduced
|
|
|
4031
|
Incline Global Management
New York
|
$10.4M
|
-$20M
|
1
|
4.3%
|
Reduced
|
|
|
4032
|
Riverview Trust Company
Vancouver,
Washington
|
$10.4M
|
-$5.03M
|
12
|
9.89%
|
Reduced
|
|
|
4033
|
Seelaus Asset Management
Chatham,
New Jersey
|
$10.4M
|
-$61.5K
|
5
|
10.58%
|
Reduced
|
|
|
4034
|
Nightview Capital
Austin,
Texas
|
$10.4M
|
-$5.01M
|
2
|
10.23%
|
Reduced
|
|
|
4035
|
Alternative Investment Advisors
Maitland,
Florida
|
$10.4M
|
-$3.38M
|
5
|
5.95%
|
Reduced
|
|
|
4036
|
First Bancorp
Damariscotta,
Maine
|
$10.4M
|
+$19.5K
|
5
|
7.7%
|
Increased
|
|
|
4037
|
Lagoda Investment Management
New York
|
$10.4M
|
+$12.8K
|
3
|
5.98%
|
Increased
|
|
|
4038
|
LSP Investment Advisors
New York
|
$10.4M
|
$0
|
3
|
5.89%
|
Maintained
|
|
|
4039
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$10.4M
|
-$19.1K
|
5
|
6.43%
|
Reduced
|
|
|
4040
|
Financial Advisory Partners
Winter Park,
Florida
|
$10.4M
|
-$310K
|
3
|
3.88%
|
Reduced
|
|
|
4041
|
Wedgewood Investors
Erie,
Pennsylvania
|
$10.4M
|
+$9.7M
|
5
|
12.29%
|
New
|
|
|
4042
|
Formula Growth
Montreal,
Quebec, Canada
|
$10.3M
|
+$2.6M
|
2
|
3.76%
|
Increased
|
|
|
4043
|
Athena Investment Management
Orinda,
California
|
$10.3M
|
-$151K
|
7
|
6.27%
|
Reduced
|
|
|
4044
|
PAX Financial Group
San Antonio,
Texas
|
$10.3M
|
+$3.76M
|
6
|
2.02%
|
Increased
|
|
|
4045
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$10.3M
|
-$667K
|
6
|
2.72%
|
Reduced
|
|
|
4046
|
GoalVest Advisory
New York
|
$10.3M
|
-$1.29M
|
9
|
3.3%
|
Reduced
|
|
|
4047
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$10.3M
|
+$1.34M
|
7
|
2.26%
|
Increased
|
|
|
4048
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$10.3M
|
+$9.7M
|
14
|
7.63%
|
New
|
|
|
4049
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$10.3M
|
-$1.02M
|
6
|
9.74%
|
Reduced
|
|
|
4050
|
Donoghue Forlines
Boston,
Massachusetts
|
$10.3M
|
+$888K
|
7
|
2.93%
|
Increased
|
|