|
2326
|
Activest Wealth Management
Aventure,
Florida
|
$45M
|
+$11.5M
|
19
|
7.9%
|
Increased
|
|
|
2327
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$45M
|
+$898K
|
5
|
13.05%
|
Increased
|
|
|
2328
|
Wright Investors Service
Shelton,
Connecticut
|
$44.9M
|
-$3.6M
|
7
|
14.13%
|
Reduced
|
|
|
2329
|
J. Safra Asset Management
New York
|
$44.8M
|
-$3.87M
|
10
|
2.42%
|
Reduced
|
|
|
2330
|
Udine Wealth Management
Boca Raton,
Florida
|
$44.7M
|
+$3.13M
|
4
|
21.85%
|
Increased
|
|
|
2331
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$44.7M
|
+$2.92M
|
6
|
8.92%
|
Increased
|
|
|
2332
|
Two Point Capital Management
Pittsford,
New York
|
$44.7M
|
-$4.99M
|
4
|
19.5%
|
Reduced
|
|
|
2333
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$44.6M
|
+$20.3M
|
8
|
5.85%
|
Increased
|
|
|
2334
|
Ketron Financial
Novato,
California
|
$44.6M
|
-$770K
|
5
|
15.95%
|
Reduced
|
|
|
2335
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$44.6M
|
-$226K
|
14
|
6.24%
|
Reduced
|
|
|
2336
|
Intellus Advisors
Naples,
Florida
|
$44.5M
|
-$1.37M
|
6
|
6.08%
|
Reduced
|
|
|
2337
|
Pavion Blue Capital
Newport Beach,
California
|
$44.5M
|
-$375K
|
5
|
19.34%
|
Reduced
|
|
|
2338
|
Codex Capital Asset Management
Dallas,
Texas
|
$44.5M
|
$0
|
4
|
17.21%
|
Maintained
|
|
|
2339
|
NVWM LLC
Yardley,
Pennsylvania
|
$44.5M
|
+$1.59M
|
12
|
9.9%
|
Increased
|
|
|
2340
|
Cabot Wealth Management
Salem,
Massachusetts
|
$44.2M
|
-$1.67M
|
5
|
5.09%
|
Reduced
|
|
|
2341
|
Knightsbridge Asset Management
Newport Beach,
California
|
$44.2M
|
+$3.93M
|
7
|
5.95%
|
Increased
|
|
|
2342
|
M. Kulyk & Associates
Decatur,
Georgia
|
$44.2M
|
+$1.23M
|
6
|
8.25%
|
Increased
|
|
|
2343
|
Weiss Asset Management
Boston,
Massachusetts
|
$44.1M
|
+$11.6M
|
3
|
0.74%
|
Increased
|
|
|
2344
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$44.1M
|
-$1.33M
|
16
|
4.71%
|
Reduced
|
|
|
2345
|
Sphera Management Technology Funds
Tel Aviv,
Israel
|
$44M
|
+$11.4M
|
7
|
24.77%
|
Increased
|
|
|
2346
|
Legato Capital Management
San Francisco,
California
|
$44M
|
+$3.53M
|
11
|
4%
|
Increased
|
|
|
2347
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$44M
|
+$6.01M
|
4
|
12.19%
|
Increased
|
|
|
2348
|
TownSquare Capital
Provo,
Utah
|
$44M
|
+$434K
|
7
|
9.91%
|
Increased
|
|
|
2349
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$43.9M
|
-$16.2M
|
4
|
9.51%
|
Reduced
|
|
|
2350
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$43.9M
|
-$840K
|
25
|
4.54%
|
Reduced
|
|
