|
2451
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$43.3M
|
+$2.71M
|
7
|
5.44%
|
Increased
|
|
|
2452
|
Stelac Advisory Services
New York
|
$43.3M
|
+$162K
|
5
|
14.96%
|
Increased
|
|
|
2453
|
Poehling Capital Management
Madison,
Wisconsin
|
$43.2M
|
-$116K
|
6
|
9.09%
|
Reduced
|
|
|
2454
|
Concord Wealth Partners
Abingdon,
Virginia
|
$43.2M
|
+$536K
|
15
|
5.96%
|
Increased
|
|
|
2455
|
Creative Financial Designs
Kokomo,
Indiana
|
$43.1M
|
+$94K
|
21
|
2.9%
|
Increased
|
|
|
2456
|
Mission Creek Capital Partners
San Francisco,
California
|
$43.1M
|
+$4.23M
|
7
|
8.52%
|
Increased
|
|
|
2457
|
Titleist Asset Management
San Antonio,
Texas
|
$43.1M
|
+$2.06M
|
9
|
3.75%
|
Increased
|
|
|
2458
|
Knightsbridge Asset Management
Newport Beach,
California
|
$43M
|
+$1.06M
|
7
|
7.28%
|
Increased
|
|
|
2459
|
United Bank (Virginia)
Vienna,
Virginia
|
$43M
|
-$4.68M
|
5
|
5.13%
|
Reduced
|
|
|
2460
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$42.9M
|
-$426K
|
5
|
12.7%
|
Reduced
|
|
|
2461
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$42.9M
|
+$1.64M
|
7
|
12.9%
|
Increased
|
|
|
2462
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$42.7M
|
-$2.05M
|
5
|
5.72%
|
Reduced
|
|
|
2463
|
Herald Investment Management
London,
United Kingdom
|
$42.7M
|
$0
|
6
|
5.69%
|
Maintained
|
|
|
2464
|
Aries Wealth Management
Portland,
Maine
|
$42.6M
|
+$239K
|
7
|
10.08%
|
Increased
|
|
|
2465
|
Alpha Family Trust
Los Angeles,
California
|
$42.6M
|
+$202K
|
7
|
19.97%
|
Increased
|
|
|
2466
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$42.6M
|
+$1.89M
|
10
|
6.74%
|
Increased
|
|
|
2467
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$42.6M
|
-$308K
|
4
|
15.3%
|
Reduced
|
|
|
2468
|
Viewpoint Capital Management
Seattle,
Washington
|
$42.5M
|
-$16.4K
|
6
|
18.73%
|
Reduced
|
|
|
2469
|
Signet Financial Management
Parsippany,
New Jersey
|
$42.5M
|
-$360K
|
6
|
4.94%
|
Reduced
|
|
|
2470
|
Lazari Capital Management
Woodland Hills,
California
|
$42.5M
|
-$321K
|
7
|
14.35%
|
Reduced
|
|
|
2471
|
Sawyer & Company
Boston,
Massachusetts
|
$42.5M
|
-$742K
|
6
|
16.05%
|
Reduced
|
|
|
2472
|
Independent Franchise Partners
London,
United Kingdom
|
$42.5M
|
-$870M
|
1
|
0.28%
|
Reduced
|
|
|
2473
|
Eos Management LP
New York
|
$42.5M
|
$0
|
5
|
16.75%
|
Maintained
|
|
|
2474
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$42.4M
|
+$2.8M
|
8
|
6%
|
Increased
|
|
|
2475
|
Sierra Capital
Miami,
Florida
|
$42.4M
|
+$80.1K
|
6
|
4.65%
|
Increased
|
|