|
2351
|
Greenline Partners
New York
|
$37.3M
|
+$135K
|
3
|
3.8%
|
Increased
|
|
|
2352
|
Bay Colony Advisors
Concord,
Massachusetts
|
$37.3M
|
+$44.8K
|
6
|
4.13%
|
Increased
|
|
|
2353
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$37.3M
|
+$8.01M
|
6
|
3.61%
|
Increased
|
|
|
2354
|
Resources Management Corp
West Hartford,
Connecticut
|
$37.1M
|
-$1.95M
|
6
|
4.67%
|
Reduced
|
|
|
2355
|
Scholtz & Company
Stamford,
Connecticut
|
$37.1M
|
+$1.31M
|
4
|
18.51%
|
Increased
|
|
|
2356
|
Ketron Financial
Novato,
California
|
$37.1M
|
-$993K
|
4
|
11.51%
|
Reduced
|
|
|
2357
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$37M
|
-$1.06M
|
7
|
6.83%
|
Reduced
|
|
|
2358
|
White Pine Investment Company
Livonia,
Michigan
|
$37M
|
-$556K
|
2
|
7.88%
|
Reduced
|
|
|
2359
|
Cape Ann Asset Management
London,
United Kingdom
|
$37M
|
+$40.4M
|
1
|
8.51%
|
New
|
|
|
2360
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$36.9M
|
+$344K
|
6
|
9.12%
|
Increased
|
|
|
2361
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$36.8M
|
-$5.65M
|
4
|
12.28%
|
Reduced
|
|
|
2362
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$36.7M
|
+$2.34M
|
4
|
5.53%
|
Increased
|
|
|
2363
|
Ardent Capital Management
Cincinnati,
Ohio
|
$36.7M
|
-$8.36M
|
2
|
15.26%
|
Reduced
|
|
|
2364
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$36.7M
|
-$1.9M
|
5
|
4.99%
|
Reduced
|
|
|
2365
|
Wealth Alliance
Mellville,
New York
|
$36.6M
|
-$666K
|
8
|
3.06%
|
Reduced
|
|
|
2366
|
Diversified Enterprises
Wilmington,
Delaware
|
$36.6M
|
-$40.5K
|
7
|
1.77%
|
Reduced
|
|
|
2367
|
BFSG LLC
Irvine,
California
|
$36.5M
|
-$614K
|
13
|
3.24%
|
Reduced
|
|
|
2368
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$36.5M
|
-$3.07M
|
4
|
8.17%
|
Reduced
|
|
|
2369
|
Annandale Capital
Dallas,
Texas
|
$36.5M
|
+$427K
|
5
|
4.98%
|
Increased
|
|
|
2370
|
Codex Capital Asset Management
Dallas,
Texas
|
$36.5M
|
-$16.3K
|
3
|
12.63%
|
Reduced
|
|
|
2371
|
Abacus Planning Group
Columbia,
South Carolina
|
$36.3M
|
-$422K
|
5
|
4.49%
|
Reduced
|
|
|
2372
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$36.2M
|
-$1.67M
|
4
|
4.13%
|
Reduced
|
|
|
2373
|
Evolution Wealth Advisors
Aventura,
Florida
|
$36.2M
|
-$1.08M
|
3
|
4.23%
|
Reduced
|
|
|
2374
|
|
$36.1M
|
-$25.3M
|
2
|
4.19%
|
Reduced
|
|
|
2375
|
Pennant Select
Summit,
New Jersey
|
$36.1M
|
$0
|
2
|
16.04%
|
Maintained
|
|