|
1826
|
MV Capital Management
Bethesda,
Maryland
|
$26M
|
-$745K
|
4
|
2.31%
|
Reduced
|
|
|
1827
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$26M
|
+$125K
|
1
|
6.44%
|
Increased
|
|
|
1828
|
Omega Fund Management
Boston,
Massachusetts
|
$26M
|
$0
|
1
|
14%
|
Maintained
|
|
|
1829
|
Horiko Capital Management
New York
|
$26M
|
-$1.54M
|
1
|
4.58%
|
Reduced
|
|
|
1830
|
Caitong International Asset Management
Hong Kong
|
$26M
|
+$17.3M
|
8
|
3.56%
|
Increased
|
|
|
1831
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$26M
|
-$258K
|
1
|
4.19%
|
Reduced
|
|
|
1832
|
AIMZ Investment Advisors
Los Altos,
California
|
$25.9M
|
-$273K
|
1
|
7.14%
|
Reduced
|
|
|
1833
|
Compass Financial Management
Tampa,
Florida
|
$25.9M
|
+$24.7M
|
3
|
3.12%
|
New
|
|
|
1834
|
|
$25.9M
|
-$17M
|
2
|
0.11%
|
Reduced
|
|
|
1835
|
ICICI Prudential Asset Management
Mumbai,
India
|
$25.9M
|
-$42.7K
|
2
|
2.84%
|
Reduced
|
|
|
1836
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$25.9M
|
-$129K
|
1
|
2.93%
|
Reduced
|
|
|
1837
|
Founders Financial Securities
Towson,
Maryland
|
$25.8M
|
+$312K
|
1
|
1.32%
|
Increased
|
|
|
1838
|
Richard C. Young & Co
Newport,
Rhode Island
|
$25.8M
|
+$129K
|
1
|
1.9%
|
Increased
|
|
|
1839
|
Portfolio Design Labs
Encino,
California
|
$25.8M
|
-$3.3M
|
1
|
4.23%
|
Reduced
|
|
|
1840
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$25.8M
|
+$678K
|
1
|
3.73%
|
Increased
|
|
|
1841
|
Next Level Private
Harrison,
New York
|
$25.7M
|
-$180K
|
1
|
5.04%
|
Reduced
|
|
|
1842
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$25.7M
|
+$2.05M
|
1
|
2.49%
|
Increased
|
|
|
1843
|
GSG Advisors
Mount Laurel,
New Jersey
|
$25.7M
|
-$2.05M
|
1
|
5.66%
|
Reduced
|
|
|
1844
|
Sentinel Trust
Houston,
Texas
|
$25.7M
|
-$423K
|
1
|
2.28%
|
Reduced
|
|
|
1845
|
Jessup Wealth Management
Dayton,
Ohio
|
$25.7M
|
+$34.3K
|
1
|
7.67%
|
Increased
|
|
|
1846
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$25.7M
|
-$24.2M
|
1
|
2.63%
|
Reduced
|
|
|
1847
|
Holt Capital Partners
Fort Worth,
Texas
|
$25.6M
|
+$226K
|
1
|
3.02%
|
Increased
|
|
|
1848
|
Asset Management Group
Stamford,
Connecticut
|
$25.6M
|
-$1.01M
|
1
|
3.74%
|
Reduced
|
|
|
1849
|
United Advisor Group
Cincinnati,
Ohio
|
$25.5M
|
+$84.7K
|
1
|
2.69%
|
Increased
|
|
|
1850
|
Harvey Partners
Tarrytown,
New York
|
$25.5M
|
-$1.76M
|
1
|
1.74%
|
Reduced
|
|