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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Burney have?","answer":"The Burney has 25 investment adviser representatives registered with state securities authorities, out of 46 employees, and 42 perform investment advisory functions. 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