|
2551
|
Perennial Investment Advisors
Los Angeles,
California
|
$701M
|
+$41.9M
|
+6%
|
3.92%
|
84.3%
|
401
|
17.96%
|
|
|
2552
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$700M
|
+$4.19M
|
+0.6%
|
0.98%
|
68.9%
|
229
|
1.31%
|
|
|
2553
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$700M
|
+$17.3M
|
+3%
|
2.6%
|
82.1%
|
557
|
17.77%
|
|
|
2554
|
HCR Wealth Advisors
Los Angeles,
California
|
$700M
|
+$40.3M
|
+6%
|
7.15%
|
91%
|
234
|
10.68%
|
|
|
2555
|
Focused Wealth Management
Newburgh,
New York
|
$699M
|
+$48.4M
|
+7%
|
3.46%
|
73.9%
|
275
|
42.18%
|
|
|
2556
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$699M
|
+$17.7M
|
+3%
|
3.2%
|
67.2%
|
202
|
7.43%
|
|
|
2557
|
NTV Asset Management
Charleston,
West Virginia
|
$699M
|
+$42.5M
|
+6%
|
3.34%
|
97.8%
|
264
|
7.2%
|
|
|
2558
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$697M
|
+$12.9M
|
+2%
|
5.41%
|
184%
|
117
|
4.27%
|
|
|
2559
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$697M
|
+$9.3M
|
+1%
|
2.95%
|
80.3%
|
209
|
8.13%
|
|
|
2560
|
Heritage Financial Services
Westwood,
Massachusetts
|
$697M
|
+$25M
|
+4%
|
1.29%
|
38.3%
|
108
|
6.48%
|
|
|
2561
|
Hendershot Investments
Centreville,
Virginia
|
$696M
|
-$3.5M
|
-0.5%
|
0.29%
|
50.5%
|
137
|
8.76%
|
|
|
2562
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$696M
|
-$17.3M
|
-2%
|
1.83%
|
124%
|
288
|
19.79%
|
|
|
2563
|
Continuum Advisory
Eagle,
Idaho
|
$694M
|
+$25.8M
|
+4%
|
2.61%
|
77%
|
1,761
|
6.81%
|
|
|
2564
|
ShawSpring Partners
Boston,
Massachusetts
|
$693M
|
-$85.3M
|
-11%
|
3.76%
|
3.53%
|
10
|
20%
|
|
|
2565
|
Qtron Investments
Boston,
Massachusetts
|
$692M
|
-$13.9M
|
-2%
|
5.79%
|
139%
|
507
|
18.15%
|
|
|
2566
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$692M
|
+$28.1M
|
+4%
|
2.54%
|
86%
|
519
|
18.3%
|
|
|
2567
|
Center for Financial Planning
Southfied,
Michigan
|
$692M
|
+$22.7M
|
+3%
|
1.4%
|
57.5%
|
634
|
11.83%
|
|
|
2568
|
Trust Company of Toledo
Holland,
Ohio
|
$691M
|
+$51.8M
|
+8%
|
4.13%
|
93.8%
|
237
|
6.75%
|
|
|
2569
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$691M
|
-$94.8M
|
-12%
|
5.16%
|
40.2%
|
99
|
15.15%
|
|
|
2570
|
Wallace Capital Management
Dallas,
Texas
|
$690M
|
-$43M
|
-6%
|
3.6%
|
62.3%
|
81
|
7.41%
|
|
|
2571
|
Security National Bank
Omaha,
Nebraska
|
$689M
|
+$28.1M
|
+4%
|
5.59%
|
113%
|
295
|
8.47%
|
|
|
2572
|
Dillon & Associates
Jackson,
Michigan
|
$688M
|
+$51.3M
|
+8%
|
9.36%
|
98.2%
|
83
|
4.82%
|
|
|
2573
|
Resources Management Corp
West Hartford,
Connecticut
|
$687M
|
+$2.78M
|
+0.4%
|
2.19%
|
78.5%
|
451
|
7.54%
|
|
|
2574
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$687M
|
+$36.6M
|
+6%
|
1.08%
|
64.6%
|
101
|
10.89%
|
|
|
2575
|
Greatmark Investment Partners
Columbus,
Georgia
|
$686M
|
-$18.1M
|
-3%
|
1.3%
|
62%
|
129
|
3.1%
|
|