|
3201
|
Planning Center Inc
Moline,
Illinois
|
$385M
|
-$8.68M
|
-2%
|
3.28%
|
38.9%
|
71
|
14.08%
|
|
|
3202
|
First Personal Financial Services
Charlotte,
North Carolina
|
$384M
|
-$18.2M
|
-5%
|
4.75%
|
31.5%
|
403
|
9.18%
|
|
|
3203
|
OneAscent Financial Services
Birmingham,
Alabama
|
$384M
|
+$159M
|
+71%
|
3.19%
|
63.8%
|
295
|
66.1%
|
|
|
3204
|
Tiger Pacific Capital
New York
|
$384M
|
+$17.4M
|
+5%
|
8.66%
|
84.5%
|
12
|
25%
|
|
|
3205
|
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
|
$384M
|
+$16.7M
|
+5%
|
4.64%
|
26.4%
|
2
|
0%
|
|
|
3206
|
Peavine Capital
Reno,
Nevada
|
$384M
|
-$40.4M
|
-10%
|
3.49%
|
27.7%
|
11
|
0%
|
|
|
3207
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$383M
|
-$37M
|
-9%
|
3.49%
|
47%
|
427
|
15.69%
|
|
|
3208
|
Matrix Trust Company
Denver,
Colorado
|
$383M
|
-$4.66M
|
-1%
|
3.48%
|
46.8%
|
65
|
10.77%
|
|
|
3209
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$383M
|
-$7.91M
|
-2%
|
2.56%
|
63.8%
|
148
|
14.86%
|
|
|
3210
|
ML&R Wealth Management
Austin,
Texas
|
$383M
|
-$70.4M
|
-16%
|
2.63%
|
–
|
96
|
30.21%
|
|
|
3211
|
Investors Research Corp
Atlanta,
Georgia
|
$383M
|
-$13.3M
|
-3%
|
1.32%
|
57.2%
|
1,119
|
6.88%
|
|
|
3212
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$383M
|
+$3.19M
|
+0.8%
|
0.43%
|
104%
|
1,478
|
7.92%
|
|
|
3213
|
ThornTree Capital Partners
Boston,
Massachusetts
|
$382M
|
-$38.4M
|
-9%
|
7.63%
|
217%
|
20
|
20%
|
|
|
3214
|
Strategy Asset Managers
Pasadena,
California
|
$382M
|
-$68.2M
|
-15%
|
2.7%
|
108%
|
272
|
27.21%
|
|
|
3215
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$382M
|
+$49.9M
|
+15%
|
2.52%
|
59.1%
|
77
|
24.68%
|
|
|
3216
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$382M
|
-$12.2M
|
-3%
|
4.84%
|
47.4%
|
364
|
18.68%
|
|
|
3217
|
First Bank & Trust
Brookings,
South Dakota
|
$382M
|
-$12.7M
|
-3%
|
2.75%
|
78.5%
|
202
|
9.41%
|
|
|
3218
|
Savoie Capital
Chicago,
Illinois
|
$382M
|
–
|
–
|
1.65%
|
–
|
75
|
–
|
|
|
3219
|
CFM Wealth Partners
Austin,
Texas
|
$382M
|
-$30.1M
|
-7%
|
2.6%
|
152%
|
167
|
17.96%
|
|
|
3220
|
Battery Management Corp
Boston,
Massachusetts
|
$382M
|
-$103M
|
-21%
|
3.85%
|
45.1%
|
7
|
28.57%
|
|
|
3221
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$381M
|
-$24.9M
|
-6%
|
5.18%
|
128%
|
105
|
9.52%
|
|
|
3222
|
Tobias Financial Advisors
Plantation,
Florida
|
$381M
|
+$10M
|
+3%
|
3.29%
|
44.5%
|
99
|
12.12%
|
|
|
3223
|
Lincoln Capital
Lincoln,
Nebraska
|
$381M
|
-$7.48M
|
-2%
|
0.85%
|
63.8%
|
107
|
3.74%
|
|
|
3224
|
Single Point Partners
Boston,
Massachusetts
|
$381M
|
+$308M
|
+426%
|
3.89%
|
52.3%
|
116
|
77.59%
|
|
|
3225
|
Martin & Co
Knoxville,
Tennessee
|
$381M
|
-$14.9M
|
-4%
|
2.13%
|
67.8%
|
112
|
6.25%
|
|