|
3326
|
Rather & Kittrell
Knoxville,
Tennessee
|
$461M
|
+$35.6M
|
+8%
|
1.04%
|
36.9%
|
87
|
9.2%
|
|
|
3327
|
Citizens Business Bank
Ontario,
California
|
$461M
|
-$73.9M
|
-14%
|
2.88%
|
84.4%
|
108
|
11.11%
|
|
|
3328
|
Truvestments Capital
Sarasota,
Florida
|
$461M
|
+$71.9M
|
+19%
|
2.95%
|
86.7%
|
1,180
|
26.19%
|
|
|
3329
|
Steadview Capital Management
London,
United Kingdom
|
$460M
|
-$23.2M
|
-5%
|
0.61%
|
696%
|
10
|
10%
|
|
|
3330
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$460M
|
+$35.9M
|
+8%
|
1.61%
|
67%
|
212
|
17.45%
|
|
|
3331
|
Advisors Management Group
La Crosse,
Wisconsin
|
$460M
|
+$37M
|
+9%
|
2.52%
|
68.9%
|
156
|
5.77%
|
|
|
3332
|
Key Financial Inc
West Chester,
Pennsylvania
|
$460M
|
+$19.6M
|
+4%
|
0.95%
|
55.5%
|
1,417
|
4.94%
|
|
|
3333
|
Fiduciary Financial Group
San Rafael,
California
|
$459M
|
-$265K
|
-0.1%
|
0.1%
|
–
|
323
|
26.93%
|
|
|
3334
|
Fortress Investment Group
New York
|
$459M
|
-$170M
|
-27%
|
12.4%
|
83%
|
47
|
70.21%
|
|
|
3335
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$459M
|
-$5.73M
|
-1%
|
2.69%
|
67.1%
|
127
|
12.6%
|
|
|
3336
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$458M
|
+$4.89M
|
+1%
|
1.66%
|
42.5%
|
196
|
15.82%
|
|
|
3337
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$458M
|
+$44.9M
|
+11%
|
2.22%
|
63.5%
|
241
|
13.28%
|
|
|
3338
|
Towle & Co
Denver,
Colorado
|
$458M
|
-$124M
|
-21%
|
11.8%
|
113%
|
56
|
17.86%
|
|
|
3339
|
SkyOak Wealth
Southfield,
Michigan
|
$457M
|
-$10.9M
|
-2%
|
2.27%
|
73.4%
|
280
|
21.43%
|
|
|
3340
|
Cambridge Advisors
Omaha,
Nebraska
|
$457M
|
+$8.55M
|
+2%
|
0.3%
|
52.9%
|
178
|
7.3%
|
|
|
3341
|
Safeguard Financial
Minocqua,
Wisconsin
|
$456M
|
-$3.72M
|
-0.8%
|
3.57%
|
21.9%
|
117
|
12.82%
|
|
|
3342
|
Alpine Investment Management
Hong Kong
|
$456M
|
+$102M
|
+29%
|
9.28%
|
37.4%
|
17
|
58.82%
|
|
|
3343
|
Capital Performance Advisors
Walnut Creek,
California
|
$456M
|
+$143M
|
+46%
|
1.88%
|
61.5%
|
287
|
50.17%
|
|
|
3344
|
|
$455M
|
-$3.53M
|
-0.8%
|
0.31%
|
79.7%
|
291
|
8.59%
|
|
|
3345
|
Chemung Canal Trust
Elmira,
New York
|
$455M
|
-$24.6M
|
-5%
|
0.13%
|
80.9%
|
126
|
4.76%
|
|
|
3346
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$455M
|
-$59.7M
|
-12%
|
1.49%
|
42.9%
|
49
|
8.16%
|
|
|
3347
|
Gagnon Securities
New York
|
$455M
|
-$41.8M
|
-8%
|
8.61%
|
89.9%
|
99
|
9.09%
|
|
|
3348
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$454M
|
+$20.9M
|
+5%
|
0.11%
|
–
|
161
|
14.91%
|
|
|
3349
|
Covenant Asset Management
Chester,
New Jersey
|
$454M
|
-$198M
|
-30%
|
6.62%
|
158%
|
177
|
10.17%
|
|
|
3350
|
Pinion Investment Advisors
Wichita,
Kansas
|
$454M
|
+$202M
|
+81%
|
2.84%
|
61.8%
|
165
|
15.15%
|
|