|
3351
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$482M
|
-$24M
|
-5%
|
2.46%
|
24.5%
|
53
|
45.28%
|
|
|
3352
|
Clifford Capital Partners
Alpine,
Utah
|
$482M
|
-$19.8M
|
-4%
|
0.66%
|
77.3%
|
59
|
27.12%
|
|
|
3353
|
Austin Wealth Management
Austin,
Texas
|
$482M
|
+$26.8M
|
+6%
|
1.88%
|
48.2%
|
123
|
5.69%
|
|
|
3354
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$482M
|
+$15.1M
|
+3%
|
0.56%
|
119%
|
130
|
18.46%
|
|
|
3355
|
Buck Wealth Strategies
Denver,
Colorado
|
$481M
|
+$163M
|
+51%
|
0.6%
|
42%
|
81
|
18.52%
|
|
|
3356
|
Financial Management Network
Mission Viejo,
California
|
$481M
|
+$2.98M
|
+0.6%
|
0.29%
|
57.4%
|
182
|
17.58%
|
|
|
3357
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$481M
|
-$2.6M
|
-0.5%
|
0.31%
|
55.8%
|
1,077
|
7.06%
|
|
|
3358
|
Iowa State Bank
Urbandale,
Iowa
|
$481M
|
-$5.71M
|
-1%
|
0.98%
|
76%
|
112
|
7.14%
|
|
|
3359
|
Appian Way Asset Management
New York
|
$480M
|
+$35.6M
|
+8%
|
1.06%
|
49.4%
|
50
|
72%
|
|
|
3360
|
Harfst & Associates
Sheridan,
Wyoming
|
$480M
|
+$34.8M
|
+8%
|
10.9%
|
82.5%
|
98
|
8.16%
|
|
|
3361
|
Unique Wealth
Clearwater,
Florida
|
$480M
|
+$43M
|
+10%
|
1.03%
|
63.3%
|
148
|
22.97%
|
|
|
3362
|
Bearing Point Capital
Bloomington,
Minnesota
|
$480M
|
–
|
–
|
2.14%
|
–
|
162
|
–
|
|
|
3363
|
Simplicity Wealth
Summit,
New Jersey
|
$480M
|
-$600M
|
-56%
|
1.78%
|
74.5%
|
535
|
47.29%
|
|
|
3364
|
Chemung Canal Trust
Elmira,
New York
|
$480M
|
-$14.8M
|
-3%
|
1.17%
|
80.9%
|
125
|
4%
|
|
|
3365
|
Schoolcraft Capital
Boulder,
Colorado
|
$479M
|
-$13.3M
|
-3%
|
2.42%
|
54.3%
|
69
|
2.9%
|
|
|
3366
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$479M
|
-$42.9M
|
-8%
|
0.84%
|
55.7%
|
140
|
6.43%
|
|
|
3367
|
Bricktown Capital
Detroit,
Michigan
|
$479M
|
-$58M
|
-11%
|
1.94%
|
40.8%
|
28
|
14.29%
|
|
|
3368
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$479M
|
+$3.22M
|
+0.7%
|
6.76%
|
58.9%
|
130
|
32.31%
|
|
|
3369
|
Talon Private Wealth
The Villages,
Florida
|
$479M
|
+$3.29M
|
+0.7%
|
1.21%
|
–
|
354
|
32.77%
|
|
|
3370
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$479M
|
-$13.8M
|
-3%
|
0.62%
|
84%
|
193
|
8.81%
|
|
|
3371
|
Te Ahumairangi Investment Management
Wellington,
New Zealand
|
$478M
|
-$85.7M
|
-15%
|
1.22%
|
55.5%
|
84
|
4.76%
|
|
|
3372
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$478M
|
-$38.9M
|
-8%
|
1.42%
|
74.5%
|
370
|
5.14%
|
|
|
3373
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$478M
|
+$69.4M
|
+17%
|
2.2%
|
128%
|
211
|
33.18%
|
|
|
3374
|
Marotta Asset Management
Charlottesville,
Virginia
|
$478M
|
-$31.4M
|
-6%
|
4.28%
|
45.7%
|
114
|
6.14%
|
|
|
3375
|
Fulcrum Capital
Seattle,
Washington
|
$478M
|
+$18.5M
|
+4%
|
1.79%
|
83.4%
|
116
|
8.62%
|
|