|
3401
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$415M
|
+$14.6M
|
+4%
|
3.08%
|
72.5%
|
102
|
11.76%
|
|
|
3402
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$415M
|
+$3.87M
|
+0.9%
|
4.98%
|
84.5%
|
137
|
5.84%
|
|
|
3403
|
WPWealth
Fort Worth,
Texas
|
$414M
|
+$27.1M
|
+7%
|
0.03%
|
30.9%
|
72
|
15.28%
|
|
|
3404
|
Fiduciary Financial Group
San Rafael,
California
|
$414M
|
–
|
–
|
3.15%
|
–
|
255
|
–
|
|
|
3405
|
AlphaCore Capital
La Jolla,
California
|
$414M
|
+$38.4M
|
+10%
|
2.92%
|
68.3%
|
238
|
34.45%
|
|
|
3406
|
P. Schoenfeld Asset Management (PSAM)
New York
|
$414M
|
+$63.6M
|
+18%
|
4.89%
|
270%
|
57
|
54.39%
|
|
|
3407
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$414M
|
-$27.1M
|
-6%
|
3.04%
|
53.7%
|
159
|
13.21%
|
|
|
3408
|
J.W. Coons Advisors
Columbus,
Ohio
|
$414M
|
-$28.8M
|
-7%
|
0.45%
|
61.2%
|
250
|
10.8%
|
|
|
3409
|
Franchise Capital
Grand Cayman,
Cayman Islands
|
$413M
|
-$124M
|
-23%
|
22.2%
|
537%
|
17
|
52.94%
|
|
|
3410
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$413M
|
+$7.63M
|
+2%
|
4.64%
|
73.1%
|
146
|
4.79%
|
|
|
3411
|
Broadleaf Partners
Hudson,
Ohio
|
$413M
|
+$23.2M
|
+6%
|
9.6%
|
132%
|
81
|
8.64%
|
|
|
3412
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$413M
|
+$5.5M
|
+1%
|
3.59%
|
40.4%
|
222
|
12.61%
|
|
|
3413
|
WBI Investments
Red Bank,
New Jersey
|
$413M
|
-$68.2M
|
-14%
|
0.16%
|
74.4%
|
239
|
51.05%
|
|
|
3414
|
Morse Asset Management
Darien,
Connecticut
|
$412M
|
+$20.5M
|
+5%
|
7.35%
|
153%
|
168
|
31.55%
|
|
|
3415
|
WestHill Financial Advisors
San Rafael,
California
|
$412M
|
+$5.46M
|
+1%
|
2.47%
|
55.9%
|
78
|
12.82%
|
|
|
3416
|
High Falls Advisors
Rochester,
New York
|
$412M
|
+$14.2M
|
+4%
|
3.26%
|
56.9%
|
134
|
16.42%
|
|
|
3417
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$411M
|
+$279M
|
+210%
|
1.07%
|
52.7%
|
234
|
52.14%
|
|
|
3418
|
Tyche Wealth Partners
Plano,
Texas
|
$411M
|
+$2.32M
|
+0.6%
|
3.35%
|
–
|
298
|
13.09%
|
|
|
3419
|
Round Rock Advisors
Wilton,
Connecticut
|
$411M
|
-$6.73M
|
-2%
|
3%
|
62.6%
|
193
|
8.29%
|
|
|
3420
|
ESL Trust Services
Rochester,
New York
|
$411M
|
+$28.6M
|
+7%
|
0.46%
|
41.6%
|
270
|
55.19%
|
|
|
3421
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$410M
|
+$11.7M
|
+3%
|
0.41%
|
12.8%
|
142
|
11.97%
|
|
|
3422
|
Riversedge Advisors
Wilmington,
Delaware
|
$410M
|
+$4.41M
|
+1%
|
1.83%
|
60.4%
|
95
|
10.53%
|
|
|
3423
|
Ignite Planners
San Clemente,
California
|
$410M
|
+$52.9M
|
+15%
|
4.38%
|
73.8%
|
308
|
14.29%
|
|
|
3424
|
LexAurum Advisors
Overland Park,
Kansas
|
$410M
|
+$12M
|
+3%
|
1.62%
|
–
|
319
|
11.6%
|
|
|
3425
|
VK Services
Menlo Park,
California
|
$410M
|
-$139M
|
-25%
|
1.96%
|
1,144%
|
7
|
0%
|
|