|
3501
|
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
|
$337M
|
-$16.3M
|
-5%
|
2.26%
|
5.11%
|
1
|
0%
|
|
|
3502
|
Saybrook Capital
Winston Salem,
North Carolina
|
$337M
|
+$22.3M
|
+7%
|
7.23%
|
61.4%
|
45
|
4.44%
|
|
|
3503
|
Waterfront Wealth
Overland Park,
Kansas
|
$337M
|
+$30.5M
|
+10%
|
3.46%
|
53.5%
|
258
|
7.36%
|
|
|
3504
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$337M
|
+$24.8M
|
+8%
|
3.78%
|
47.8%
|
44
|
2.27%
|
|
|
3505
|
Fifth Lane Capital
Austin,
Texas
|
$336M
|
+$159M
|
+90%
|
0.02%
|
92%
|
281
|
50.53%
|
|
|
3506
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$336M
|
+$30.3M
|
+10%
|
6.06%
|
48.6%
|
99
|
5.05%
|
|
|
3507
|
Dechtman Wealth Management
Centennial,
Colorado
|
$336M
|
–
|
–
|
5.45%
|
–
|
52
|
–
|
|
|
3508
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$335M
|
+$15.3M
|
+5%
|
6.28%
|
57.8%
|
41
|
4.88%
|
|
|
3509
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$335M
|
-$246M
|
-42%
|
5.94%
|
62.6%
|
470
|
27.45%
|
|
|
3510
|
Advisors Management Group
La Crosse,
Wisconsin
|
$335M
|
+$21.5M
|
+7%
|
2.15%
|
68.9%
|
154
|
6.49%
|
|
|
3511
|
Arcus Capital Partners
Atlanta,
Georgia
|
$335M
|
+$42M
|
+14%
|
22.2%
|
82.6%
|
127
|
13.39%
|
|
|
3512
|
Irenic Capital Management
New York
|
$335M
|
+$45M
|
+16%
|
7.83%
|
78.4%
|
21
|
47.62%
|
|
|
3513
|
BDT Capital Partners
Chicago,
Illinois
|
$335M
|
+$48.6M
|
+17%
|
16%
|
49.7%
|
4
|
50%
|
|
|
3514
|
Plimoth Trust
Plymouth,
Massachusetts
|
$334M
|
+$12M
|
+4%
|
6.34%
|
94%
|
161
|
3.11%
|
|
|
3515
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$334M
|
+$15.9M
|
+5%
|
6.97%
|
70.1%
|
137
|
5.84%
|
|
|
3516
|
Enstar Group
Hamilton,
Bermuda
|
$334M
|
+$59.9M
|
+22%
|
5.22%
|
36%
|
11
|
18.18%
|
|
|
3517
|
Wishbone Management
Chicago,
Illinois
|
$334M
|
-$12.7M
|
-4%
|
10%
|
39.1%
|
9
|
22.22%
|
|
|
3518
|
REDW Wealth
Albuquerque,
New Mexico
|
$334M
|
+$19.6M
|
+6%
|
4.98%
|
44.4%
|
154
|
13.64%
|
|
|
3519
|
MYDA Advisors
Woodmere,
New York
|
$334M
|
+$70.5M
|
+27%
|
11.7%
|
189%
|
174
|
66.09%
|
|
|
3520
|
Liberty Capital Management
Birmingham,
Michigan
|
$334M
|
+$29.6M
|
+10%
|
6.81%
|
–
|
147
|
10.88%
|
|
|
3521
|
Bray Capital Advisors
Naples,
Florida
|
$334M
|
-$9.03M
|
-3%
|
7.87%
|
36.6%
|
266
|
3.38%
|
|
|
3522
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$333M
|
+$18.9M
|
+6%
|
6.33%
|
76.6%
|
143
|
6.29%
|
|
|
3523
|
Intellectus Partners
San Francisco,
California
|
$333M
|
+$16.5M
|
+5%
|
7.85%
|
111%
|
283
|
16.96%
|
|
|
3524
|
Ashford Advisors
Pittsford,
New York
|
$333M
|
+$25.3M
|
+8%
|
7.48%
|
57.3%
|
16
|
12.5%
|
|
|
3525
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$333M
|
+$17.2M
|
+5%
|
4.6%
|
–
|
62
|
1.61%
|
|