|
2751
|
Keystone Financial Planning
Cleveland,
Ohio
|
$15.5M
|
-$105K
|
2
|
5.45%
|
Reduced
|
|
|
2752
|
Gemmer Asset Management
Walnut Creek,
California
|
$15.5M
|
+$2.04M
|
6
|
2.42%
|
Increased
|
|
|
2753
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$15.5M
|
+$2.18M
|
4
|
7.23%
|
Increased
|
|
|
2754
|
VeraBank
Henderson,
Texas
|
$15.5M
|
+$983K
|
6
|
9.07%
|
Increased
|
|
|
2755
|
Tradition Wealth Management
Edina,
Minnesota
|
$15.5M
|
-$1.08M
|
17
|
2.25%
|
Reduced
|
|
|
2756
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$15.5M
|
+$480K
|
18
|
4.19%
|
Increased
|
|
|
2757
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$15.5M
|
-$8.03M
|
6
|
13.37%
|
Reduced
|
|
|
2758
|
Wayfinding Financial
Lynnwood,
Washington
|
$15.4M
|
-$316K
|
5
|
13.57%
|
Reduced
|
|
|
2759
|
Bancreek Capital Management
Santa Monica,
California
|
$15.4M
|
+$1.44M
|
3
|
12.09%
|
Increased
|
|
|
2760
|
Creative Financial Designs
Kokomo,
Indiana
|
$15.4M
|
+$782K
|
19
|
2.53%
|
Increased
|
|
|
2761
|
Augustine Asset Management
Jacksonville,
Florida
|
$15.4M
|
-$959K
|
3
|
9.46%
|
Reduced
|
|
|
2762
|
Sterneck Capital Management
Kansas City,
Missouri
|
$15.4M
|
+$1.66M
|
8
|
10.32%
|
Increased
|
|
|
2763
|
Pinpoint Asset Management
Hong Kong
|
$15.4M
|
+$13.3M
|
1
|
6.12%
|
New
|
|
|
2764
|
Advocate Group
Minnetonka,
Minnesota
|
$15.4M
|
+$15.4M
|
2
|
3.58%
|
New
|
|
|
2765
|
AMI Investment Management
Kendallville,
Indiana
|
$15.4M
|
+$42.1K
|
4
|
7.75%
|
Increased
|
|
|
2766
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$15.3M
|
-$1.36M
|
5
|
10.43%
|
Reduced
|
|
|
2767
|
Byrne Asset Management
Kingston,
New Jersey
|
$15.3M
|
+$637K
|
8
|
11.31%
|
Increased
|
|
|
2768
|
DeDora Capital
Napa,
California
|
$15.3M
|
-$387K
|
5
|
7.72%
|
Reduced
|
|
|
2769
|
Third Security
Radford,
Virginia
|
$15.3M
|
$0
|
4
|
8.42%
|
Maintained
|
|
|
2770
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$15.3M
|
+$3.12M
|
6
|
7.81%
|
Increased
|
|
|
2771
|
Threadgill Financial
Spring,
Texas
|
$15.3M
|
-$120K
|
4
|
12.73%
|
Reduced
|
|
|
2772
|
Crestline Management
Fort Worth,
Texas
|
$15.3M
|
+$1.23M
|
5
|
2%
|
Increased
|
|
|
2773
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$15.3M
|
-$1.4M
|
6
|
3.34%
|
Reduced
|
|
|
2774
|
Childress Capital Advisors
Houston,
Texas
|
$15.3M
|
+$358K
|
6
|
6.06%
|
Increased
|
|
|
2775
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$15.3M
|
-$1.72M
|
6
|
4.76%
|
Reduced
|
|