|
3051
|
Key Financial Inc
West Chester,
Pennsylvania
|
$24.3M
|
-$389K
|
17
|
5.52%
|
Reduced
|
|
|
3052
|
Sara-Bay Financial
Sarasota,
Florida
|
$24.3M
|
+$84.2K
|
4
|
8.99%
|
Increased
|
|
|
3053
|
Centerpoint Advisors
Needham,
Massachusetts
|
$24.2M
|
-$1.06M
|
8
|
8.47%
|
Reduced
|
|
|
3054
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$24.2M
|
-$253K
|
7
|
5.29%
|
Reduced
|
|
|
3055
|
CVA Family Office
Denver,
Colorado
|
$24.2M
|
+$2M
|
20
|
3.82%
|
Increased
|
|
|
3056
|
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
|
$24.2M
|
+$8.18M
|
2
|
18.54%
|
Increased
|
|
|
3057
|
Center for Financial Planning
Southfied,
Michigan
|
$24.1M
|
+$119K
|
13
|
3.22%
|
Increased
|
|
|
3058
|
AMI Investment Management
Kendallville,
Indiana
|
$24.1M
|
+$917K
|
5
|
7.84%
|
Increased
|
|
|
3059
|
Strategic Financial Services
Utica,
New York
|
$24.1M
|
+$330K
|
6
|
1.44%
|
Increased
|
|
|
3060
|
Alteri Wealth
Westlake Village,
California
|
$24.1M
|
+$23.3M
|
8
|
6.67%
|
New
|
|
|
3061
|
Old Port Advisors
Portland,
Maine
|
$24.1M
|
-$213K
|
6
|
6.93%
|
Reduced
|
|
|
3062
|
Aventura Private Wealth
Aventura,
Florida
|
$24.1M
|
+$23.3M
|
13
|
12.96%
|
New
|
|
|
3063
|
Pensionfund Sabic
Sittard,
Netherlands
|
$24M
|
-$4.66M
|
5
|
6.31%
|
Reduced
|
|
|
3064
|
West Family Investments
Carlsbad,
California
|
$24M
|
-$177K
|
6
|
8.36%
|
Reduced
|
|
|
3065
|
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
$24M
|
+$16.2M
|
2
|
3.6%
|
Increased
|
|
|
3066
|
Stiles Financial Services
Edina,
Minnesota
|
$24M
|
-$166K
|
4
|
8.68%
|
Reduced
|
|
|
3067
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$24M
|
+$456K
|
5
|
9.82%
|
Increased
|
|
|
3068
|
Prosperitas Financial
Valencia,
California
|
$23.9M
|
+$2.41M
|
5
|
12.11%
|
Increased
|
|
|
3069
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$23.9M
|
-$1.1M
|
10
|
7.78%
|
Reduced
|
|
|
3070
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$23.9M
|
+$1.34M
|
4
|
11.76%
|
Increased
|
|
|
3071
|
Redwood Grove Capital
Palo Alto,
California
|
$23.9M
|
-$9.27M
|
1
|
7.41%
|
Reduced
|
|
|
3072
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$23.9M
|
+$614K
|
8
|
9.38%
|
Increased
|
|
|
3073
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$23.9M
|
-$1.71M
|
6
|
12.99%
|
Reduced
|
|
|
3074
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$23.9M
|
-$343K
|
7
|
10.53%
|
Reduced
|
|
|
3075
|
Asahi Life Asset Management
Tokyo,
Japan
|
$23.9M
|
-$2.05M
|
7
|
14.56%
|
Reduced
|
|
