|
3201
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$25.1M
|
-$559K
|
4
|
5.44%
|
Reduced
|
|
|
3202
|
Ballast Advisors
Woodbury,
Minnesota
|
$25.1M
|
-$561K
|
6
|
6.9%
|
Reduced
|
|
|
3203
|
Kennedy Investment Group
West Depford,
New Jersey
|
$25M
|
+$104K
|
6
|
9.95%
|
Increased
|
|
|
3204
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$25M
|
+$23K
|
6
|
15.35%
|
Increased
|
|
|
3205
|
Panoramic Capital
Larkspur,
California
|
$25M
|
+$4.92M
|
6
|
11.24%
|
Increased
|
|
|
3206
|
SYM Financial Corp
Winona Lake,
Indiana
|
$25M
|
-$1.24M
|
9
|
2.67%
|
Reduced
|
|
|
3207
|
Optimum Investment Advisors
Chicago,
Illinois
|
$25M
|
-$60.4K
|
10
|
9.91%
|
Reduced
|
|
|
3208
|
Josh Arnold Investment Consultant
Edina,
Minnesota
|
$25M
|
-$660K
|
1
|
20.12%
|
Reduced
|
|
|
3209
|
Malaga Cove Capital
Pv Estates,
California
|
$25M
|
-$770K
|
7
|
9.06%
|
Reduced
|
|
|
3210
|
Channing Capital Management
Chicago,
Illinois
|
$25M
|
+$3.67M
|
3
|
0.66%
|
Increased
|
|
|
3211
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$25M
|
-$2.96M
|
2
|
9.21%
|
Reduced
|
|
|
3212
|
|
$24.9M
|
+$36.1K
|
5
|
13.68%
|
Increased
|
|
|
3213
|
ANB Bank
Denver,
Colorado
|
$24.9M
|
-$267K
|
6
|
10.1%
|
Reduced
|
|
|
3214
|
Palogic Value Management
Dallas,
Texas
|
$24.9M
|
-$897K
|
6
|
10.02%
|
Reduced
|
|
|
3215
|
Yukon Wealth Management
Overland Park,
Kansas
|
$24.9M
|
+$665K
|
4
|
8.17%
|
Increased
|
|
|
3216
|
Family Capital Trust
Peabody,
Massachusetts
|
$24.9M
|
-$235K
|
5
|
8.33%
|
Reduced
|
|
|
3217
|
QTR Family Wealth
Lake Mary,
Florida
|
$24.9M
|
+$2.92M
|
10
|
11.81%
|
Increased
|
|
|
3218
|
Waddell & Associates
Memphis,
Tennessee
|
$24.9M
|
+$5M
|
12
|
2.12%
|
Increased
|
|
|
3219
|
West Oak Capital
Westlake Village,
California
|
$24.9M
|
-$1.37M
|
7
|
9.86%
|
Reduced
|
|
|
3220
|
Charles Schwab Trust
Henderson,
Nevada
|
$24.9M
|
+$6.51M
|
6
|
1.69%
|
Increased
|
|
|
3221
|
Jericho Financial
Westerville,
Ohio
|
$24.8M
|
+$126K
|
3
|
15.08%
|
Increased
|
|
|
3222
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$24.8M
|
+$316K
|
5
|
11.14%
|
Increased
|
|
|
3223
|
Robertson Opportunity Capital
Dallas,
Texas
|
$24.8M
|
$0
|
1
|
8.53%
|
Maintained
|
|
|
3224
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$24.8M
|
+$523K
|
7
|
2%
|
Increased
|
|
|
3225
|
Shepherd Wealth Management
Cincinnati,
Ohio
|
$24.8M
|
-$2.16M
|
3
|
16.5%
|
Reduced
|
|