|
3301
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$17.3M
|
+$1.29M
|
8
|
8.61%
|
Increased
|
|
|
3302
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$17.3M
|
+$538K
|
5
|
9.65%
|
Increased
|
|
|
3303
|
Beaton Management Company
Haverhill,
Massachusetts
|
$17.3M
|
-$15.4K
|
7
|
8.96%
|
Reduced
|
|
|
3304
|
Front Row Advisors
Tiburon,
California
|
$17.2M
|
-$566K
|
11
|
6.61%
|
Reduced
|
|
|
3305
|
Guardian Point Capital
Charlottesville,
Virginia
|
$17.2M
|
$0
|
1
|
10.36%
|
Maintained
|
|
|
3306
|
Prudent Investors Network
Lake Forest,
California
|
$17.2M
|
-$7.8M
|
3
|
4.89%
|
Reduced
|
|
|
3307
|
Mattern Capital Management
Lakewood,
Colorado
|
$17.1M
|
-$441K
|
3
|
2.18%
|
Reduced
|
|
|
3308
|
West Oak Capital
Westlake Village,
California
|
$17.1M
|
-$56.6K
|
8
|
6.62%
|
Reduced
|
|
|
3309
|
Summit Asset Management
Memphis,
Tennessee
|
$17.1M
|
+$164K
|
6
|
2.96%
|
Increased
|
|
|
3310
|
Elwood Capital Partners
New York
|
$17.1M
|
+$4.41M
|
2
|
14.79%
|
Increased
|
|
|
3311
|
Aprio Wealth Management
Atlanta,
Georgia
|
$17.1M
|
+$3.63M
|
6
|
2.14%
|
Increased
|
|
|
3312
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$17.1M
|
+$2.94M
|
4
|
8.81%
|
Increased
|
|
|
3313
|
SWS Partners
Columbus,
Ohio
|
$17.1M
|
-$359K
|
6
|
5.61%
|
Reduced
|
|
|
3314
|
Convergence Financial
Columbia,
Missouri
|
$17.1M
|
+$459K
|
5
|
3.35%
|
Increased
|
|
|
3315
|
Everpar Advisors
Tulsa,
Oklahoma
|
$17.1M
|
+$120K
|
6
|
9.06%
|
Increased
|
|
|
3316
|
Madrona Venture Group
Seattle,
Washington
|
$17M
|
-$19.5M
|
1
|
59.83%
|
Reduced
|
|
|
3317
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$17M
|
-$133K
|
6
|
4.32%
|
Reduced
|
|
|
3318
|
Family Capital Trust
Peabody,
Massachusetts
|
$17M
|
+$5.92M
|
4
|
6.1%
|
Increased
|
|
|
3319
|
TFB Advisors
Overland Park,
Kansas
|
$17M
|
+$458K
|
7
|
4.9%
|
Increased
|
|
|
3320
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$17M
|
+$176K
|
5
|
9.6%
|
Increased
|
|
|
3321
|
Long Corridor Asset Management
Hong Kong
|
$17M
|
-$10.2M
|
1
|
12.45%
|
Reduced
|
|
|
3322
|
|
$17M
|
-$25.1M
|
1
|
1.93%
|
Reduced
|
|
|
3323
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$17M
|
-$661K
|
7
|
1.05%
|
Reduced
|
|
|
3324
|
Beta Wealth Group
San Diego,
California
|
$17M
|
-$1.45M
|
5
|
6.1%
|
Reduced
|
|
|
3325
|
Insight Inv LLC
El Segundo,
California
|
$17M
|
+$24.2M
|
6
|
11.68%
|
Increased
|
|