|
3451
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$16.2M
|
-$209K
|
8
|
8.83%
|
Reduced
|
|
|
3452
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$16.2M
|
-$2.05M
|
10
|
3.02%
|
Reduced
|
|
|
3453
|
PGIM Custom Harvest
Newark,
New Jersey
|
$16.2M
|
+$814K
|
6
|
0.36%
|
Increased
|
|
|
3454
|
Andar Capital Management (HK)
Hong Kong
|
$16.2M
|
+$640K
|
5
|
22.48%
|
Increased
|
|
|
3455
|
High Net Worth Advisory Group
Naples,
Florida
|
$16.2M
|
-$706K
|
7
|
4.9%
|
Reduced
|
|
|
3456
|
Charles Schwab Trust
Henderson,
Nevada
|
$16.2M
|
+$5.28M
|
6
|
1.5%
|
Increased
|
|
|
3457
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$16.2M
|
+$473K
|
5
|
4.04%
|
Increased
|
|
|
3458
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$16.2M
|
+$319K
|
6
|
3.21%
|
Increased
|
|
|
3459
|
Holt Capital Partners
Fort Worth,
Texas
|
$16.2M
|
+$19.8K
|
4
|
3.45%
|
Increased
|
|
|
3460
|
InTrack Investment Management
South Burlington,
Vermont
|
$16.2M
|
+$479K
|
5
|
11.49%
|
Increased
|
|
|
3461
|
Corbyn Investment Management
Lutherville,
Maryland
|
$16.1M
|
+$223K
|
5
|
6.67%
|
Increased
|
|
|
3462
|
McGinn Penninger Investment Management
Alexandria,
Virginia
|
$16.1M
|
-$171K
|
1
|
10.94%
|
Reduced
|
|
|
3463
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$16.1M
|
+$255K
|
7
|
3.68%
|
Increased
|
|
|
3464
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$16.1M
|
+$986K
|
5
|
10.56%
|
Increased
|
|
|
3465
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$16.1M
|
-$1.79M
|
5
|
11.59%
|
Reduced
|
|
|
3466
|
Genesis Investment Management
London,
United Kingdom
|
$16.1M
|
-$801K
|
1
|
3.16%
|
Reduced
|
|
|
3467
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$16M
|
+$530K
|
4
|
6.72%
|
Increased
|
|
|
3468
|
Sara-Bay Financial
Sarasota,
Florida
|
$16M
|
+$1.3M
|
3
|
6.5%
|
Increased
|
|
|
3469
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$16M
|
-$158K
|
7
|
1.74%
|
Reduced
|
|
|
3470
|
Family Capital Management
Grand Rapids,
Michigan
|
$16M
|
+$145K
|
4
|
10.89%
|
Increased
|
|
|
3471
|
Scientech Research LLC
Jersey City,
New Jersey
|
$16M
|
+$11.8M
|
10
|
3.29%
|
Increased
|
|
|
3472
|
West Michigan Advisors
Holland,
Michigan
|
$16M
|
+$627K
|
6
|
5.07%
|
Increased
|
|
|
3473
|
Insight Inv LLC
El Segundo,
California
|
$15.9M
|
+$113K
|
6
|
13.78%
|
Increased
|
|
|
3474
|
One Wealth Advisors
San Francisco,
California
|
$15.9M
|
+$974K
|
7
|
3.41%
|
Increased
|
|
|
3475
|
Accel Wealth Management
Waverly,
Iowa
|
$15.9M
|
+$2.67M
|
6
|
6.36%
|
Increased
|
|
