|
3501
|
Windle Wealth
Oklahoma City,
Oklahoma
|
$14.2M
|
-$117K
|
3
|
9.08%
|
Reduced
|
|
|
3502
|
My Personal CFO LLC
Vancouver,
Washington
|
$14.2M
|
+$1.2M
|
4
|
8.21%
|
Increased
|
|
|
3503
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$14.2M
|
-$134K
|
5
|
5.13%
|
Reduced
|
|
|
3504
|
Nightview Capital
Austin,
Texas
|
$14.2M
|
-$276K
|
4
|
12.94%
|
Reduced
|
|
|
3505
|
Kent Lake Capital
Reno,
Nevada
|
$14.2M
|
-$2.06M
|
3
|
6.19%
|
Reduced
|
|
|
3506
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$14.2M
|
+$5.9M
|
5
|
7.7%
|
Increased
|
|
|
3507
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$14.2M
|
+$517K
|
6
|
2.68%
|
Increased
|
|
|
3508
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$14.2M
|
+$262K
|
4
|
11.33%
|
Increased
|
|
|
3509
|
First Dallas Securities
Dallas,
Texas
|
$14.2M
|
+$2.56M
|
6
|
6.52%
|
Increased
|
|
|
3510
|
West Michigan Advisors
Holland,
Michigan
|
$14.2M
|
+$841K
|
6
|
4.61%
|
Increased
|
|
|
3511
|
Main Street Group
Glen Allen,
Virginia
|
$14.1M
|
+$52.3K
|
15
|
6.17%
|
Increased
|
|
|
3512
|
Cumberland Advisors
Sarasota,
Florida
|
$14.1M
|
+$93.1K
|
5
|
5.25%
|
Increased
|
|
|
3513
|
Legacy Capital Group California
Los Gatos,
California
|
$14.1M
|
-$575K
|
9
|
5.21%
|
Reduced
|
|
|
3514
|
Eagle Bay Advisors
New York
|
$14.1M
|
-$2.33M
|
12
|
8.9%
|
Reduced
|
|
|
3515
|
Peterson Wealth Management
Sparks,
Nevada
|
$14.1M
|
+$2.78M
|
5
|
10.19%
|
Increased
|
|
|
3516
|
Daily Journal Corp
Los Angeles,
California
|
$14.1M
|
-$7.69M
|
1
|
7.96%
|
Reduced
|
|
|
3517
|
Partners Value Investments
Hamilton,
Bermuda
|
$14.1M
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
3518
|
Corbyn Investment Management
Lutherville,
Maryland
|
$14.1M
|
+$967K
|
4
|
6.22%
|
Increased
|
|
|
3519
|
PGIM Custom Harvest
Newark,
New Jersey
|
$14M
|
+$3.3M
|
5
|
0.35%
|
Increased
|
|
|
3520
|
Kamunting Street Capital Management
Miami Beach,
Florida
|
$14M
|
+$6.5M
|
1
|
13.68%
|
Increased
|
|
|
3521
|
HF Advisory Group
Annapolis,
Maryland
|
$14M
|
+$1M
|
5
|
7.83%
|
Increased
|
|
|
3522
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$14M
|
+$484K
|
5
|
3.66%
|
Increased
|
|
|
3523
|
Chesapeake Asset Management
New York
|
$14M
|
-$2.36M
|
9
|
13.81%
|
Reduced
|
|
|
3524
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$14M
|
-$31.6K
|
5
|
8.95%
|
Reduced
|
|
|
3525
|
Prosperity Wealth Management
San Ramon,
California
|
$14M
|
+$1.98M
|
8
|
6.62%
|
Increased
|
|