|
2851
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$467M
|
-$36.5M
|
-7%
|
3.46%
|
65.9%
|
173
|
5.2%
|
|
|
2852
|
Capital Advantage
Walnut Creek,
California
|
$467M
|
-$13M
|
-3%
|
2.63%
|
44.4%
|
47
|
19.15%
|
|
|
2853
|
Sendero Wealth Management
San Antonio,
Texas
|
$466M
|
+$8.27M
|
+2%
|
1.12%
|
86.3%
|
159
|
10.06%
|
|
|
2854
|
Ancient Art
Austin,
Texas
|
$466M
|
-$6.08M
|
-1%
|
0.45%
|
168%
|
20
|
25%
|
|
|
2855
|
Hunter Perkins Capital Management
Lombard,
Illinois
|
$466M
|
-$3.12M
|
-0.7%
|
3.84%
|
58%
|
141
|
21.99%
|
|
|
2856
|
Madrone Advisors
Menlo Park,
California
|
$465M
|
-$108M
|
-19%
|
20.5%
|
10.4%
|
8
|
12.5%
|
|
|
2857
|
Ramirez Asset Management
New York
|
$465M
|
–
|
–
|
0.2%
|
86.8%
|
381
|
–
|
|
|
2858
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$465M
|
-$5.6M
|
-1%
|
3.55%
|
69.7%
|
253
|
13.04%
|
|
|
2859
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$464M
|
-$14.7M
|
-3%
|
0.87%
|
183%
|
70
|
1.43%
|
|
|
2860
|
State of Wyoming
Cheyenne,
Wyoming
|
$464M
|
+$122M
|
+36%
|
1.76%
|
131%
|
1,879
|
33.42%
|
|
|
2861
|
Soundwatch Capital
Rowayton,
Connecticut
|
$464M
|
+$71.1M
|
+18%
|
3.78%
|
68.6%
|
38
|
34.21%
|
|
|
2862
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$464M
|
-$28M
|
-6%
|
3.04%
|
72.2%
|
83
|
4.82%
|
|
|
2863
|
High Probability Advisors
Pittsford,
New York
|
$464M
|
-$2.1M
|
-0.5%
|
3.29%
|
49.7%
|
51
|
7.84%
|
|
|
2864
|
Parker Investment Management
Menlo Park,
California
|
$463M
|
-$157M
|
-25%
|
1.5%
|
208%
|
31
|
16.13%
|
|
|
2865
|
Center for Financial Planning
Southfied,
Michigan
|
$463M
|
-$13.5M
|
-3%
|
3.78%
|
57.5%
|
581
|
12.39%
|
|
|
2866
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$462M
|
-$29.2M
|
-6%
|
3.87%
|
64.3%
|
81
|
4.94%
|
|
|
2867
|
Falcon Wealth Planning
Ontario,
California
|
$461M
|
+$12.2M
|
+3%
|
3.78%
|
52.7%
|
114
|
10.53%
|
|
|
2868
|
ERn Financial LLC
Middleton,
Wisconsin
|
$461M
|
-$16.8M
|
-4%
|
3.96%
|
55.9%
|
176
|
10.8%
|
|
|
2869
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$461M
|
-$8.38M
|
-2%
|
2.42%
|
77.2%
|
162
|
14.2%
|
|
|
2870
|
HeadInvest LLC
Portland,
Maine
|
$460M
|
-$3.63M
|
-0.8%
|
2.76%
|
59.1%
|
750
|
69.73%
|
|
|
2871
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$460M
|
-$46M
|
-9%
|
3.45%
|
82.9%
|
163
|
32.52%
|
|
|
2872
|
Glynn Capital Management
Menlo Park,
California
|
$460M
|
+$9.55M
|
+2%
|
1.46%
|
218%
|
44
|
6.82%
|
|
|
2873
|
Silver Oak Securities
Jackson,
Tennessee
|
$460M
|
-$162M
|
-26%
|
2.97%
|
73.4%
|
512
|
30.66%
|
|
|
2874
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$460M
|
-$87.6M
|
-16%
|
5.26%
|
109%
|
83
|
12.05%
|
|
|
2875
|
EMG Holdings
Old Greenwich,
Connecticut
|
$459M
|
+$30.1M
|
+7%
|
2.43%
|
4.17%
|
88
|
50%
|
|