|
3026
|
Confluence Wealth Management
Portland,
Oregon
|
$172M
|
+$12.5M
|
+8%
|
3.19%
|
31.9%
|
111
|
28.83%
|
|
|
3027
|
TAM Capital Management
Stamford,
Connecticut
|
$172M
|
+$26.2M
|
+18%
|
2.74%
|
0.76%
|
23
|
52.17%
|
|
|
3028
|
LVZ Inc
Holland,
Michigan
|
$172M
|
+$36.9M
|
+27%
|
2.95%
|
47.1%
|
44
|
47.73%
|
|
|
3029
|
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
$172M
|
-$5.4M
|
-3%
|
3.83%
|
149%
|
78
|
10.26%
|
|
|
3030
|
Camelot Portfolios
Maumee,
Ohio
|
$172M
|
-$1.99M
|
-1%
|
1.28%
|
41.3%
|
190
|
21.05%
|
|
|
3031
|
PCO Investment Management
Mill Valley,
California
|
$172M
|
+$1.52M
|
+0.9%
|
6.21%
|
–
|
57
|
54.39%
|
|
|
3032
|
Winch Advisory Services
Appleton,
Wisconsin
|
$172M
|
-$12M
|
-7%
|
3.55%
|
72.5%
|
344
|
91.28%
|
|
|
3033
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$172M
|
+$2.17M
|
+1%
|
1.61%
|
48.5%
|
40
|
0%
|
|
|
3034
|
Bender Robert & Associates
Pasadena,
California
|
$171M
|
+$18.8M
|
+12%
|
13.2%
|
98.1%
|
60
|
13.33%
|
|
|
3035
|
Telos Capital Management
San Diego,
California
|
$171M
|
+$7.3M
|
+4%
|
0.99%
|
71.1%
|
149
|
12.75%
|
|
|
3036
|
Goldman Capital Management
New York
|
$171M
|
-$9.92M
|
-5%
|
8.54%
|
24.3%
|
36
|
11.11%
|
|
|
3037
|
Equinox Partners Investment Management
Stamford,
Connecticut
|
$171M
|
+$6.11M
|
+4%
|
9.27%
|
284%
|
21
|
28.57%
|
|
|
3038
|
TB Partners
Shanghai,
China
|
$171M
|
-$23.4M
|
-12%
|
11.9%
|
–
|
3
|
0%
|
|
|
3039
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$171M
|
–
|
–
|
1.51%
|
53.3%
|
245
|
–
|
|
|
3040
|
Arrow Capital Management
New York
|
$171M
|
-$1.18M
|
-0.7%
|
12.5%
|
–
|
24
|
33.33%
|
|
|
3041
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$171M
|
+$9.12M
|
+6%
|
2.97%
|
37.9%
|
240
|
4.17%
|
|
|
3042
|
|
$171M
|
+$4.49M
|
+3%
|
1.45%
|
78.2%
|
25
|
12%
|
|
|
3043
|
Retirement Capital Strategies
San Jose,
California
|
$171M
|
+$2.85M
|
+2%
|
1.38%
|
50.2%
|
14
|
0%
|
|
|
3044
|
Charter Bridge Capital Management
New York
|
$170M
|
-$23.6M
|
-12%
|
4.07%
|
–
|
40
|
57.5%
|
|
|
3045
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$170M
|
+$5.04M
|
+3%
|
1.97%
|
67.6%
|
1,379
|
11.31%
|
|
|
3046
|
Affinity Wealth Management
Wilmington,
Delaware
|
$170M
|
+$45M
|
+36%
|
1.53%
|
116%
|
58
|
32.76%
|
|
|
3047
|
Cognios Capital
Leawood,
Kansas
|
$170M
|
+$24.2M
|
+17%
|
0.58%
|
28.5%
|
100
|
25%
|
|
|
3048
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$170M
|
+$37.1M
|
+28%
|
0.81%
|
59.2%
|
658
|
36.78%
|
|
|
3049
|
Cheviot Value Management
Beverly Hills,
California
|
$170M
|
-$2.1M
|
-1%
|
0.06%
|
83.7%
|
34
|
8.82%
|
|
|
3050
|
Kays Financial Advisory
Atlanta,
Georgia
|
$170M
|
+$21.9M
|
+15%
|
2.1%
|
23.3%
|
67
|
17.91%
|
|