|
3026
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$174M
|
-$41.4M
|
-19%
|
0.98%
|
70.2%
|
65
|
27.69%
|
|
|
3027
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$174M
|
-$4.66M
|
-3%
|
1.29%
|
–
|
1,171
|
84.03%
|
|
|
3028
|
Kinsight LLC
Birmingham,
Alabama
|
$174M
|
+$2.45M
|
+1%
|
1.64%
|
15.7%
|
35
|
8.57%
|
|
|
3029
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$174M
|
+$46.9M
|
+37%
|
1.75%
|
70.2%
|
598
|
80.6%
|
|
|
3030
|
Bard Associates
Chicago,
Illinois
|
$174M
|
+$4.06M
|
+2%
|
2.33%
|
241%
|
169
|
7.69%
|
|
|
3031
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$174M
|
-$15.4M
|
-8%
|
0.08%
|
63.9%
|
366
|
16.12%
|
|
|
3032
|
Summit Partners
Boston,
Massachusetts
|
$173M
|
-$146M
|
-46%
|
1.64%
|
13.7%
|
3
|
0%
|
|
|
3033
|
Riverpark Capital Management
New York
|
$173M
|
+$19.8M
|
+13%
|
0.59%
|
152%
|
49
|
36.73%
|
|
|
3034
|
LBA Wealth Management
Jacksonville,
Florida
|
$173M
|
-$673K
|
-0.4%
|
1.2%
|
19.2%
|
463
|
18.79%
|
|
|
3035
|
Credential Securities
Vancouver,
|
$173M
|
+$20.4M
|
+13%
|
6.75%
|
32.5%
|
242
|
15.29%
|
|
|
3036
|
West Face Capital
Toronto,
Ontario, Canada
|
$173M
|
-$32.5M
|
-16%
|
1.05%
|
10.9%
|
5
|
20%
|
|
|
3037
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$173M
|
+$7.28M
|
+4%
|
3.13%
|
76.5%
|
82
|
3.66%
|
|
|
3038
|
Barrington Strategic Wealth Management Group
Chicago,
Illinois
|
$173M
|
+$1.66M
|
+1%
|
0.79%
|
17.9%
|
101
|
7.92%
|
|
|
3039
|
Family Capital Trust
Peabody,
Massachusetts
|
$173M
|
-$10.6M
|
-6%
|
0.65%
|
32.3%
|
81
|
24.69%
|
|
|
3040
|
IMA Advisory Services
Denver,
Colorado
|
$172M
|
+$7.67M
|
+5%
|
1.76%
|
74.5%
|
138
|
37.68%
|
|
|
3041
|
VNBTrust National Association
Charlottesville,
Virginia
|
$172M
|
-$11.1M
|
-6%
|
1.75%
|
42.9%
|
157
|
22.29%
|
|
|
3042
|
HT Partners
Centerbrook,
Connecticut
|
$172M
|
+$17.7M
|
+11%
|
0.85%
|
63.1%
|
49
|
71.43%
|
|
|
3043
|
Garcia Hamilton & Associates
Houston,
Texas
|
$172M
|
+$1.33M
|
+0.8%
|
1.9%
|
39.1%
|
73
|
15.07%
|
|
|
3044
|
Retirement Capital Strategies
San Jose,
California
|
$172M
|
+$8.66M
|
+5%
|
1.98%
|
59%
|
17
|
17.65%
|
|
|
3045
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$172M
|
+$5.76M
|
+3%
|
2.84%
|
88.9%
|
55
|
1.82%
|
|
|
3046
|
Financial Sense Advisors
San Diego,
California
|
$172M
|
-$41.9M
|
-20%
|
6.35%
|
152%
|
109
|
44.95%
|
|
|
3047
|
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
|
$172M
|
+$13.5M
|
+9%
|
0.05%
|
18.2%
|
28
|
10.71%
|
|
|
3048
|
Oskie Capital Management
New York
|
$172M
|
-$8.16M
|
-5%
|
1.88%
|
69.3%
|
29
|
41.38%
|
|
|
3049
|
Gemmer Asset Management
Walnut Creek,
California
|
$171M
|
+$2.18M
|
+1%
|
0.11%
|
90.5%
|
1,387
|
13.05%
|
|
|
3050
|
Gladius Capital Management
Chicago,
Illinois
|
$171M
|
+$1.76M
|
+1%
|
1.09%
|
78%
|
2
|
0%
|
|