|
3026
|
ThornTree Capital Partners
Boston,
Massachusetts
|
$653M
|
+$52.7M
|
+9%
|
10.8%
|
217%
|
20
|
25%
|
|
|
3027
|
Security National Bank
Omaha,
Nebraska
|
$653M
|
+$75.2M
|
+13%
|
9%
|
113%
|
393
|
23.66%
|
|
|
3028
|
von Borstel & Associates
The Dalles,
Oregon
|
$652M
|
+$273M
|
+72%
|
6.28%
|
–
|
171
|
76.61%
|
|
|
3029
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$652M
|
+$41.8M
|
+7%
|
5.97%
|
96.9%
|
214
|
10.28%
|
|
|
3030
|
Affinity Capital Advisors
Berkeley,
California
|
$651M
|
+$69.5M
|
+12%
|
8.15%
|
62%
|
166
|
12.05%
|
|
|
3031
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$651M
|
+$76.3M
|
+13%
|
6.79%
|
65.6%
|
147
|
33.33%
|
|
|
3032
|
Summit Asset Management
Memphis,
Tennessee
|
$650M
|
+$36.5M
|
+6%
|
5.34%
|
48.9%
|
179
|
9.5%
|
|
|
3033
|
|
$650M
|
-$47.9M
|
-7%
|
6.87%
|
200%
|
19
|
42.11%
|
|
|
3034
|
Globeflex Capital
San Diego,
California
|
$650M
|
-$558M
|
-46%
|
16%
|
186%
|
477
|
27.25%
|
|
|
3035
|
McMorgan & Co
San Francisco,
California
|
$649M
|
-$28.9M
|
-4%
|
3.95%
|
30.1%
|
60
|
6.67%
|
|
|
3036
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$649M
|
+$23.3M
|
+4%
|
7.69%
|
83.5%
|
267
|
8.99%
|
|
|
3037
|
Harbor Advisors
West Palm Beach,
Florida
|
$648M
|
+$37.3M
|
+6%
|
8.06%
|
125%
|
200
|
10%
|
|
|
3038
|
Front Street Capital Management
Missoula,
Montana
|
$648M
|
+$126M
|
+24%
|
17.5%
|
316%
|
78
|
17.95%
|
|
|
3039
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$647M
|
+$18.2M
|
+3%
|
8.61%
|
77.8%
|
247
|
36.84%
|
|
|
3040
|
Tolleson Wealth Management
Dallas,
Texas
|
$646M
|
+$61.3M
|
+10%
|
6.58%
|
56.2%
|
90
|
6.67%
|
|
|
3041
|
Aigen Investment Management
New York
|
$646M
|
-$83.4M
|
-11%
|
6.16%
|
55.5%
|
1,138
|
66.96%
|
|
|
3042
|
Point72 Asia (Singapore)
Singapore
|
$646M
|
+$82.8M
|
+15%
|
16.2%
|
–
|
1,302
|
68.13%
|
|
|
3043
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$646M
|
+$33M
|
+5%
|
8%
|
79%
|
913
|
19.17%
|
|
|
3044
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$645M
|
+$38.2M
|
+6%
|
5.61%
|
64.8%
|
107
|
18.69%
|
|
|
3045
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$645M
|
+$87.8M
|
+16%
|
6.63%
|
61.5%
|
182
|
8.79%
|
|
|
3046
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$644M
|
+$68.4M
|
+12%
|
11.3%
|
128%
|
136
|
10.29%
|
|
|
3047
|
Montecito Bank & Trust
Santa Barbara,
California
|
$644M
|
–
|
–
|
6.61%
|
–
|
274
|
–
|
|
|
3048
|
Great Hill Capital
New York
|
$643M
|
–
|
–
|
20.7%
|
–
|
54
|
–
|
|
|
3049
|
Maridea Wealth Management
Brooklyn,
New York
|
$643M
|
+$259M
|
+67%
|
15.9%
|
–
|
457
|
49.45%
|
|
|
3050
|
Mraz Amerine & Associates
Modesto,
California
|
$642M
|
+$18.5M
|
+3%
|
5.91%
|
69.8%
|
196
|
6.63%
|
|