|
3076
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$248M
|
+$8.88M
|
+4%
|
0.92%
|
46.8%
|
131
|
4.58%
|
|
|
3077
|
First National Corp
Rockland,
Massachusetts
|
$248M
|
+$5.99M
|
+2%
|
2.26%
|
56.3%
|
144
|
6.94%
|
|
|
3078
|
Glenview State Bank Trust Department
Glenview,
Illinois
|
$248M
|
+$7.38M
|
+3%
|
3.54%
|
76.6%
|
117
|
6.84%
|
|
|
3079
|
Schnieders Capital Management
Pasadena,
California
|
$248M
|
-$6.87M
|
-3%
|
3.38%
|
103%
|
171
|
8.77%
|
|
|
3080
|
Glassman Wealth Services
Vienna,
Virginia
|
$248M
|
+$392K
|
+0.2%
|
1.41%
|
56.4%
|
1,593
|
20.34%
|
|
|
3081
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$248M
|
+$2.75M
|
+1%
|
4.05%
|
70.9%
|
124
|
18.55%
|
|
|
3082
|
Firsthand Capital Management
San Jose,
California
|
$248M
|
-$12M
|
-5%
|
4.39%
|
154%
|
58
|
20.69%
|
|
|
3083
|
Karpas Strategies
Litchfield,
Connecticut
|
$247M
|
+$6.45M
|
+3%
|
4.17%
|
16.1%
|
123
|
2.44%
|
|
|
3084
|
BCWM LLC
Overland Park,
Kansas
|
$247M
|
-$2.9M
|
-1%
|
1.34%
|
–
|
74
|
10.81%
|
|
|
3085
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$247M
|
+$4.64M
|
+2%
|
1.91%
|
80.5%
|
116
|
2.59%
|
|
|
3086
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$246M
|
+$7.16M
|
+3%
|
0.7%
|
42.6%
|
39
|
2.56%
|
|
|
3087
|
Crestview Partners III
New York
|
$246M
|
-$121M
|
-33%
|
22.1%
|
5.73%
|
4
|
0%
|
|
|
3088
|
Patten Group
Chattanooga,
Tennessee
|
$246M
|
+$1.53M
|
+0.6%
|
1.92%
|
71.1%
|
216
|
11.57%
|
|
|
3089
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$246M
|
+$1.79M
|
+0.7%
|
0.96%
|
55.5%
|
125
|
20.8%
|
|
|
3090
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$245M
|
+$15.6M
|
+7%
|
2.07%
|
96.5%
|
132
|
10.61%
|
|
|
3091
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$245M
|
+$6.13M
|
+3%
|
1.87%
|
57.5%
|
190
|
11.58%
|
|
|
3092
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$245M
|
+$10.8M
|
+5%
|
2.61%
|
79.3%
|
73
|
2.74%
|
|
|
3093
|
Vantage Wealth
Pasadena,
California
|
$245M
|
+$2.77M
|
+1%
|
2.16%
|
56.1%
|
31
|
0%
|
|
|
3094
|
Alta Park Capital
San Francisco,
California
|
$244M
|
-$54M
|
-18%
|
2.43%
|
607%
|
30
|
43.33%
|
|
|
3095
|
Brickley Wealth Management
San Mateo,
California
|
$244M
|
+$4.75M
|
+2%
|
1.08%
|
62.6%
|
48
|
14.58%
|
|
|
3096
|
Starfire Investment Advisers
Southfield,
Michigan
|
$244M
|
+$20.4M
|
+9%
|
0.34%
|
19.2%
|
178
|
12.92%
|
|
|
3097
|
Family Capital Trust
Peabody,
Massachusetts
|
$244M
|
-$5.65M
|
-2%
|
1.47%
|
18.2%
|
56
|
5.36%
|
|
|
3098
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$244M
|
+$3.76M
|
+2%
|
3.07%
|
62%
|
105
|
2.86%
|
|
|
3099
|
Pioneer Trust Bank
Salem,
Oregon
|
$244M
|
+$1.71M
|
+0.7%
|
2.48%
|
61.4%
|
74
|
5.41%
|
|
|
3100
|
G.F.W. Energy X
Dallas,
Texas
|
$243M
|
-$88.5M
|
-27%
|
24%
|
71.3%
|
4
|
0%
|
|