|
3076
|
RAFFA WEALTH MANAGEMENT, LLC
Washington,
District of Columbia
|
$640M
|
-$9.84M
|
-2%
|
0.74%
|
35.8%
|
1,535
|
25.34%
|
|
|
3077
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$640M
|
+$17.8M
|
+3%
|
1.85%
|
81.7%
|
214
|
7.94%
|
|
|
3078
|
Stamos Capital Partners
Menlo Park,
California
|
$640M
|
+$17.4M
|
+3%
|
0.29%
|
36.7%
|
142
|
4.23%
|
|
|
3079
|
Advocate Group
Minnetonka,
Minnesota
|
$639M
|
+$21.2M
|
+3%
|
4.46%
|
47.3%
|
128
|
5.47%
|
|
|
3080
|
Bell Investment Advisors
Oakland,
California
|
$639M
|
+$6.81M
|
+1%
|
0.92%
|
41%
|
1,970
|
14.11%
|
|
|
3081
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$639M
|
+$3.88M
|
+0.6%
|
0.8%
|
130%
|
326
|
57.67%
|
|
|
3082
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$638M
|
+$14.4M
|
+2%
|
0.34%
|
67.5%
|
165
|
12.73%
|
|
|
3083
|
St. James Investment Company
Southlake,
Texas
|
$638M
|
+$15.3M
|
+2%
|
6.2%
|
43.8%
|
31
|
32.26%
|
|
|
3084
|
Bearing Point Capital
Bloomington,
Minnesota
|
$638M
|
-$1.29M
|
-0.2%
|
3.04%
|
–
|
188
|
14.36%
|
|
|
3085
|
Wilsey Asset Management
San Diego,
California
|
$638M
|
-$6.32M
|
-1%
|
5.76%
|
55%
|
30
|
20%
|
|
|
3086
|
Kultura Capital Management
Park City,
Utah
|
$638M
|
+$477M
|
+296%
|
17.5%
|
–
|
83
|
77.11%
|
|
|
3087
|
Farmers Trust Company
Youngstown,
Ohio
|
$637M
|
+$23.8M
|
+4%
|
1.7%
|
73.5%
|
210
|
10%
|
|
|
3088
|
Phocas Financial Corp
Alameda,
California
|
$637M
|
-$132M
|
-17%
|
8.64%
|
170%
|
170
|
21.76%
|
|
|
3089
|
Central Bank & Trust
Lexington,
Kentucky
|
$636M
|
-$10.3M
|
-2%
|
0.43%
|
110%
|
185
|
5.95%
|
|
|
3090
|
Woodson Capital Management
Greenwich,
Connecticut
|
$636M
|
-$85.5M
|
-12%
|
13.8%
|
235%
|
40
|
42.5%
|
|
|
3091
|
Pacific Sage Partners
Edmonds,
Washington
|
$636M
|
+$4.59M
|
+0.7%
|
2.49%
|
47.8%
|
125
|
6.4%
|
|
|
3092
|
Affinity Partners
Sunny Isles Beach,
Florida
|
$635M
|
+$4.25M
|
+0.7%
|
0.67%
|
–
|
1
|
0%
|
|
|
3093
|
SFE Investment Counsel
Los Angeles,
California
|
$635M
|
-$18.1M
|
-3%
|
2.35%
|
105%
|
154
|
12.34%
|
|
|
3094
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$634M
|
-$8.85M
|
-1%
|
1.26%
|
39.6%
|
107
|
6.54%
|
|
|
3095
|
Arini Captial Management
London,
United Kingdom
|
$634M
|
+$483M
|
+322%
|
4.71%
|
–
|
8
|
62.5%
|
|
|
3096
|
Lynx1 Capital Management
San Juan,
Puerto Rico
|
$633M
|
+$139M
|
+28%
|
17.4%
|
883%
|
27
|
33.33%
|
|
|
3097
|
SilverOak Wealth Management
Edina,
Minnesota
|
$632M
|
-$5.65M
|
-0.9%
|
2.55%
|
–
|
124
|
5.65%
|
|
|
3098
|
Rollins Financial Advisors
New York City,
New York
|
$632M
|
-$49M
|
-7%
|
6.25%
|
–
|
162
|
9.26%
|
|
|
3099
|
Security Financial Services
Fort Wayne,
Indiana
|
$632M
|
-$4.65M
|
-0.7%
|
1.64%
|
60.7%
|
231
|
20.35%
|
|
|
3100
|
WFM Asia
Road Town, Tortola,
British Virgin Islands
|
$632M
|
-$173M
|
-21%
|
18.2%
|
89.9%
|
8
|
50%
|
|