|
3101
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$170M
|
-$7.79M
|
-4%
|
1.38%
|
96.6%
|
129
|
11.63%
|
|
|
3102
|
Schnieders Capital Management
Pasadena,
California
|
$170M
|
+$5.08M
|
+3%
|
1.28%
|
103%
|
133
|
7.52%
|
|
|
3103
|
CWH Capital Management
Spokane,
Washington
|
$170M
|
+$6.19M
|
+4%
|
2.3%
|
29.9%
|
54
|
7.41%
|
|
|
3104
|
Cheviot Value Management
Beverly Hills,
California
|
$169M
|
-$372K
|
-0.2%
|
0.73%
|
77.8%
|
34
|
5.88%
|
|
|
3105
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$169M
|
-$1.05M
|
-0.6%
|
0.87%
|
100%
|
1,327
|
19.59%
|
|
|
3106
|
Banbury Partners
Charlotte,
North Carolina
|
$169M
|
+$11.4M
|
+7%
|
5.31%
|
138%
|
12
|
8.33%
|
|
|
3107
|
Financial Engines Advisors
Santa Clara,
California
|
$169M
|
+$50.7M
|
+43%
|
3.14%
|
43%
|
60
|
15%
|
|
|
3108
|
Bender Robert & Associates
Pasadena,
California
|
$168M
|
-$3.01M
|
-2%
|
3.04%
|
116%
|
59
|
11.86%
|
|
|
3109
|
Evermay Wealth Management
Arlington,
Virginia
|
$168M
|
-$995K
|
-0.6%
|
1.67%
|
56.2%
|
89
|
8.99%
|
|
|
3110
|
|
$168M
|
-$21.9M
|
-12%
|
11.5%
|
23.8%
|
1
|
0%
|
|
|
3111
|
Equinox Partners Investment Management
Stamford,
Connecticut
|
$168M
|
-$3.05M
|
-2%
|
8.74%
|
241%
|
20
|
15%
|
|
|
3112
|
|
$168M
|
-$8.19M
|
-5%
|
2.87%
|
11.3%
|
22
|
27.27%
|
|
|
3113
|
Raffa Wealth Management
Washington,
District of Columbia
|
$168M
|
-$1.97M
|
-1%
|
1.16%
|
35.8%
|
836
|
4.43%
|
|
|
3114
|
Capital Wealth Planning
Naples,
Florida
|
$168M
|
-$24.5M
|
-13%
|
0.42%
|
73.9%
|
146
|
28.77%
|
|
|
3115
|
Park Circle Company
Baltimore,
Maryland
|
$167M
|
+$13.7M
|
+9%
|
1.83%
|
70.5%
|
103
|
13.59%
|
|
|
3116
|
Elkhorn Partners
Omaha,
Nebraska
|
$167M
|
-$7.85M
|
-4%
|
5.21%
|
32.2%
|
45
|
0%
|
|
|
3117
|
Madden Advisory Services
Jacksonville,
Florida
|
$167M
|
+$1.5M
|
+0.9%
|
1.75%
|
52.3%
|
302
|
68.87%
|
|
|
3118
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$167M
|
+$12M
|
+8%
|
1.14%
|
13%
|
34
|
8.82%
|
|
|
3119
|
First Personal Financial Services
Charlotte,
North Carolina
|
$167M
|
+$2.01M
|
+1%
|
1.88%
|
31.5%
|
578
|
21.45%
|
|
|
3120
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$167M
|
-$767K
|
-0.5%
|
0.67%
|
436%
|
160
|
9.38%
|
|
|
3121
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$167M
|
-$74M
|
-31%
|
3.47%
|
0.04%
|
160
|
70%
|
|
|
3122
|
Walnut Private Equity Partners
Omaha,
Nebraska
|
$167M
|
-$142K
|
-0.1%
|
1.08%
|
60.6%
|
26
|
7.69%
|
|
|
3123
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$167M
|
+$1.57M
|
+1%
|
0.47%
|
70.2%
|
54
|
7.41%
|
|
|
3124
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$167M
|
-$530K
|
-0.3%
|
1.12%
|
88.9%
|
61
|
14.75%
|
|
|
3125
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$167M
|
+$9.51M
|
+6%
|
0.63%
|
52%
|
666
|
14.41%
|
|