|
3101
|
American Money Management
Rancho Santa Fe,
California
|
$632M
|
-$4.36M
|
-0.7%
|
0.86%
|
65%
|
173
|
6.94%
|
|
|
3102
|
Secure Asset Management
Troy,
Michigan
|
$632M
|
-$7.14M
|
-1%
|
0.8%
|
86.5%
|
388
|
27.32%
|
|
|
3103
|
Essex Investment Management
Boston,
Massachusetts
|
$632M
|
-$24.2M
|
-4%
|
7.95%
|
272%
|
333
|
16.52%
|
|
|
3104
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$632M
|
+$25.4M
|
+4%
|
0.69%
|
58.2%
|
293
|
24.57%
|
|
|
3105
|
Summit Wealth Partners
Orlando,
Florida
|
$632M
|
+$90.4M
|
+17%
|
1.1%
|
44.9%
|
273
|
26.37%
|
|
|
3106
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$632M
|
+$47.6M
|
+8%
|
0.03%
|
66.9%
|
210
|
12.38%
|
|
|
3107
|
Probity Advisors
Dallas,
Texas
|
$631M
|
+$6.81M
|
+1%
|
0.33%
|
55.8%
|
239
|
6.69%
|
|
|
3108
|
Sanders Morris Harris
Houston,
Texas
|
$631M
|
+$566M
|
+875%
|
0.71%
|
83.1%
|
305
|
91.15%
|
|
|
3109
|
Keywise Capital Management (HK)
Hong Kong
|
$630M
|
-$672M
|
-52%
|
7.36%
|
619%
|
21
|
52.38%
|
|
|
3110
|
Sphera Funds Management
Tel Aviv,
Israel
|
$630M
|
+$112M
|
+22%
|
10.6%
|
218%
|
120
|
37.5%
|
|
|
3111
|
Vancity Investment Management
Vancouver,
British Columbia, Canada
|
$629M
|
-$106M
|
-14%
|
8.6%
|
–
|
103
|
24.27%
|
|
|
3112
|
Schnieders Capital Management
Pasadena,
California
|
$629M
|
-$12.5M
|
-2%
|
1.92%
|
103%
|
228
|
14.47%
|
|
|
3113
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$629M
|
+$22.3M
|
+4%
|
0.57%
|
72.9%
|
280
|
13.21%
|
|
|
3114
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$628M
|
-$10.2M
|
-2%
|
0.16%
|
70.9%
|
219
|
4.57%
|
|
|
3115
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$628M
|
-$140M
|
-18%
|
3.73%
|
27.3%
|
5
|
40%
|
|
|
3116
|
Cornerstone Management
Duluth,
Georgia
|
$628M
|
+$14.4M
|
+2%
|
2.31%
|
40%
|
69
|
7.25%
|
|
|
3117
|
Madison Wealth Partners
Madison,
Wisconsin
|
$627M
|
+$78.9M
|
+14%
|
2.29%
|
66.9%
|
231
|
15.15%
|
|
|
3118
|
LJI Wealth Management
Indianapolis,
Indiana
|
$626M
|
-$30.2M
|
-5%
|
2.76%
|
61.5%
|
206
|
13.59%
|
|
|
3119
|
XY Planning Network
Bozeman,
Montana
|
$626M
|
+$52.2M
|
+9%
|
0.36%
|
–
|
280
|
13.93%
|
|
|
3120
|
Chicago Trust
Grayslake,
Illinois
|
$626M
|
-$14.1M
|
-2%
|
0.99%
|
85.9%
|
411
|
14.36%
|
|
|
3121
|
Strategic Global Advisors
Newport Beach,
California
|
$625M
|
-$21.9M
|
-3%
|
2.25%
|
110%
|
155
|
20%
|
|
|
3122
|
DSG Capital Advisors
Edina,
Minnesota
|
$625M
|
-$31.2M
|
-5%
|
1.44%
|
–
|
127
|
9.45%
|
|
|
3123
|
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
$625M
|
-$205M
|
-25%
|
9.5%
|
45.5%
|
43
|
9.3%
|
|
|
3124
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$625M
|
-$7.17M
|
-1%
|
1.87%
|
84.8%
|
187
|
14.44%
|
|
|
3125
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$625M
|
+$109M
|
+21%
|
0.54%
|
63.5%
|
313
|
14.38%
|
|