|
3126
|
Capital Performance Advisors
Walnut Creek,
California
|
$607M
|
+$97.1M
|
+19%
|
8.27%
|
61.5%
|
365
|
30.68%
|
|
|
3127
|
Bricktown Capital
Detroit,
Michigan
|
$607M
|
+$54.9M
|
+10%
|
5%
|
40.8%
|
27
|
11.11%
|
|
|
3128
|
Secure Asset Management
Troy,
Michigan
|
$607M
|
+$64.3M
|
+12%
|
7.48%
|
86.5%
|
343
|
18.37%
|
|
|
3129
|
Northwest Wealth Management
Spencer,
Iowa
|
$607M
|
+$53.4M
|
+10%
|
7.49%
|
63.4%
|
236
|
18.22%
|
|
|
3130
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$607M
|
+$39.4M
|
+7%
|
8.52%
|
70.4%
|
222
|
6.31%
|
|
|
3131
|
Financial Management Network
Mission Viejo,
California
|
$606M
|
+$48.3M
|
+9%
|
7.51%
|
52%
|
197
|
16.24%
|
|
|
3132
|
Deltec Asset Management
New York
|
$606M
|
+$45.5M
|
+8%
|
11%
|
128%
|
240
|
34.58%
|
|
|
3133
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$606M
|
+$45.9M
|
+8%
|
8.79%
|
62.7%
|
205
|
4.88%
|
|
|
3134
|
Corsair Capital Management
New York
|
$605M
|
+$71M
|
+13%
|
22.2%
|
368%
|
193
|
34.72%
|
|
|
3135
|
|
$605M
|
+$11.7M
|
+2%
|
6.57%
|
62.7%
|
113
|
3.54%
|
|
|
3136
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$605M
|
+$26.7M
|
+5%
|
7.39%
|
65.9%
|
199
|
6.03%
|
|
|
3137
|
West Financial Advisors
Des Moines,
Iowa
|
$605M
|
+$30.3M
|
+5%
|
5.6%
|
45.1%
|
212
|
11.32%
|
|
|
3138
|
Bellwether Advisors
Lincoln,
Nebraska
|
$605M
|
+$19.4M
|
+3%
|
9.43%
|
85%
|
606
|
78.88%
|
|
|
3139
|
Cornerstone Management
Duluth,
Georgia
|
$605M
|
+$29.4M
|
+5%
|
4.78%
|
40%
|
63
|
1.59%
|
|
|
3140
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$605M
|
+$21.7M
|
+4%
|
7.26%
|
67.2%
|
74
|
5.41%
|
|
|
3141
|
Capital Insight Partners
Scottsdale,
Arizona
|
$604M
|
+$28.6M
|
+5%
|
5.49%
|
51.7%
|
168
|
6.55%
|
|
|
3142
|
Burling Wealth Partners
Chicago,
Illinois
|
$604M
|
+$62.3M
|
+11%
|
7.37%
|
–
|
185
|
11.35%
|
|
|
3143
|
Creekmur Asset Management
Morton,
Illinois
|
$603M
|
+$37.2M
|
+7%
|
8.26%
|
–
|
892
|
10.76%
|
|
|
3144
|
Trust Company of the South
Greensboro,
North Carolina
|
$603M
|
+$39.5M
|
+7%
|
7.82%
|
–
|
136
|
8.09%
|
|
|
3145
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$602M
|
+$51.4M
|
+9%
|
9.95%
|
104%
|
794
|
8.94%
|
|
|
3146
|
Vanderbilt University
Nashville,
Tennessee
|
$602M
|
+$72.4M
|
+14%
|
14.8%
|
61.8%
|
88
|
29.55%
|
|
|
3147
|
Northwest Bancshares
Warren,
Pennsylvania
|
$602M
|
+$28.5M
|
+5%
|
7.72%
|
61.3%
|
192
|
9.38%
|
|
|
3148
|
High Ground Investment Management
London,
United Kingdom
|
$602M
|
+$125M
|
+26%
|
3.09%
|
25.9%
|
8
|
25%
|
|
|
3149
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$602M
|
+$82.3M
|
+16%
|
6.13%
|
–
|
252
|
11.9%
|
|
|
3150
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$601M
|
+$122M
|
+26%
|
9.08%
|
–
|
226
|
7.96%
|
|