|
3151
|
Lake Street Private Wealth
Chicago,
Illinois
|
$412M
|
+$18.9M
|
+5%
|
0.51%
|
92.5%
|
240
|
15%
|
|
|
3152
|
Sargent Investment Group
Bethesda,
Maryland
|
$412M
|
-$9.71M
|
-2%
|
1.25%
|
113%
|
220
|
14.09%
|
|
|
3153
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$412M
|
+$13.8M
|
+3%
|
0.65%
|
58.2%
|
252
|
19.44%
|
|
|
3154
|
Center for Financial Planning
Southfied,
Michigan
|
$411M
|
+$4.98M
|
+1%
|
0.58%
|
57.5%
|
545
|
11.56%
|
|
|
3155
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$411M
|
+$1.82M
|
+0.4%
|
0.58%
|
57.9%
|
72
|
13.89%
|
|
|
3156
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$411M
|
+$11.7M
|
+3%
|
0.19%
|
166%
|
332
|
14.76%
|
|
|
3157
|
D'Orazio & Associates
Falls Church,
Virginia
|
$411M
|
+$22.9M
|
+6%
|
5.2%
|
61.2%
|
795
|
53.21%
|
|
|
3158
|
Hudson Way Capital Management
Dallas,
Texas
|
$411M
|
+$14.8M
|
+4%
|
4.61%
|
51.3%
|
19
|
21.05%
|
|
|
3159
|
Cambridge Advisors
Omaha,
Nebraska
|
$410M
|
-$3.05M
|
-0.7%
|
1.09%
|
52.9%
|
179
|
4.47%
|
|
|
3160
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$410M
|
-$4.03M
|
-1%
|
0.01%
|
69.7%
|
128
|
5.47%
|
|
|
3161
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$410M
|
+$12.1M
|
+3%
|
0.8%
|
36.2%
|
91
|
10.99%
|
|
|
3162
|
Private Advisory Group
Redmond,
Washington
|
$410M
|
+$12.7M
|
+3%
|
1.44%
|
177%
|
151
|
37.09%
|
|
|
3163
|
British Steel Pension Fund
London,
United Kingdom
|
$410M
|
-$19.3M
|
-5%
|
2.93%
|
29.7%
|
23
|
0%
|
|
|
3164
|
Wilsey Asset Management
San Diego,
California
|
$410M
|
+$34.3M
|
+9%
|
3.3%
|
55%
|
31
|
19.35%
|
|
|
3165
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$409M
|
+$2.6M
|
+0.6%
|
2.51%
|
56.2%
|
79
|
5.06%
|
|
|
3166
|
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
|
$409M
|
-$45.9M
|
-10%
|
4.52%
|
36.7%
|
5
|
0%
|
|
|
3167
|
PAX Financial Group
San Antonio,
Texas
|
$409M
|
+$13.3M
|
+3%
|
0.4%
|
56%
|
188
|
15.43%
|
|
|
3168
|
One Day In July LLC
Burlington,
Vermont
|
$408M
|
+$22.6M
|
+6%
|
1.21%
|
43.1%
|
74
|
10.81%
|
|
|
3169
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$408M
|
-$3.14M
|
-0.8%
|
0.51%
|
51.9%
|
30
|
10%
|
|
|
3170
|
Legacy Financial Advisors
Covington,
Kentucky
|
$408M
|
+$12.9M
|
+3%
|
0.13%
|
86.3%
|
187
|
9.63%
|
|
|
3171
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$408M
|
+$13.8M
|
+3%
|
0.09%
|
79.9%
|
93
|
6.45%
|
|
|
3172
|
Octagon Capital Advisors
New York
|
$406M
|
-$76.7M
|
-16%
|
3.85%
|
2,969%
|
37
|
27.03%
|
|
|
3173
|
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
|
$406M
|
-$20M
|
-5%
|
1.05%
|
26.4%
|
4
|
75%
|
|
|
3174
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$406M
|
-$30.7M
|
-7%
|
1.25%
|
18.3%
|
161
|
15.53%
|
|
|
3175
|
Peak Asset Management
Louisville,
Colorado
|
$406M
|
+$3.29M
|
+0.8%
|
0.29%
|
70.1%
|
141
|
2.84%
|
|