|
3201
|
Estuary Capital Management
Wayzata,
Minnesota
|
$598M
|
+$35.3M
|
+6%
|
7.04%
|
–
|
33
|
63.64%
|
|
|
3202
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$597M
|
-$2.33M
|
-0.4%
|
1.24%
|
–
|
121
|
5.79%
|
|
|
3203
|
Te Ahumairangi Investment Management
Wellington,
New Zealand
|
$597M
|
+$38.9M
|
+7%
|
0.23%
|
55.2%
|
86
|
2.33%
|
|
|
3204
|
Encompass More Asset Management
Danville,
California
|
$597M
|
+$54.1M
|
+10%
|
0.03%
|
–
|
320
|
45.63%
|
|
|
3205
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$596M
|
-$8.46M
|
-1%
|
1.89%
|
158%
|
492
|
19.51%
|
|
|
3206
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$595M
|
+$1.9M
|
+0.3%
|
1.42%
|
–
|
393
|
16.54%
|
|
|
3207
|
Pacific Capital Wealth Advisors
Corona,
California
|
$595M
|
+$11.9M
|
+2%
|
2.35%
|
46.9%
|
91
|
17.58%
|
|
|
3208
|
Bornite Capital Management
New York
|
$595M
|
-$430M
|
-42%
|
12.5%
|
176%
|
34
|
67.65%
|
|
|
3209
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$595M
|
-$20.2M
|
-3%
|
3.2%
|
65.9%
|
220
|
15.45%
|
|
|
3210
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$594M
|
+$36M
|
+6%
|
2.89%
|
33.5%
|
240
|
47.5%
|
|
|
3211
|
Endurance Services Ltd
Purchase,
New York
|
$594M
|
+$28.8M
|
+5%
|
2.76%
|
–
|
8
|
25%
|
|
|
3212
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$592M
|
+$3.89M
|
+0.7%
|
5.08%
|
56.8%
|
187
|
13.9%
|
|
|
3213
|
12 West Capital Management
New York
|
$592M
|
-$247M
|
-29%
|
0.39%
|
136%
|
26
|
53.85%
|
|
|
3214
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$592M
|
+$14.5M
|
+3%
|
0.48%
|
64.7%
|
123
|
7.32%
|
|
|
3215
|
MA Private Wealth
San Carlos,
California
|
$591M
|
-$8.08M
|
-1%
|
2.06%
|
57.5%
|
89
|
10.11%
|
|
|
3216
|
Land & Buildings Investment Management
Stamford,
Connecticut
|
$591M
|
-$10.2M
|
-2%
|
3.43%
|
42.7%
|
23
|
30.43%
|
|
|
3217
|
Sunriver Management
Greenwich,
Connecticut
|
$591M
|
-$363M
|
-38%
|
12.2%
|
2.16%
|
27
|
48.15%
|
|
|
3218
|
Maia Wealth
Denver,
Colorado
|
$591M
|
+$5.38M
|
+0.9%
|
1.83%
|
–
|
369
|
12.74%
|
|
|
3219
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$591M
|
-$14.7M
|
-2%
|
0.99%
|
128%
|
211
|
18.01%
|
|
|
3220
|
Beck Bode LLC
Dedham,
Massachusetts
|
$591M
|
-$10.2M
|
-2%
|
6.25%
|
128%
|
130
|
50.77%
|
|
|
3221
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$591M
|
+$160M
|
+37%
|
11.2%
|
–
|
732
|
75.14%
|
|
|
3222
|
Bellwether Advisors
Lincoln,
Nebraska
|
$590M
|
-$36.5M
|
-6%
|
1.46%
|
85%
|
181
|
38.12%
|
|
|
3223
|
Fourthstone LLC
St Louis,
Missouri
|
$590M
|
+$55.6M
|
+10%
|
6.35%
|
60.1%
|
71
|
36.62%
|
|
|
3224
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$589M
|
-$6.77M
|
-1%
|
1.45%
|
56.7%
|
623
|
9.79%
|
|
|
3225
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$589M
|
+$20.4M
|
+4%
|
0.09%
|
40.7%
|
147
|
14.29%
|
|