|
3201
|
Security National Bank
Omaha,
Nebraska
|
$399M
|
+$18.8M
|
+5%
|
0.69%
|
113%
|
105
|
11.43%
|
|
|
3202
|
Bruderman Asset Management
Locust Valley,
New York
|
$398M
|
+$75.3M
|
+23%
|
0.55%
|
31.7%
|
128
|
32.81%
|
|
|
3203
|
Martel Wealth Advisors
Vancouver,
Washington
|
$398M
|
+$422K
|
+0.1%
|
0.87%
|
39.7%
|
45
|
0%
|
|
|
3204
|
CFM Wealth Partners
Austin,
Texas
|
$398M
|
+$21.1M
|
+6%
|
0.69%
|
152%
|
192
|
13.02%
|
|
|
3205
|
Summit X LLC
Chesterfield,
Missouri
|
$398M
|
+$1.58M
|
+0.4%
|
0.41%
|
62.9%
|
273
|
8.06%
|
|
|
3206
|
Natural Investments
Windsor,
California
|
$397M
|
-$91.7M
|
-19%
|
1.59%
|
–
|
3
|
0%
|
|
|
3207
|
YorkBridge Wealth Partners
New York
|
$397M
|
+$14.4M
|
+4%
|
0.63%
|
36.5%
|
266
|
10.15%
|
|
|
3208
|
Brickley Wealth Management
San Mateo,
California
|
$397M
|
+$1.68M
|
+0.4%
|
0.43%
|
62.6%
|
45
|
6.67%
|
|
|
3209
|
PL Capital Advisors
Naples,
Florida
|
$397M
|
-$9.58M
|
-2%
|
1.38%
|
100%
|
45
|
17.78%
|
|
|
3210
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$397M
|
+$8.45M
|
+2%
|
2.14%
|
44.7%
|
55
|
5.45%
|
|
|
3211
|
FORA Capital
Miami,
Florida
|
$396M
|
-$142M
|
-26%
|
1.88%
|
162%
|
1,025
|
85.07%
|
|
|
3212
|
Affinity Asset Advisors
New York
|
$396M
|
+$117M
|
+42%
|
0.15%
|
1,487%
|
91
|
43.96%
|
|
|
3213
|
Grand Jean Capital Management
San Francisco,
California
|
$396M
|
-$7.5M
|
-2%
|
1.65%
|
61.4%
|
48
|
4.17%
|
|
|
3214
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$396M
|
-$18.7M
|
-5%
|
0.8%
|
88.9%
|
76
|
22.37%
|
|
|
3215
|
Surevest
Los Angeles,
California
|
$396M
|
+$12.2M
|
+3%
|
2.08%
|
24.6%
|
109
|
10.09%
|
|
|
3216
|
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
|
$396M
|
+$6.01M
|
+2%
|
0.44%
|
13.4%
|
283
|
7.42%
|
|
|
3217
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$396M
|
+$3.76M
|
+1%
|
0.9%
|
66.3%
|
826
|
8.84%
|
|
|
3218
|
SailingStone Capital Partners
Houston,
Texas
|
$396M
|
-$116M
|
-23%
|
16%
|
152%
|
13
|
15.38%
|
|
|
3219
|
Prentice Capital Management
Greenwich,
Connecticut
|
$396M
|
-$23M
|
-5%
|
17.4%
|
128%
|
32
|
46.88%
|
|
|
3220
|
Elk River Wealth Management
Denver,
Colorado
|
$395M
|
+$9.3M
|
+2%
|
0.85%
|
81.8%
|
127
|
6.3%
|
|
|
3221
|
Parkman Healthcare Partners
Stamford,
Connecticut
|
$395M
|
-$62.2M
|
-14%
|
8.32%
|
306%
|
93
|
32.26%
|
|
|
3222
|
Walthausen & Co
Malta,
New York
|
$395M
|
-$58.1M
|
-13%
|
1.32%
|
63.3%
|
160
|
21.25%
|
|
|
3223
|
Hill City Capital
Boston,
Massachusetts
|
$394M
|
+$64.2M
|
+19%
|
4.39%
|
194%
|
24
|
25%
|
|
|
3224
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$393M
|
+$25.3M
|
+7%
|
1.51%
|
–
|
223
|
19.28%
|
|
|
3225
|
Hartford Financial Management
Hartford,
Connecticut
|
$393M
|
-$9.86M
|
-2%
|
0.93%
|
79.6%
|
411
|
13.63%
|
|