|
3201
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$584M
|
+$110M
|
+23%
|
6.22%
|
–
|
144
|
13.89%
|
|
|
3202
|
Mitchell Capital Management
Leawood,
Kansas
|
$584M
|
+$49.2M
|
+9%
|
12.3%
|
155%
|
139
|
32.37%
|
|
|
3203
|
Providence Equity Partners
Providence,
Rhode Island
|
$584M
|
-$263M
|
-31%
|
2.14%
|
10.6%
|
3
|
0%
|
|
|
3204
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$583M
|
+$49.3M
|
+9%
|
7.8%
|
94.7%
|
175
|
9.14%
|
|
|
3205
|
SOA Wealth Advisors
New York
|
$583M
|
+$50.9M
|
+10%
|
9.65%
|
79.1%
|
938
|
11.09%
|
|
|
3206
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$583M
|
+$18.5M
|
+3%
|
6.15%
|
70.3%
|
91
|
29.67%
|
|
|
3207
|
Advyzon Investment Management
Lisle,
Illinois
|
$583M
|
+$131M
|
+29%
|
8.01%
|
–
|
500
|
28.2%
|
|
|
3208
|
Portfolio Design Labs
Encino,
California
|
$582M
|
+$73.1M
|
+14%
|
7.94%
|
–
|
230
|
48.26%
|
|
|
3209
|
|
$582M
|
-$131M
|
-18%
|
12.5%
|
86.8%
|
2
|
0%
|
|
|
3210
|
Perseverance Asset Management International
George Town,
Cayman Islands
|
$582M
|
+$185M
|
+46%
|
20.2%
|
68.4%
|
15
|
40%
|
|
|
3211
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$582M
|
-$146M
|
-20%
|
6.92%
|
70.2%
|
73
|
16.44%
|
|
|
3212
|
Topline Capital Management
Santa Monica,
California
|
$582M
|
-$1.86M
|
-0.3%
|
1.19%
|
–
|
53
|
41.51%
|
|
|
3213
|
|
$581M
|
+$42.8M
|
+8%
|
9.12%
|
108%
|
54
|
7.41%
|
|
|
3214
|
Bearing Point Capital
Bloomington,
Minnesota
|
$581M
|
+$37.6M
|
+7%
|
8.86%
|
–
|
171
|
7.6%
|
|
|
3215
|
Sompo Asset Management
Tokyo,
Japan
|
$581M
|
+$5.2M
|
+0.9%
|
7.71%
|
84.7%
|
194
|
10.31%
|
|
|
3216
|
Fortis Group Advisors
Westwood,
New Jersey
|
$581M
|
+$30.1M
|
+5%
|
9.34%
|
91.2%
|
568
|
12.68%
|
|
|
3217
|
Farmers Trust Company
Youngstown,
Ohio
|
$580M
|
+$44.8M
|
+8%
|
7.64%
|
73.5%
|
198
|
8.08%
|
|
|
3218
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$580M
|
+$81.2M
|
+16%
|
15.6%
|
158%
|
432
|
17.36%
|
|
|
3219
|
Lavaca Capital
Houston,
Texas
|
$580M
|
+$311M
|
+116%
|
3.87%
|
32%
|
284
|
10.92%
|
|
|
3220
|
EFG Asset Management (Americas)
Miami,
Florida
|
$579M
|
+$37M
|
+7%
|
7.66%
|
112%
|
150
|
12.67%
|
|
|
3221
|
Clifford Capital Partners
Alpine,
Utah
|
$579M
|
+$54.1M
|
+10%
|
9.86%
|
54%
|
50
|
22%
|
|
|
3222
|
Partners in Financial Planning
Salem,
Virginia
|
$578M
|
+$36.2M
|
+7%
|
4.93%
|
31.6%
|
116
|
8.62%
|
|
|
3223
|
Pacific Capital Wealth Advisors
Corona,
California
|
$578M
|
+$33M
|
+6%
|
5.07%
|
46.9%
|
84
|
19.05%
|
|
|
3224
|
Opes Wealth Management
Menlo Park,
California
|
$578M
|
+$14.7M
|
+3%
|
8.87%
|
54.1%
|
151
|
8.61%
|
|
|
3225
|
Hutchinson Capital Management
San Rafael,
California
|
$578M
|
+$29.8M
|
+5%
|
4.85%
|
46.5%
|
98
|
7.14%
|
|