|
3226
|
JB Capital Partners
Armonk,
New York
|
$453M
|
-$79.5M
|
-15%
|
4.84%
|
149%
|
77
|
5.19%
|
|
|
3227
|
Delta Investment Management
San Francisco,
California
|
$453M
|
+$12.9M
|
+3%
|
2.74%
|
58.1%
|
237
|
18.57%
|
|
|
3228
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$453M
|
+$32.8M
|
+8%
|
3.03%
|
104%
|
698
|
16.33%
|
|
|
3229
|
Gibson Capital
Wexford,
Pennsylvania
|
$453M
|
-$4.66M
|
-1%
|
1.12%
|
49.4%
|
78
|
12.82%
|
|
|
3230
|
Iowa State Bank
Urbandale,
Iowa
|
$453M
|
+$666K
|
+0.1%
|
0.9%
|
76%
|
110
|
8.18%
|
|
|
3231
|
LJI Wealth Management
Indianapolis,
Indiana
|
$452M
|
+$65.9M
|
+17%
|
2.54%
|
51.8%
|
190
|
22.11%
|
|
|
3232
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$452M
|
+$10.8M
|
+2%
|
2.77%
|
70.4%
|
213
|
8.45%
|
|
|
3233
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$452M
|
+$40.8M
|
+10%
|
7.61%
|
105%
|
434
|
8.99%
|
|
|
3234
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$452M
|
+$124K
|
+0%
|
3.07%
|
129%
|
392
|
23.72%
|
|
|
3235
|
Stieven Capital Advisors
St. Louis,
Missouri
|
$451M
|
-$29.5M
|
-6%
|
0.19%
|
82.8%
|
52
|
25%
|
|
|
3236
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$451M
|
+$721K
|
+0.2%
|
3.65%
|
86.8%
|
110
|
20%
|
|
|
3237
|
SFE Investment Counsel
Los Angeles,
California
|
$451M
|
+$9.5M
|
+2%
|
3.7%
|
78.2%
|
120
|
3.33%
|
|
|
3238
|
Strategy Asset Managers
Pasadena,
California
|
$450M
|
-$16.6M
|
-4%
|
0.99%
|
88.1%
|
292
|
38.01%
|
|
|
3239
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$450M
|
-$50.8M
|
-10%
|
3.17%
|
59.2%
|
248
|
15.73%
|
|
|
3240
|
Presima Securities
Montreal,
Quebec, Canada
|
$450M
|
+$19.5M
|
+5%
|
2.61%
|
10.3%
|
52
|
0%
|
|
|
3241
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$449M
|
+$15.7M
|
+4%
|
1.05%
|
43.5%
|
141
|
10.64%
|
|
|
3242
|
Cypress Wealth Services
Palm Desert,
California
|
$449M
|
+$19.9M
|
+5%
|
4.02%
|
71.8%
|
276
|
11.59%
|
|
|
3243
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$449M
|
+$18.2M
|
+4%
|
3.79%
|
114%
|
353
|
6.52%
|
|
|
3244
|
Goodman Financial
Houston,
Texas
|
$449M
|
+$11.2M
|
+3%
|
2.53%
|
52.5%
|
76
|
32.89%
|
|
|
3245
|
Lincoln Capital
Lincoln,
Nebraska
|
$448M
|
-$1.28M
|
-0.3%
|
1.56%
|
63.8%
|
113
|
5.31%
|
|
|
3246
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
$448M
|
-$343M
|
-43%
|
1.18%
|
–
|
1,013
|
37.91%
|
|
|
3247
|
Untitled Investments
New York
|
$448M
|
+$10.2M
|
+2%
|
1.98%
|
62.6%
|
20
|
20%
|
|
|
3248
|
Dechtman Wealth Management
Centennial,
Colorado
|
$447M
|
+$18.8M
|
+4%
|
3.46%
|
–
|
68
|
17.65%
|
|
|
3249
|
Essex LLC
Deer Park,
Illinois
|
$447M
|
+$12.9M
|
+3%
|
1.56%
|
89.1%
|
165
|
12.73%
|
|
|
3250
|
5AM Venture Management
San Francisco,
California
|
$447M
|
+$467K
|
+0.1%
|
10.4%
|
492%
|
30
|
20%
|
|