|
3226
|
Blue Fin Capital
Warren,
Rhode Island
|
$692M
|
+$82.1M
|
+13%
|
17.3%
|
125%
|
166
|
10.84%
|
6.5
|
|
|
3227
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$692M
|
+$101M
|
+17%
|
31.6%
|
128%
|
203
|
14.78%
|
3.8
|
|
|
3228
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$691M
|
+$59.8M
|
+9%
|
13.3%
|
72.7%
|
216
|
14.81%
|
4.2
|
|
|
3229
|
Ionic Capital Management
New York
|
$690M
|
-$678M
|
-50%
|
36.7%
|
163%
|
192
|
52.6%
|
0.8
|
|
|
3230
|
Chicago Trust
Grayslake,
Illinois
|
$690M
|
+$64.4M
|
+10%
|
18.3%
|
85.9%
|
405
|
11.85%
|
4.3
|
|
|
3231
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$690M
|
+$135M
|
+24%
|
7.96%
|
81.8%
|
94
|
42.55%
|
2
|
|
|
3232
|
Technology Crossover Management IX
Menlo Park,
California
|
$690M
|
-$62.3M
|
-8%
|
6.46%
|
13%
|
6
|
0%
|
6.7
|
|
|
3233
|
Matrix Trust Company
Denver,
Colorado
|
$690M
|
+$87.5M
|
+15%
|
10.6%
|
51.4%
|
188
|
52.13%
|
2.4
|
|
|
3234
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$689M
|
+$78.5M
|
+13%
|
10.2%
|
47.1%
|
60
|
8.33%
|
5.2
|
|
|
3235
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$688M
|
+$13.5M
|
+2%
|
13.8%
|
248%
|
380
|
38.68%
|
1.4
|
|
|
3236
|
Encompass More Asset Management
Danville,
California
|
$687M
|
+$90.8M
|
+15%
|
11.2%
|
–
|
337
|
41.54%
|
0.9
|
|
|
3237
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$687M
|
+$59.4M
|
+9%
|
11.4%
|
70.9%
|
228
|
8.77%
|
6.6
|
|
|
3238
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$687M
|
+$91M
|
+15%
|
16.3%
|
–
|
398
|
13.32%
|
0.4
|
|
|
3239
|
Community Financial Services Group
Newport,
Vermont
|
$686M
|
+$118M
|
+21%
|
16.6%
|
–
|
547
|
18.65%
|
1.1
|
|
|
3240
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$686M
|
+$61.2M
|
+10%
|
12.8%
|
63.5%
|
343
|
23.91%
|
2.1
|
|
|
3241
|
Toews Corporation
Northfield,
New Jersey
|
$686M
|
+$426M
|
+165%
|
6.96%
|
22%
|
151
|
96.03%
|
0.1
|
|
|
3242
|
Blume Capital Management
Berkeley,
California
|
$684M
|
+$95.6M
|
+16%
|
20%
|
96.9%
|
368
|
10.33%
|
5.5
|
|
|
3243
|
Burling Wealth Partners
Chicago,
Illinois
|
$683M
|
+$65.1M
|
+11%
|
12.8%
|
–
|
191
|
13.09%
|
1.2
|
|
|
3244
|
Asset Management Group
Stamford,
Connecticut
|
$683M
|
+$64.7M
|
+10%
|
13.9%
|
57%
|
140
|
3.57%
|
8.9
|
|
|
3245
|
Calton & Associates
Tampa,
Florida
|
$683M
|
-$13.1M
|
-2%
|
17.6%
|
73.9%
|
503
|
29.62%
|
1.5
|
|
|
3246
|
Principal Street Partners
Memphis,
Tennessee
|
$683M
|
+$69.9M
|
+11%
|
16.3%
|
91%
|
284
|
15.49%
|
3
|
|
|
3247
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$683M
|
+$116M
|
+20%
|
16.7%
|
72%
|
195
|
25.13%
|
2.6
|
|
|
3248
|
Wilsey Asset Management
San Diego,
California
|
$681M
|
+$43.2M
|
+7%
|
3.86%
|
55%
|
28
|
10.71%
|
3.6
|
|
|
3249
|
Bell Investment Advisors
Oakland,
California
|
$681M
|
+$41.7M
|
+7%
|
9.94%
|
41%
|
1,931
|
9.43%
|
3.6
|
|
|
3250
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$680M
|
+$12.5M
|
+2%
|
18.6%
|
137%
|
216
|
15.28%
|
3
|
|