|
3276
|
Wakefield Asset Management
Englewood,
Colorado
|
$186M
|
-$54M
|
-22%
|
18.4%
|
111%
|
219
|
60.73%
|
|
|
3277
|
Mission Creek Capital Partners
San Francisco,
California
|
$186M
|
-$32.3M
|
-15%
|
13.9%
|
121%
|
197
|
22.84%
|
|
|
3278
|
Indaba Capital Management
San Francisco,
California
|
$186M
|
-$61.4M
|
-25%
|
43.7%
|
66.7%
|
28
|
67.86%
|
|
|
3279
|
Summit Asset Management
Memphis,
Tennessee
|
$185M
|
-$49M
|
-21%
|
20.4%
|
43.3%
|
127
|
16.54%
|
|
|
3280
|
Wealth Alliance
Mellville,
New York
|
$185M
|
+$44.8M
|
+32%
|
16.4%
|
65.1%
|
250
|
72.4%
|
|
|
3281
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$185M
|
-$31.1M
|
-14%
|
14.3%
|
47.8%
|
215
|
14.42%
|
|
|
3282
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$185M
|
+$88.8M
|
+93%
|
20.7%
|
24.6%
|
178
|
53.37%
|
|
|
3283
|
Westover Capital Advisors
Wilmington,
Delaware
|
$185M
|
-$38.8M
|
-17%
|
10.9%
|
117%
|
153
|
33.33%
|
|
|
3284
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$185M
|
-$54.5M
|
-23%
|
13.1%
|
61%
|
146
|
12.33%
|
|
|
3285
|
LifePlan Financial Group
Dayton,
Ohio
|
$185M
|
-$40.1M
|
-18%
|
15.3%
|
20.2%
|
591
|
6.09%
|
|
|
3286
|
First Command Financial Services
Fort Worth,
Texas
|
$184M
|
-$27M
|
-13%
|
14.4%
|
34.4%
|
400
|
22%
|
|
|
3287
|
First Command Bank
Fort Worth,
Texas
|
$184M
|
-$27.1M
|
-13%
|
14.4%
|
34.1%
|
401
|
22.19%
|
|
|
3288
|
Summit Financial Strategies
Columbus,
Ohio
|
$184M
|
-$20M
|
-10%
|
22.7%
|
57.8%
|
70
|
32.86%
|
|
|
3289
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$184M
|
-$36.1M
|
-16%
|
16.4%
|
79.6%
|
143
|
21.68%
|
|
|
3290
|
Karpas Strategies
Litchfield,
Connecticut
|
$184M
|
-$81.5M
|
-31%
|
24.7%
|
16.1%
|
127
|
14.17%
|
|
|
3291
|
Aspire Private Capital
Cornelius,
North Carolina
|
$184M
|
-$46.8M
|
-20%
|
12.6%
|
49.6%
|
543
|
51.57%
|
|
|
3292
|
Parkside Advisors
Berkeley,
California
|
$184M
|
-$39.5M
|
-18%
|
12.8%
|
36.7%
|
74
|
25.68%
|
|
|
3293
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$184M
|
-$39.9M
|
-18%
|
14.2%
|
42.9%
|
32
|
3.13%
|
|
|
3294
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$184M
|
-$21.2M
|
-10%
|
12.5%
|
50.5%
|
235
|
14.47%
|
|
|
3295
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$184M
|
-$65M
|
-26%
|
20.7%
|
46.7%
|
159
|
13.84%
|
|
|
3296
|
Winmill & Co
Rochester,
New York
|
$184M
|
-$109M
|
-37%
|
27.3%
|
106%
|
121
|
23.97%
|
|
|
3297
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$184M
|
-$142M
|
-43%
|
40.9%
|
75.9%
|
30
|
33.33%
|
|
|
3298
|
Harrell Investment Partners
Austin,
Texas
|
$184M
|
-$35.7M
|
-16%
|
17.3%
|
105%
|
91
|
24.18%
|
|
|
3299
|
Surevest
Los Angeles,
California
|
$184M
|
-$50.4M
|
-22%
|
16.6%
|
24.6%
|
150
|
38.67%
|
|
|
3300
|
Johnson & Johnson Innovation - JJDC
New Brunswick,
New Jersey
|
$184M
|
-$93.6M
|
-34%
|
41.4%
|
–
|
12
|
8.33%
|
|