|
3276
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$380M
|
+$28.9M
|
+8%
|
9.95%
|
73.1%
|
145
|
4.83%
|
|
|
3277
|
HBW Advisory Services
Simi Valley,
California
|
$380M
|
+$4.64M
|
+1%
|
6.1%
|
62.1%
|
284
|
26.06%
|
|
|
3278
|
Security National Bank
Omaha,
Nebraska
|
$380M
|
+$39.8M
|
+12%
|
11.1%
|
113%
|
100
|
6%
|
|
|
3279
|
Systelligence LLC
Bloomington,
Minnesota
|
$380M
|
+$21.4M
|
+6%
|
5.39%
|
57.3%
|
50
|
22%
|
|
|
3280
|
Punch Card Management
Winter Park,
Florida
|
$380M
|
+$17.8M
|
+5%
|
5.62%
|
41%
|
3
|
0%
|
|
|
3281
|
Cliffwater
Marina Del Rey,
California
|
$380M
|
-$40.3M
|
-10%
|
5.28%
|
28.5%
|
24
|
0%
|
|
|
3282
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$379M
|
+$43.3M
|
+13%
|
7.03%
|
67.9%
|
177
|
14.69%
|
|
|
3283
|
Liquid Strategies
Atlanta,
Georgia
|
$379M
|
+$58M
|
+18%
|
4.72%
|
46.8%
|
7
|
0%
|
|
|
3284
|
Goldstein Munger & Associates
San Ramon,
California
|
$379M
|
+$21.1M
|
+6%
|
6.37%
|
11.9%
|
34
|
2.94%
|
|
|
3285
|
Epstein & White Financial
San Diego,
California
|
$379M
|
+$35.6M
|
+10%
|
6.29%
|
51%
|
100
|
21%
|
|
|
3286
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$379M
|
+$39.2M
|
+12%
|
7.2%
|
71.9%
|
129
|
20.93%
|
|
|
3287
|
International Biotechnology Trust
London,
United Kingdom
|
$379M
|
+$697K
|
+0.2%
|
5.7%
|
11.1%
|
70
|
25.71%
|
|
|
3288
|
Tenzing Global Management
San Francisco,
California
|
$378M
|
+$66.5M
|
+21%
|
2.52%
|
218%
|
14
|
42.86%
|
|
|
3289
|
HNP Capital
Rochester,
New York
|
$378M
|
+$41M
|
+12%
|
5.83%
|
52.4%
|
149
|
4.7%
|
|
|
3290
|
Simon Quick Advisors
Morristown,
New Jersey
|
$378M
|
+$38M
|
+11%
|
8.09%
|
69.5%
|
489
|
13.5%
|
|
|
3291
|
Family Management
New York
|
$378M
|
+$59.5M
|
+19%
|
8.1%
|
58.5%
|
208
|
26.44%
|
|
|
3292
|
First Ascent Asset Management
Denver,
Colorado
|
$377M
|
+$102M
|
+37%
|
4.16%
|
4.15%
|
24
|
8.33%
|
|
|
3293
|
Synergy Asset Management
Vancouver,
Washington
|
$377M
|
+$43.2M
|
+13%
|
8.68%
|
97.3%
|
139
|
64.03%
|
|
|
3294
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$377M
|
+$57M
|
+18%
|
6.02%
|
54.6%
|
83
|
14.46%
|
|
|
3295
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$377M
|
+$10.9M
|
+3%
|
5.77%
|
50.3%
|
1,065
|
5.82%
|
|
|
3296
|
CFM Wealth Partners
Austin,
Texas
|
$377M
|
+$45M
|
+14%
|
12.4%
|
116%
|
179
|
7.82%
|
|
|
3297
|
|
$376M
|
+$29M
|
+8%
|
7.34%
|
64.8%
|
81
|
3.7%
|
|
|
3298
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$376M
|
+$28.1M
|
+8%
|
6.48%
|
54.7%
|
205
|
4.39%
|
|
|
3299
|
B&I Capital
Zurich,
Switzerland
|
$376M
|
+$31.9M
|
+9%
|
11.6%
|
15.9%
|
35
|
22.86%
|
|
|
3300
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
$376M
|
+$28M
|
+8%
|
7.21%
|
72.3%
|
82
|
3.66%
|
|