|
3276
|
Planning Center Inc
Moline,
Illinois
|
$364M
|
+$35.2M
|
+11%
|
5.51%
|
38.9%
|
73
|
15.07%
|
|
|
3277
|
MayTech Global Investments
New York
|
$364M
|
+$62.2M
|
+21%
|
33.5%
|
158%
|
63
|
52.38%
|
|
|
3278
|
Lincoln Capital
Lincoln,
Nebraska
|
$364M
|
+$16.6M
|
+5%
|
4.79%
|
63.8%
|
106
|
7.55%
|
|
|
3279
|
Summit Asset Management
Memphis,
Tennessee
|
$363M
|
+$17.8M
|
+5%
|
5.2%
|
48.9%
|
154
|
3.25%
|
|
|
3280
|
Peterson Wealth Advisors
Orem,
Utah
|
$363M
|
+$32.1M
|
+10%
|
5.43%
|
46.4%
|
63
|
1.59%
|
|
|
3281
|
Cadinha & Co
Honolulu,
Hawaii
|
$363M
|
-$84.8M
|
-19%
|
9.07%
|
123%
|
102
|
12.75%
|
|
|
3282
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$363M
|
+$20.8M
|
+6%
|
5.4%
|
81.7%
|
182
|
7.69%
|
|
|
3283
|
Sora Investors
Bryn Mawr,
Pennsylvania
|
$363M
|
+$72.6M
|
+25%
|
14.4%
|
179%
|
50
|
62%
|
|
|
3284
|
Crow's Nest Holdings
Richmond,
Virginia
|
$362M
|
+$60.8M
|
+20%
|
14.5%
|
103%
|
9
|
11.11%
|
|
|
3285
|
Monashee Investment Management
Boston,
Massachusetts
|
$362M
|
+$130M
|
+56%
|
7.4%
|
520%
|
71
|
61.97%
|
|
|
3286
|
Frank Rimerman Advisors
Palo Alto,
California
|
$362M
|
+$40.9M
|
+13%
|
12%
|
133%
|
109
|
12.84%
|
|
|
3287
|
Lodbrok Capital
London,
United Kingdom
|
$362M
|
-$365M
|
-50%
|
2.23%
|
25.9%
|
8
|
12.5%
|
|
|
3288
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$362M
|
+$21.1M
|
+6%
|
4.55%
|
22.4%
|
180
|
12.22%
|
|
|
3289
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$361M
|
+$31.4M
|
+10%
|
5.03%
|
63.8%
|
154
|
21.43%
|
|
|
3290
|
Lafayette Investments
Ashton,
Maryland
|
$361M
|
+$5.81M
|
+2%
|
4.11%
|
77.9%
|
126
|
5.56%
|
|
|
3291
|
The Family Firm
Bethesda,
Maryland
|
$361M
|
+$19M
|
+6%
|
4.71%
|
40.2%
|
185
|
6.49%
|
|
|
3292
|
Wilson Asset Management
Sydney,
Australia
|
$361M
|
+$31.3M
|
+9%
|
7.41%
|
60.7%
|
34
|
26.47%
|
|
|
3293
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$361M
|
+$5.82M
|
+2%
|
5.2%
|
68.8%
|
191
|
16.23%
|
|
|
3294
|
Vantage Wealth
Pasadena,
California
|
$361M
|
-$27.6M
|
-7%
|
1.92%
|
56.1%
|
38
|
13.16%
|
|
|
3295
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$360M
|
+$21M
|
+6%
|
5.29%
|
47.3%
|
491
|
19.96%
|
|
|
3296
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$360M
|
+$5.41M
|
+2%
|
3.74%
|
114%
|
316
|
3.48%
|
|
|
3297
|
RW Investment Management
Eagle,
Idaho
|
$359M
|
+$105M
|
+41%
|
4.12%
|
–
|
86
|
8.14%
|
|
|
3298
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$359M
|
+$5.94M
|
+2%
|
11.4%
|
160%
|
173
|
13.29%
|
|
|
3299
|
Sycamore Partners Management
New York
|
$359M
|
+$115M
|
+47%
|
47.3%
|
31.8%
|
1
|
0%
|
|
|
3300
|
HNP Capital
Rochester,
New York
|
$359M
|
+$1.29M
|
+0.4%
|
2.17%
|
52.4%
|
138
|
12.32%
|
|