|
3276
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$378M
|
+$18M
|
+5%
|
4.5%
|
41.4%
|
491
|
16.29%
|
|
|
3277
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$378M
|
+$24M
|
+7%
|
7.05%
|
129%
|
388
|
41.75%
|
|
|
3278
|
Peterson Wealth Advisors
Orem,
Utah
|
$378M
|
+$15.1M
|
+4%
|
4.55%
|
38.9%
|
68
|
13.24%
|
|
|
3279
|
The Family Firm
Bethesda,
Maryland
|
$378M
|
+$17.3M
|
+5%
|
3.76%
|
40.2%
|
187
|
5.35%
|
|
|
3280
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$378M
|
+$18M
|
+5%
|
6.28%
|
114%
|
323
|
4.64%
|
|
|
3281
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$378M
|
+$44.3M
|
+13%
|
6.74%
|
53.3%
|
701
|
9.27%
|
|
|
3282
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$378M
|
+$21M
|
+6%
|
3.82%
|
56.8%
|
253
|
13.44%
|
|
|
3283
|
Light Street Capital Management
Palo Alto,
California
|
$377M
|
-$32.6M
|
-8%
|
24.5%
|
236%
|
29
|
48.28%
|
|
|
3284
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$377M
|
+$34.7M
|
+10%
|
9.62%
|
72%
|
1,059
|
14.07%
|
|
|
3285
|
Yakira Capital Management
Westport,
Connecticut
|
$377M
|
-$17.2M
|
-4%
|
4.26%
|
77.4%
|
443
|
32.05%
|
|
|
3286
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$377M
|
+$7.78M
|
+2%
|
4.57%
|
96.5%
|
422
|
13.98%
|
|
|
3287
|
Harber Asset Management
Asheville,
North Carolina
|
$377M
|
+$6.7M
|
+2%
|
2.91%
|
30%
|
40
|
20%
|
|
|
3288
|
Fortis Group Advisors
Westwood,
New Jersey
|
$377M
|
+$45.3M
|
+14%
|
2.95%
|
91.2%
|
143
|
22.38%
|
|
|
3289
|
Fourthstone LLC
St Louis,
Missouri
|
$376M
|
+$92.1M
|
+32%
|
10.3%
|
60.1%
|
70
|
55.71%
|
|
|
3290
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$376M
|
-$480K
|
-0.1%
|
5.34%
|
55.5%
|
140
|
42.86%
|
|
|
3291
|
Harfst & Associates
Sheridan,
Wyoming
|
$376M
|
+$27M
|
+8%
|
9.74%
|
70.3%
|
105
|
19.05%
|
|
|
3292
|
AXS Investments
Port Chester,
New York
|
$375M
|
+$72.3M
|
+24%
|
8.94%
|
69.6%
|
487
|
37.99%
|
|
|
3293
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$375M
|
-$15.2M
|
-4%
|
14.6%
|
311%
|
161
|
55.9%
|
|
|
3294
|
Davide Leone & Partners Investment Company
London,
United Kingdom
|
$374M
|
+$291M
|
+346%
|
13%
|
64.1%
|
6
|
50%
|
|
|
3295
|
EVR Research
Richmond,
Virginia
|
$374M
|
-$27.3M
|
-7%
|
3.15%
|
104%
|
43
|
46.51%
|
|
|
3296
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$374M
|
+$15.2M
|
+4%
|
6.8%
|
32.4%
|
604
|
17.38%
|
|
|
3297
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$374M
|
+$21.1M
|
+6%
|
3.43%
|
21.1%
|
171
|
17.54%
|
|
|
3298
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$374M
|
+$13M
|
+4%
|
6.62%
|
61%
|
186
|
5.91%
|
|
|
3299
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$374M
|
+$30.7M
|
+9%
|
6.95%
|
53.7%
|
143
|
9.09%
|
|
|
3300
|
BCM Advisors
Lafayette,
Louisiana
|
$373M
|
+$3.61M
|
+1%
|
0.64%
|
59.3%
|
63
|
7.94%
|
|