|
3276
|
Value Holdings Management Company
Hampton Bays,
New York
|
$598M
|
-$26.1M
|
-4%
|
1.96%
|
125%
|
33
|
15.15%
|
|
|
3277
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$597M
|
+$42.4M
|
+8%
|
1.86%
|
58.8%
|
190
|
10%
|
|
|
3278
|
Perennial Advisors
New York
|
$596M
|
+$19M
|
+3%
|
3.46%
|
–
|
132
|
6.82%
|
|
|
3279
|
Fortis Group Advisors
Westwood,
New Jersey
|
$596M
|
+$15.5M
|
+3%
|
3.66%
|
91.2%
|
604
|
15.73%
|
|
|
3280
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$596M
|
+$28.2M
|
+5%
|
2.15%
|
56.7%
|
637
|
34.38%
|
|
|
3281
|
RPTC Inc
Jackson,
Wyoming
|
$596M
|
+$23M
|
+4%
|
3.7%
|
66.4%
|
7
|
0%
|
|
|
3282
|
Armbruster Capital Management
Pittsford,
New York
|
$596M
|
+$7.93M
|
+1%
|
1.65%
|
64.3%
|
133
|
2.26%
|
|
|
3283
|
Clayton Dubilier & Rice
New York
|
$595M
|
-$81.7M
|
-12%
|
20.3%
|
176%
|
2
|
0%
|
|
|
3284
|
Adventist Health System West
Roseville,
California
|
$595M
|
-$18.9M
|
-3%
|
2.01%
|
60.2%
|
9
|
22.22%
|
|
|
3285
|
Carrera Capital Advisors
Troy,
Michigan
|
$595M
|
+$37.4M
|
+7%
|
2.78%
|
–
|
180
|
21.11%
|
|
|
3286
|
CVC Management Holdings II
St. Helier,
Jersey
|
$595M
|
-$223M
|
-27%
|
17.6%
|
–
|
4
|
25%
|
|
|
3287
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$594M
|
+$17M
|
+3%
|
0.92%
|
47.4%
|
239
|
18.83%
|
|
|
3288
|
Bricktown Capital
Detroit,
Michigan
|
$594M
|
-$13M
|
-2%
|
1.21%
|
40.8%
|
26
|
7.69%
|
|
|
3289
|
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
$594M
|
-$83.7M
|
-12%
|
2.23%
|
70.2%
|
18
|
16.67%
|
|
|
3290
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$594M
|
+$11.1M
|
+2%
|
1.37%
|
70.3%
|
87
|
18.39%
|
|
|
3291
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$594M
|
–
|
–
|
3.49%
|
–
|
361
|
–
|
|
|
3292
|
TCP Asset Management
Columbus,
Ohio
|
$594M
|
+$33M
|
+6%
|
2.08%
|
58.4%
|
120
|
13.33%
|
|
|
3293
|
Steginsky Capital
Port Washington,
New York
|
$593M
|
+$48.8M
|
+9%
|
8.88%
|
115%
|
8
|
0%
|
|
|
3294
|
Brickley Wealth Management
San Mateo,
California
|
$593M
|
+$19.5M
|
+3%
|
2.93%
|
62.6%
|
56
|
7.14%
|
|
|
3295
|
Principal Street Partners
Memphis,
Tennessee
|
$593M
|
-$33.7M
|
-5%
|
3.58%
|
91%
|
282
|
17.38%
|
|
|
3296
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$593M
|
-$3.04M
|
-0.5%
|
3.07%
|
113%
|
145
|
11.72%
|
|
|
3297
|
West Financial Advisors
Des Moines,
Iowa
|
$593M
|
-$12.3M
|
-2%
|
1.54%
|
45.1%
|
242
|
22.73%
|
|
|
3298
|
Scarborough Advisors
Annapolis,
Maryland
|
$592M
|
+$25.5M
|
+5%
|
2.23%
|
58.4%
|
490
|
9.8%
|
|
|
3299
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$592M
|
+$8.76M
|
+2%
|
0.41%
|
94.7%
|
183
|
18.58%
|
|
|
3300
|
SOA Wealth Advisors
New York
|
$592M
|
+$8.95M
|
+2%
|
2.33%
|
79.1%
|
918
|
8.06%
|
|