|
3301
|
Parker Investment Management
Menlo Park,
California
|
$306M
|
-$127M
|
-29%
|
5.22%
|
173%
|
30
|
23.33%
|
|
|
3302
|
Univest Financial
Souderton,
Pennsylvania
|
$306M
|
-$895K
|
-0.3%
|
6.34%
|
60.6%
|
109
|
16.51%
|
|
|
3303
|
One Wealth Advisors
San Francisco,
California
|
$306M
|
-$67.9M
|
-18%
|
4.65%
|
54.5%
|
221
|
34.84%
|
|
|
3304
|
Welch Capital Partners
Harrison,
New York
|
$305M
|
-$20M
|
-6%
|
4.71%
|
66.3%
|
35
|
11.43%
|
|
|
3305
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$305M
|
-$20.8M
|
-6%
|
6.31%
|
32.4%
|
589
|
18.34%
|
|
|
3306
|
High Falls Advisors
Rochester,
New York
|
$305M
|
-$16.7M
|
-5%
|
5.81%
|
56.9%
|
119
|
17.65%
|
|
|
3307
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$305M
|
-$39.6M
|
-11%
|
6.27%
|
59.7%
|
84
|
25%
|
|
|
3308
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$305M
|
-$15.9M
|
-5%
|
4.4%
|
111%
|
227
|
13.22%
|
|
|
3309
|
Perennial Advisors
New York
|
$305M
|
-$16.4M
|
-5%
|
4.9%
|
–
|
90
|
4.44%
|
|
|
3310
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$305M
|
-$17.8M
|
-6%
|
5.17%
|
36.7%
|
59
|
8.47%
|
|
|
3311
|
True North Advisors
Dallas,
Texas
|
$305M
|
-$16.2M
|
-5%
|
2.6%
|
86.9%
|
205
|
14.15%
|
|
|
3312
|
Brickley Wealth Management
San Mateo,
California
|
$305M
|
-$18.5M
|
-6%
|
5.44%
|
62.6%
|
45
|
20%
|
|
|
3313
|
Finepoint Capital
Boston,
Massachusetts
|
$304M
|
+$14.8M
|
+5%
|
16.5%
|
24.8%
|
64
|
15.63%
|
|
|
3314
|
Axar Capital Management
New York
|
$304M
|
-$559K
|
-0.2%
|
0.29%
|
680%
|
2
|
50%
|
|
|
3315
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$304M
|
-$24.8M
|
-8%
|
9.55%
|
40.8%
|
180
|
48.33%
|
|
|
3316
|
Essex LLC
Deer Park,
Illinois
|
$304M
|
-$19M
|
-6%
|
3.39%
|
89.1%
|
156
|
8.33%
|
|
|
3317
|
Goldstein Munger & Associates
San Ramon,
California
|
$303M
|
-$28.7M
|
-9%
|
6.79%
|
11.9%
|
34
|
8.82%
|
|
|
3318
|
Monetary Management Group
St Louis,
Missouri
|
$303M
|
-$15.6M
|
-5%
|
4.98%
|
99.8%
|
361
|
11.36%
|
|
|
3319
|
Bellwether Advisors
Lincoln,
Nebraska
|
$303M
|
-$7.79M
|
-3%
|
3.93%
|
85%
|
550
|
22.18%
|
|
|
3320
|
GFG Capital
Miami,
Florida
|
$302M
|
-$25.9M
|
-8%
|
6.5%
|
128%
|
142
|
11.27%
|
|
|
3321
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$302M
|
-$3.26M
|
-1%
|
3.69%
|
66.5%
|
150
|
22.67%
|
|
|
3322
|
Falcon Wealth Planning
Ontario,
California
|
$302M
|
+$7.71M
|
+3%
|
5.33%
|
52.7%
|
89
|
11.24%
|
|
|
3323
|
Pinpoint Asset Management
Hong Kong
|
$302M
|
+$50.2M
|
+20%
|
9.2%
|
185%
|
41
|
39.02%
|
|
|
3324
|
Ironwood Financial
Tucson,
Arizona
|
$302M
|
-$9.71M
|
-3%
|
3.48%
|
48.8%
|
120
|
6.67%
|
|
|
3325
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$301M
|
-$6.53M
|
-2%
|
4.56%
|
63.8%
|
125
|
14.4%
|
|