|
3301
|
Fiducient Advisors
Chicago,
Illinois
|
$340M
|
+$129M
|
+61%
|
6.71%
|
52.3%
|
180
|
70.56%
|
|
|
3302
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$340M
|
+$29.8M
|
+10%
|
13.1%
|
107%
|
50
|
6%
|
|
|
3303
|
Kula Investments
Chicago,
Illinois
|
$340M
|
–
|
–
|
6.57%
|
–
|
562
|
–
|
|
|
3304
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$339M
|
+$38.4M
|
+13%
|
9.16%
|
47.3%
|
494
|
21.26%
|
|
|
3305
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$339M
|
+$96.5M
|
+40%
|
17.3%
|
336%
|
149
|
75.17%
|
|
|
3306
|
America First Investment Advisors
Omaha,
Nebraska
|
$339M
|
+$51.8M
|
+18%
|
8.97%
|
78.2%
|
96
|
16.67%
|
|
|
3307
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$339M
|
-$15.2M
|
-4%
|
7.17%
|
45.9%
|
398
|
26.38%
|
|
|
3308
|
HughesLittle Investment Management
Vancouver,
|
$339M
|
+$16.2M
|
+5%
|
6.02%
|
106%
|
16
|
6.25%
|
|
|
3309
|
Monarch Partners Asset Management
Boston,
Massachusetts
|
$339M
|
+$5.75M
|
+2%
|
14%
|
136%
|
165
|
37.58%
|
|
|
3310
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$338M
|
+$22.9M
|
+7%
|
6.79%
|
56.3%
|
86
|
6.98%
|
|
|
3311
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$338M
|
+$13.1M
|
+4%
|
9.96%
|
89.5%
|
400
|
17.25%
|
|
|
3312
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$338M
|
+$18.3M
|
+6%
|
7.15%
|
63.5%
|
294
|
41.16%
|
|
|
3313
|
|
$338M
|
-$189M
|
-36%
|
10.8%
|
19.7%
|
17
|
29.41%
|
|
|
3314
|
Activest Wealth Management
Aventure,
Florida
|
$338M
|
+$28.5M
|
+9%
|
7.63%
|
105%
|
483
|
13.87%
|
|
|
3315
|
G2 Investment Partners Management
New York
|
$338M
|
+$15.8M
|
+5%
|
16.6%
|
1,145%
|
94
|
31.91%
|
|
|
3316
|
Fermata Advisors
Sonoma,
California
|
$337M
|
+$30.2M
|
+10%
|
5.67%
|
49.3%
|
151
|
23.18%
|
|
|
3317
|
Kerrisdale Advisers
Miami,
Florida
|
$337M
|
-$74.5M
|
-18%
|
14.1%
|
78.8%
|
97
|
25.77%
|
|
|
3318
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$337M
|
+$19.9M
|
+6%
|
7.83%
|
37.5%
|
211
|
53.08%
|
|
|
3319
|
|
$337M
|
+$17.1M
|
+5%
|
9.92%
|
98.6%
|
84
|
10.71%
|
|
|
3320
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$337M
|
+$39.4M
|
+13%
|
5.54%
|
42.9%
|
40
|
7.5%
|
|
|
3321
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$337M
|
+$24.2M
|
+8%
|
11.8%
|
62%
|
118
|
5.93%
|
|
|
3322
|
Brickley Wealth Management
San Mateo,
California
|
$337M
|
+$31.9M
|
+10%
|
8.63%
|
62.6%
|
42
|
16.67%
|
|
|
3323
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$336M
|
+$34.1M
|
+11%
|
9.25%
|
66.5%
|
148
|
13.51%
|
|
|
3324
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$336M
|
+$17.5M
|
+5%
|
8.17%
|
46.7%
|
278
|
9.71%
|
|
|
3325
|
Gibson Capital
Wexford,
Pennsylvania
|
$336M
|
+$20.3M
|
+6%
|
6.28%
|
60.4%
|
52
|
15.38%
|
|