|
3301
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$480M
|
+$15.6M
|
+3%
|
2.66%
|
84.8%
|
152
|
23.68%
|
|
|
3302
|
Essex Investment Management
Boston,
Massachusetts
|
$479M
|
-$76.8M
|
-14%
|
4.96%
|
372%
|
334
|
17.37%
|
|
|
3303
|
Caligan Partners
New York
|
$479M
|
+$84.4M
|
+21%
|
16.6%
|
2,628%
|
17
|
23.53%
|
|
|
3304
|
IFC Advisors
Los Angeles,
California
|
$479M
|
+$20.4M
|
+4%
|
1.64%
|
–
|
174
|
23.56%
|
|
|
3305
|
SOA Wealth Advisors
New York
|
$479M
|
-$63.9M
|
-12%
|
4.4%
|
79.1%
|
916
|
8.73%
|
|
|
3306
|
Mengis Capital Management
Portland,
Oregon
|
$479M
|
-$10.6M
|
-2%
|
0.13%
|
91.8%
|
195
|
6.15%
|
|
|
3307
|
|
$479M
|
+$5.27M
|
+1%
|
2.57%
|
60.2%
|
82
|
17.07%
|
|
|
3308
|
Lincoln Capital
Lincoln,
Nebraska
|
$479M
|
+$3.26M
|
+0.7%
|
2.51%
|
63.8%
|
122
|
9.02%
|
|
|
3309
|
Bellwether Advisors
Lincoln,
Nebraska
|
$479M
|
-$80.5M
|
-14%
|
4.36%
|
115%
|
533
|
7.13%
|
|
|
3310
|
Trust Company of the South
Greensboro,
North Carolina
|
$479M
|
-$12.5M
|
-3%
|
3.35%
|
–
|
129
|
13.18%
|
|
|
3311
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$478M
|
-$849M
|
-64%
|
2.5%
|
65.6%
|
203
|
62.07%
|
|
|
3312
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$478M
|
-$17.7M
|
-4%
|
4.06%
|
60.8%
|
157
|
12.1%
|
|
|
3313
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$478M
|
-$62.2M
|
-12%
|
2.48%
|
336%
|
222
|
36.04%
|
|
|
3314
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$478M
|
+$18.1M
|
+4%
|
2.86%
|
94.7%
|
158
|
15.19%
|
|
|
3315
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$477M
|
-$29.1M
|
-6%
|
5.52%
|
132%
|
437
|
12.81%
|
|
|
3316
|
Creekmur Asset Management
Morton,
Illinois
|
$477M
|
+$40.4M
|
+9%
|
1.4%
|
–
|
1,023
|
33.33%
|
|
|
3317
|
Artemis Wealth Advisors
New York
|
$477M
|
-$83.9M
|
-15%
|
7.68%
|
174%
|
37
|
43.24%
|
|
|
3318
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$476M
|
-$8.28M
|
-2%
|
7.89%
|
50.1%
|
56
|
5.36%
|
|
|
3319
|
JB Capital Partners
Armonk,
New York
|
$476M
|
-$46M
|
-9%
|
10.5%
|
142%
|
81
|
4.94%
|
|
|
3320
|
Qalhat Capital
Tortola,
British Virgin Islands
|
$476M
|
+$97.7M
|
+26%
|
3.34%
|
90.3%
|
4
|
0%
|
|
|
3321
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$476M
|
+$884K
|
+0.2%
|
2.28%
|
–
|
221
|
9.95%
|
|
|
3322
|
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
|
$476M
|
+$14.9M
|
+3%
|
13%
|
101%
|
12
|
0%
|
|
|
3323
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$476M
|
-$2.9M
|
-0.6%
|
2.7%
|
58.9%
|
133
|
28.57%
|
|
|
3324
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$476M
|
-$3.45M
|
-0.7%
|
0.85%
|
55.7%
|
139
|
7.91%
|
|
|
3325
|
Summit X LLC
Chesterfield,
Missouri
|
$476M
|
+$24.7M
|
+5%
|
2.08%
|
62.9%
|
248
|
15.32%
|
|