|
3326
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$382M
|
-$10.3M
|
-3%
|
5.24%
|
–
|
288
|
20.83%
|
|
|
3327
|
Capital Advantage
Walnut Creek,
California
|
$381M
|
+$14.5M
|
+4%
|
4.4%
|
44.4%
|
119
|
71.43%
|
|
|
3328
|
Inlet Private Wealth
Jupiter,
Florida
|
$381M
|
+$31.9M
|
+9%
|
6.71%
|
100%
|
133
|
8.27%
|
|
|
3329
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$381M
|
+$34.7M
|
+10%
|
6.53%
|
23.6%
|
1,250
|
14.56%
|
|
|
3330
|
BTG Pactual Global Asset Management
Hamilton,
Bermuda
|
$381M
|
+$10.7M
|
+3%
|
10.9%
|
88.9%
|
93
|
59.14%
|
|
|
3331
|
Brookside Equity Partners
Stamford,
Connecticut
|
$381M
|
-$192M
|
-33%
|
30.6%
|
87.4%
|
7
|
0%
|
|
|
3332
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$380M
|
+$18.2M
|
+5%
|
3.94%
|
75.5%
|
211
|
6.64%
|
|
|
3333
|
NFC Investments
Memphis,
Tennessee
|
$380M
|
+$4.73M
|
+1%
|
7.82%
|
–
|
50
|
14%
|
|
|
3334
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$380M
|
+$28.9M
|
+8%
|
9.95%
|
73.1%
|
145
|
4.83%
|
|
|
3335
|
HBW Advisory Services
Simi Valley,
California
|
$380M
|
+$4.64M
|
+1%
|
6.1%
|
62.1%
|
284
|
26.06%
|
|
|
3336
|
Security National Bank
Omaha,
Nebraska
|
$380M
|
+$39.8M
|
+12%
|
11.1%
|
113%
|
100
|
6%
|
|
|
3337
|
Systelligence LLC
Bloomington,
Minnesota
|
$380M
|
+$21.4M
|
+6%
|
5.39%
|
57.3%
|
50
|
22%
|
|
|
3338
|
Punch Card Management
Winter Park,
Florida
|
$380M
|
+$17.8M
|
+5%
|
5.62%
|
41%
|
3
|
0%
|
|
|
3339
|
Cliffwater
Marina Del Rey,
California
|
$380M
|
-$40.3M
|
-10%
|
5.28%
|
29.4%
|
24
|
0%
|
|
|
3340
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$379M
|
+$43.3M
|
+13%
|
7.03%
|
67.9%
|
177
|
14.69%
|
|
|
3341
|
Liquid Strategies
Atlanta,
Georgia
|
$379M
|
+$58M
|
+18%
|
4.72%
|
46.8%
|
7
|
0%
|
|
|
3342
|
Goldstein Munger & Associates
San Ramon,
California
|
$379M
|
+$21.1M
|
+6%
|
6.37%
|
11.9%
|
34
|
2.94%
|
|
|
3343
|
Epstein & White Financial
San Diego,
California
|
$379M
|
+$35.6M
|
+10%
|
6.29%
|
51%
|
100
|
21%
|
|
|
3344
|
Principal Street Partners
Memphis,
Tennessee
|
$379M
|
-$396M
|
-51%
|
6.2%
|
91%
|
228
|
25.44%
|
|
|
3345
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$379M
|
+$39.2M
|
+12%
|
7.2%
|
71.9%
|
129
|
20.93%
|
|
|
3346
|
International Biotechnology Trust
London,
United Kingdom
|
$379M
|
+$697K
|
+0.2%
|
5.7%
|
11.1%
|
70
|
25.71%
|
|
|
3347
|
Tenzing Global Management
San Francisco,
California
|
$378M
|
+$66.5M
|
+21%
|
2.52%
|
273%
|
14
|
42.86%
|
|
|
3348
|
HNP Capital
Rochester,
New York
|
$378M
|
+$41M
|
+12%
|
5.83%
|
52.4%
|
149
|
4.7%
|
|
|
3349
|
Simon Quick Advisors
Morristown,
New Jersey
|
$378M
|
+$38M
|
+11%
|
8.09%
|
69.5%
|
489
|
13.5%
|
|
|
3350
|
Family Management
New York
|
$378M
|
+$59.5M
|
+19%
|
8.1%
|
69%
|
208
|
26.44%
|
|