|
3351
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$501M
|
+$36.9M
|
+8%
|
7.02%
|
55.9%
|
116
|
10.34%
|
|
|
3352
|
Westover Capital Advisors
Wilmington,
Delaware
|
$500M
|
+$50.1M
|
+11%
|
16.7%
|
117%
|
244
|
13.11%
|
|
|
3353
|
Compass Rose Asset Management
New York
|
$500M
|
+$180M
|
+56%
|
3.58%
|
47%
|
31
|
64.52%
|
|
|
3354
|
Truvestments Capital
Sarasota,
Florida
|
$500M
|
+$39.5M
|
+9%
|
13.4%
|
86.7%
|
1,111
|
16.83%
|
|
|
3355
|
RAFFA WEALTH MANAGEMENT, LLC
Washington,
District of Columbia
|
$500M
|
+$60.5M
|
+14%
|
6.23%
|
35.8%
|
1,146
|
9.42%
|
|
|
3356
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$499M
|
+$23.8M
|
+5%
|
5.88%
|
47.6%
|
137
|
4.38%
|
|
|
3357
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$499M
|
+$84.5M
|
+20%
|
19.9%
|
158%
|
413
|
29.54%
|
|
|
3358
|
Marotta Asset Management
Charlottesville,
Virginia
|
$499M
|
-$10.7M
|
-2%
|
7.12%
|
45.7%
|
119
|
18.49%
|
|
|
3359
|
VeraBank
Henderson,
Texas
|
$499M
|
+$140M
|
+39%
|
7.7%
|
51%
|
190
|
25.79%
|
|
|
3360
|
Studio Investment Management
Chicago,
Illinois
|
$498M
|
+$14.3M
|
+3%
|
4.9%
|
41%
|
326
|
48.77%
|
|
|
3361
|
Kahn Brothers Group
New York
|
$498M
|
+$3.5M
|
+0.7%
|
1.94%
|
38.1%
|
61
|
27.87%
|
|
|
3362
|
Tyche Wealth Partners
Plano,
Texas
|
$498M
|
+$35.9M
|
+8%
|
6.81%
|
–
|
324
|
14.81%
|
|
|
3363
|
SkyOak Wealth
Southfield,
Michigan
|
$498M
|
+$41.1M
|
+9%
|
8.9%
|
65.2%
|
268
|
16.79%
|
|
|
3364
|
Goodman Financial
Houston,
Texas
|
$498M
|
+$33.6M
|
+7%
|
5.06%
|
52.5%
|
71
|
21.13%
|
|
|
3365
|
Kiltearn Partners
Edinburgh,
United Kingdom
|
$497M
|
-$27.4M
|
-5%
|
1.7%
|
34.5%
|
29
|
6.9%
|
|
|
3366
|
Blume Capital Management
Berkeley,
California
|
$497M
|
+$50.1M
|
+11%
|
9.37%
|
96.9%
|
562
|
40.75%
|
|
|
3367
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$497M
|
+$49.4M
|
+11%
|
4.4%
|
61.5%
|
153
|
2.61%
|
|
|
3368
|
Key Financial Inc
West Chester,
Pennsylvania
|
$497M
|
+$37.4M
|
+8%
|
7.61%
|
55.5%
|
1,485
|
10.1%
|
|
|
3369
|
Carrera Capital Advisors
Troy,
Michigan
|
$497M
|
+$45.1M
|
+10%
|
4.34%
|
–
|
175
|
33.71%
|
|
|
3370
|
Lynch & Associates
Newburgh,
Indiana
|
$496M
|
+$34M
|
+7%
|
7.49%
|
62.9%
|
128
|
10.16%
|
|
|
3371
|
First National Corp
Rockland,
Massachusetts
|
$496M
|
+$43.1M
|
+10%
|
6.03%
|
56.3%
|
166
|
5.42%
|
|
|
3372
|
GenWealth Group
Maplewood,
New Jersey
|
$496M
|
+$42.3M
|
+9%
|
8.48%
|
67.8%
|
77
|
16.88%
|
|
|
3373
|
Winslow Asset Management
Beachwood,
Ohio
|
$496M
|
+$42.4M
|
+9%
|
11.2%
|
83.3%
|
77
|
3.9%
|
|
|
3374
|
Liberty Capital Management
Birmingham,
Michigan
|
$496M
|
+$46.4M
|
+10%
|
7.1%
|
–
|
174
|
7.47%
|
|
|
3375
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$496M
|
+$45.2M
|
+10%
|
6.54%
|
63.6%
|
178
|
8.99%
|
|