|
3401
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$221M
|
+$37.3M
|
+20%
|
13.7%
|
42.9%
|
34
|
5.88%
|
|
|
3402
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$221M
|
+$80.9M
|
+58%
|
22.7%
|
86.4%
|
122
|
30.33%
|
|
|
3403
|
Oak Hill Advisors
New York
|
$221M
|
+$72.4M
|
+49%
|
12.8%
|
55.9%
|
16
|
18.75%
|
|
|
3404
|
Infrastructure Capital Advisors
New York
|
$221M
|
+$118M
|
+115%
|
58.3%
|
49%
|
100
|
67%
|
|
|
3405
|
Blue Pool Management
Causeway Bay,
Hong Kong
|
$221M
|
-$3.73M
|
-2%
|
20.1%
|
72.8%
|
34
|
35.29%
|
|
|
3406
|
PDS Planning
Dublin,
Ohio
|
$221M
|
+$64M
|
+41%
|
15.9%
|
48.6%
|
135
|
25.93%
|
|
|
3407
|
ACK Asset Management
Greenwich,
Connecticut
|
$221M
|
+$20.4M
|
+10%
|
48.3%
|
99.7%
|
26
|
46.15%
|
|
|
3408
|
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
|
$221M
|
+$47.6M
|
+28%
|
32.3%
|
155%
|
33
|
18.18%
|
|
|
3409
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$221M
|
+$40.9M
|
+23%
|
16.9%
|
–
|
126
|
17.46%
|
|
|
3410
|
ESL Trust Services
Rochester,
New York
|
$221M
|
+$32.6M
|
+17%
|
17.9%
|
41.6%
|
33
|
39.39%
|
|
|
3411
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$220M
|
+$36.2M
|
+20%
|
20.8%
|
79.6%
|
131
|
13.74%
|
|
|
3412
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$220M
|
+$49M
|
+29%
|
23.9%
|
115%
|
405
|
47.16%
|
|
|
3413
|
Gyroscope Capital Management Group
Naples,
Florida
|
$220M
|
+$7.94M
|
+4%
|
20.4%
|
24.8%
|
133
|
35.34%
|
|
|
3414
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$220M
|
+$26.9M
|
+14%
|
10.7%
|
34.5%
|
21
|
0%
|
|
|
3415
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$220M
|
+$30.9M
|
+16%
|
18.5%
|
84.5%
|
100
|
9%
|
|
|
3416
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$220M
|
+$39.7M
|
+22%
|
25.5%
|
147%
|
223
|
10.31%
|
|
|
3417
|
Summit Asset Management
Memphis,
Tennessee
|
$220M
|
+$34.2M
|
+18%
|
18.7%
|
43.3%
|
123
|
13.01%
|
|
|
3418
|
Shikiar Asset Management
New York
|
$219M
|
+$70.5M
|
+47%
|
33.1%
|
97.8%
|
95
|
27.37%
|
|
|
3419
|
LifePlan Financial Group
Dayton,
Ohio
|
$219M
|
+$34.7M
|
+19%
|
15.6%
|
20.2%
|
599
|
5.51%
|
|
|
3420
|
Nokomis Capital
Dallas,
Texas
|
$219M
|
+$11.1M
|
+5%
|
42.5%
|
204%
|
41
|
29.27%
|
|
|
3421
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$219M
|
+$31.5M
|
+17%
|
13.3%
|
–
|
62
|
20.97%
|
|
|
3422
|
YorkBridge Wealth Partners
New York
|
$219M
|
+$56.1M
|
+35%
|
23.1%
|
36.5%
|
175
|
14.29%
|
|
|
3423
|
Firsthand Capital Management
San Jose,
California
|
$219M
|
+$92.5M
|
+73%
|
68.8%
|
154%
|
55
|
27.27%
|
|
|
3424
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$218M
|
+$24.8M
|
+13%
|
9.91%
|
63.3%
|
53
|
24.53%
|
|
|
3425
|
Pinz Capital Management
New York
|
$218M
|
+$180M
|
+472%
|
46.8%
|
199%
|
227
|
97.36%
|
|