|
3401
|
True North Advisors
Dallas,
Texas
|
$353M
|
+$12.7M
|
+4%
|
11.7%
|
86.9%
|
241
|
33.61%
|
|
|
3402
|
Opes Wealth Management
Menlo Park,
California
|
$353M
|
+$42.4M
|
+14%
|
5.72%
|
54.1%
|
123
|
13.82%
|
|
|
3403
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$353M
|
+$4.21M
|
+1%
|
7.23%
|
70.3%
|
66
|
10.61%
|
|
|
3404
|
Manchester Financial
Westlake Village,
California
|
$352M
|
+$7.1M
|
+2%
|
3.6%
|
67.5%
|
104
|
16.35%
|
|
|
3405
|
Security Financial Services
Fort Wayne,
Indiana
|
$352M
|
+$23.4M
|
+7%
|
5.07%
|
60.7%
|
155
|
17.42%
|
|
|
3406
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$352M
|
+$14M
|
+4%
|
6.85%
|
72.2%
|
145
|
6.21%
|
|
|
3407
|
EnCap Energy Capital Fund IX
Houston,
Texas
|
$352M
|
+$283M
|
+412%
|
8.97%
|
69.2%
|
2
|
50%
|
|
|
3408
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$352M
|
+$44M
|
+14%
|
7.61%
|
63.9%
|
208
|
8.65%
|
|
|
3409
|
Harbourvest Partners
Boston,
Massachusetts
|
$352M
|
+$55.2M
|
+19%
|
26.9%
|
6.18%
|
64
|
7.81%
|
|
|
3410
|
Perkins Coie Trust Company
Seattle,
Washington
|
$352M
|
+$18.3M
|
+5%
|
6.01%
|
70.8%
|
253
|
14.23%
|
|
|
3411
|
O'Dell Group
Cincinnati,
Ohio
|
$352M
|
+$41.7M
|
+13%
|
5.58%
|
72.2%
|
523
|
85.85%
|
|
|
3412
|
Fruth Investment Management
Houston,
Texas
|
$352M
|
+$5.87M
|
+2%
|
3.13%
|
71%
|
222
|
3.15%
|
|
|
3413
|
McRae Capital Management
Morristown,
New Jersey
|
$352M
|
+$4.47M
|
+1%
|
6.17%
|
59.2%
|
101
|
7.92%
|
|
|
3414
|
Vectors Research Management
New York
|
$352M
|
-$36.2M
|
-9%
|
2.2%
|
67.3%
|
140
|
9.29%
|
|
|
3415
|
Austin Asset Management
Austin,
Texas
|
$352M
|
+$39.3M
|
+13%
|
5.21%
|
71.4%
|
62
|
16.13%
|
|
|
3416
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$352M
|
+$21M
|
+6%
|
7.67%
|
84.5%
|
145
|
15.86%
|
|
|
3417
|
McCollum Christoferson Group
Amherst,
New York
|
$351M
|
+$26.8M
|
+8%
|
6.89%
|
47.8%
|
72
|
12.5%
|
|
|
3418
|
Annapolis Financial Services
Annapolis,
Maryland
|
$351M
|
+$21.5M
|
+7%
|
3.58%
|
15%
|
504
|
13.69%
|
|
|
3419
|
Paradiem
Covington,
Louisiana
|
$351M
|
+$29M
|
+9%
|
8.82%
|
107%
|
104
|
5.77%
|
|
|
3420
|
High Falls Advisors
Rochester,
New York
|
$351M
|
+$14.6M
|
+4%
|
4.64%
|
56.9%
|
117
|
15.38%
|
|
|
3421
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$351M
|
+$25.1M
|
+8%
|
5.57%
|
61.4%
|
135
|
14.07%
|
|
|
3422
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$350M
|
-$19.4M
|
-5%
|
2.63%
|
40.8%
|
137
|
24.82%
|
|
|
3423
|
Ionic Capital Management
New York
|
$350M
|
+$7.48M
|
+2%
|
5.27%
|
103%
|
373
|
41.02%
|
|
|
3424
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$350M
|
+$15.8M
|
+5%
|
6.74%
|
20%
|
227
|
12.78%
|
|
|
3425
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$350M
|
+$7.06M
|
+2%
|
4.28%
|
54.4%
|
407
|
11.06%
|
|