|
3401
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$443M
|
+$39.3M
|
+10%
|
4.63%
|
64.7%
|
134
|
8.96%
|
|
|
3402
|
United Advisor Group
Cincinnati,
Ohio
|
$443M
|
+$121M
|
+38%
|
5.72%
|
–
|
359
|
32.31%
|
|
|
3403
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$442M
|
+$5.92M
|
+1%
|
6.06%
|
111%
|
176
|
11.36%
|
|
|
3404
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$442M
|
+$29.5M
|
+7%
|
5.67%
|
40.4%
|
229
|
14.41%
|
|
|
3405
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$442M
|
+$42.4M
|
+11%
|
8.13%
|
32.4%
|
625
|
76.96%
|
|
|
3406
|
|
$442M
|
-$32.3M
|
-7%
|
1.9%
|
22.4%
|
75
|
9.33%
|
|
|
3407
|
Tyche Wealth Partners
Plano,
Texas
|
$442M
|
+$30.8M
|
+7%
|
6.59%
|
–
|
294
|
8.16%
|
|
|
3408
|
ESL Trust Services
Rochester,
New York
|
$442M
|
+$30.9M
|
+8%
|
7.32%
|
41.6%
|
266
|
15.41%
|
|
|
3409
|
Towneley Capital Management
Laguna Hills,
California
|
$442M
|
+$15.2M
|
+4%
|
5.41%
|
–
|
39
|
0%
|
|
|
3410
|
Riversedge Advisors
Wilmington,
Delaware
|
$441M
|
+$30.8M
|
+8%
|
6.17%
|
60.4%
|
103
|
13.59%
|
|
|
3411
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$441M
|
+$26M
|
+6%
|
7.9%
|
84.5%
|
141
|
7.09%
|
|
|
3412
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$441M
|
+$23.3M
|
+6%
|
5.23%
|
55.9%
|
116
|
11.21%
|
|
|
3413
|
Steginsky Capital
Port Washington,
New York
|
$441M
|
+$5.3M
|
+1%
|
1.39%
|
115%
|
7
|
0%
|
|
|
3414
|
Advantage Alpha Capital Partners
San Francisco,
California
|
$439M
|
-$18.9M
|
-4%
|
12%
|
79.2%
|
197
|
37.56%
|
|
|
3415
|
Grace & Mercy Foundation
New York
|
$439M
|
-$2.74M
|
-0.6%
|
1.27%
|
95.8%
|
19
|
0%
|
|
|
3416
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$439M
|
+$13.1M
|
+3%
|
5.33%
|
–
|
103
|
4.85%
|
|
|
3417
|
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
|
$439M
|
-$136M
|
-24%
|
9.48%
|
67.3%
|
11
|
27.27%
|
|
|
3418
|
Versant Capital Management
Phoenix,
Arizona
|
$439M
|
+$43.3M
|
+11%
|
7.21%
|
82.4%
|
2,103
|
11.75%
|
|
|
3419
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$438M
|
+$31.9M
|
+8%
|
6.52%
|
37.9%
|
382
|
19.9%
|
|
|
3420
|
Bluescape Energy Partners
Dallas,
Texas
|
$438M
|
+$19M
|
+5%
|
9.43%
|
51.1%
|
5
|
0%
|
|
|
3421
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$438M
|
+$23.8M
|
+6%
|
5.58%
|
53.7%
|
149
|
7.38%
|
|
|
3422
|
Cisco Systems
San Jose,
California
|
$437M
|
-$37.3M
|
-8%
|
5.54%
|
212%
|
4
|
25%
|
|
|
3423
|
Park Presidio Capital
San Francisco,
California
|
$437M
|
+$28.1M
|
+7%
|
9.5%
|
96.1%
|
11
|
9.09%
|
|
|
3424
|
Kingfisher Capital
Charlotte,
North Carolina
|
$437M
|
+$9.16M
|
+2%
|
9.14%
|
58.5%
|
176
|
6.25%
|
|
|
3425
|
Unique Wealth
Clearwater,
Florida
|
$437M
|
+$55M
|
+14%
|
5.28%
|
63.3%
|
124
|
27.42%
|
|