|
3401
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$538M
|
+$33.6M
|
+7%
|
5.79%
|
42.6%
|
95
|
3.16%
|
|
|
3402
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$538M
|
+$51.1M
|
+10%
|
8.99%
|
88.9%
|
153
|
10.46%
|
|
|
3403
|
Richmond Investment Services
Mequon,
Wisconsin
|
$537M
|
+$63.9M
|
+13%
|
9.7%
|
–
|
232
|
14.22%
|
|
|
3404
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
$537M
|
+$75.7M
|
+16%
|
5.37%
|
64%
|
148
|
76.35%
|
|
|
3405
|
GenWealth Group
Maplewood,
New Jersey
|
$537M
|
+$41.2M
|
+8%
|
7.24%
|
67.8%
|
75
|
6.67%
|
|
|
3406
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$536M
|
+$27.5M
|
+5%
|
6.62%
|
58.9%
|
127
|
24.41%
|
|
|
3407
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$535M
|
+$84.9M
|
+19%
|
6.05%
|
71.1%
|
274
|
13.5%
|
|
|
3408
|
Permanent Capital Management
Chicago,
Illinois
|
$535M
|
–
|
–
|
6.07%
|
–
|
151
|
–
|
|
|
3409
|
VeraBank
Henderson,
Texas
|
$535M
|
+$36.4M
|
+7%
|
7.08%
|
60.6%
|
193
|
7.77%
|
|
|
3410
|
Sciencast Management
Princeton,
New Jersey
|
$535M
|
+$50.6M
|
+10%
|
6.53%
|
72.5%
|
404
|
75.99%
|
|
|
3411
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$534M
|
+$25.6M
|
+5%
|
8.29%
|
84.4%
|
176
|
7.95%
|
|
|
3412
|
P. Schoenfeld Asset Management (PSAM)
New York
|
$534M
|
+$128M
|
+31%
|
43.7%
|
367%
|
54
|
68.52%
|
|
|
3413
|
|
$534M
|
+$77.5M
|
+17%
|
2.13%
|
31.5%
|
27
|
29.63%
|
|
|
3414
|
Sovereign Financial Group
Stamford,
Connecticut
|
$534M
|
+$48.9M
|
+10%
|
8.97%
|
90.7%
|
345
|
14.49%
|
|
|
3415
|
Lincoln Capital
Lincoln,
Nebraska
|
$534M
|
+$14.2M
|
+3%
|
4.98%
|
63.8%
|
128
|
7.03%
|
|
|
3416
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$534M
|
+$51.2M
|
+11%
|
6.4%
|
48%
|
150
|
4.67%
|
|
|
3417
|
Pier 88 Investment Partners
San Francisco,
California
|
$533M
|
-$4.3M
|
-0.8%
|
3.58%
|
36.1%
|
131
|
32.82%
|
|
|
3418
|
RAM Investment Partners
Bellevue,
Washington
|
$533M
|
+$56.7M
|
+12%
|
6.31%
|
53.4%
|
104
|
8.65%
|
|
|
3419
|
Winslow Asset Management
Beachwood,
Ohio
|
$533M
|
+$37.2M
|
+8%
|
10.2%
|
89.9%
|
78
|
3.85%
|
|
|
3420
|
Third Avenue Management
New York
|
$533M
|
+$47.8M
|
+10%
|
13.2%
|
113%
|
54
|
11.11%
|
|
|
3421
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$532M
|
–
|
–
|
5.14%
|
–
|
64
|
–
|
|
|
3422
|
Spinnaker Investment Group
Newport Beach,
California
|
$532M
|
+$106M
|
+25%
|
6.1%
|
48.6%
|
159
|
38.36%
|
|
|
3423
|
Kahn Brothers Group
New York
|
$532M
|
+$33.9M
|
+7%
|
10.1%
|
53.4%
|
55
|
12.73%
|
|
|
3424
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$532M
|
-$20M
|
-4%
|
2.89%
|
95.2%
|
222
|
13.06%
|
|
|
3425
|
Perkins Coie Trust Company
Seattle,
Washington
|
$532M
|
-$55.6M
|
-9%
|
8.08%
|
70.8%
|
326
|
26.69%
|
|