|
3451
|
Occidental Asset Management
Burlingame,
California
|
$151M
|
+$12M
|
+9%
|
6.42%
|
65.6%
|
144
|
22.92%
|
|
|
3452
|
|
$151M
|
+$5.88M
|
+4%
|
4.51%
|
61.8%
|
111
|
9.01%
|
|
|
3453
|
Ironwood Financial
Tucson,
Arizona
|
$151M
|
+$8.36M
|
+6%
|
2.83%
|
48.8%
|
291
|
4.47%
|
|
|
3454
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$151M
|
-$12.4M
|
-8%
|
5.96%
|
38.3%
|
40
|
42.5%
|
|
|
3455
|
Daily Journal Corp
Los Angeles,
California
|
$151M
|
+$4.44M
|
+3%
|
3.12%
|
108%
|
4
|
0%
|
|
|
3456
|
Marietta Wealth Management
Marietta,
Georgia
|
$151M
|
+$25.7M
|
+21%
|
4.55%
|
74.7%
|
125
|
16%
|
|
|
3457
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$151M
|
-$5.84M
|
-4%
|
5.92%
|
46.8%
|
43
|
93.02%
|
|
|
3458
|
|
$151M
|
+$8.55M
|
+6%
|
4.85%
|
12.3%
|
28
|
14.29%
|
|
|
3459
|
SkyTop Capital Management
Rutherford,
New Jersey
|
$150M
|
-$15.5M
|
-9%
|
10.2%
|
50.2%
|
21
|
42.86%
|
|
|
3460
|
Bogart Wealth LLC
Mclean,
Virginia
|
$150M
|
+$2.67M
|
+2%
|
5.32%
|
60.5%
|
73
|
26.03%
|
|
|
3461
|
Kempner Capital Management
Galveston,
Texas
|
$150M
|
+$12.6M
|
+9%
|
1.85%
|
60.9%
|
68
|
8.82%
|
|
|
3462
|
Westover Capital Advisors
Wilmington,
Delaware
|
$150M
|
+$10.3M
|
+7%
|
5.78%
|
117%
|
115
|
26.96%
|
|
|
3463
|
Torch Wealth Management
Cincinnati,
Ohio
|
$150M
|
+$8.27M
|
+6%
|
5.16%
|
48.8%
|
99
|
7.07%
|
|
|
3464
|
IHT Wealth Management
Chicago,
Illinois
|
$150M
|
+$17.7M
|
+13%
|
5.77%
|
63%
|
1,372
|
14.58%
|
|
|
3465
|
Hoertkorn Richard Charles
|
$150M
|
+$5.45M
|
+4%
|
4.37%
|
172%
|
89
|
3.37%
|
|
|
3466
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$150M
|
+$5.08M
|
+4%
|
5.99%
|
141%
|
93
|
17.2%
|
|
|
3467
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$150M
|
+$2.3M
|
+2%
|
5.69%
|
97%
|
65
|
6.15%
|
|
|
3468
|
Cranberry Lake Advisors
Houston,
Texas
|
$149M
|
-$8.38M
|
-5%
|
4.39%
|
31.5%
|
12
|
16.67%
|
|
|
3469
|
Private Advisory Group
Redmond,
Washington
|
$149M
|
+$4.16M
|
+3%
|
5.48%
|
134%
|
175
|
49.71%
|
|
|
3470
|
Cougar Global Investments
Toronto,
Ontario, Canada
|
$149M
|
+$7.68M
|
+5%
|
2.67%
|
17.4%
|
13
|
38.46%
|
|
|
3471
|
Benefit Street Partners
New York
|
$149M
|
+$17.8M
|
+14%
|
5.21%
|
–
|
27
|
33.33%
|
|
|
3472
|
Davis Rea
Toronto,
Ontario, Canada
|
$149M
|
+$8.29M
|
+6%
|
8.65%
|
50%
|
38
|
5.26%
|
|
|
3473
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$149M
|
+$22.2M
|
+18%
|
5.2%
|
62.1%
|
326
|
22.09%
|
|
|
3474
|
Invictus RG
Hamilton,
Bermuda
|
$149M
|
-$702K
|
-0.5%
|
11.1%
|
289%
|
935
|
62.25%
|
|
|
3475
|
Cooper Creek Partners Management
New York
|
$148M
|
+$2.18M
|
+1%
|
8.09%
|
56.1%
|
40
|
62.5%
|
|