|
3476
|
Pacific Center for Financial Services
San Ramon,
California
|
$195M
|
+$9.23M
|
+5%
|
2.77%
|
43.4%
|
344
|
6.98%
|
|
|
3477
|
Alera Investment Advisors
Deerfield,
Illinois
|
$195M
|
-$10.3M
|
-5%
|
3.01%
|
28.9%
|
1,239
|
94.11%
|
|
|
3478
|
|
$195M
|
-$27.9M
|
-13%
|
1.84%
|
41.4%
|
56
|
14.29%
|
|
|
3479
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$195M
|
+$5.46M
|
+3%
|
2.98%
|
39.9%
|
98
|
10.2%
|
|
|
3480
|
Wynnefield Capital
New York
|
$195M
|
-$15.5M
|
-7%
|
0.06%
|
110%
|
31
|
16.13%
|
|
|
3481
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$195M
|
+$6.08M
|
+3%
|
3.04%
|
67.6%
|
71
|
5.63%
|
|
|
3482
|
Old Port Advisors
Portland,
Maine
|
$195M
|
+$4.25M
|
+2%
|
2.39%
|
106%
|
183
|
6.01%
|
|
|
3483
|
Peninsula Wealth
San Francisco,
California
|
$195M
|
+$13.9M
|
+8%
|
3.14%
|
30%
|
33
|
15.15%
|
|
|
3484
|
INVST
Indianapolis,
Indiana
|
$195M
|
-$4.67M
|
-2%
|
3.04%
|
60.4%
|
87
|
34.48%
|
|
|
3485
|
Thomas Story & Son
Culver,
Indiana
|
$195M
|
+$4.19M
|
+2%
|
1.76%
|
91.8%
|
59
|
10.17%
|
|
|
3486
|
Foresters Asset Management
Toronto,
Ontario, Canada
|
$195M
|
+$1.78M
|
+0.9%
|
3.69%
|
55.6%
|
51
|
3.92%
|
|
|
3487
|
Finepoint Capital
Boston,
Massachusetts
|
$195M
|
-$22.9M
|
-11%
|
5.67%
|
24.8%
|
3
|
0%
|
|
|
3488
|
Principle Wealth Partners
Madison,
Connecticut
|
$194M
|
+$19.5M
|
+11%
|
3.71%
|
65.9%
|
144
|
14.58%
|
|
|
3489
|
Greenspring Associates
Owings Mills,
Maryland
|
$194M
|
-$62.3M
|
-24%
|
0.74%
|
–
|
15
|
73.33%
|
|
|
3490
|
Planning Solutions Group
Fulton,
Maryland
|
$194M
|
+$7.55M
|
+4%
|
2.61%
|
–
|
144
|
9.03%
|
|
|
3491
|
Blue Fin Capital
Warren,
Rhode Island
|
$194M
|
+$3.6M
|
+2%
|
4.13%
|
119%
|
128
|
3.91%
|
|
|
3492
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$194M
|
-$49.4M
|
-20%
|
3.54%
|
65.9%
|
111
|
27.03%
|
|
|
3493
|
Somerset Trust
Somerset,
Pennsylvania
|
$194M
|
+$3.84M
|
+2%
|
5%
|
69.7%
|
188
|
46.28%
|
|
|
3494
|
Schulhoff & Co
Cincinnati,
Ohio
|
$194M
|
+$6.82M
|
+4%
|
4.65%
|
42.7%
|
106
|
4.72%
|
|
|
3495
|
Ailanthus Capital Management
New York
|
$194M
|
+$32.2M
|
+20%
|
6.17%
|
–
|
29
|
86.21%
|
|
|
3496
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$194M
|
-$15.1M
|
-7%
|
7.56%
|
101%
|
228
|
52.63%
|
|
|
3497
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$194M
|
-$8.03M
|
-4%
|
2.42%
|
46.7%
|
473
|
16.7%
|
|
|
3498
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$194M
|
+$9.41M
|
+5%
|
2.31%
|
64.1%
|
183
|
8.74%
|
|
|
3499
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$193M
|
-$4.99M
|
-3%
|
3.9%
|
104%
|
46
|
4.35%
|
|
|
3500
|
Aquamarine Capital Management
New York
|
$193M
|
+$12M
|
+7%
|
7.17%
|
23%
|
11
|
0%
|
|