|
3476
|
Valicenti Advisory Services
Elmira,
New York
|
$205M
|
-$4.29M
|
-2%
|
1.81%
|
119%
|
66
|
9.09%
|
|
|
3477
|
Confluence Wealth Management
Portland,
Oregon
|
$205M
|
+$3.5M
|
+2%
|
3.44%
|
31.9%
|
118
|
4.24%
|
|
|
3478
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$205M
|
+$855K
|
+0.4%
|
1.76%
|
16.4%
|
102
|
7.84%
|
|
|
3479
|
Clearline Capital
New York
|
$205M
|
+$13.5M
|
+7%
|
2.72%
|
57.4%
|
60
|
50%
|
|
|
3480
|
Rothschild Capital Partners
New York
|
$204M
|
+$25.3M
|
+14%
|
5.34%
|
90.8%
|
42
|
21.43%
|
|
|
3481
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$204M
|
+$12.3M
|
+6%
|
2.18%
|
42.9%
|
33
|
3.03%
|
|
|
3482
|
|
$204M
|
+$21.1M
|
+12%
|
13.2%
|
36.2%
|
9
|
22.22%
|
|
|
3483
|
Keystone Financial Planning
Cleveland,
Ohio
|
$204M
|
+$1.73M
|
+0.9%
|
0.66%
|
34.1%
|
48
|
6.25%
|
|
|
3484
|
Gryphon International Investment
Toronto,
Ontario, Canada
|
$204M
|
+$25.3M
|
+14%
|
0%
|
5.67%
|
20
|
5%
|
|
|
3485
|
Crossvault Capital Management
San Antonio,
Texas
|
$204M
|
+$10.2M
|
+5%
|
3.89%
|
56.4%
|
80
|
7.5%
|
|
|
3486
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$204M
|
+$15.5M
|
+8%
|
2.56%
|
–
|
60
|
10%
|
|
|
3487
|
Ironwood Financial
Tucson,
Arizona
|
$204M
|
+$10.3M
|
+5%
|
1.89%
|
48.8%
|
400
|
3.5%
|
|
|
3488
|
Tree Line Advisors
Central,
Hong Kong
|
$203M
|
+$52.9M
|
+35%
|
12.2%
|
670%
|
7
|
14.29%
|
|
|
3489
|
Mirador Capital Partners
Pleasanton,
California
|
$203M
|
+$18.6M
|
+10%
|
2.23%
|
102%
|
173
|
24.28%
|
|
|
3490
|
Silver Heights Capital Management
Toronto,
Ontario, Canada
|
$203M
|
+$5.05M
|
+3%
|
5.51%
|
39.8%
|
6
|
0%
|
|
|
3491
|
First Washington Corp
Seattle,
Washington
|
$203M
|
+$5.76M
|
+3%
|
8.93%
|
142%
|
86
|
11.63%
|
|
|
3492
|
Westover Capital Advisors
Wilmington,
Delaware
|
$203M
|
+$10.1M
|
+5%
|
4.4%
|
133%
|
153
|
24.18%
|
|
|
3493
|
Security National Bank
Omaha,
Nebraska
|
$202M
|
+$9.57M
|
+5%
|
3.73%
|
113%
|
74
|
6.76%
|
|
|
3494
|
Jupiter Wealth Management
Glendale,
Colorado
|
$202M
|
-$5.79M
|
-3%
|
3.48%
|
99.2%
|
87
|
18.39%
|
|
|
3495
|
Galileo PTC
Road Town, Tortola,
British Virgin Islands
|
$202M
|
-$48.4M
|
-19%
|
18.8%
|
82.7%
|
2
|
0%
|
|
|
3496
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$202M
|
+$12.9M
|
+7%
|
0.44%
|
187%
|
65
|
47.69%
|
|
|
3497
|
Diligent Investors
Redlands,
California
|
$201M
|
+$25.7M
|
+15%
|
5.53%
|
71.9%
|
225
|
12.44%
|
|
|
3498
|
Ecofin Advisors
London,
United Kingdom
|
$201M
|
+$56.1M
|
+39%
|
5.01%
|
77%
|
35
|
34.29%
|
|
|
3499
|
Rush Island Management
New York
|
$201M
|
+$32.4M
|
+19%
|
1.19%
|
15.5%
|
24
|
45.83%
|
|
|
3500
|
Retirement Capital Strategies
San Jose,
California
|
$201M
|
+$2.77M
|
+1%
|
2.32%
|
59%
|
57
|
22.81%
|
|