|
3476
|
TLWM Financial
San Antonio,
Texas
|
$347M
|
+$32.4M
|
+10%
|
5.14%
|
48%
|
69
|
7.25%
|
|
|
3477
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$347M
|
+$7.47M
|
+2%
|
2.42%
|
–
|
190
|
5.79%
|
|
|
3478
|
Pioneer Trust Bank
Salem,
Oregon
|
$347M
|
+$6.94M
|
+2%
|
6.9%
|
61.4%
|
81
|
14.81%
|
|
|
3479
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$347M
|
+$18.4M
|
+6%
|
4.37%
|
50.1%
|
58
|
12.07%
|
|
|
3480
|
Divisadero Street Capital Management
Miami,
Florida
|
$346M
|
+$118M
|
+51%
|
39.5%
|
718%
|
67
|
68.66%
|
|
|
3481
|
Annandale Capital
Dallas,
Texas
|
$346M
|
+$29.5M
|
+9%
|
4.88%
|
57.2%
|
151
|
19.87%
|
|
|
3482
|
Clifford Capital Partners
Alpine,
Utah
|
$346M
|
+$20.9M
|
+6%
|
0.77%
|
77.3%
|
59
|
25.42%
|
|
|
3483
|
3D/L Capital Management
Hartford,
Connecticut
|
$346M
|
-$31.4M
|
-8%
|
2.95%
|
13.9%
|
115
|
20%
|
|
|
3484
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$346M
|
+$24M
|
+7%
|
7.72%
|
90.7%
|
267
|
10.11%
|
|
|
3485
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$346M
|
+$2.7M
|
+0.8%
|
7.36%
|
89.5%
|
374
|
3.21%
|
|
|
3486
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$345M
|
+$24.7M
|
+8%
|
9.22%
|
87.9%
|
257
|
8.17%
|
|
|
3487
|
Allied Investment Advisors
Billings,
Montana
|
$345M
|
+$22.4M
|
+7%
|
4.09%
|
60.6%
|
63
|
14.29%
|
|
|
3488
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$345M
|
+$18.2M
|
+6%
|
1.76%
|
50.8%
|
127
|
22.05%
|
|
|
3489
|
Lowell Blake & Associates
Boston,
Massachusetts
|
$345M
|
+$24M
|
+7%
|
12%
|
44.2%
|
62
|
8.06%
|
|
|
3490
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$345M
|
+$37.1M
|
+12%
|
3.75%
|
25%
|
581
|
68.67%
|
|
|
3491
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
|
$345M
|
+$61.5M
|
+22%
|
7.67%
|
1,119%
|
28
|
14.29%
|
|
|
3492
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$344M
|
+$8.7M
|
+3%
|
1.47%
|
80.6%
|
145
|
26.21%
|
|
|
3493
|
Tucker Asset Management
Littleton,
Colorado
|
$344M
|
+$9.54M
|
+3%
|
5.07%
|
64.2%
|
1,339
|
22.55%
|
|
|
3494
|
Lodge Hill Capital
New York
|
$344M
|
+$80.6M
|
+31%
|
9.77%
|
17.9%
|
29
|
27.59%
|
|
|
3495
|
LJI Wealth Management
Indianapolis,
Indiana
|
$344M
|
+$27.1M
|
+9%
|
6.61%
|
61.5%
|
189
|
21.16%
|
|
|
3496
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$343M
|
+$20.2M
|
+6%
|
7.91%
|
–
|
169
|
13.02%
|
|
|
3497
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$343M
|
–
|
–
|
1.86%
|
35.8%
|
615
|
–
|
|
|
3498
|
Sage Advisory Services
Austin,
Texas
|
$343M
|
-$9.65M
|
-3%
|
1.87%
|
33.9%
|
54
|
31.48%
|
|
|
3499
|
Mattern Wealth Management
Lawrence,
Kansas
|
$343M
|
+$40.7M
|
+13%
|
4.54%
|
54%
|
171
|
7.02%
|
|
|
3500
|
Thrive Capital Management (New York)
New York
|
$343M
|
+$62M
|
+22%
|
41.4%
|
205%
|
4
|
0%
|
|