|
3476
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$425M
|
-$82.4M
|
-16%
|
2.51%
|
42.6%
|
90
|
26.67%
|
|
|
3477
|
Element Pointe Advisors
Miami,
Florida
|
$425M
|
+$14M
|
+3%
|
2.08%
|
54.9%
|
73
|
10.96%
|
|
|
3478
|
Mason & Associates (California)
Los Angeles,
California
|
$425M
|
+$24.2M
|
+6%
|
1.07%
|
68.5%
|
120
|
21.67%
|
|
|
3479
|
Harvey Capital Management
Palm Beach,
Florida
|
$425M
|
+$24.9M
|
+6%
|
6.79%
|
141%
|
87
|
20.69%
|
|
|
3480
|
Virtus Wealth Solutions
Cranford,
New Jersey
|
$424M
|
–
|
–
|
15.9%
|
–
|
46
|
–
|
|
|
3481
|
Parkside Advisors
Berkeley,
California
|
$424M
|
+$3.2M
|
+0.8%
|
1.05%
|
36.7%
|
84
|
7.14%
|
|
|
3482
|
True North Advisors
Dallas,
Texas
|
$424M
|
+$42M
|
+11%
|
0.95%
|
86.9%
|
235
|
42.55%
|
|
|
3483
|
KPP Advisory Services
Louisville,
Kentucky
|
$424M
|
+$7.39M
|
+2%
|
2.38%
|
77.9%
|
273
|
10.26%
|
|
|
3484
|
Glynn Capital Management
Menlo Park,
California
|
$424M
|
-$12.7M
|
-3%
|
11.6%
|
126%
|
53
|
16.98%
|
|
|
3485
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$424M
|
+$6.33M
|
+2%
|
1.09%
|
61.6%
|
230
|
16.52%
|
|
|
3486
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$424M
|
-$2.39M
|
-0.6%
|
0.17%
|
67%
|
213
|
17.84%
|
|
|
3487
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$424M
|
+$10.9M
|
+3%
|
0.71%
|
63.9%
|
205
|
6.34%
|
|
|
3488
|
Advantage Alpha Capital Partners
San Francisco,
California
|
$423M
|
-$15.9M
|
-4%
|
3.54%
|
79.2%
|
184
|
26.63%
|
|
|
3489
|
Talos Asset Management
New York
|
$423M
|
–
|
–
|
7.75%
|
–
|
21
|
–
|
|
|
3490
|
ALM First Financial Advisors
Dallas,
Texas
|
$423M
|
+$19.5M
|
+5%
|
2.24%
|
43.5%
|
27
|
14.81%
|
|
|
3491
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$423M
|
+$2.37M
|
+0.6%
|
0.91%
|
50.1%
|
62
|
19.35%
|
|
|
3492
|
Advisors Management Group
La Crosse,
Wisconsin
|
$423M
|
-$621K
|
-0.1%
|
0.8%
|
68.9%
|
158
|
6.33%
|
|
|
3493
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$422M
|
-$36.2M
|
-8%
|
1.74%
|
59.2%
|
237
|
8.44%
|
|
|
3494
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$422M
|
-$8.3M
|
-2%
|
0.8%
|
52.7%
|
234
|
5.56%
|
|
|
3495
|
Clare Market Investments
Dallas,
Texas
|
$421M
|
+$39.8M
|
+10%
|
13.1%
|
–
|
171
|
25.15%
|
|
|
3496
|
Towneley Capital Management
Laguna Hills,
California
|
$421M
|
-$20.5M
|
-5%
|
1.22%
|
–
|
49
|
28.57%
|
|
|
3497
|
Bluescape Energy Partners
Dallas,
Texas
|
$421M
|
-$17.3M
|
-4%
|
5.33%
|
51.1%
|
5
|
0%
|
|
|
3498
|
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
$420M
|
-$240M
|
-36%
|
3.4%
|
46.4%
|
55
|
83.64%
|
|
|
3499
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$420M
|
+$752K
|
+0.2%
|
4.98%
|
105%
|
262
|
18.7%
|
|
|
3500
|
|
$420M
|
–
|
–
|
41.9%
|
–
|
11
|
–
|
|