|
3501
|
Security National Bank
Omaha,
Nebraska
|
$181M
|
+$23.7M
|
+15%
|
10.6%
|
113%
|
68
|
11.76%
|
|
|
3502
|
Augustine Asset Management
Jacksonville,
Florida
|
$181M
|
+$9.12M
|
+5%
|
7.35%
|
344%
|
76
|
3.95%
|
|
|
3503
|
Ibex Investors
Denver,
Colorado
|
$180M
|
+$3.83M
|
+2%
|
6.72%
|
4.48%
|
295
|
79.32%
|
|
|
3504
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$180M
|
+$9.67M
|
+6%
|
4.59%
|
48.4%
|
437
|
81.24%
|
|
|
3505
|
Highlander Capital Management
Short Hills,
New Jersey
|
$180M
|
+$2.43M
|
+1%
|
4.88%
|
34.4%
|
797
|
8.03%
|
|
|
3506
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$180M
|
+$7.68M
|
+4%
|
4.05%
|
48.1%
|
311
|
7.07%
|
|
|
3507
|
Willow Creek Wealth Management
Sebastopol,
California
|
$179M
|
+$1.59M
|
+0.9%
|
1.57%
|
36.5%
|
77
|
16.88%
|
|
|
3508
|
Prosight Management
Dallas,
Texas
|
$179M
|
+$42.9M
|
+31%
|
7.6%
|
46.2%
|
43
|
53.49%
|
|
|
3509
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$179M
|
+$24.2M
|
+16%
|
8.09%
|
88.3%
|
304
|
27.3%
|
|
|
3510
|
Schulhoff & Co
Cincinnati,
Ohio
|
$179M
|
+$10.8M
|
+6%
|
5.75%
|
42.7%
|
110
|
2.73%
|
|
|
3511
|
Darwin Wealth Management
Tampa,
Florida
|
$179M
|
+$24.8M
|
+16%
|
8.07%
|
56.8%
|
131
|
18.32%
|
|
|
3512
|
Burleson & Co
Petaluma,
California
|
$179M
|
+$7.04M
|
+4%
|
3.15%
|
49.1%
|
118
|
21.19%
|
|
|
3513
|
Heronetta Management
New York
|
$179M
|
+$3.34M
|
+2%
|
1.94%
|
64.4%
|
35
|
17.14%
|
|
|
3514
|
Snow Park Capital Partners
New York
|
$179M
|
-$81.6M
|
-31%
|
1.38%
|
–
|
78
|
66.67%
|
|
|
3515
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$178M
|
+$14.3M
|
+9%
|
5.71%
|
53.7%
|
72
|
8.33%
|
|
|
3516
|
SYM Financial Corp
Winona Lake,
Indiana
|
$178M
|
+$10.3M
|
+6%
|
2.24%
|
43.3%
|
84
|
25%
|
|
|
3517
|
Fortis Advisors
Wayne,
Pennsylvania
|
$178M
|
+$3.92M
|
+2%
|
4.18%
|
48.4%
|
343
|
19.24%
|
|
|
3518
|
Monument Capital Management
Alexandria,
Virginia
|
$178M
|
+$33.8M
|
+23%
|
6.85%
|
160%
|
363
|
61.16%
|
|
|
3519
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$178M
|
-$1.34M
|
-0.7%
|
8.1%
|
95.1%
|
102
|
16.67%
|
|
|
3520
|
Schaller Investment Group
Winston Salem,
North Carolina
|
$178M
|
-$1.43M
|
-0.8%
|
4.2%
|
21.9%
|
41
|
17.07%
|
|
|
3521
|
Tenzing Global Management
San Francisco,
California
|
$178M
|
-$1.52M
|
-0.9%
|
1.52%
|
218%
|
16
|
31.25%
|
|
|
3522
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$178M
|
+$25M
|
+16%
|
6.14%
|
70.4%
|
90
|
13.33%
|
|
|
3523
|
Berkeley Capital Partners
Milton,
Georgia
|
$178M
|
+$6.57M
|
+4%
|
2.26%
|
49.3%
|
124
|
12.1%
|
|
|
3524
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$177M
|
+$18.9M
|
+12%
|
9.75%
|
93.6%
|
38
|
0%
|
|
|
3525
|
Silver Heights Capital Management
Toronto,
Ontario, Canada
|
$177M
|
+$17.7M
|
+11%
|
20.8%
|
6.93%
|
6
|
0%
|
|