|
3501
|
Keystone Financial Planning
Cleveland,
Ohio
|
$224M
|
+$14.6M
|
+7%
|
5.58%
|
34.1%
|
46
|
2.17%
|
|
|
3502
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$224M
|
+$16.5M
|
+8%
|
5.38%
|
42.9%
|
31
|
6.45%
|
|
|
3503
|
Soundwatch Capital
Rowayton,
Connecticut
|
$224M
|
–
|
–
|
8.6%
|
59.2%
|
13
|
–
|
|
|
3504
|
Gryphon International Investment
Toronto,
Ontario, Canada
|
$224M
|
+$71.5M
|
+47%
|
0%
|
5.67%
|
21
|
4.76%
|
|
|
3505
|
Creative Financial Designs
Kokomo,
Indiana
|
$224M
|
+$38M
|
+20%
|
5.43%
|
56.2%
|
679
|
24.01%
|
|
|
3506
|
Parkside Advisors
Berkeley,
California
|
$224M
|
+$33.7M
|
+18%
|
5.36%
|
36.7%
|
71
|
12.68%
|
|
|
3507
|
Princeton Capital Management
Red Bank,
New Jersey
|
$224M
|
+$17.7M
|
+9%
|
10.9%
|
148%
|
251
|
60.96%
|
|
|
3508
|
Westover Capital Advisors
Wilmington,
Delaware
|
$224M
|
+$11.8M
|
+6%
|
7.6%
|
117%
|
152
|
17.11%
|
|
|
3509
|
Monaco Asset Management
Monaco
|
$223M
|
–
|
–
|
9.98%
|
97%
|
69
|
–
|
|
|
3510
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$223M
|
+$38.9M
|
+21%
|
14.2%
|
119%
|
193
|
34.72%
|
|
|
3511
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$223M
|
+$17.1M
|
+8%
|
6.37%
|
65.9%
|
97
|
12.37%
|
|
|
3512
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$223M
|
+$4.59M
|
+2%
|
11.1%
|
436%
|
966
|
11.59%
|
|
|
3513
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$222M
|
+$17.5M
|
+9%
|
6.05%
|
72.3%
|
36
|
25%
|
|
|
3514
|
Janiczek Wealth Management
Denver,
Colorado
|
$222M
|
+$2.36M
|
+1%
|
5.9%
|
16.4%
|
171
|
8.77%
|
|
|
3515
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$222M
|
+$19.4M
|
+10%
|
7.59%
|
39.9%
|
99
|
5.05%
|
|
|
3516
|
PCJ Investment Counsel
Toronto,
Ontario, Canada
|
$222M
|
+$29.9M
|
+16%
|
6.94%
|
165%
|
76
|
34.21%
|
|
|
3517
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$222M
|
+$24.4M
|
+12%
|
5.69%
|
29.7%
|
87
|
9.2%
|
|
|
3518
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$222M
|
+$15.4M
|
+7%
|
7.86%
|
76.5%
|
90
|
3.33%
|
|
|
3519
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$222M
|
+$4.46M
|
+2%
|
4.82%
|
37.7%
|
144
|
15.97%
|
|
|
3520
|
Bender Robert & Associates
Pasadena,
California
|
$222M
|
+$21.7M
|
+11%
|
14.3%
|
98.1%
|
50
|
2%
|
|
|
3521
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$221M
|
+$12.9M
|
+6%
|
7.38%
|
67.4%
|
121
|
7.44%
|
|
|
3522
|
Diligent Investors
Redlands,
California
|
$221M
|
+$16.5M
|
+8%
|
7.84%
|
71.9%
|
227
|
8.81%
|
|
|
3523
|
Quadrant Capital Management
Fairfield,
New Jersey
|
$221M
|
+$17.6M
|
+9%
|
7.03%
|
50.3%
|
89
|
7.87%
|
|
|
3524
|
Marathon Partners Equity Management
New York
|
$221M
|
-$43M
|
-16%
|
3.01%
|
–
|
15
|
26.67%
|
|
|
3525
|
Capco Asset Management
Tampa,
Florida
|
$221M
|
+$20.1M
|
+10%
|
10.8%
|
46.7%
|
22
|
4.55%
|
|