|
3501
|
Henry James International Management
New York
|
$350M
|
+$17.8M
|
+5%
|
6.09%
|
123%
|
171
|
10.53%
|
|
|
3502
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$349M
|
+$20.4M
|
+6%
|
6.03%
|
114%
|
142
|
4.93%
|
|
|
3503
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$349M
|
+$16.8M
|
+5%
|
5.14%
|
61.7%
|
223
|
13.45%
|
|
|
3504
|
Physician Wealth Advisors
Midvale,
Utah
|
$349M
|
+$41.8M
|
+14%
|
6.52%
|
71.3%
|
156
|
11.54%
|
|
|
3505
|
Concord Wealth Partners
Abingdon,
Virginia
|
$349M
|
+$52M
|
+18%
|
4.05%
|
66%
|
1,129
|
16.83%
|
|
|
3506
|
Amarillo National Bank
Amarillo,
Texas
|
$349M
|
-$44.9M
|
-11%
|
6.7%
|
56.3%
|
101
|
7.92%
|
|
|
3507
|
Pier 88 Investment Partners
San Francisco,
California
|
$348M
|
+$53.3M
|
+18%
|
3.69%
|
36.1%
|
118
|
11.86%
|
|
|
3508
|
Alight Capital Management
New York
|
$348M
|
-$36.9M
|
-10%
|
9.16%
|
466%
|
78
|
58.97%
|
|
|
3509
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$348M
|
+$45.5M
|
+15%
|
3.47%
|
11.6%
|
7
|
14.29%
|
|
|
3510
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$347M
|
+$23.6M
|
+7%
|
5.23%
|
45.6%
|
66
|
6.06%
|
|
|
3511
|
Rock Point Advisors
Burlington,
Vermont
|
$347M
|
+$26.2M
|
+8%
|
4.77%
|
82.8%
|
101
|
5.94%
|
|
|
3512
|
Hunting Hill Global Capital
New York
|
$347M
|
+$35.8M
|
+12%
|
7.3%
|
132%
|
115
|
53.04%
|
|
|
3513
|
Southern Wealth Management
Dallas,
Texas
|
$347M
|
+$43.1M
|
+14%
|
5.87%
|
50%
|
56
|
3.57%
|
|
|
3514
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$346M
|
+$64.1M
|
+23%
|
5.81%
|
54.4%
|
370
|
16.22%
|
|
|
3515
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$346M
|
+$262K
|
+0.1%
|
7.07%
|
85.2%
|
171
|
7.6%
|
|
|
3516
|
Orchard Capital Management
Chicago,
Illinois
|
$346M
|
+$28.3M
|
+9%
|
5.51%
|
140%
|
45
|
8.89%
|
|
|
3517
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$346M
|
+$57.4M
|
+20%
|
6.35%
|
47%
|
383
|
20.37%
|
|
|
3518
|
Canal Capital Management
Richmond,
Virginia
|
$346M
|
+$52.8M
|
+18%
|
8.67%
|
67.8%
|
140
|
11.43%
|
|
|
3519
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$346M
|
+$29.5M
|
+9%
|
4.37%
|
44.1%
|
84
|
9.52%
|
|
|
3520
|
Fort LP
Chevy Chase,
Maryland
|
$346M
|
-$10.5M
|
-3%
|
7.34%
|
56.8%
|
292
|
20.55%
|
|
|
3521
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$346M
|
+$14.4M
|
+4%
|
7.41%
|
63.3%
|
1,868
|
12.26%
|
|
|
3522
|
SCP Investment
Orinda,
California
|
$345M
|
+$10.7M
|
+3%
|
3.73%
|
32.8%
|
37
|
48.65%
|
|
|
3523
|
Harfst & Associates
Sheridan,
Wyoming
|
$345M
|
+$13.3M
|
+4%
|
6.33%
|
82.5%
|
148
|
17.57%
|
|
|
3524
|
Private Portfolio Partners
Paramus,
New Jersey
|
$345M
|
+$36.5M
|
+12%
|
6.39%
|
16.9%
|
270
|
17.04%
|
|
|
3525
|
Cloverfields Capital Group
Minneapolis,
Minnesota
|
$345M
|
+$35.8M
|
+12%
|
8.42%
|
101%
|
77
|
33.77%
|
|