|
3501
|
Petix & Botte Financial
La Mesa,
California
|
$403M
|
+$62.9M
|
+19%
|
5.29%
|
47.5%
|
168
|
43.45%
|
|
|
3502
|
SilverOak Wealth Management
Edina,
Minnesota
|
$403M
|
+$32.5M
|
+9%
|
8%
|
–
|
94
|
9.57%
|
|
|
3503
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$403M
|
+$24.7M
|
+7%
|
9.82%
|
69.7%
|
152
|
13.16%
|
|
|
3504
|
Stanley Capital Management
Houston,
Texas
|
$402M
|
-$3.33M
|
-0.8%
|
20.8%
|
158%
|
38
|
21.05%
|
|
|
3505
|
RDST Capital
Seattle,
Washington
|
$402M
|
+$88.3M
|
+28%
|
8.68%
|
43%
|
18
|
0%
|
|
|
3506
|
Financial Services Advisory
Rockville,
Maryland
|
$402M
|
+$52.4M
|
+15%
|
8.32%
|
75.8%
|
62
|
24.19%
|
|
|
3507
|
Welch Capital Partners
Harrison,
New York
|
$402M
|
+$26.2M
|
+7%
|
7.61%
|
79.2%
|
21
|
4.76%
|
|
|
3508
|
Sycamore Partners Management
New York
|
$402M
|
-$73.3M
|
-15%
|
15.4%
|
31.8%
|
1
|
0%
|
|
|
3509
|
True Wealth Design
Akron,
Ohio
|
$401M
|
+$46.2M
|
+13%
|
5.53%
|
53%
|
818
|
8.56%
|
|
|
3510
|
Legacy Trust
Grand Rapids,
Michigan
|
$401M
|
+$16.9M
|
+4%
|
9.3%
|
95%
|
160
|
9.38%
|
|
|
3511
|
|
$401M
|
-$49.1M
|
-11%
|
4.36%
|
202%
|
82
|
8.54%
|
|
|
3512
|
Greenspring Advisors
Towson,
Maryland
|
$400M
|
+$37.5M
|
+10%
|
7.21%
|
–
|
88
|
14.77%
|
|
|
3513
|
|
$400M
|
+$44.2M
|
+12%
|
14.1%
|
38.6%
|
56
|
3.57%
|
|
|
3514
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$400M
|
+$36.7M
|
+10%
|
7.5%
|
72.5%
|
100
|
17%
|
|
|
3515
|
Punch Card Management
Winter Park,
Florida
|
$400M
|
+$19M
|
+5%
|
14.2%
|
41%
|
5
|
0%
|
|
|
3516
|
Vinland Capital Management Gestora de Recursos
Sao Paulo,
Brazil
|
$400M
|
+$3.39M
|
+0.9%
|
6.99%
|
–
|
72
|
81.94%
|
|
|
3517
|
Strategic Planning Group
Bountiful,
Utah
|
$400M
|
+$98.5M
|
+33%
|
12.4%
|
–
|
119
|
7.56%
|
|
|
3518
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$400M
|
-$150M
|
-27%
|
9.49%
|
72.2%
|
234
|
35.04%
|
|
|
3519
|
Abacus FCF Advisors
Orlando,
Florida
|
$400M
|
+$55.4M
|
+16%
|
11.4%
|
197%
|
167
|
25.75%
|
|
|
3520
|
Compass Wealth Management
Guilford,
Connecticut
|
$399M
|
+$41.3M
|
+12%
|
8.34%
|
102%
|
396
|
6.31%
|
|
|
3521
|
TB Alternative Assets
Grand Cayman,
Cayman Islands
|
$399M
|
+$24.3M
|
+6%
|
7.31%
|
325%
|
53
|
49.06%
|
|
|
3522
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$399M
|
+$31.5M
|
+9%
|
6.13%
|
50.1%
|
61
|
9.84%
|
|
|
3523
|
Diligent Investors
Redlands,
California
|
$399M
|
+$34.7M
|
+10%
|
7.66%
|
71.9%
|
340
|
8.82%
|
|
|
3524
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$399M
|
+$13.6M
|
+4%
|
5.94%
|
12.8%
|
146
|
15.07%
|
|
|
3525
|
River Global Investors
London,
United Kingdom
|
$398M
|
-$129M
|
-25%
|
11.2%
|
49.7%
|
228
|
18.86%
|
|