|
3501
|
Crawford Fund Management
Boston,
Massachusetts
|
$419M
|
-$158M
|
-27%
|
1.75%
|
–
|
239
|
30.13%
|
|
|
3502
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$419M
|
+$10.7M
|
+3%
|
0.54%
|
57.1%
|
163
|
6.75%
|
|
|
3503
|
RR Advisors
Dallas,
Texas
|
$419M
|
+$29.6M
|
+8%
|
12%
|
113%
|
31
|
32.26%
|
|
|
3504
|
Reverence Capital Partners
New York
|
$418M
|
+$82.4M
|
+25%
|
24.5%
|
5.38%
|
1
|
0%
|
|
|
3505
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$418M
|
+$10.9M
|
+3%
|
1.67%
|
55.1%
|
1,713
|
27.32%
|
|
|
3506
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$418M
|
-$9.8K
|
-0%
|
2.74%
|
50.7%
|
117
|
10.26%
|
|
|
3507
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$417M
|
+$4.05M
|
+1%
|
1.49%
|
97.5%
|
180
|
13.89%
|
|
|
3508
|
Systelligence LLC
Bloomington,
Minnesota
|
$416M
|
+$11.2M
|
+3%
|
0.66%
|
57.3%
|
51
|
25.49%
|
|
|
3509
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$416M
|
-$62.4M
|
-13%
|
0.58%
|
57.5%
|
365
|
6.85%
|
|
|
3510
|
UAS Asset Management
New York
|
$416M
|
+$1M
|
+0.2%
|
3.89%
|
102%
|
16
|
37.5%
|
|
|
3511
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$416M
|
-$6.1M
|
-1%
|
0.01%
|
52.7%
|
235
|
6.38%
|
|
|
3512
|
Parkside Advisors
Berkeley,
California
|
$415M
|
-$9.01M
|
-2%
|
1.31%
|
36.7%
|
83
|
6.02%
|
|
|
3513
|
Hamilton Wealth
Encino,
California
|
$415M
|
+$2.64M
|
+0.6%
|
0.4%
|
101%
|
135
|
50.37%
|
|
|
3514
|
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
|
$415M
|
+$2.54M
|
+0.6%
|
4.57%
|
247%
|
99
|
43.43%
|
|
|
3515
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$415M
|
-$39M
|
-9%
|
0.89%
|
125%
|
167
|
12.57%
|
|
|
3516
|
Legacy Trust
Grand Rapids,
Michigan
|
$415M
|
-$16M
|
-4%
|
3.72%
|
95%
|
163
|
6.13%
|
|
|
3517
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$415M
|
+$46.2M
|
+13%
|
0.82%
|
–
|
321
|
15.58%
|
|
|
3518
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$415M
|
+$13.6M
|
+3%
|
4.26%
|
46.6%
|
57
|
0%
|
|
|
3519
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$415M
|
+$10.6M
|
+3%
|
0.76%
|
28%
|
765
|
16.99%
|
|
|
3520
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$414M
|
-$24.1M
|
-5%
|
6.8%
|
158%
|
380
|
25.26%
|
|
|
3521
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$414M
|
-$22.4M
|
-5%
|
4.37%
|
73.1%
|
146
|
2.74%
|
|
|
3522
|
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
|
$414M
|
-$36.9M
|
-8%
|
7.19%
|
94.2%
|
17
|
17.65%
|
|
|
3523
|
FCPM III Services
Naarden,
Netherlands
|
$414M
|
-$179M
|
-30%
|
28.8%
|
–
|
8
|
12.5%
|
|
|
3524
|
Patton Fund Management
Dallas,
Texas
|
$413M
|
-$97.4M
|
-19%
|
1.61%
|
188%
|
91
|
32.97%
|
|
|
3525
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$413M
|
+$48.9M
|
+13%
|
1.61%
|
72.5%
|
657
|
18.72%
|
|