|
3501
|
Great Diamond Partners
Portland,
Maine
|
$520M
|
+$4.1M
|
+0.8%
|
2.21%
|
78.6%
|
241
|
12.45%
|
|
|
3502
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$520M
|
+$13.6M
|
+3%
|
0.86%
|
–
|
1,059
|
32.77%
|
|
|
3503
|
Mattern Wealth Management
Lawrence,
Kansas
|
$519M
|
+$18.6M
|
+4%
|
2.15%
|
54%
|
162
|
7.41%
|
|
|
3504
|
OCO Capital Partners
New York
|
$519M
|
+$208M
|
+67%
|
11.4%
|
679%
|
7
|
71.43%
|
|
|
3505
|
Hazelview Securities
Toronto,
Ontario, Canada
|
$519M
|
-$11.5M
|
-2%
|
0.49%
|
–
|
47
|
34.04%
|
|
|
3506
|
Canton Hathaway
Providence,
Rhode Island
|
$519M
|
-$2.03M
|
-0.4%
|
3%
|
76.5%
|
298
|
15.1%
|
|
|
3507
|
Shah Capital Management
Raleigh,
North Carolina
|
$519M
|
-$40.5M
|
-7%
|
3.31%
|
225%
|
14
|
21.43%
|
|
|
3508
|
Sands Capital Ventures
Arlington,
Virginia
|
$518M
|
+$62M
|
+14%
|
19.9%
|
182%
|
21
|
9.52%
|
|
|
3509
|
Wexford Capital
West Palm Beach,
Florida
|
$518M
|
-$177M
|
-25%
|
2.08%
|
92.6%
|
564
|
64.18%
|
|
|
3510
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$518M
|
+$4.77M
|
+0.9%
|
1.36%
|
53.8%
|
804
|
19.65%
|
|
|
3511
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$518M
|
+$31.7M
|
+7%
|
6.05%
|
72.5%
|
145
|
19.31%
|
|
|
3512
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$518M
|
+$9.1M
|
+2%
|
4.06%
|
84%
|
198
|
6.57%
|
|
|
3513
|
Intellectus Partners
San Francisco,
California
|
$518M
|
+$1.42M
|
+0.3%
|
5.19%
|
111%
|
306
|
15.03%
|
|
|
3514
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$518M
|
+$9.71M
|
+2%
|
2.14%
|
97.4%
|
468
|
12.82%
|
|
|
3515
|
Northwest Bancshares
Warren,
Pennsylvania
|
$517M
|
-$84.7M
|
-14%
|
4.7%
|
61.3%
|
191
|
14.14%
|
|
|
3516
|
Sphera Funds Management
Tel Aviv,
Israel
|
$517M
|
+$43.2M
|
+9%
|
29.5%
|
218%
|
139
|
46.76%
|
|
|
3517
|
Element Pointe Advisors
Miami,
Florida
|
$517M
|
+$48M
|
+10%
|
2.16%
|
54.9%
|
93
|
24.73%
|
|
|
3518
|
West Paces Advisors
Atlanta,
Georgia
|
$517M
|
+$14.6M
|
+3%
|
1.81%
|
53.2%
|
208
|
13.46%
|
|
|
3519
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$517M
|
+$46.5M
|
+10%
|
2.4%
|
–
|
162
|
14.2%
|
|
|
3520
|
Serenus Wealth Advisors
Santa Monica,
California
|
$517M
|
-$68.8M
|
-12%
|
1.74%
|
–
|
76
|
14.47%
|
|
|
3521
|
Satovsky Asset Management
New York
|
$516M
|
+$15M
|
+3%
|
1.89%
|
48.9%
|
74
|
12.16%
|
|
|
3522
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$516M
|
+$2.15M
|
+0.4%
|
2.48%
|
48.1%
|
76
|
10.53%
|
|
|
3523
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$515M
|
+$2.04M
|
+0.4%
|
2.75%
|
63.5%
|
316
|
27.22%
|
|
|
3524
|
Schoolcraft Capital
Boulder,
Colorado
|
$515M
|
+$14.8M
|
+3%
|
2.6%
|
44.8%
|
66
|
1.52%
|
|
|
3525
|
Greenstone Partners & Co
Larkspur,
California
|
$514M
|
-$32.5M
|
-6%
|
1.67%
|
492%
|
12
|
8.33%
|
|