|
3526
|
Mason & Associates (California)
Los Angeles,
California
|
$339M
|
+$11.9M
|
+4%
|
3.39%
|
68.5%
|
92
|
10.87%
|
|
|
3527
|
Waterloo Capital
Austin,
Texas
|
$339M
|
+$15.4M
|
+5%
|
5.38%
|
79.8%
|
260
|
43.46%
|
|
|
3528
|
Value Star Asset Management
Hong Kong
|
$338M
|
+$82.8M
|
+32%
|
18.6%
|
–
|
34
|
47.06%
|
|
|
3529
|
Diligent Investors
Redlands,
California
|
$338M
|
+$14.4M
|
+4%
|
5.39%
|
71.9%
|
297
|
7.07%
|
|
|
3530
|
Lionstone Capital Management
New York
|
$338M
|
+$44.6M
|
+15%
|
15.1%
|
74.1%
|
12
|
8.33%
|
|
|
3531
|
Sands Capital Ventures
Arlington,
Virginia
|
$338M
|
-$66.5M
|
-16%
|
23.5%
|
167%
|
23
|
8.7%
|
|
|
3532
|
EPG Wealth Management
Atlanta,
Georgia
|
$338M
|
+$21M
|
+7%
|
6.85%
|
96%
|
432
|
9.03%
|
|
|
3533
|
Pacific Sage Partners
Edmonds,
Washington
|
$338M
|
+$26.9M
|
+9%
|
6.44%
|
47.8%
|
97
|
16.49%
|
|
|
3534
|
Black Diamond Financial
Towson,
Maryland
|
$338M
|
+$33.2M
|
+11%
|
6.59%
|
61%
|
121
|
9.09%
|
|
|
3535
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$338M
|
+$13.1M
|
+4%
|
6.15%
|
21.1%
|
110
|
4.55%
|
|
|
3536
|
Altrius Capital Management
New Bern,
North Carolina
|
$338M
|
+$10.4M
|
+3%
|
0.75%
|
43.8%
|
93
|
10.75%
|
|
|
3537
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$337M
|
+$22.9M
|
+7%
|
6.21%
|
41.6%
|
50
|
8%
|
|
|
3538
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$337M
|
+$16.2M
|
+5%
|
5.16%
|
71.8%
|
106
|
7.55%
|
|
|
3539
|
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
|
$337M
|
-$16.3M
|
-5%
|
2.26%
|
17.8%
|
1
|
0%
|
|
|
3540
|
Saybrook Capital
Winston Salem,
North Carolina
|
$337M
|
+$22.3M
|
+7%
|
7.23%
|
67.1%
|
45
|
4.44%
|
|
|
3541
|
Waterfront Wealth
Overland Park,
Kansas
|
$337M
|
+$30.5M
|
+10%
|
3.46%
|
71.8%
|
258
|
7.36%
|
|
|
3542
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$337M
|
+$24.8M
|
+8%
|
3.78%
|
47.8%
|
44
|
2.27%
|
|
|
3543
|
Fifth Lane Capital
Austin,
Texas
|
$336M
|
+$159M
|
+90%
|
0.02%
|
80.4%
|
281
|
50.53%
|
|
|
3544
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$336M
|
+$30.3M
|
+10%
|
6.06%
|
62.9%
|
99
|
5.05%
|
|
|
3545
|
Dechtman Wealth Management
Centennial,
Colorado
|
$336M
|
–
|
–
|
5.45%
|
–
|
52
|
–
|
|
|
3546
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$335M
|
+$15.3M
|
+5%
|
6.28%
|
57.9%
|
41
|
4.88%
|
|
|
3547
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$335M
|
-$246M
|
-42%
|
5.94%
|
62.6%
|
470
|
27.45%
|
|
|
3548
|
Advisors Management Group
La Crosse,
Wisconsin
|
$335M
|
+$21.5M
|
+7%
|
2.15%
|
125%
|
154
|
6.49%
|
|
|
3549
|
Arcus Capital Partners
Atlanta,
Georgia
|
$335M
|
+$42M
|
+14%
|
22.2%
|
69.2%
|
127
|
13.39%
|
|
|
3550
|
Irenic Capital Management
New York
|
$335M
|
+$45M
|
+16%
|
7.83%
|
93.6%
|
21
|
47.62%
|
|