|
3526
|
Legacy Trust
Grand Rapids,
Michigan
|
$402M
|
+$1.08M
|
+0.3%
|
2.81%
|
95%
|
150
|
5.33%
|
|
|
3527
|
Grand Jean Capital Management
San Francisco,
California
|
$401M
|
+$22.5M
|
+6%
|
5.37%
|
61.4%
|
48
|
12.5%
|
|
|
3528
|
Sovereign Financial Group
Stamford,
Connecticut
|
$401M
|
+$24.4M
|
+6%
|
3.78%
|
90.7%
|
297
|
9.76%
|
|
|
3529
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$401M
|
+$4.04M
|
+1%
|
0.81%
|
88.9%
|
126
|
7.14%
|
|
|
3530
|
TFG Asset Management
Grand Cayman,
Cayman Islands
|
$401M
|
-$40.5M
|
-9%
|
18.4%
|
72.1%
|
30
|
16.67%
|
|
|
3531
|
Johnson & Johnson
New Brunswick,
New Jersey
|
$401M
|
-$4.01B
|
-91%
|
5.59%
|
281%
|
25
|
32%
|
|
|
3532
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$400M
|
+$34.3M
|
+9%
|
5.07%
|
105%
|
245
|
8.98%
|
|
|
3533
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$400M
|
+$45M
|
+13%
|
1.23%
|
–
|
1,975
|
61.37%
|
|
|
3534
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$400M
|
-$7.18M
|
-2%
|
3.36%
|
108%
|
144
|
6.25%
|
|
|
3535
|
Advisors Management Group
La Crosse,
Wisconsin
|
$400M
|
-$2.58M
|
-0.6%
|
1.24%
|
125%
|
172
|
13.37%
|
|
|
3536
|
DOHJ LLC
Seattle,
Washington
|
$400M
|
+$23.2M
|
+6%
|
2.25%
|
51.5%
|
144
|
10.42%
|
|
|
3537
|
Juniper Hill Capital Management
Menlo Park,
California
|
$400M
|
+$25M
|
+7%
|
3.24%
|
33.6%
|
5
|
20%
|
|
|
3538
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$400M
|
+$17.9M
|
+5%
|
1.59%
|
50.3%
|
127
|
13.39%
|
|
|
3539
|
Origin Asset Management
London,
United Kingdom
|
$400M
|
+$36.7M
|
+10%
|
13.1%
|
59.3%
|
18
|
50%
|
|
|
3540
|
Hartree Partners
New York
|
$400M
|
+$14.1M
|
+4%
|
3.94%
|
138%
|
88
|
59.09%
|
|
|
3541
|
Miramar Capital
Northbrook,
Illinois
|
$400M
|
+$3.86M
|
+1%
|
1.19%
|
47.3%
|
64
|
18.75%
|
|
|
3542
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$400M
|
+$377K
|
+0.1%
|
0.26%
|
50.1%
|
51
|
1.96%
|
|
|
3543
|
OnyxPoint Global Management
New York
|
$400M
|
+$211M
|
+112%
|
6.97%
|
162%
|
15
|
46.67%
|
|
|
3544
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$399M
|
+$49.5M
|
+14%
|
2.07%
|
56.1%
|
211
|
29.38%
|
|
|
3545
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$399M
|
-$11.2M
|
-3%
|
1%
|
32.4%
|
533
|
72.8%
|
|
|
3546
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$399M
|
+$6.58M
|
+2%
|
3.23%
|
71.8%
|
124
|
6.45%
|
|
|
3547
|
Susquehanna International Group (Ireland)
Dublin,
Ireland
|
$399M
|
-$24.2M
|
-6%
|
0.72%
|
5.26%
|
122
|
72.13%
|
|
|
3548
|
Paradiem
Covington,
Louisiana
|
$399M
|
-$6.33M
|
-2%
|
2.1%
|
107%
|
100
|
17%
|
|
|
3549
|
Bray Capital Advisors
Naples,
Florida
|
$399M
|
+$4.76M
|
+1%
|
4.99%
|
36.6%
|
264
|
4.17%
|
|
|
3550
|
Cypress Capital
Franklin,
Tennessee
|
$398M
|
+$32.8M
|
+9%
|
1.5%
|
39.8%
|
395
|
80.76%
|
|