|
3526
|
Spirit of America Management Corp
Syosset,
New York
|
$507M
|
+$35M
|
+7%
|
12.3%
|
110%
|
312
|
3.21%
|
|
|
3527
|
|
$507M
|
+$29M
|
+6%
|
3.03%
|
41.4%
|
71
|
8.45%
|
|
|
3528
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$506M
|
-$48.9M
|
-9%
|
3.01%
|
64.3%
|
85
|
12.94%
|
|
|
3529
|
West Wealth Group
Irvine,
California
|
$506M
|
+$24M
|
+5%
|
1.78%
|
71.2%
|
142
|
19.01%
|
|
|
3530
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$506M
|
-$2.78M
|
-0.5%
|
2.1%
|
41.8%
|
83
|
16.87%
|
|
|
3531
|
Manitou Investment Management
Toronto,
Ontario, Canada
|
$506M
|
-$65.1M
|
-11%
|
11.2%
|
57.2%
|
57
|
10.53%
|
|
|
3532
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$506M
|
-$3.86M
|
-0.8%
|
1.91%
|
80.8%
|
66
|
21.21%
|
|
|
3533
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$505M
|
+$17.4M
|
+4%
|
3.39%
|
108%
|
164
|
8.54%
|
|
|
3534
|
Independent Investors Inc
Nesconset,
New York
|
$504M
|
-$34.6M
|
-6%
|
4.18%
|
61.6%
|
71
|
4.23%
|
|
|
3535
|
Tradewinds Capital Management
Bellingham,
Washington
|
$504M
|
+$29.4M
|
+6%
|
8.79%
|
85.2%
|
754
|
13.66%
|
|
|
3536
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$503M
|
+$27M
|
+6%
|
1.04%
|
62.6%
|
219
|
28.77%
|
|
|
3537
|
Single Point Partners
Boston,
Massachusetts
|
$503M
|
-$3.21M
|
-0.6%
|
1.61%
|
52.3%
|
90
|
11.11%
|
|
|
3538
|
Altrius Capital Management
New Bern,
North Carolina
|
$503M
|
+$30.7M
|
+7%
|
9.08%
|
43.8%
|
89
|
5.62%
|
|
|
3539
|
Northwest Bancshares
Warren,
Pennsylvania
|
$502M
|
-$15M
|
-3%
|
3.71%
|
84.8%
|
178
|
7.87%
|
|
|
3540
|
Holistic Planning
Nacogdoches,
Texas
|
$502M
|
+$32.7M
|
+7%
|
0.82%
|
–
|
312
|
16.99%
|
|
|
3541
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$502M
|
+$18.7M
|
+4%
|
2.03%
|
69.3%
|
49
|
2.04%
|
|
|
3542
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$502M
|
+$22.3M
|
+5%
|
0.68%
|
69.5%
|
125
|
21.6%
|
|
|
3543
|
Peak Retirement Planning
Columbus,
Ohio
|
$501M
|
+$74.4M
|
+17%
|
0.58%
|
–
|
166
|
22.29%
|
|
|
3544
|
Serenus Wealth Advisors
Santa Monica,
California
|
$501M
|
-$15.2M
|
-3%
|
2.64%
|
–
|
77
|
15.58%
|
|
|
3545
|
Mission Creek Capital Partners
San Francisco,
California
|
$501M
|
+$6M
|
+1%
|
1.73%
|
121%
|
239
|
20.5%
|
|
|
3546
|
Auxano Advisors
Bellevue,
Washington
|
$501M
|
-$5.14M
|
-1%
|
2.9%
|
85.4%
|
207
|
13.04%
|
|
|
3547
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$501M
|
-$22M
|
-4%
|
2.62%
|
67.4%
|
146
|
10.96%
|
|
|
3548
|
Helen Stephens Group
Fort Worth,
Texas
|
$501M
|
+$25.1M
|
+5%
|
0.49%
|
49.5%
|
133
|
18.05%
|
|
|
3549
|
Centric Wealth Management
Chicago,
Illinois
|
$501M
|
+$27.5M
|
+6%
|
0.83%
|
44.4%
|
213
|
13.62%
|
|
|
3550
|
H/2 Credit Manager
Stamford,
Connecticut
|
$500M
|
+$43.1M
|
+9%
|
12.2%
|
97.4%
|
19
|
0%
|
|