|
3551
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$422M
|
+$14.5M
|
+4%
|
2.4%
|
74%
|
164
|
7.32%
|
|
|
3552
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$422M
|
-$1.1M
|
-0.3%
|
2.45%
|
50.1%
|
62
|
9.68%
|
|
|
3553
|
Greenspring Advisors
Towson,
Maryland
|
$422M
|
-$36.8M
|
-8%
|
1.57%
|
–
|
105
|
12.38%
|
|
|
3554
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$421M
|
-$216M
|
-34%
|
0.68%
|
65%
|
175
|
41.14%
|
|
|
3555
|
Whalerock Point Partners
Providence,
Rhode Island
|
$421M
|
-$8.98M
|
-2%
|
3.16%
|
103%
|
191
|
6.81%
|
|
|
3556
|
Aljian Capital Management
Carson City,
Nevada
|
$421M
|
-$39M
|
-8%
|
7.08%
|
146%
|
123
|
10.57%
|
|
|
3557
|
Inspire Trust Company
Reno,
Nevada
|
$420M
|
+$29.2M
|
+7%
|
0.19%
|
–
|
117
|
6.84%
|
|
|
3558
|
Miramar Capital
Northbrook,
Illinois
|
$420M
|
+$1.03M
|
+0.2%
|
2.37%
|
47.3%
|
59
|
8.47%
|
|
|
3559
|
Welch Capital Partners
Harrison,
New York
|
$420M
|
-$42.9M
|
-9%
|
5.91%
|
79.2%
|
23
|
8.7%
|
|
|
3560
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$420M
|
+$47.5M
|
+13%
|
2.21%
|
–
|
142
|
14.79%
|
|
|
3561
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$420M
|
+$113M
|
+37%
|
0.73%
|
85.9%
|
18
|
0%
|
|
|
3562
|
CenterStar Asset Management
Chicago,
Illinois
|
$420M
|
+$131M
|
+45%
|
7.7%
|
103%
|
456
|
79.17%
|
|
|
3563
|
Crawford Fund Management
Boston,
Massachusetts
|
$419M
|
-$158M
|
-27%
|
1.75%
|
–
|
239
|
30.13%
|
|
|
3564
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$419M
|
+$10.7M
|
+3%
|
0.54%
|
57.1%
|
163
|
6.75%
|
|
|
3565
|
RR Advisors
Dallas,
Texas
|
$419M
|
+$29.6M
|
+8%
|
12%
|
115%
|
31
|
32.26%
|
|
|
3566
|
Reverence Capital Partners
New York
|
$418M
|
+$82.4M
|
+25%
|
24.5%
|
5.38%
|
1
|
0%
|
|
|
3567
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$418M
|
+$10.9M
|
+3%
|
1.67%
|
55.1%
|
1,713
|
27.32%
|
|
|
3568
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$418M
|
-$9.8K
|
-0%
|
2.74%
|
50.7%
|
117
|
10.26%
|
|
|
3569
|
SCHF (GPE)
Wilson,
Wyoming
|
$418M
|
–
|
–
|
2.31%
|
–
|
3
|
–
|
|
|
3570
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$417M
|
+$4.05M
|
+1%
|
1.49%
|
97.5%
|
180
|
13.89%
|
|
|
3571
|
Systelligence LLC
Bloomington,
Minnesota
|
$416M
|
+$11.2M
|
+3%
|
0.66%
|
57.3%
|
51
|
25.49%
|
|
|
3572
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$416M
|
-$62.4M
|
-13%
|
0.58%
|
74.5%
|
365
|
6.85%
|
|
|
3573
|
UAS Asset Management
New York
|
$416M
|
+$1M
|
+0.2%
|
3.89%
|
98%
|
16
|
37.5%
|
|
|
3574
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$416M
|
-$6.1M
|
-1%
|
0.01%
|
67.8%
|
235
|
6.38%
|
|
|
3575
|
Parkside Advisors
Berkeley,
California
|
$415M
|
-$9.01M
|
-2%
|
1.31%
|
36.7%
|
83
|
6.02%
|
|