|
3601
|
Planning Solutions Group
Fulton,
Maryland
|
$164M
|
–
|
–
|
11.2%
|
–
|
122
|
–
|
|
|
3602
|
Thomas Story & Son
Culver,
Indiana
|
$164M
|
-$24.8M
|
-13%
|
10.6%
|
91.8%
|
57
|
10.53%
|
|
|
3603
|
Alera Investment Advisors
Deerfield,
Illinois
|
$164M
|
–
|
–
|
12.2%
|
28.9%
|
1,207
|
–
|
|
|
3604
|
Patriot Financial Partners
Radnor,
Pennsylvania
|
$164M
|
-$29.6M
|
-15%
|
26.4%
|
16.6%
|
11
|
18.18%
|
|
|
3605
|
University of Chicago
Chicago,
Illinois
|
$164M
|
-$25.9M
|
-14%
|
13.4%
|
62.3%
|
4
|
0%
|
|
|
3606
|
Scott & Selber Inc
Houston,
Texas
|
$164M
|
-$39.3M
|
-19%
|
14.2%
|
187%
|
80
|
27.5%
|
|
|
3607
|
Sitrin Capital Management
Century City,
California
|
$164M
|
-$22.2M
|
-12%
|
12%
|
128%
|
41
|
29.27%
|
|
|
3608
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$164M
|
-$225M
|
-58%
|
12.9%
|
140%
|
205
|
42.93%
|
|
|
3609
|
Parkside Advisors
Berkeley,
California
|
$164M
|
+$13.8M
|
+9%
|
9.83%
|
36.7%
|
62
|
30.65%
|
|
|
3610
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$163M
|
-$24.7M
|
-13%
|
11.2%
|
81.7%
|
633
|
9.48%
|
|
|
3611
|
Winfield Associates
Cleveland,
Ohio
|
$163M
|
-$39.4M
|
-19%
|
12.6%
|
77.8%
|
129
|
12.4%
|
|
|
3612
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$163M
|
–
|
–
|
15.6%
|
66.5%
|
63
|
–
|
|
|
3613
|
Burford Capital Investment Management
Chicago,
Illinois
|
$163M
|
+$62.7M
|
+63%
|
12.5%
|
46.3%
|
5
|
60%
|
|
|
3614
|
TrinityPoint Wealth
Milford,
Connecticut
|
$163M
|
–
|
–
|
13.2%
|
28.4%
|
167
|
–
|
|
|
3615
|
Guardian Point Capital
Charlottesville,
Virginia
|
$163M
|
-$91.1M
|
-36%
|
9.44%
|
142%
|
13
|
30.77%
|
|
|
3616
|
Sargent Investment Group
Bethesda,
Maryland
|
$163M
|
–
|
–
|
14.1%
|
113%
|
125
|
–
|
|
|
3617
|
Liberty Capital Management
Birmingham,
Michigan
|
$163M
|
-$28.8M
|
-15%
|
10.1%
|
–
|
107
|
10.28%
|
|
|
3618
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$163M
|
–
|
–
|
8.48%
|
68.3%
|
704
|
–
|
|
|
3619
|
SV Health Investors
Boston,
Massachusetts
|
$162M
|
-$179M
|
-52%
|
39.5%
|
97.4%
|
9
|
0%
|
|
|
3620
|
Resource America
New York
|
$162M
|
+$9.65M
|
+6%
|
9.57%
|
12.2%
|
52
|
26.92%
|
|
|
3621
|
Managed Account Services
Coconut Grove,
Florida
|
$162M
|
+$8.37M
|
+5%
|
12.6%
|
32.4%
|
81
|
14.81%
|
|
|
3622
|
Syntal Capital Partners
Midland,
Texas
|
$162M
|
-$124M
|
-43%
|
11.3%
|
102%
|
154
|
42.21%
|
|
|
3623
|
Private Portfolio Partners
Paramus,
New Jersey
|
$162M
|
–
|
–
|
12.5%
|
16.9%
|
178
|
–
|
|
|
3624
|
|
$162M
|
-$3.92M
|
-2%
|
5.94%
|
34.8%
|
14
|
57.14%
|
|
|
3625
|
Quantres Asset Management
Cayman,
Cayman Islands
|
$162M
|
-$5.42M
|
-3%
|
18.7%
|
11%
|
305
|
74.43%
|
|