|
3601
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$379M
|
-$14.9M
|
-4%
|
2.19%
|
57.3%
|
124
|
14.52%
|
|
|
3602
|
Canal Insurance Company
Greenville,
South Carolina
|
$379M
|
-$11.1M
|
-3%
|
0.95%
|
103%
|
100
|
22%
|
|
|
3603
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$379M
|
+$39.1M
|
+12%
|
8.57%
|
158%
|
351
|
30.48%
|
|
|
3604
|
|
$379M
|
-$67.5M
|
-15%
|
17.5%
|
261%
|
5
|
0%
|
|
|
3605
|
First Reserve GP XIII
Stamford,
Connecticut
|
$379M
|
+$11.4M
|
+3%
|
3.12%
|
29.1%
|
1
|
0%
|
|
|
3606
|
Monetary Management Group
St Louis,
Missouri
|
$378M
|
+$19.3M
|
+5%
|
6.77%
|
99.8%
|
333
|
6.61%
|
|
|
3607
|
Convergence Financial
Columbia,
Missouri
|
$378M
|
+$136M
|
+56%
|
2.42%
|
46.2%
|
151
|
70.2%
|
|
|
3608
|
|
$378M
|
-$143M
|
-27%
|
3.72%
|
46.3%
|
392
|
89.54%
|
|
|
3609
|
Gifford Fong Associates
Lafayette,
California
|
$377M
|
+$14.8M
|
+4%
|
5.73%
|
180%
|
129
|
2.33%
|
|
|
3610
|
Encompass Wealth Advisors
Portland,
Oregon
|
$377M
|
+$727K
|
+0.2%
|
1.97%
|
63.2%
|
330
|
23.03%
|
|
|
3611
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$377M
|
+$12.8M
|
+4%
|
7.28%
|
86.3%
|
64
|
10.94%
|
|
|
3612
|
Ackerman Capital Advisors
Dallas,
Texas
|
$377M
|
+$15.3M
|
+4%
|
1.64%
|
40.4%
|
110
|
20.91%
|
|
|
3613
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$377M
|
+$43.3M
|
+13%
|
2.49%
|
80.6%
|
551
|
8.35%
|
|
|
3614
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$377M
|
+$25.5M
|
+7%
|
1.65%
|
40%
|
508
|
14.17%
|
|
|
3615
|
Humankind Investments
New York
|
$377M
|
-$1.21M
|
-0.3%
|
2.22%
|
46.4%
|
168
|
33.93%
|
|
|
3616
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$377M
|
–
|
–
|
1.96%
|
–
|
149
|
–
|
|
|
3617
|
KPP Advisory Services
Louisville,
Kentucky
|
$376M
|
+$11.9M
|
+3%
|
1.29%
|
77.9%
|
255
|
12.16%
|
|
|
3618
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$376M
|
-$28.4M
|
-7%
|
3.73%
|
82.5%
|
96
|
12.5%
|
|
|
3619
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$376M
|
+$5.28M
|
+1%
|
1.76%
|
43.6%
|
140
|
14.29%
|
|
|
3620
|
Mason & Associates (California)
Los Angeles,
California
|
$376M
|
+$1.07M
|
+0.3%
|
1.95%
|
68.5%
|
119
|
15.97%
|
|
|
3621
|
Systelligence LLC
Bloomington,
Minnesota
|
$376M
|
-$6.54M
|
-2%
|
0.16%
|
57.3%
|
49
|
28.57%
|
|
|
3622
|
Zeno Equity Partners
London,
United Kingdom
|
$376M
|
-$70.9M
|
-16%
|
3.32%
|
–
|
16
|
18.75%
|
|
|
3623
|
Dymon Asia Capital (Singapore)
Singapore
|
$376M
|
-$76.4M
|
-17%
|
0.14%
|
268%
|
147
|
70.07%
|
|
|
3624
|
NVWM LLC
Yardley,
Pennsylvania
|
$376M
|
+$11.3M
|
+3%
|
4.27%
|
107%
|
688
|
18.31%
|
|
|
3625
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$375M
|
+$9.84M
|
+3%
|
2.31%
|
67.6%
|
108
|
8.33%
|
|