|
3626
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$385M
|
+$23.9M
|
+7%
|
3.27%
|
55.4%
|
159
|
7.55%
|
|
|
3627
|
Dorsey Wright & Associates
Pasadena,
California
|
$385M
|
+$1.95M
|
+0.5%
|
4.27%
|
311%
|
140
|
22.86%
|
|
|
3628
|
Everhart Financial Group
Dublin,
Ohio
|
$385M
|
+$41.9M
|
+12%
|
5.13%
|
113%
|
309
|
15.53%
|
|
|
3629
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$385M
|
-$19.6M
|
-5%
|
3.57%
|
68.8%
|
204
|
12.75%
|
|
|
3630
|
Tree Line Advisors
Central,
Hong Kong
|
$385M
|
+$53.8M
|
+16%
|
19.8%
|
670%
|
8
|
25%
|
|
|
3631
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$385M
|
+$13.7M
|
+4%
|
1.45%
|
53.8%
|
160
|
16.25%
|
|
|
3632
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$385M
|
-$40.5M
|
-10%
|
2.57%
|
53.1%
|
443
|
24.6%
|
|
|
3633
|
Honeycomb Asset Management
New York
|
$385M
|
-$248M
|
-39%
|
10.9%
|
49%
|
47
|
72.34%
|
|
|
3634
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$385M
|
+$4.21M
|
+1%
|
3.3%
|
86.4%
|
503
|
6.36%
|
|
|
3635
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$384M
|
+$6.68M
|
+2%
|
1.97%
|
143%
|
84
|
36.9%
|
|
|
3636
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$384M
|
-$3.82M
|
-1%
|
0.37%
|
51.2%
|
68
|
14.71%
|
|
|
3637
|
Concentric Wealth Management
Lafayette,
California
|
$384M
|
+$7.89M
|
+2%
|
2.26%
|
33.4%
|
138
|
3.62%
|
|
|
3638
|
West Paces Advisors
Atlanta,
Georgia
|
$383M
|
+$4.04M
|
+1%
|
0.61%
|
53.2%
|
608
|
11.02%
|
|
|
3639
|
|
$383M
|
–
|
–
|
15.5%
|
–
|
6
|
–
|
|
|
3640
|
Boone Capital Management
Atlanta,
Georgia
|
$383M
|
-$111M
|
-22%
|
4.97%
|
278%
|
24
|
33.33%
|
|
|
3641
|
Affiance Financial
St. Louis Park,
Minnesota
|
$383M
|
+$14.1M
|
+4%
|
2.05%
|
50.1%
|
99
|
4.04%
|
|
|
3642
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$383M
|
+$5.4M
|
+1%
|
3.76%
|
70.1%
|
135
|
5.19%
|
|
|
3643
|
Marcho Partners
London,
United Kingdom
|
$383M
|
+$42.8M
|
+13%
|
0.8%
|
115%
|
13
|
38.46%
|
|
|
3644
|
Pennant Investors
Summit,
New Jersey
|
$383M
|
-$21.1M
|
-5%
|
13.3%
|
372%
|
51
|
21.57%
|
|
|
3645
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$382M
|
+$30.7M
|
+9%
|
2.56%
|
61.8%
|
90
|
26.67%
|
|
|
3646
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$382M
|
+$25.4M
|
+7%
|
2.9%
|
88.6%
|
75
|
17.33%
|
|
|
3647
|
Unique Wealth
Clearwater,
Florida
|
$382M
|
+$27.6M
|
+8%
|
2.4%
|
63.3%
|
94
|
9.57%
|
|
|
3648
|
REDW Wealth
Albuquerque,
New Mexico
|
$382M
|
+$10.6M
|
+3%
|
1.79%
|
54.1%
|
166
|
8.43%
|
|
|
3649
|
Wilson Asset Management
Sydney,
Australia
|
$382M
|
-$5.62M
|
-1%
|
3.39%
|
60.7%
|
30
|
23.33%
|
|
|
3650
|
RS Crum Inc
Newport Beach,
California
|
$382M
|
+$14.9M
|
+4%
|
0.34%
|
48.5%
|
96
|
16.67%
|
|