|
3651
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$163M
|
+$13.1M
|
+9%
|
3.9%
|
36.7%
|
64
|
31.25%
|
|
|
3652
|
Punch Card Management
Winter Park,
Florida
|
$163M
|
+$7.9M
|
+5%
|
8.1%
|
41%
|
5
|
20%
|
|
|
3653
|
Pope Asset Management
Memphis,
Tennessee
|
$162M
|
–
|
–
|
0.62%
|
–
|
26
|
–
|
|
|
3654
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$162M
|
+$12.3M
|
+8%
|
7%
|
120%
|
621
|
7.25%
|
|
|
3655
|
Inspire Investing
Meridian,
Idaho
|
$162M
|
+$21.6M
|
+15%
|
3.91%
|
77.1%
|
246
|
14.23%
|
|
|
3656
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$162M
|
+$13.1M
|
+9%
|
7.06%
|
54.4%
|
281
|
17.08%
|
|
|
3657
|
Shaker Investments
Cleveland,
Ohio
|
$162M
|
-$447K
|
-0.3%
|
8.38%
|
205%
|
79
|
21.52%
|
|
|
3658
|
Smart Portfolios LLC
Seattle,
Washington
|
$162M
|
+$9.01M
|
+6%
|
2.4%
|
41.3%
|
139
|
17.27%
|
|
|
3659
|
Knightsbridge Asset Management
Newport Beach,
California
|
$161M
|
+$550K
|
+0.3%
|
11%
|
105%
|
30
|
20%
|
|
|
3660
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$161M
|
+$20.4M
|
+14%
|
6.68%
|
59.8%
|
40
|
22.5%
|
|
|
3661
|
Bridge City Capital
Lake Oswego,
Oregon
|
$161M
|
+$2.73M
|
+2%
|
9.24%
|
76.9%
|
96
|
6.25%
|
|
|
3662
|
|
$161M
|
+$8.83M
|
+6%
|
3.95%
|
21.1%
|
52
|
11.54%
|
|
|
3663
|
Ratan Capital Management
Miami Beach,
Florida
|
$161M
|
-$61.6M
|
-28%
|
17.1%
|
320%
|
34
|
58.82%
|
|
|
3664
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$161M
|
+$8.5M
|
+6%
|
6.76%
|
42.7%
|
113
|
11.5%
|
|
|
3665
|
Lyon Street Capital
Sausalito,
California
|
$161M
|
-$121M
|
-43%
|
9.84%
|
–
|
61
|
40.98%
|
|
|
3666
|
Spectrum Financial Alliance
Nicholasville,
Kentucky
|
$160M
|
+$10.1M
|
+7%
|
7.38%
|
185%
|
130
|
20%
|
|
|
3667
|
FC Advisory
West Chester,
Pennsylvania
|
$160M
|
+$6.45M
|
+4%
|
2.85%
|
42.9%
|
50
|
8%
|
|
|
3668
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$160M
|
+$9.02M
|
+6%
|
11%
|
70.3%
|
49
|
18.37%
|
|
|
3669
|
First Dallas Securities
Dallas,
Texas
|
$160M
|
+$3.66M
|
+2%
|
5.19%
|
134%
|
108
|
11.11%
|
|
|
3670
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$160M
|
+$16.9M
|
+12%
|
6.68%
|
89.4%
|
95
|
16.84%
|
|
|
3671
|
EnCap Energy Capital Fund VIII Co-Investors
Houston,
Texas
|
$160M
|
-$7.03M
|
-4%
|
1.18%
|
64.7%
|
2
|
0%
|
|
|
3672
|
Cougar Global Investments
Toronto,
Ontario, Canada
|
$160M
|
+$4.16M
|
+3%
|
4.98%
|
17.4%
|
15
|
0%
|
|
|
3673
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$160M
|
+$60.5M
|
+61%
|
7.25%
|
58%
|
76
|
14.47%
|
|
|
3674
|
BigSur Wealth Management
Miami,
Florida
|
$160M
|
+$22.5M
|
+16%
|
6.65%
|
83.1%
|
111
|
18.02%
|
|
|
3675
|
Biechele Royce Advisors
Fishers,
Indiana
|
$160M
|
+$10.6M
|
+7%
|
6.79%
|
39.2%
|
51
|
11.76%
|
|