|
3651
|
Trust Company of Tennessee
Knoxville,
Tennessee
|
$474M
|
+$45.2M
|
+11%
|
6.15%
|
–
|
7
|
0%
|
|
|
3652
|
Sphera Funds Management
Tel Aviv,
Israel
|
$474M
|
+$47.9M
|
+11%
|
29.8%
|
245%
|
142
|
42.25%
|
|
|
3653
|
|
$474M
|
+$47.9M
|
+11%
|
6.5%
|
–
|
279
|
20.79%
|
|
|
3654
|
2Xideas
Kusnacht,
Switzerland
|
$474M
|
-$107M
|
-18%
|
0.67%
|
40.6%
|
62
|
17.74%
|
|
|
3655
|
Park Place Capital
Homewood,
Alabama
|
$474M
|
+$34.6M
|
+8%
|
5.79%
|
60%
|
834
|
8.39%
|
|
|
3656
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$473M
|
+$24.9M
|
+6%
|
5.35%
|
45.6%
|
74
|
5.41%
|
|
|
3657
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$473M
|
+$31.1M
|
+7%
|
4.98%
|
41.6%
|
94
|
13.83%
|
|
|
3658
|
Manhattan West Asset Management
Los Angeles,
California
|
$473M
|
+$41.1M
|
+10%
|
7.74%
|
65.6%
|
144
|
6.94%
|
|
|
3659
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$473M
|
+$2.22M
|
+0.5%
|
7.85%
|
68.8%
|
223
|
11.21%
|
|
|
3660
|
M Holdings Securities
Portland,
Oregon
|
$473M
|
-$110M
|
-19%
|
11.2%
|
83.9%
|
202
|
79.21%
|
|
|
3661
|
UAS Asset Management
New York
|
$473M
|
+$9.09M
|
+2%
|
7.12%
|
98%
|
18
|
38.89%
|
|
|
3662
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$472M
|
+$32.9M
|
+7%
|
8.94%
|
74%
|
167
|
6.59%
|
|
|
3663
|
Drive Wealth Management
Lehi,
Utah
|
$472M
|
+$15.4M
|
+3%
|
8.12%
|
94.4%
|
393
|
20.87%
|
|
|
3664
|
GoalVest Advisory
New York
|
$472M
|
+$67.8M
|
+17%
|
9.17%
|
86.8%
|
414
|
16.18%
|
|
|
3665
|
Global View Capital Management
Waukesha,
Wisconsin
|
$471M
|
+$158M
|
+51%
|
11.6%
|
–
|
147
|
29.25%
|
|
|
3666
|
Verum Partners
Charlotte,
North Carolina
|
$471M
|
+$36.4M
|
+8%
|
6.2%
|
53.9%
|
177
|
6.78%
|
|
|
3667
|
Auxano Advisors
Bellevue,
Washington
|
$470M
|
+$42M
|
+10%
|
9.87%
|
85.4%
|
174
|
7.47%
|
|
|
3668
|
ORG Wealth Partners
Dallas,
Texas
|
$470M
|
+$52.3M
|
+13%
|
7.94%
|
–
|
748
|
20.99%
|
|
|
3669
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$470M
|
+$36M
|
+8%
|
7.34%
|
76.3%
|
147
|
12.24%
|
|
|
3670
|
Canal Insurance Company
Greenville,
South Carolina
|
$470M
|
+$22.9M
|
+5%
|
12.2%
|
103%
|
75
|
14.67%
|
|
|
3671
|
Grace & Mercy Foundation
New York
|
$470M
|
-$12.8M
|
-3%
|
7.73%
|
67.6%
|
18
|
5.56%
|
|
|
3672
|
Element Pointe Advisors
Miami,
Florida
|
$469M
|
+$55.9M
|
+14%
|
7.6%
|
68.3%
|
76
|
13.16%
|
|
|
3673
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$469M
|
+$39.6M
|
+9%
|
5.76%
|
76.6%
|
59
|
15.25%
|
|
|
3674
|
Ellsworth Advisors
Hudson,
Ohio
|
$469M
|
+$57.9M
|
+14%
|
12.2%
|
123%
|
197
|
37.56%
|
|
|
3675
|
Harvey Capital Management
Palm Beach,
Florida
|
$469M
|
+$41.7M
|
+10%
|
15.2%
|
147%
|
88
|
13.64%
|
|