|
3701
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$293M
|
-$13.4M
|
-4%
|
4.27%
|
71.9%
|
175
|
21.71%
|
|
|
3702
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$293M
|
+$178M
|
+155%
|
3.75%
|
52.8%
|
97
|
64.95%
|
|
|
3703
|
Valicenti Advisory Services
Elmira,
New York
|
$293M
|
-$22.5M
|
-7%
|
4.17%
|
119%
|
82
|
14.63%
|
|
|
3704
|
Regis Management Company
Menlo Park,
California
|
$293M
|
-$13M
|
-4%
|
3.92%
|
5.33%
|
42
|
4.76%
|
|
|
3705
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$293M
|
-$14.1M
|
-5%
|
2.97%
|
48.4%
|
143
|
11.19%
|
|
|
3706
|
Firestone Capital Management
Coral Gables,
Florida
|
$292M
|
-$14.9M
|
-5%
|
3.77%
|
43.3%
|
131
|
4.58%
|
|
|
3707
|
Fidelis Capital Partners
Tampa,
Florida
|
$292M
|
+$18.3M
|
+7%
|
2.03%
|
98.3%
|
298
|
17.45%
|
|
|
3708
|
First Wilshire Securities Management
Pasadena,
California
|
$292M
|
+$621K
|
+0.2%
|
7.94%
|
107%
|
91
|
12.09%
|
|
|
3709
|
Tradewinds Capital Management
Bellingham,
Washington
|
$292M
|
-$29M
|
-9%
|
3.58%
|
85.2%
|
531
|
13.75%
|
|
|
3710
|
Madrona Venture Group
Seattle,
Washington
|
$292M
|
+$17.3M
|
+6%
|
10.2%
|
233%
|
6
|
16.67%
|
|
|
3711
|
F&V Capital Management
Boca Raton,
Florida
|
$292M
|
-$17.8M
|
-6%
|
2.85%
|
107%
|
51
|
0%
|
|
|
3712
|
PhiloSmith Capital
Stamford,
Connecticut
|
$291M
|
+$485K
|
+0.2%
|
3.57%
|
54%
|
24
|
0%
|
|
|
3713
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$291M
|
-$8.49M
|
-3%
|
4.17%
|
67.6%
|
93
|
6.45%
|
|
|
3714
|
Corsair Capital Management
New York
|
$291M
|
-$2.43M
|
-0.8%
|
1.85%
|
368%
|
120
|
32.5%
|
|
|
3715
|
Carrhae Capital
London,
United Kingdom
|
$291M
|
+$64.4M
|
+28%
|
1.79%
|
159%
|
21
|
61.9%
|
|
|
3716
|
Vision Capital
Toronto,
Ontario, Canada
|
$291M
|
+$30.1M
|
+12%
|
9.18%
|
12.9%
|
12
|
75%
|
|
|
3717
|
FTV Management Company
San Francisco,
California
|
$291M
|
-$80.3M
|
-22%
|
20.1%
|
30.5%
|
2
|
50%
|
|
|
3718
|
American Financial Group
Cincinnati,
Ohio
|
$291M
|
-$32.7M
|
-10%
|
0.2%
|
32.3%
|
91
|
7.69%
|
|
|
3719
|
Southland Equity Partners
Wildwood,
Missouri
|
$291M
|
-$5.51M
|
-2%
|
2.95%
|
58.6%
|
192
|
9.9%
|
|
|
3720
|
Coppell Advisory Solutions
Coppell,
Texas
|
$291M
|
-$63M
|
-18%
|
4.03%
|
–
|
1,609
|
36.3%
|
|
|
3721
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$291M
|
-$3.07M
|
-1%
|
3.07%
|
42.5%
|
144
|
12.5%
|
|
|
3722
|
Bernzott Capital Advisors
Camarillo,
California
|
$290M
|
-$173M
|
-37%
|
3.51%
|
46.6%
|
55
|
25.45%
|
|
|
3723
|
Breakwater Capital Group
Paramus,
New Jersey
|
$290M
|
+$16.6M
|
+6%
|
3.66%
|
60.8%
|
229
|
18.34%
|
|
|
3724
|
Montgomery Investment Management
Rockville,
Maryland
|
$290M
|
-$7.47M
|
-3%
|
0.56%
|
98.4%
|
93
|
9.68%
|
|
|
3725
|
Asahi Life Asset Management
Tokyo,
Japan
|
$290M
|
-$13.7M
|
-5%
|
1.79%
|
98.6%
|
244
|
48.77%
|
|