|
3826
|
Abound Wealth Management
Franklin,
Tennessee
|
$440M
|
+$13.1M
|
+3%
|
1.36%
|
58.6%
|
1,623
|
19.72%
|
|
|
3827
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$440M
|
-$4.67M
|
-1%
|
1.63%
|
–
|
169
|
14.79%
|
|
|
3828
|
Doliver Advisors
Houston,
Texas
|
$440M
|
+$40.3M
|
+10%
|
15.4%
|
81%
|
186
|
8.6%
|
|
|
3829
|
DAFNA Capital Management
Los Angeles,
California
|
$440M
|
+$9.07M
|
+2%
|
11.1%
|
240%
|
87
|
16.09%
|
|
|
3830
|
Creek Drive Management Group
San Francisco,
California
|
$439M
|
+$5.68M
|
+1%
|
6.48%
|
–
|
68
|
48.53%
|
|
|
3831
|
The Wealth Group
Eden Prairie,
Minnesota
|
$439M
|
-$7.73M
|
-2%
|
3.87%
|
–
|
98
|
13.27%
|
|
|
3832
|
Speece Thorson Capital Group
Minnetonka,
Minnesota
|
$439M
|
-$23M
|
-5%
|
5.4%
|
26.4%
|
47
|
29.79%
|
|
|
3833
|
Harvey Capital Management
Palm Beach,
Florida
|
$439M
|
-$30.1M
|
-6%
|
4.91%
|
141%
|
92
|
19.57%
|
|
|
3834
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$438M
|
-$1.04M
|
-0.2%
|
0.4%
|
98.5%
|
179
|
8.38%
|
|
|
3835
|
Winch Advisory Services
Appleton,
Wisconsin
|
$438M
|
-$14.1M
|
-3%
|
2.96%
|
72.5%
|
540
|
6.11%
|
|
|
3836
|
Detalus Advisors
St. Louis,
Missouri
|
$438M
|
+$27.6M
|
+7%
|
2.27%
|
67.9%
|
190
|
12.63%
|
|
|
3837
|
Capital City Trust
Tallahassee,
Florida
|
$437M
|
-$12.3M
|
-3%
|
0.12%
|
78%
|
118
|
8.47%
|
|
|
3838
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$437M
|
-$7.47M
|
-2%
|
0.16%
|
86.4%
|
569
|
23.55%
|
|
|
3839
|
3Chopt Investment Partners
Richmond,
Virginia
|
$437M
|
-$9.25M
|
-2%
|
0.16%
|
116%
|
257
|
16.73%
|
|
|
3840
|
Siemens Pension Trust
Munich Germany,
Germany
|
$437M
|
-$191M
|
-30%
|
30.4%
|
32%
|
1
|
0%
|
|
|
3841
|
Beck Capital Management
Austin,
Texas
|
$437M
|
+$16.8M
|
+4%
|
8.67%
|
205%
|
137
|
27.01%
|
|
|
3842
|
von Borstel & Associates
The Dalles,
Oregon
|
$437M
|
+$10.4M
|
+2%
|
0.66%
|
–
|
43
|
9.3%
|
|
|
3843
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$437M
|
-$3.12M
|
-0.7%
|
2.13%
|
–
|
45
|
15.56%
|
|
|
3844
|
Trails Edge Capital Partners
Atlanta,
Georgia
|
$437M
|
+$31.8M
|
+8%
|
17.4%
|
–
|
35
|
57.14%
|
|
|
3845
|
Van Den Berg Management I
Austin,
Texas
|
$436M
|
-$300K
|
-0.1%
|
6.72%
|
146%
|
140
|
15%
|
|
|
3846
|
VELA Investment Management
New Albany,
Ohio
|
$436M
|
+$11M
|
+3%
|
1.32%
|
54.6%
|
196
|
25.51%
|
|
|
3847
|
Napier Financial
Braintree,
Massachusetts
|
$436M
|
+$35.6M
|
+9%
|
1.7%
|
–
|
610
|
91.48%
|
|
|
3848
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$436M
|
-$5.35M
|
-1%
|
1.36%
|
55.5%
|
128
|
2.34%
|
|
|
3849
|
Seafarer Capital Partners
Larkspur,
California
|
$436M
|
+$50.9M
|
+13%
|
12.2%
|
76.2%
|
9
|
0%
|
|
|
3850
|
Summit Wealth Group
White River Junction,
Vermont
|
$436M
|
+$7.52M
|
+2%
|
1.26%
|
38.4%
|
127
|
7.09%
|
|