|
3826
|
Physicians Financial Services
Raleigh,
North Carolina
|
$122M
|
+$4.21M
|
+4%
|
5.15%
|
100%
|
114
|
6.14%
|
|
|
3827
|
Pecaut & Co
Sioux City,
Iowa
|
$122M
|
+$1.4M
|
+1%
|
4.84%
|
67.6%
|
53
|
3.77%
|
|
|
3828
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$122M
|
+$7.45M
|
+6%
|
5.03%
|
117%
|
321
|
23.36%
|
|
|
3829
|
Heritage Way Advisors
Rockford,
Illinois
|
$122M
|
+$4.94M
|
+4%
|
4.06%
|
79.4%
|
65
|
20%
|
|
|
3830
|
AIMZ Investment Advisors
Los Altos,
California
|
$122M
|
+$3.07M
|
+3%
|
6.16%
|
81.3%
|
99
|
4.04%
|
|
|
3831
|
AllSquare Wealth Management
Albany,
New York
|
$122M
|
+$23.6M
|
+24%
|
3.23%
|
62.4%
|
391
|
56.52%
|
|
|
3832
|
Midwest Investment Management
Cleveland,
Ohio
|
$121M
|
+$2.88M
|
+2%
|
4.72%
|
26%
|
55
|
5.45%
|
|
|
3833
|
Investment Counsel
Petoskey,
Michigan
|
$121M
|
+$1.64M
|
+1%
|
2.19%
|
50.1%
|
60
|
3.33%
|
|
|
3834
|
Benson Investment Management Company
Roanoke,
Virginia
|
$121M
|
+$10.6M
|
+10%
|
5.48%
|
91.6%
|
100
|
22%
|
|
|
3835
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$121M
|
+$592K
|
+0.5%
|
2.22%
|
66.3%
|
114
|
7.02%
|
|
|
3836
|
TCS Capital Management
New York
|
$121M
|
-$71.8M
|
-37%
|
0.89%
|
271%
|
7
|
71.43%
|
|
|
3837
|
REDW Wealth
Albuquerque,
New Mexico
|
$121M
|
+$18.6M
|
+18%
|
2.95%
|
54.1%
|
82
|
13.41%
|
|
|
3838
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$121M
|
-$50.9M
|
-30%
|
5.38%
|
38.5%
|
263
|
25.48%
|
|
|
3839
|
Founders Capital Management (Texas)
Houston,
Texas
|
$121M
|
+$7.81M
|
+7%
|
4.78%
|
118%
|
372
|
6.72%
|
|
|
3840
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$121M
|
+$5.34M
|
+5%
|
3.09%
|
119%
|
551
|
11.8%
|
|
|
3841
|
Capco Asset Management
Tampa,
Florida
|
$121M
|
+$6.39M
|
+6%
|
5.9%
|
46.1%
|
19
|
10.53%
|
|
|
3842
|
Caldera Capital
Dallas,
Texas
|
$121M
|
+$13.2M
|
+12%
|
8.15%
|
84.5%
|
27
|
51.85%
|
|
|
3843
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$120M
|
+$4.16M
|
+4%
|
1.73%
|
46.3%
|
25
|
8%
|
|
|
3844
|
Summit Financial Group
Moorefield,
West Virginia
|
$120M
|
+$4.71M
|
+4%
|
4.06%
|
26.1%
|
120
|
10.83%
|
|
|
3845
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$120M
|
+$1.34M
|
+1%
|
3.33%
|
58.7%
|
77
|
16.88%
|
|
|
3846
|
|
$120M
|
+$31.3M
|
+35%
|
5.73%
|
–
|
14
|
35.71%
|
|
|
3847
|
Abbot Financial Management
Andover,
Massachusetts
|
$120M
|
+$8.5M
|
+8%
|
4.54%
|
102%
|
98
|
3.06%
|
|
|
3848
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$120M
|
+$2.39M
|
+2%
|
4.58%
|
71.4%
|
190
|
13.68%
|
|
|
3849
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$120M
|
-$2.25M
|
-2%
|
3.77%
|
82.6%
|
86
|
6.98%
|
|
|
3850
|
Garrison Bradford & Associates
New York
|
$119M
|
+$3.91M
|
+3%
|
6.01%
|
63.5%
|
90
|
6.67%
|
|