|
3951
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$181M
|
+$25.2M
|
+16%
|
7.05%
|
62.9%
|
100
|
27%
|
|
|
3952
|
Affiance Financial
St. Louis Park,
Minnesota
|
$181M
|
+$16.6M
|
+10%
|
5.9%
|
50.1%
|
147
|
40.14%
|
|
|
3953
|
Blankinship & Foster
Solana Beach,
California
|
$181M
|
+$13M
|
+8%
|
6.81%
|
60.4%
|
49
|
8.16%
|
|
|
3954
|
Ballast Inc
Lexington,
Kentucky
|
$181M
|
+$18.3M
|
+11%
|
7.17%
|
66%
|
108
|
12.04%
|
|
|
3955
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$181M
|
+$18.6M
|
+11%
|
8.01%
|
75.5%
|
84
|
3.57%
|
|
|
3956
|
Torch Wealth Management
Cincinnati,
Ohio
|
$181M
|
+$12.1M
|
+7%
|
8.09%
|
48.8%
|
113
|
6.19%
|
|
|
3957
|
OneAscent Financial Services
Birmingham,
Alabama
|
$181M
|
+$158M
|
+707%
|
5.97%
|
63.8%
|
189
|
95.77%
|
|
|
3958
|
Cota Capital Management
San Francisco,
California
|
$181M
|
–
|
–
|
10.7%
|
46%
|
13
|
–
|
|
|
3959
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$180M
|
+$12.6M
|
+8%
|
6.03%
|
63.3%
|
340
|
16.18%
|
|
|
3960
|
Arlington Financial Advisors
Santa Barbara,
California
|
$180M
|
+$4.61M
|
+3%
|
8.02%
|
60.7%
|
61
|
24.59%
|
|
|
3961
|
Impactive Capital
New York City,
New York
|
$180M
|
–
|
–
|
21%
|
25%
|
6
|
–
|
|
|
3962
|
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
$180M
|
+$12.8M
|
+8%
|
7.68%
|
79.2%
|
5
|
0%
|
|
|
3963
|
Oak Asset Management
Westlake Village,
California
|
$180M
|
+$13.8M
|
+8%
|
11.2%
|
78%
|
97
|
4.12%
|
|
|
3964
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$180M
|
+$31.7M
|
+21%
|
4.05%
|
119%
|
56
|
12.5%
|
|
|
3965
|
REDW Wealth
Albuquerque,
New Mexico
|
$180M
|
+$9.42M
|
+6%
|
4.53%
|
54.1%
|
88
|
11.36%
|
|
|
3966
|
TAP Consulting
Kirkwood,
Missouri
|
$179M
|
+$9.97M
|
+6%
|
5.42%
|
3.08%
|
113
|
8.85%
|
|
|
3967
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$179M
|
+$724K
|
+0.4%
|
4.65%
|
104%
|
119
|
5.04%
|
|
|
3968
|
Lexington Partners
New York
|
$179M
|
–
|
–
|
13.3%
|
1.27%
|
4
|
–
|
|
|
3969
|
Enterprise Trust & Investment
Los Gatos,
California
|
$179M
|
+$16.1M
|
+10%
|
11.5%
|
58.6%
|
206
|
11.17%
|
|
|
3970
|
CoreCommodity Management
Stamford,
Connecticut
|
$179M
|
+$19.9M
|
+12%
|
12.1%
|
65.8%
|
185
|
16.76%
|
|
|
3971
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$179M
|
+$6.28M
|
+4%
|
3.29%
|
–
|
47
|
4.26%
|
|
|
3972
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$179M
|
+$6.48M
|
+4%
|
5.17%
|
27.4%
|
53
|
22.64%
|
|
|
3973
|
Provenire Capital
Eden Prairie,
Minnesota
|
$179M
|
–
|
–
|
9.06%
|
–
|
31
|
–
|
|
|
3974
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$179M
|
+$9.99M
|
+6%
|
7.03%
|
93%
|
126
|
10.32%
|
|
|
3975
|
Syntal Capital Partners
Midland,
Texas
|
$179M
|
-$207M
|
-54%
|
7.92%
|
102%
|
258
|
71.71%
|
|