|
3976
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$134M
|
–
|
–
|
2.34%
|
36.9%
|
814
|
–
|
|
|
3977
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$134M
|
+$6.83M
|
+5%
|
6.9%
|
401%
|
96
|
20.83%
|
|
|
3978
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$134M
|
+$21.8M
|
+19%
|
4.05%
|
87%
|
981
|
12.74%
|
|
|
3979
|
Moneywise Inc
Forest,
Virginia
|
$134M
|
+$7.12M
|
+6%
|
3.52%
|
58%
|
42
|
14.29%
|
|
|
3980
|
Cartica Management
Washington,
District of Columbia
|
$134M
|
+$51.8M
|
+63%
|
5.16%
|
92.9%
|
1
|
0%
|
|
|
3981
|
Semper Augustus Investments Group
Highlands Ranch,
Colorado
|
$134M
|
-$1.67M
|
-1%
|
4.12%
|
95.4%
|
26
|
0%
|
|
|
3982
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$133M
|
–
|
–
|
3.84%
|
19.7%
|
48
|
–
|
|
|
3983
|
Capco Asset Management
Tampa,
Florida
|
$133M
|
+$12.8M
|
+11%
|
11.8%
|
46.1%
|
19
|
0%
|
|
|
3984
|
Engadine Partners
London,
United Kingdom
|
$133M
|
–
|
–
|
6.12%
|
–
|
5
|
–
|
|
|
3985
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$133M
|
+$8.67M
|
+7%
|
5.29%
|
82%
|
126
|
3.97%
|
|
|
3986
|
SWS Partners
Columbus,
Ohio
|
$133M
|
–
|
–
|
3.12%
|
112%
|
410
|
–
|
|
|
3987
|
AIMZ Investment Advisors
Los Altos,
California
|
$133M
|
+$11.1M
|
+9%
|
9.87%
|
81.3%
|
101
|
5.94%
|
|
|
3988
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$133M
|
+$12.8M
|
+11%
|
3.87%
|
58.7%
|
96
|
37.5%
|
|
|
3989
|
|
$133M
|
-$15.4M
|
-10%
|
8.56%
|
460%
|
37
|
70.27%
|
|
|
3990
|
Heritage Way Advisors
Rockford,
Illinois
|
$133M
|
+$10.8M
|
+9%
|
8.38%
|
79.4%
|
65
|
7.69%
|
|
|
3991
|
Ford Financial Group
Fresno,
California
|
$133M
|
–
|
–
|
4.56%
|
47.7%
|
456
|
–
|
|
|
3992
|
Verity Asset Management
Durham,
North Carolina
|
$133M
|
+$1.23M
|
+0.9%
|
4.34%
|
79.7%
|
168
|
47.62%
|
|
|
3993
|
Security Asset Management
New York
|
$133M
|
+$5.66M
|
+4%
|
7.01%
|
67.4%
|
82
|
8.54%
|
|
|
3994
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$132M
|
+$5M
|
+4%
|
2.01%
|
–
|
51
|
7.84%
|
|
|
3995
|
Westport Asset Management
Southport,
Connecticut
|
$132M
|
-$275K
|
-0.2%
|
6.13%
|
63.9%
|
63
|
1.59%
|
|
|
3996
|
Denver PWM
Denver,
Colorado
|
$132M
|
+$4.47M
|
+3%
|
3.5%
|
44.8%
|
67
|
13.43%
|
|
|
3997
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$132M
|
+$5.34M
|
+4%
|
6.3%
|
–
|
384
|
15.1%
|
|
|
3998
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$132M
|
+$4.37M
|
+3%
|
6.92%
|
61.6%
|
87
|
2.3%
|
|
|
3999
|
Axis Capital Holdings
Pembroke,
|
$132M
|
+$7.78M
|
+6%
|
6.27%
|
67%
|
2
|
0%
|
|
|
4000
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$132M
|
+$3.66M
|
+3%
|
5.78%
|
89.4%
|
109
|
11.01%
|
|