|
4351
|
White Pine Capital
Bloomington,
Minnesota
|
$363M
|
+$14.2M
|
+4%
|
10.9%
|
100%
|
232
|
8.62%
|
|
|
4352
|
Narus Financial Partners
Salt Lake City,
Utah
|
$363M
|
-$2.51M
|
-0.7%
|
4.94%
|
88.9%
|
172
|
9.3%
|
|
|
4353
|
Atwater Malick
Lancaster,
Pennsylvania
|
$363M
|
+$18.3M
|
+5%
|
6.06%
|
79.1%
|
93
|
13.98%
|
|
|
4354
|
Investment Management Associates
Greenwood Village,
Colorado
|
$363M
|
+$23.2M
|
+7%
|
1.73%
|
49.5%
|
32
|
18.75%
|
|
|
4355
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$363M
|
+$18.1M
|
+5%
|
4.55%
|
57.5%
|
351
|
42.45%
|
|
|
4356
|
Ballast Advisors
Woodbury,
Minnesota
|
$363M
|
-$545K
|
-0.2%
|
1.81%
|
60.4%
|
186
|
9.14%
|
|
|
4357
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$362M
|
+$3.68M
|
+1%
|
2.88%
|
89.4%
|
121
|
8.26%
|
|
|
4358
|
Windsor Capital Management
Phoenix,
Arizona
|
$362M
|
+$82.4K
|
+0%
|
1.42%
|
46.1%
|
124
|
6.45%
|
|
|
4359
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$362M
|
+$34.2M
|
+10%
|
1.26%
|
37.9%
|
108
|
18.52%
|
|
|
4360
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$362M
|
-$103M
|
-22%
|
2.88%
|
52.7%
|
265
|
23.4%
|
|
|
4361
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$362M
|
+$9.11M
|
+3%
|
2.51%
|
102%
|
205
|
12.68%
|
|
|
4362
|
KP Management
Edina,
Minnesota
|
$362M
|
+$46.2M
|
+15%
|
8.27%
|
–
|
83
|
36.14%
|
|
|
4363
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$361M
|
+$12.1M
|
+3%
|
2.3%
|
69.6%
|
134
|
12.69%
|
|
|
4364
|
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
|
$361M
|
+$1.36M
|
+0.4%
|
3.67%
|
94.2%
|
15
|
26.67%
|
|
|
4365
|
Merk Investments
Menlo Park,
California
|
$361M
|
+$35.7M
|
+11%
|
26.7%
|
338%
|
11
|
9.09%
|
|
|
4366
|
Keating Investment Counselors
Delray Beach,
Florida
|
$361M
|
+$10.4M
|
+3%
|
4.46%
|
43.7%
|
64
|
7.81%
|
|
|
4367
|
Highland Financial Advisors
Wayne,
New Jersey
|
$361M
|
+$11.9M
|
+3%
|
2.08%
|
63.3%
|
67
|
14.93%
|
|
|
4368
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$360M
|
+$53.7M
|
+17%
|
1.57%
|
–
|
53
|
18.87%
|
|
|
4369
|
Oxbow Capital Management (HK)
Hong Kong
|
$360M
|
-$210M
|
-37%
|
33%
|
1,497%
|
13
|
53.85%
|
|
|
4370
|
InceptionR
Lafayette,
California
|
$360M
|
-$53.8M
|
-13%
|
1.7%
|
50.5%
|
917
|
66.63%
|
|
|
4371
|
Clean Yield Group
Norwich,
Vermont
|
$360M
|
+$6.43M
|
+2%
|
3.08%
|
44.8%
|
429
|
7.23%
|
|
|
4372
|
SWMG LLC
Fort Worth,
Texas
|
$360M
|
+$29.5M
|
+9%
|
1.88%
|
61.3%
|
126
|
17.46%
|
|
|
4373
|
Umpqua Bank
Lake Oswego,
Oregon
|
$360M
|
+$2.21M
|
+0.6%
|
4.19%
|
–
|
161
|
6.83%
|
|
|
4374
|
Science & Technology Partners
New York
|
$360M
|
+$871K
|
+0.2%
|
20.8%
|
–
|
37
|
62.16%
|
|
|
4375
|
VCI Wealth Management
St Louis,
Missouri
|
$360M
|
+$30M
|
+9%
|
2.93%
|
–
|
139
|
38.85%
|
|