|
3101
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$391M
|
-$434K
|
-0.1%
|
|
|
200
|
|
|
|
3102
|
Matrix Trust Company
Denver,
Colorado
|
$391M
|
+$8.34M
|
+2%
|
|
|
22
|
|
|
|
3103
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$391M
|
+$14M
|
+4%
|
|
|
1,079
|
|
|
|
3104
|
Condire Management
Dallas,
Texas
|
$391M
|
-$76.3M
|
-16%
|
|
|
27
|
|
|
|
3105
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$390M
|
+$13.9M
|
+4%
|
|
|
210
|
|
|
|
3106
|
SOA Wealth Advisors
New York
|
$390M
|
+$1.17M
|
+0.3%
|
|
|
1,022
|
|
|
|
3107
|
Vantage Wealth
Pasadena,
California
|
$390M
|
-$18.5M
|
-5%
|
|
|
35
|
|
|
|
3108
|
ERn Financial LLC
Middleton,
Wisconsin
|
$390M
|
+$108M
|
+38%
|
|
|
139
|
|
|
|
3109
|
Trust Company
Manhattan,
Kansas
|
$390M
|
+$248M
|
+174%
|
|
|
315
|
|
|
|
3110
|
Laidlaw Wealth Management
New York City,
New York
|
$390M
|
+$2.28M
|
+0.6%
|
|
|
290
|
|
|
|
3111
|
Cheviot Value Management
Beverly Hills,
California
|
$390M
|
-$17.4M
|
-4%
|
|
|
81
|
|
|
|
3112
|
Bray Capital Advisors
Naples,
Florida
|
$390M
|
-$195K
|
-0%
|
|
|
273
|
|
|
|
3113
|
Engine No 1 LLC
San Francisco,
California
|
$389M
|
+$25.6M
|
+7%
|
|
|
228
|
|
|
|
3114
|
Simon Quick Advisors
Morristown,
New Jersey
|
$389M
|
+$10.9M
|
+3%
|
|
|
457
|
|
|
|
3115
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$388M
|
+$1.47M
|
+0.4%
|
|
|
139
|
|
|
|
3116
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$388M
|
+$7.35M
|
+2%
|
|
|
215
|
|
|
|
3117
|
Infusive Asset Management
New York
|
$388M
|
-$59.7M
|
-13%
|
|
|
53
|
|
|
|
3118
|
Procyon Advisors
Shelton,
Connecticut
|
$387M
|
+$20.7M
|
+6%
|
|
|
322
|
|
|
|
3119
|
Swarthmore Group
Philadelphia,
Pennsylvania
|
$387M
|
$0
|
0%
|
|
|
44
|
|
|
|
3120
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$387M
|
+$1.04M
|
+0.3%
|
|
|
150
|
|
|
|
3121
|
Huber Capital Management
El Segundo,
California
|
$387M
|
-$4.97M
|
-1%
|
|
|
101
|
|
|
|
3122
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$387M
|
+$9.97M
|
+3%
|
|
|
81
|
|
|
|
3123
|
Swiss Re
Zurich,
Switzerland
|
$386M
|
+$94.2M
|
+32%
|
|
|
6
|
|
|
|
3124
|
|
$386M
|
-$7.24M
|
-2%
|
|
|
61
|
|
|
|
3125
|
|
$386M
|
-$5.72M
|
-1%
|
|
|
53
|
|
|