|
3676
|
Clearstead Trust
Portland,
Maine
|
$146M
|
+$11.9M
|
+9%
|
|
|
236
|
|
|
|
3677
|
Oxford Financial Group
Carmel,
Indiana
|
$146M
|
+$229K
|
+0.2%
|
|
|
34
|
|
|
|
3678
|
MU Investments Company
Tokyo,
Japan
|
$146M
|
+$16.5M
|
+13%
|
|
|
186
|
|
|
|
3679
|
Reliant Investment Management
Memphis,
Tennessee
|
$146M
|
+$27.1M
|
+23%
|
|
|
62
|
|
|
|
3680
|
Tenzing Global Management
San Francisco,
California
|
$146M
|
+$10.3M
|
+8%
|
|
|
19
|
|
|
|
3681
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$146M
|
–
|
–
|
|
|
69
|
|
|
|
3682
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$146M
|
+$45.6M
|
+46%
|
|
|
61
|
|
|
|
3683
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$146M
|
+$13.2M
|
+10%
|
|
|
26
|
|
|
|
3684
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$145M
|
+$2.45M
|
+2%
|
|
|
265
|
|
|
|
3685
|
Kontiki Capital Management (HK)
Hong Kong
|
$145M
|
–
|
–
|
|
|
4
|
|
|
|
3686
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$145M
|
-$105M
|
-42%
|
|
|
306
|
|
|
|
3687
|
Sabby Management
Miami Beach,
Florida
|
$145M
|
+$23.2M
|
+19%
|
|
|
163
|
|
|
|
3688
|
Portfolio Strategies
Monsey,
New York
|
$145M
|
–
|
–
|
|
|
262
|
|
|
|
3689
|
LaSalle Street Capital Management
Chicago,
Illinois
|
$145M
|
+$9.09M
|
+7%
|
|
|
108
|
|
|
|
3690
|
Access Financial Services
Minneapolis,
Minnesota
|
$145M
|
+$14.2M
|
+11%
|
|
|
77
|
|
|
|
3691
|
Puissance Capital Management
New York
|
$145M
|
–
|
–
|
|
|
4
|
|
|
|
3692
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$145M
|
+$11M
|
+8%
|
|
|
59
|
|
|
|
3693
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$145M
|
+$8.96M
|
+7%
|
|
|
176
|
|
|
|
3694
|
Lipe & Dalton
Syracuse,
New York
|
$145M
|
+$2.44M
|
+2%
|
|
|
79
|
|
|
|
3695
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$145M
|
+$4.16M
|
+3%
|
|
|
74
|
|
|
|
3696
|
Energy Opportunities Capital Management
Austin,
Texas
|
$145M
|
-$9.09M
|
-6%
|
|
|
63
|
|
|
|
3697
|
Kavi Asset Management
New York
|
$145M
|
-$11M
|
-7%
|
|
|
44
|
|
|
|
3698
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$144M
|
+$10.3M
|
+8%
|
|
|
96
|
|
|
|
3699
|
PhiloSmith Capital
Stamford,
Connecticut
|
$144M
|
-$177K
|
-0.1%
|
|
|
41
|
|
|
|
3700
|
|
$144M
|
-$1.8M
|
-1%
|
|
|
16
|
|
|