|
2976
|
Portfolio Strategies
Monsey,
New York
|
$283M
|
+$109M
|
+63%
|
38.4%
|
83.1%
|
48
|
29.17%
|
|
|
2977
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$283M
|
+$31.2M
|
+12%
|
11.4%
|
22.7%
|
110
|
13.64%
|
|
|
2978
|
Intelligence Driven Advisers
Carlsbad,
California
|
$283M
|
+$66.9M
|
+31%
|
14.7%
|
43.8%
|
90
|
12.22%
|
|
|
2979
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$283M
|
+$35.3M
|
+14%
|
7.85%
|
11.6%
|
7
|
14.29%
|
|
|
2980
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$283M
|
+$80.8M
|
+40%
|
10.2%
|
57.9%
|
81
|
18.52%
|
|
|
2981
|
Hourglass Capital
Houston,
Texas
|
$282M
|
+$46.8M
|
+20%
|
20.5%
|
90.2%
|
124
|
10.48%
|
|
|
2982
|
Cornerstone Management
Duluth,
Georgia
|
$282M
|
+$65.2M
|
+30%
|
10.7%
|
40%
|
48
|
25%
|
|
|
2983
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$282M
|
-$453K
|
-0.2%
|
21.1%
|
52%
|
653
|
20.52%
|
|
|
2984
|
Golden Gate Private Equity
San Francisco,
California
|
$282M
|
+$66.2M
|
+31%
|
32.5%
|
8.72%
|
25
|
12%
|
|
|
2985
|
Hardy Reed
Tupelo,
Mississippi
|
$282M
|
+$62.7M
|
+29%
|
18.8%
|
57.7%
|
80
|
23.75%
|
|
|
2986
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$282M
|
+$47.3M
|
+20%
|
20.4%
|
105%
|
285
|
17.19%
|
|
|
2987
|
Capital Advantage
Walnut Creek,
California
|
$282M
|
+$25.5M
|
+10%
|
15.8%
|
44.4%
|
95
|
10.53%
|
|
|
2988
|
Bourgeon Capital Management
Darien,
Connecticut
|
$281M
|
+$88.2M
|
+46%
|
19.9%
|
117%
|
282
|
14.89%
|
|
|
2989
|
Plimoth Trust
Plymouth,
Massachusetts
|
$281M
|
+$42.7M
|
+18%
|
16.8%
|
94%
|
168
|
10.71%
|
|
|
2990
|
Income Research & Management
Boston,
Massachusetts
|
$281M
|
+$80.9M
|
+40%
|
0.08%
|
0.7%
|
24
|
37.5%
|
|
|
2991
|
Morse Asset Management
Darien,
Connecticut
|
$281M
|
+$71.3M
|
+34%
|
34.1%
|
153%
|
128
|
28.91%
|
|
|
2992
|
Kirr Marbach & Co
Columbus,
Indiana
|
$281M
|
+$46.9M
|
+20%
|
23.3%
|
135%
|
65
|
24.62%
|
|
|
2993
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$280M
|
+$39.7M
|
+16%
|
24.3%
|
101%
|
150
|
18%
|
|
|
2994
|
Family Capital Trust
Peabody,
Massachusetts
|
$280M
|
+$24.7M
|
+10%
|
27.5%
|
18.2%
|
56
|
10.71%
|
|
|
2995
|
Value Holdings Management Company
Hampton Bays,
New York
|
$280M
|
+$69.9M
|
+33%
|
38%
|
112%
|
70
|
21.43%
|
|
|
2996
|
Financial Sense Advisors
San Diego,
California
|
$280M
|
+$57.5M
|
+26%
|
16.3%
|
149%
|
111
|
38.74%
|
|
|
2997
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$280M
|
+$36.2M
|
+15%
|
13.9%
|
42.6%
|
50
|
16%
|
|
|
2998
|
Cubic Asset Management
Boston,
Massachusetts
|
$280M
|
+$32.1M
|
+13%
|
17.2%
|
40.5%
|
168
|
14.88%
|
|
|
2999
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$279M
|
+$118M
|
+73%
|
38.7%
|
126%
|
208
|
57.21%
|
|
|
3000
|
BCWM LLC
Overland Park,
Kansas
|
$279M
|
+$39.8M
|
+17%
|
18.6%
|
–
|
74
|
18.92%
|
|