|
2976
|
Vantage Wealth
Pasadena,
California
|
$312M
|
+$33.8M
|
+12%
|
10.3%
|
56.1%
|
36
|
22.22%
|
|
|
2977
|
Center for Financial Planning
Southfied,
Michigan
|
$311M
|
+$24.7M
|
+9%
|
7.69%
|
57.5%
|
482
|
8.92%
|
|
|
2978
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$311M
|
+$20M
|
+7%
|
6.05%
|
39.1%
|
50
|
18%
|
|
|
2979
|
|
$311M
|
+$47M
|
+18%
|
8.86%
|
67.5%
|
347
|
20.17%
|
|
|
2980
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$310M
|
+$86.1M
|
+38%
|
8.81%
|
20.9%
|
190
|
49.47%
|
|
|
2981
|
Tao Capital Management
San Francisco,
California
|
$310M
|
+$57.2M
|
+23%
|
51.8%
|
356%
|
7
|
42.86%
|
|
|
2982
|
International Biotechnology Trust
London,
United Kingdom
|
$310M
|
+$8.93M
|
+3%
|
2.7%
|
11.1%
|
58
|
17.24%
|
|
|
2983
|
Financial Advisory Group
Houston,
Texas
|
$310M
|
+$18.6M
|
+6%
|
7.35%
|
20.6%
|
76
|
11.84%
|
|
|
2984
|
Natural Investments
Windsor,
California
|
$310M
|
-$12.9M
|
-4%
|
3.71%
|
–
|
3
|
66.67%
|
|
|
2985
|
Ferris Capital
Marlborough,
Massachusetts
|
$309M
|
+$26.1M
|
+9%
|
8.53%
|
67%
|
178
|
12.36%
|
|
|
2986
|
Act Two Investors
Santa Cruz,
California
|
$309M
|
+$41.5M
|
+16%
|
9.5%
|
52.9%
|
35
|
25.71%
|
|
|
2987
|
Hudson Way Capital Management
Dallas,
Texas
|
$309M
|
+$22.7M
|
+8%
|
6.79%
|
57.5%
|
21
|
33.33%
|
|
|
2988
|
Soundwatch Capital
Rowayton,
Connecticut
|
$309M
|
+$142M
|
+85%
|
9.71%
|
59.2%
|
26
|
19.23%
|
|
|
2989
|
Martel Wealth Advisors
Vancouver,
Washington
|
$308M
|
+$19.7M
|
+7%
|
5.07%
|
39.7%
|
42
|
7.14%
|
|
|
2990
|
Northside Capital Management
Hood River,
Oregon
|
$308M
|
+$18.4M
|
+6%
|
5.94%
|
94.8%
|
103
|
21.36%
|
|
|
2991
|
Cartica Management
Washington,
District of Columbia
|
$308M
|
+$55.7M
|
+22%
|
13.3%
|
92.9%
|
7
|
14.29%
|
|
|
2992
|
DAFNA Capital Management
Los Angeles,
California
|
$308M
|
-$38.9M
|
-11%
|
6.5%
|
240%
|
98
|
28.57%
|
|
|
2993
|
Centre Asset Management
New York
|
$307M
|
+$63.2M
|
+26%
|
6.99%
|
45.3%
|
65
|
21.54%
|
|
|
2994
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$307M
|
+$46M
|
+18%
|
7.3%
|
87%
|
1,938
|
10.68%
|
|
|
2995
|
Family Capital Trust
Peabody,
Massachusetts
|
$307M
|
+$26.3M
|
+9%
|
10.5%
|
32.7%
|
53
|
1.89%
|
|
|
2996
|
Potrero Capital Research
San Francisco,
California
|
$306M
|
+$92.1M
|
+43%
|
20.7%
|
137%
|
67
|
49.25%
|
|
|
2997
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$305M
|
+$63.3M
|
+26%
|
5.16%
|
40%
|
12
|
0%
|
|
|
2998
|
Rinet Company
Boston,
Massachusetts
|
$305M
|
+$19.1M
|
+7%
|
7.44%
|
33.1%
|
28
|
3.57%
|
|
|
2999
|
Human Investing
Lake Oswego,
Oregon
|
$305M
|
+$21.6M
|
+8%
|
6.34%
|
52%
|
341
|
16.72%
|
|
|
3000
|
Bruderman Asset Management
Locust Valley,
New York
|
$305M
|
+$2.59M
|
+0.9%
|
6.53%
|
31.7%
|
95
|
7.37%
|
|