|
3026
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$182M
|
+$13.2M
|
+8%
|
2.9%
|
72.5%
|
56
|
8.93%
|
|
|
3027
|
Salem Capital Management
Woburn,
Massachusetts
|
$182M
|
+$8.9M
|
+5%
|
4.38%
|
32.3%
|
70
|
12.86%
|
|
|
3028
|
Cat Rock Capital Management
Greenwich,
Connecticut
|
$182M
|
-$14.7M
|
-7%
|
5.63%
|
66.7%
|
11
|
45.45%
|
|
|
3029
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$182M
|
-$8.66M
|
-5%
|
6.81%
|
32.7%
|
1
|
0%
|
|
|
3030
|
Montage Investments
Leawood,
Kansas
|
$182M
|
+$39.1M
|
+27%
|
4.75%
|
–
|
195
|
31.28%
|
|
|
3031
|
Zhang Financial
Portage,
Michigan
|
$182M
|
+$102K
|
+0.1%
|
2.97%
|
67.9%
|
78
|
8.97%
|
|
|
3032
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$182M
|
+$11.4M
|
+7%
|
2.66%
|
12.6%
|
112
|
9.82%
|
|
|
3033
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$182M
|
+$1.9M
|
+1%
|
1.75%
|
88.7%
|
110
|
10%
|
|
|
3034
|
Edgestream Partners
Princeton,
New Jersey
|
$182M
|
+$107M
|
+144%
|
3.11%
|
41.7%
|
139
|
78.42%
|
|
|
3035
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$181M
|
+$1.73M
|
+1%
|
2.58%
|
92%
|
146
|
9.59%
|
|
|
3036
|
Harbourvest Partners
Boston,
Massachusetts
|
$181M
|
-$26.2M
|
-13%
|
2.47%
|
8.96%
|
23
|
69.57%
|
|
|
3037
|
FSI Group
Cincinnati,
Ohio
|
$181M
|
+$17.4M
|
+11%
|
11.9%
|
44.1%
|
65
|
38.46%
|
|
|
3038
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$181M
|
+$6.71M
|
+4%
|
3.56%
|
80.3%
|
155
|
7.1%
|
|
|
3039
|
Gladius Capital Management
Chicago,
Illinois
|
$181M
|
+$5.85M
|
+3%
|
3.3%
|
78%
|
2
|
0%
|
|
|
3040
|
Underhill Investment Management
Greenbrae,
California
|
$181M
|
-$4.62M
|
-2%
|
2.77%
|
59.8%
|
22
|
13.64%
|
|
|
3041
|
CWA Asset Management Group
Naples,
Florida
|
$180M
|
+$16.5M
|
+10%
|
6.55%
|
–
|
150
|
16%
|
|
|
3042
|
Shah Capital Management
Raleigh,
North Carolina
|
$180M
|
+$37.5M
|
+26%
|
24.8%
|
242%
|
19
|
15.79%
|
|
|
3043
|
Court Place Advisors
Ellicott City,
Maryland
|
$180M
|
+$7.3M
|
+4%
|
2.81%
|
92%
|
144
|
4.17%
|
|
|
3044
|
Cumberland Advisors
Sarasota,
Florida
|
$180M
|
+$17.2M
|
+11%
|
6.16%
|
73.5%
|
61
|
24.59%
|
|
|
3045
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$179M
|
-$3.51M
|
-2%
|
2.82%
|
83.3%
|
87
|
9.2%
|
|
|
3046
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$179M
|
+$8.49M
|
+5%
|
3.8%
|
42.6%
|
33
|
3.03%
|
|
|
3047
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$179M
|
+$1.34M
|
+0.8%
|
3.02%
|
63.9%
|
279
|
10.04%
|
|
|
3048
|
InvenTrust Properties
Downers Grove,
Illinois
|
$179M
|
-$10.5M
|
-6%
|
5.29%
|
7.56%
|
21
|
0%
|
|
|
3049
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$179M
|
+$1.09M
|
+0.6%
|
1.49%
|
88.9%
|
56
|
1.79%
|
|
|
3050
|
Kora Management
Brooklyn,
New York
|
$179M
|
+$51M
|
+40%
|
17.3%
|
307%
|
11
|
45.45%
|
|