|
3026
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$540M
|
-$9.94M
|
-2%
|
6.93%
|
336%
|
222
|
25.23%
|
|
|
3027
|
NBW Capital
Boston,
Massachusetts
|
$540M
|
+$9.25M
|
+2%
|
6.05%
|
86%
|
110
|
23.64%
|
|
|
3028
|
Wilsey Asset Management
San Diego,
California
|
$539M
|
-$5.84M
|
-1%
|
2.95%
|
55%
|
24
|
12.5%
|
|
|
3029
|
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
|
$539M
|
-$139M
|
-20%
|
59.1%
|
269%
|
1
|
0%
|
|
|
3030
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$539M
|
+$20M
|
+4%
|
0.99%
|
46.5%
|
117
|
11.11%
|
|
|
3031
|
Duncker Streett & Co
St. Louis,
Missouri
|
$539M
|
-$9.38M
|
-2%
|
2.46%
|
90.9%
|
559
|
17.89%
|
|
|
3032
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$538M
|
+$12.5M
|
+2%
|
0.12%
|
79.9%
|
103
|
2.91%
|
|
|
3033
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$538M
|
-$260K
|
-0%
|
1.44%
|
54.6%
|
77
|
3.9%
|
|
|
3034
|
Fortis Group Advisors
Westwood,
New Jersey
|
$537M
|
-$3.96M
|
-0.7%
|
4.61%
|
91.2%
|
527
|
10.63%
|
|
|
3035
|
Coerente Capital Management
Toronto,
Ontario, Canada
|
$536M
|
-$95.2K
|
-0%
|
1.9%
|
40%
|
46
|
8.7%
|
|
|
3036
|
Farmers Trust Company
Youngstown,
Ohio
|
$536M
|
-$554K
|
-0.1%
|
2.55%
|
73.5%
|
198
|
8.08%
|
|
|
3037
|
Heritage Investment Group
Pompano Beach,
Florida
|
$536M
|
+$10.1M
|
+2%
|
0.77%
|
51.2%
|
114
|
17.54%
|
|
|
3038
|
Fermata Advisors
Sonoma,
California
|
$536M
|
+$43M
|
+9%
|
0.71%
|
49.3%
|
290
|
23.1%
|
|
|
3039
|
Bourgeon Capital Management
Darien,
Connecticut
|
$536M
|
+$15.7M
|
+3%
|
2.76%
|
117%
|
130
|
28.46%
|
|
|
3040
|
Clark Asset Management
Stratham,
New Hampshire
|
$535M
|
+$69.7M
|
+15%
|
1.36%
|
45.5%
|
147
|
23.13%
|
|
|
3041
|
Bell Investment Advisors
Oakland,
California
|
$535M
|
-$10M
|
-2%
|
2.61%
|
31.2%
|
1,975
|
8.61%
|
|
|
3042
|
KFG Wealth Management
Granger,
Indiana
|
$535M
|
+$75M
|
+16%
|
0.12%
|
50.4%
|
190
|
8.95%
|
|
|
3043
|
Citizens Business Bank
Ontario,
California
|
$535M
|
+$39.4M
|
+8%
|
5.22%
|
84.4%
|
113
|
11.5%
|
|
|
3044
|
MA Private Wealth
San Carlos,
California
|
$535M
|
-$64.9K
|
-0%
|
1.09%
|
57.5%
|
74
|
6.76%
|
|
|
3045
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$535M
|
+$20.6M
|
+4%
|
3.61%
|
104%
|
697
|
10.47%
|
|
|
3046
|
Grace & White Inc
Ny,
New York
|
$535M
|
-$19.1M
|
-3%
|
1.12%
|
61.5%
|
141
|
9.22%
|
|
|
3047
|
CacheTech Inc
Logan,
Utah
|
$533M
|
+$67.3M
|
+14%
|
1.48%
|
–
|
133
|
23.31%
|
|
|
3048
|
Capricorn Investment Group
Palo Alto,
California
|
$533M
|
+$126M
|
+31%
|
48.5%
|
226%
|
8
|
12.5%
|
|
|
3049
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$532M
|
+$20.7M
|
+4%
|
0.76%
|
98.6%
|
283
|
7.07%
|
|
|
3050
|
Tree Line Advisors
Central,
Hong Kong
|
$532M
|
+$101M
|
+24%
|
14.7%
|
277%
|
9
|
22.22%
|
|