|
3051
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$288M
|
-$9.93M
|
-3%
|
7.66%
|
70.1%
|
146
|
20.55%
|
|
|
3052
|
|
$288M
|
+$19.9M
|
+7%
|
5.88%
|
45.4%
|
181
|
16.02%
|
|
|
3053
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$288M
|
-$4.68M
|
-2%
|
6.96%
|
128%
|
269
|
8.55%
|
|
|
3054
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$288M
|
-$120M
|
-29%
|
9.56%
|
44.7%
|
47
|
6.38%
|
|
|
3055
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$288M
|
+$31.9M
|
+12%
|
4.59%
|
–
|
127
|
8.66%
|
|
|
3056
|
|
$288M
|
+$106M
|
+59%
|
8.72%
|
81.7%
|
2
|
0%
|
|
|
3057
|
Lafayette Investments
Ashton,
Maryland
|
$288M
|
+$11.1M
|
+4%
|
7.46%
|
63.2%
|
87
|
4.6%
|
|
|
3058
|
Hohimer Wealth Management
Seattle,
Washington
|
$288M
|
–
|
–
|
9.4%
|
85.5%
|
223
|
–
|
|
|
3059
|
Lindbrook Capital
Calabasas,
California
|
$287M
|
+$22.5M
|
+8%
|
8.56%
|
35.8%
|
1,600
|
13.13%
|
|
|
3060
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$287M
|
-$56.1M
|
-16%
|
4.51%
|
50.3%
|
966
|
32.09%
|
|
|
3061
|
Strategic Advisors
New York
|
$287M
|
+$20.5M
|
+8%
|
8.52%
|
87.3%
|
172
|
9.88%
|
|
|
3062
|
|
$287M
|
–
|
–
|
11.1%
|
–
|
34
|
–
|
|
|
3063
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$287M
|
+$32M
|
+13%
|
9.52%
|
107%
|
42
|
11.9%
|
|
|
3064
|
RAFFA WEALTH MANAGEMENT, LLC
Washington,
District of Columbia
|
$287M
|
+$6.57M
|
+2%
|
3.21%
|
35.8%
|
749
|
1.74%
|
|
|
3065
|
Patton Fund Management
Dallas,
Texas
|
$287M
|
+$36.4M
|
+15%
|
6.57%
|
188%
|
103
|
49.51%
|
|
|
3066
|
|
$286M
|
–
|
–
|
7.03%
|
81.3%
|
15
|
–
|
|
|
3067
|
Ferris Capital
Marlborough,
Massachusetts
|
$286M
|
+$7.84M
|
+3%
|
8.68%
|
67%
|
176
|
17.61%
|
|
|
3068
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$285M
|
+$21.3M
|
+8%
|
8.94%
|
52%
|
609
|
7.22%
|
|
|
3069
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$285M
|
+$8.42M
|
+3%
|
2.85%
|
57.9%
|
74
|
21.62%
|
|
|
3070
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$285M
|
-$26.2M
|
-8%
|
5.72%
|
40.4%
|
313
|
24.92%
|
|
|
3071
|
Value Holdings Management Company
Hampton Bays,
New York
|
$285M
|
-$6M
|
-2%
|
8.19%
|
112%
|
38
|
23.68%
|
|
|
3072
|
Cutler Capital Management
Worcester,
Massachusetts
|
$284M
|
-$5.22M
|
-2%
|
3.27%
|
34%
|
125
|
20%
|
|
|
3073
|
Capital Impact Advisors
Boston,
Massachusetts
|
$284M
|
+$21.7M
|
+8%
|
10.5%
|
–
|
124
|
11.29%
|
|
|
3074
|
|
$284M
|
-$50.2M
|
-15%
|
1.58%
|
9.67%
|
60
|
30%
|
|
|
3075
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$284M
|
+$2.48M
|
+0.9%
|
7.04%
|
32.4%
|
561
|
75.04%
|
|