|
3076
|
St Louis Trust
Saint Louis,
Missouri
|
$406M
|
+$59.1M
|
+17%
|
7.73%
|
71.4%
|
96
|
27.08%
|
|
|
3077
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$405M
|
+$22.6M
|
+6%
|
5.64%
|
221%
|
127
|
33.07%
|
|
|
3078
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$405M
|
+$12.9M
|
+3%
|
8.49%
|
160%
|
174
|
14.94%
|
|
|
3079
|
RR Advisors
Dallas,
Texas
|
$405M
|
+$61.1M
|
+18%
|
24.2%
|
115%
|
22
|
31.82%
|
|
|
3080
|
SlateStone Wealth
Jupiter,
Florida
|
$405M
|
+$3.74M
|
+0.9%
|
3.23%
|
79.1%
|
181
|
14.92%
|
|
|
3081
|
McRae Capital Management
Morristown,
New Jersey
|
$404M
|
+$55.2M
|
+16%
|
13.1%
|
59.2%
|
109
|
10.09%
|
|
|
3082
|
Cumberland Advisors
Sarasota,
Florida
|
$403M
|
+$130M
|
+48%
|
8.97%
|
73.5%
|
64
|
14.06%
|
|
|
3083
|
180 Wealth Advisors
Federal Way,
Washington
|
$403M
|
+$56.7M
|
+16%
|
6.09%
|
136%
|
369
|
22.76%
|
|
|
3084
|
Hartford Financial Management
Hartford,
Connecticut
|
$403M
|
+$25.9M
|
+7%
|
8.59%
|
79.6%
|
398
|
15.08%
|
|
|
3085
|
Tri Locum Partners
New York
|
$403M
|
+$128M
|
+46%
|
11.9%
|
357%
|
84
|
82.14%
|
|
|
3086
|
Crewe Advisors
Salt Lake City,
Utah
|
$403M
|
+$153M
|
+61%
|
9.32%
|
96.1%
|
498
|
12.45%
|
|
|
3087
|
First National Corp
Rockland,
Massachusetts
|
$403M
|
+$35.9M
|
+10%
|
4.93%
|
56.3%
|
156
|
6.41%
|
|
|
3088
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$403M
|
+$24.8M
|
+7%
|
8.11%
|
18.3%
|
162
|
21.6%
|
|
|
3089
|
Kesler Norman & Wride
Ogden,
Utah
|
$403M
|
+$43.8M
|
+12%
|
5.19%
|
76%
|
154
|
7.14%
|
|
|
3090
|
Private Capital Group
West Hartford,
Connecticut
|
$403M
|
-$140M
|
-26%
|
6.28%
|
30.1%
|
2,301
|
13.26%
|
|
|
3091
|
Tectonic Advisors
Frisco,
Texas
|
$402M
|
+$36.6M
|
+10%
|
5.67%
|
43.4%
|
210
|
16.19%
|
|
|
3092
|
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
|
$402M
|
+$10.5M
|
+3%
|
8.77%
|
26.4%
|
3
|
66.67%
|
|
|
3093
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$402M
|
+$3.86M
|
+1%
|
6.32%
|
94.7%
|
377
|
79.05%
|
|
|
3094
|
CFO4Life Group
Coppell,
Texas
|
$402M
|
+$53.5M
|
+15%
|
6.73%
|
56.7%
|
158
|
18.35%
|
|
|
3095
|
SIG China Investments Master Fund III
Wilimington,
Delaware
|
$402M
|
+$62.5M
|
+18%
|
31.9%
|
–
|
3
|
0%
|
|
|
3096
|
Marietta Wealth Management
Marietta,
Georgia
|
$401M
|
+$37.8M
|
+10%
|
4.59%
|
83.8%
|
119
|
16.81%
|
|
|
3097
|
M&R Capital Management
Summit,
New Jersey
|
$401M
|
-$38.2M
|
-9%
|
7.18%
|
52.6%
|
454
|
9.91%
|
|
|
3098
|
Solel Partners
Boston,
Massachusetts
|
$401M
|
-$4.08M
|
-1%
|
6.44%
|
25.9%
|
21
|
47.62%
|
|
|
3099
|
Ferris Capital
Marlborough,
Massachusetts
|
$401M
|
+$43.4M
|
+12%
|
6.55%
|
67%
|
192
|
8.85%
|
|
|
3100
|
Hutchinson Capital Management
San Rafael,
California
|
$401M
|
+$16.2M
|
+4%
|
9.27%
|
52.6%
|
69
|
2.9%
|
|