|
3101
|
Simon Quick Advisors
Morristown,
New Jersey
|
$224M
|
-$51.5M
|
-19%
|
5.91%
|
62.4%
|
651
|
50.38%
|
|
|
3102
|
Clarius Group LLC
Seattle,
Washington
|
$224M
|
-$13.5M
|
-6%
|
4.7%
|
92.1%
|
77
|
22.08%
|
|
|
3103
|
Palo Capital
Newport Beach,
California
|
$224M
|
+$34.6M
|
+18%
|
9.31%
|
34.6%
|
132
|
12.88%
|
|
|
3104
|
Birinyi Associates
Westport,
Connecticut
|
$224M
|
+$13.7M
|
+6%
|
7.93%
|
102%
|
100
|
16%
|
|
|
3105
|
Princeton Capital Management
Red Bank,
New Jersey
|
$224M
|
–
|
–
|
10.1%
|
148%
|
100
|
–
|
|
|
3106
|
LGL Partners
Philadelphia,
Pennsylvania
|
$224M
|
+$67.8M
|
+44%
|
4.09%
|
56.3%
|
58
|
8.62%
|
|
|
3107
|
IMA Advisory Services
Denver,
Colorado
|
$224M
|
+$7.98M
|
+4%
|
3.34%
|
55.7%
|
135
|
21.48%
|
|
|
3108
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$223M
|
+$82.5M
|
+59%
|
3.28%
|
17.8%
|
213
|
18.78%
|
|
|
3109
|
Mittleman Investment Management
Melville,
New York
|
$223M
|
+$4.34M
|
+2%
|
3.3%
|
11.6%
|
7
|
0%
|
|
|
3110
|
Elm Ridge Management
Briarcliff Manor,
New York
|
$223M
|
-$14.3M
|
-6%
|
9.04%
|
93.6%
|
31
|
12.9%
|
|
|
3111
|
Kemnay Advisory Services
New York
|
$223M
|
-$9.01M
|
-4%
|
7%
|
153%
|
138
|
46.38%
|
|
|
3112
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$223M
|
+$13.4M
|
+6%
|
3.41%
|
53.3%
|
252
|
11.51%
|
|
|
3113
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$223M
|
+$21M
|
+10%
|
4.29%
|
38.3%
|
507
|
20.12%
|
|
|
3114
|
Stockman Wealth Management
Billings,
Montana
|
$223M
|
+$13.6M
|
+6%
|
5.02%
|
61.9%
|
161
|
16.77%
|
|
|
3115
|
Diameter Capital Partners
New York
|
$223M
|
–
|
–
|
8.94%
|
415%
|
15
|
–
|
|
|
3116
|
ThornTree Capital Partners
Boston,
Massachusetts
|
$222M
|
-$7.4M
|
-3%
|
2.96%
|
206%
|
19
|
31.58%
|
|
|
3117
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$222M
|
+$6.9M
|
+3%
|
3.14%
|
12.8%
|
111
|
4.5%
|
|
|
3118
|
Iowa State Bank
Urbandale,
Iowa
|
$222M
|
+$9.7M
|
+5%
|
6.32%
|
61%
|
99
|
8.08%
|
|
|
3119
|
Northwestern University
Evanston,
Illinois
|
$222M
|
+$78M
|
+54%
|
7.67%
|
31.6%
|
3
|
33.33%
|
|
|
3120
|
TRV GP
Boston,
Massachusetts
|
$221M
|
–
|
–
|
0.13%
|
3,178%
|
5
|
–
|
|
|
3121
|
Western Asset Management Company
Pasadena,
California
|
$221M
|
+$1.92M
|
+0.9%
|
0.56%
|
2.29%
|
25
|
24%
|
|
|
3122
|
Goodman Financial
Houston,
Texas
|
$221M
|
+$16.6M
|
+8%
|
7.41%
|
49.4%
|
159
|
67.3%
|
|
|
3123
|
Biltmore Family Office
Charlotte,
North Carolina
|
$221M
|
–
|
–
|
4.55%
|
73.5%
|
150
|
–
|
|
|
3124
|
Greystone Investment Management
Cincinnati,
Ohio
|
$221M
|
+$13M
|
+6%
|
7.48%
|
32.8%
|
53
|
11.32%
|
|
|
3125
|
SYM Financial Corp
Winona Lake,
Indiana
|
$221M
|
–
|
–
|
3.5%
|
43.3%
|
76
|
–
|
|