|
3101
|
Cumberland Advisors
Sarasota,
Florida
|
$290M
|
-$63.7M
|
-18%
|
8.48%
|
73.5%
|
81
|
23.46%
|
|
|
3102
|
Mass General Brigham
Somerville,
Massachusetts
|
$290M
|
-$146M
|
-34%
|
7.38%
|
–
|
3
|
0%
|
|
|
3103
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$290M
|
+$12M
|
+4%
|
7.18%
|
105%
|
301
|
9.63%
|
|
|
3104
|
Archford Capital Strategies
Swansea,
Illinois
|
$290M
|
+$22M
|
+8%
|
7.59%
|
76.2%
|
224
|
9.82%
|
|
|
3105
|
Family Management
New York
|
$290M
|
+$21.5M
|
+8%
|
7.26%
|
69%
|
215
|
26.98%
|
|
|
3106
|
Summit Wealth Partners
Orlando,
Florida
|
$289M
|
–
|
–
|
4.3%
|
44.9%
|
118
|
–
|
|
|
3107
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$289M
|
-$36.5M
|
-11%
|
3.76%
|
148%
|
154
|
20.13%
|
|
|
3108
|
Blue Pool Management
Causeway Bay,
Hong Kong
|
$288M
|
+$35.5M
|
+14%
|
14.6%
|
72.8%
|
23
|
13.04%
|
|
|
3109
|
Birch Run Capital Advisors
Dallas,
Texas
|
$288M
|
-$42.8M
|
-13%
|
6.9%
|
8.22%
|
21
|
19.05%
|
|
|
3110
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$288M
|
-$9.93M
|
-3%
|
7.66%
|
70.1%
|
146
|
20.55%
|
|
|
3111
|
|
$288M
|
+$19.9M
|
+7%
|
5.88%
|
57.4%
|
181
|
16.02%
|
|
|
3112
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$288M
|
-$4.68M
|
-2%
|
6.96%
|
128%
|
269
|
8.55%
|
|
|
3113
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$288M
|
-$120M
|
-29%
|
9.56%
|
44.7%
|
47
|
6.38%
|
|
|
3114
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$288M
|
+$31.9M
|
+12%
|
4.59%
|
–
|
127
|
8.66%
|
|
|
3115
|
|
$288M
|
+$106M
|
+59%
|
8.72%
|
87.4%
|
2
|
0%
|
|
|
3116
|
Lafayette Investments
Ashton,
Maryland
|
$288M
|
+$11.1M
|
+4%
|
7.46%
|
77.9%
|
87
|
4.6%
|
|
|
3117
|
Hohimer Wealth Management
Seattle,
Washington
|
$288M
|
–
|
–
|
9.4%
|
99.7%
|
223
|
–
|
|
|
3118
|
|
$287M
|
-$524M
|
-65%
|
5.65%
|
64.6%
|
193
|
42.49%
|
|
|
3119
|
Lindbrook Capital
Calabasas,
California
|
$287M
|
+$22.5M
|
+8%
|
8.56%
|
35.8%
|
1,600
|
13.13%
|
|
|
3120
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$287M
|
-$56.1M
|
-16%
|
4.51%
|
62.8%
|
966
|
32.09%
|
|
|
3121
|
Strategic Advisors
New York
|
$287M
|
+$20.5M
|
+8%
|
8.52%
|
87.3%
|
172
|
9.88%
|
|
|
3122
|
|
$287M
|
–
|
–
|
11.1%
|
–
|
34
|
–
|
|
|
3123
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$287M
|
+$32M
|
+13%
|
9.52%
|
107%
|
42
|
11.9%
|
|
|
3124
|
Raffa Wealth Management
Washington,
District of Columbia
|
$287M
|
+$6.57M
|
+2%
|
3.21%
|
35.8%
|
749
|
1.74%
|
|
|
3125
|
Patton Fund Management
Dallas,
Texas
|
$287M
|
+$36.4M
|
+15%
|
6.57%
|
188%
|
103
|
49.51%
|
|