|
3101
|
Shelter Haven Capital Management
Summit,
New Jersey
|
$261M
|
-$2.62M
|
-1%
|
41.9%
|
–
|
20
|
65%
|
|
|
3102
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$261M
|
+$80.2M
|
+44%
|
16.6%
|
–
|
517
|
83.56%
|
|
|
3103
|
Cedar Capital
Barrington,
Illinois
|
$261M
|
+$49.3M
|
+23%
|
28.5%
|
98%
|
177
|
20.9%
|
|
|
3104
|
Wright Investors Service
Shelton,
Connecticut
|
$261M
|
+$28.4M
|
+12%
|
21.1%
|
107%
|
161
|
31.68%
|
|
|
3105
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$261M
|
+$37.2M
|
+17%
|
14.4%
|
10.2%
|
762
|
10.89%
|
|
|
3106
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$260M
|
+$51.9M
|
+25%
|
17.6%
|
77.2%
|
129
|
15.5%
|
|
|
3107
|
Requisite Capital Management
Dallas,
Texas
|
$260M
|
+$29M
|
+13%
|
26.6%
|
31.7%
|
73
|
32.88%
|
|
|
3108
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$260M
|
+$42.5M
|
+20%
|
27.6%
|
70.9%
|
149
|
24.16%
|
|
|
3109
|
CFO4Life Group
Coppell,
Texas
|
$260M
|
+$73.3M
|
+39%
|
20.3%
|
43.4%
|
133
|
17.29%
|
|
|
3110
|
Donor Advised Charitable Giving
San Francisco,
California
|
$260M
|
+$62.9M
|
+32%
|
42.2%
|
365%
|
56
|
12.5%
|
|
|
3111
|
Pioneer Trust Bank
Salem,
Oregon
|
$260M
|
+$43.2M
|
+20%
|
19.1%
|
61.4%
|
69
|
11.59%
|
|
|
3112
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$260M
|
+$36.7M
|
+16%
|
19.3%
|
32.4%
|
142
|
11.97%
|
|
|
3113
|
Bray Capital Advisors
Naples,
Florida
|
$260M
|
+$41.5M
|
+19%
|
21.3%
|
36.6%
|
271
|
6.27%
|
|
|
3114
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
|
$259M
|
+$82.1M
|
+46%
|
34.3%
|
183%
|
37
|
10.81%
|
|
|
3115
|
Deer VII & Co
Larchmont,
New York
|
$259M
|
+$158M
|
+156%
|
192%
|
241%
|
3
|
33.33%
|
|
|
3116
|
Zhang Financial
Portage,
Michigan
|
$259M
|
+$33.4M
|
+15%
|
17.9%
|
56.8%
|
94
|
6.38%
|
|
|
3117
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$259M
|
+$44.4M
|
+21%
|
20.7%
|
79.3%
|
69
|
10.14%
|
|
|
3118
|
Tetrad Corporation
Omaha,
Nebraska
|
$259M
|
+$959K
|
+0.4%
|
3.85%
|
50.4%
|
4
|
0%
|
|
|
3119
|
20/20 Capital Management
Costa Mesa,
California
|
$259M
|
+$36.2M
|
+16%
|
15.5%
|
–
|
162
|
22.22%
|
|
|
3120
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$259M
|
+$10.7M
|
+4%
|
24.8%
|
153%
|
178
|
12.92%
|
|
|
3121
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$259M
|
+$20.9M
|
+9%
|
13.6%
|
55.5%
|
103
|
14.56%
|
|
|
3122
|
E&G Advisors
Houston,
Texas
|
$259M
|
+$56.2M
|
+28%
|
16.8%
|
92.3%
|
181
|
11.6%
|
|
|
3123
|
NFC Investments
Memphis,
Tennessee
|
$259M
|
+$16.7M
|
+7%
|
18%
|
–
|
41
|
0%
|
|
|
3124
|
Cahill Financial Advisors
Edina,
Minnesota
|
$259M
|
+$43.1M
|
+20%
|
16%
|
45.2%
|
166
|
16.87%
|
|
|
3125
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$259M
|
+$43.7M
|
+20%
|
19.5%
|
70.1%
|
113
|
13.27%
|
|