|
3201
|
Holderness Investments Company
Greensboro,
North Carolina
|
$222M
|
+$16.3M
|
+8%
|
6.75%
|
101%
|
207
|
9.66%
|
|
|
3202
|
Trust Company
Manhattan,
Kansas
|
$222M
|
+$2.97M
|
+1%
|
4.86%
|
36.5%
|
367
|
11.17%
|
|
|
3203
|
Windsor Capital Management
Phoenix,
Arizona
|
$222M
|
+$6.96M
|
+3%
|
3.17%
|
46.1%
|
120
|
5.83%
|
|
|
3204
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$221M
|
+$7.42M
|
+3%
|
4.6%
|
55.5%
|
94
|
10.64%
|
|
|
3205
|
|
$221M
|
-$154M
|
-41%
|
19.8%
|
60%
|
1
|
0%
|
|
|
3206
|
Invesco Senior Secured Management
New York
|
$221M
|
+$27.8M
|
+14%
|
10.1%
|
18.1%
|
20
|
5%
|
|
|
3207
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$221M
|
-$31M
|
-12%
|
2.87%
|
48%
|
14
|
7.14%
|
|
|
3208
|
Peregrine Asset Advisers
Portland,
Oregon
|
$221M
|
+$27.5M
|
+14%
|
14.3%
|
163%
|
155
|
49.03%
|
|
|
3209
|
Cambridge Financial Group
Columbus,
Ohio
|
$221M
|
+$17.3M
|
+9%
|
9.26%
|
–
|
31
|
0%
|
|
|
3210
|
Telemetry Investments
New York
|
$220M
|
-$42.1M
|
-16%
|
1.34%
|
77.4%
|
176
|
61.36%
|
|
|
3211
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$220M
|
+$11.7M
|
+6%
|
3.55%
|
57.3%
|
413
|
9.44%
|
|
|
3212
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$220M
|
+$5.2M
|
+2%
|
1.23%
|
33.5%
|
45
|
4.44%
|
|
|
3213
|
Bender Robert & Associates
Pasadena,
California
|
$220M
|
+$29.2M
|
+15%
|
14.2%
|
98.1%
|
48
|
2.08%
|
|
|
3214
|
Barnett & Company
Chattanooga,
Tennessee
|
$220M
|
+$13.7M
|
+7%
|
3.53%
|
50.8%
|
367
|
15.8%
|
|
|
3215
|
Summit Financial Strategies
Columbus,
Ohio
|
$219M
|
+$13.5M
|
+7%
|
5.04%
|
57.8%
|
63
|
15.87%
|
|
|
3216
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$219M
|
+$8.98M
|
+4%
|
5.46%
|
104%
|
134
|
7.46%
|
|
|
3217
|
Marshwinds Advisory
St Simons Island,
Georgia
|
$219M
|
+$7.53M
|
+4%
|
6.79%
|
32.9%
|
134
|
5.97%
|
|
|
3218
|
Boston Research & Management
Manchester,
Massachusetts
|
$219M
|
+$15.6M
|
+8%
|
7.75%
|
48.2%
|
101
|
3.96%
|
|
|
3219
|
|
$219M
|
+$22.4M
|
+11%
|
8.98%
|
61.8%
|
132
|
7.58%
|
|
|
3220
|
AB CarVal Investors
Minneapolis,
Minnesota
|
$219M
|
+$125M
|
+134%
|
17.6%
|
24%
|
19
|
36.84%
|
|
|
3221
|
Taylor Asset Management
Toronto,
Ontario, Canada
|
$219M
|
+$2.53M
|
+1%
|
2.47%
|
12.9%
|
33
|
30.3%
|
|
|
3222
|
YorkBridge Wealth Partners
New York
|
$218M
|
-$9.57M
|
-4%
|
8.62%
|
36.5%
|
889
|
15.3%
|
|
|
3223
|
Zebra Capital Management
Stamford,
Connecticut
|
$218M
|
-$15.2M
|
-7%
|
2.59%
|
142%
|
492
|
49.39%
|
|
|
3224
|
Omnia Family Wealth
Aventura,
Florida
|
$218M
|
+$4.49M
|
+2%
|
3.17%
|
80.6%
|
603
|
6.63%
|
|
|
3225
|
TrueWealth LLC
Atlanta,
Georgia
|
$218M
|
+$7.92M
|
+4%
|
6.3%
|
–
|
876
|
5.59%
|
|