|
3201
|
Greylock 15
Menlo Park,
California
|
$408M
|
–
|
–
|
15.7%
|
17.8%
|
2
|
–
|
|
|
3202
|
UAS Asset Management
New York
|
$408M
|
+$47M
|
+13%
|
10.5%
|
98%
|
30
|
53.33%
|
|
|
3203
|
Zhang Financial
Portage,
Michigan
|
$408M
|
+$34.8M
|
+9%
|
5.91%
|
67.9%
|
146
|
14.38%
|
|
|
3204
|
Cheviot Value Management
Beverly Hills,
California
|
$407M
|
+$47.5M
|
+13%
|
6.23%
|
77.8%
|
81
|
12.35%
|
|
|
3205
|
PL Capital Advisors
Naples,
Florida
|
$407M
|
-$4.44M
|
-1%
|
0.94%
|
100%
|
42
|
4.76%
|
|
|
3206
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$407M
|
+$24.1M
|
+6%
|
5.41%
|
84%
|
186
|
11.29%
|
|
|
3207
|
Independent Investors Inc
Nesconset,
New York
|
$407M
|
+$29.3M
|
+8%
|
8.93%
|
61.6%
|
75
|
5.33%
|
|
|
3208
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$407M
|
+$20.5M
|
+5%
|
4.57%
|
56.2%
|
77
|
5.19%
|
|
|
3209
|
Encompass Wealth Advisors
Portland,
Oregon
|
$407M
|
+$14.4M
|
+4%
|
3.26%
|
63.2%
|
378
|
10.05%
|
|
|
3210
|
Center for Financial Planning
Southfied,
Michigan
|
$406M
|
+$23.2M
|
+6%
|
6.77%
|
57.5%
|
562
|
14.06%
|
|
|
3211
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$406M
|
+$28.6M
|
+8%
|
6.34%
|
47%
|
91
|
13.19%
|
|
|
3212
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$406M
|
+$66.6M
|
+20%
|
10.4%
|
101%
|
53
|
18.87%
|
|
|
3213
|
Cubic Asset Management
Boston,
Massachusetts
|
$405M
|
+$26.5M
|
+7%
|
5.88%
|
40.5%
|
188
|
7.45%
|
|
|
3214
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$404M
|
+$27.6M
|
+7%
|
6.3%
|
64.3%
|
69
|
5.8%
|
|
|
3215
|
St Louis Trust
Saint Louis,
Missouri
|
$404M
|
-$1.79M
|
-0.4%
|
7.04%
|
71.4%
|
96
|
3.13%
|
|
|
3216
|
Southport Capital Management
Chattanooga,
Tennessee
|
$404M
|
+$22.8M
|
+6%
|
7.28%
|
80%
|
333
|
15.32%
|
|
|
3217
|
Grand Jean Capital Management
San Francisco,
California
|
$403M
|
+$25.3M
|
+7%
|
14.5%
|
61.4%
|
49
|
10.2%
|
|
|
3218
|
Hutchinson Capital Management
San Rafael,
California
|
$403M
|
+$2.62M
|
+0.7%
|
8.62%
|
52.6%
|
71
|
5.63%
|
|
|
3219
|
Crewe Advisors
Salt Lake City,
Utah
|
$403M
|
-$79K
|
-0%
|
0.47%
|
96.1%
|
501
|
10.58%
|
|
|
3220
|
Hartford Financial Management
Hartford,
Connecticut
|
$403M
|
-$388K
|
-0.1%
|
5.18%
|
79.6%
|
394
|
7.36%
|
|
|
3221
|
Ally Bridge Group
New York
|
$403M
|
-$119M
|
-23%
|
2.77%
|
826%
|
40
|
47.5%
|
|
|
3222
|
Peak Asset Management
Louisville,
Colorado
|
$402M
|
-$11.6M
|
-3%
|
6.57%
|
70.1%
|
155
|
10.97%
|
|
|
3223
|
Sio Capital Management
New York
|
$402M
|
-$90.4M
|
-18%
|
1.39%
|
564%
|
105
|
45.71%
|
|
|
3224
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$402M
|
+$4.41M
|
+1%
|
4.24%
|
64.8%
|
93
|
17.2%
|
|
|
3225
|
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
|
$402M
|
+$37.3M
|
+10%
|
15.5%
|
2,310%
|
27
|
77.78%
|
|