|
3201
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$344M
|
-$62.3M
|
-15%
|
10.9%
|
57.8%
|
70
|
10%
|
|
|
3202
|
IA Venture Strategies Fund II
New York
|
$343M
|
-$164M
|
-32%
|
31.2%
|
375%
|
2
|
0%
|
|
|
3203
|
American Money Management
Rancho Santa Fe,
California
|
$343M
|
-$32.8M
|
-9%
|
10.8%
|
54.1%
|
141
|
5.67%
|
|
|
3204
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$343M
|
-$77.8M
|
-18%
|
12.7%
|
70%
|
140
|
5%
|
|
|
3205
|
Think Investments
San Francisco,
California
|
$343M
|
-$9.28M
|
-3%
|
17.8%
|
119%
|
26
|
30.77%
|
|
|
3206
|
Advisor OS
Chicago,
Illinois
|
$343M
|
-$2.58M
|
-0.7%
|
8.93%
|
51.1%
|
215
|
15.35%
|
|
|
3207
|
Thrive Capital Management (New York)
New York
|
$342M
|
-$398M
|
-54%
|
48.5%
|
282%
|
11
|
27.27%
|
|
|
3208
|
Ovata Capital Management
Hong Kong
|
$342M
|
+$17.4M
|
+5%
|
16.2%
|
68.1%
|
211
|
82.46%
|
|
|
3209
|
Smith Anglin Financial
Dallas,
Texas
|
$342M
|
-$89.5M
|
-21%
|
14.2%
|
52.8%
|
151
|
22.52%
|
|
|
3210
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$342M
|
+$23.6M
|
+7%
|
3.47%
|
104%
|
1,016
|
81.1%
|
|
|
3211
|
Waller Financial Planning Group
Columbus,
Ohio
|
$342M
|
-$35.7M
|
-9%
|
12.7%
|
40.9%
|
58
|
24.14%
|
|
|
3212
|
Dorsey Wright & Associates
Pasadena,
California
|
$342M
|
-$88.7M
|
-21%
|
9.63%
|
246%
|
353
|
44.19%
|
|
|
3213
|
HughesLittle Investment Management
Vancouver,
|
$341M
|
-$97.1M
|
-22%
|
20%
|
91.2%
|
15
|
6.67%
|
|
|
3214
|
|
$341M
|
-$162M
|
-32%
|
32.2%
|
35.2%
|
1
|
0%
|
|
|
3215
|
GRS Advisors
Chicago,
Illinois
|
$341M
|
-$56.2M
|
-14%
|
15.1%
|
41.1%
|
40
|
45%
|
|
|
3216
|
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
$340M
|
+$29.6M
|
+10%
|
15.1%
|
174%
|
51
|
58.82%
|
|
|
3217
|
Curated Wealth Partners
El Segundo,
California
|
$340M
|
+$45.2M
|
+15%
|
22.6%
|
45.4%
|
168
|
40.48%
|
|
|
3218
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$340M
|
-$3.65M
|
-1%
|
9.8%
|
66.5%
|
760
|
15%
|
|
|
3219
|
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
|
$340M
|
-$99.7M
|
-23%
|
22.7%
|
55.6%
|
2
|
0%
|
|
|
3220
|
Greenspring Advisors
Towson,
Maryland
|
$340M
|
-$36.6M
|
-10%
|
12.8%
|
–
|
123
|
21.95%
|
|
|
3221
|
The Family Firm
Bethesda,
Maryland
|
$339M
|
-$42.2M
|
-11%
|
13%
|
40.2%
|
185
|
10.27%
|
|
|
3222
|
Abacus Planning Group
Columbia,
South Carolina
|
$339M
|
-$32.1M
|
-9%
|
15%
|
59.1%
|
220
|
18.18%
|
|
|
3223
|
SOA Wealth Advisors
New York
|
$339M
|
-$70.7M
|
-17%
|
17.4%
|
79.1%
|
1,087
|
13.52%
|
|
|
3224
|
Hohimer Wealth Management
Seattle,
Washington
|
$339M
|
-$168M
|
-33%
|
14.9%
|
85.5%
|
222
|
14.41%
|
|
|
3225
|
EVR Research
Richmond,
Virginia
|
$339M
|
+$67.7M
|
+25%
|
10%
|
104%
|
49
|
61.22%
|
|