|
3276
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$136M
|
+$8.35M
|
+7%
|
2.37%
|
–
|
229
|
39.74%
|
|
|
3277
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$136M
|
+$21.6M
|
+19%
|
4.34%
|
50.3%
|
903
|
19.71%
|
|
|
3278
|
Keystone Financial Planning
Cleveland,
Ohio
|
$136M
|
+$3.08M
|
+2%
|
1.23%
|
34.1%
|
49
|
16.33%
|
|
|
3279
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$135M
|
+$3.96M
|
+3%
|
3.25%
|
68.5%
|
61
|
4.92%
|
|
|
3280
|
Daily Journal Corp
Los Angeles,
California
|
$135M
|
+$2.78M
|
+2%
|
5.44%
|
108%
|
4
|
0%
|
|
|
3281
|
ArchPoint Investors
Coral Gables,
Florida
|
$135M
|
+$17M
|
+14%
|
5.64%
|
98.2%
|
153
|
32.68%
|
|
|
3282
|
ADI Capital Management
New York
|
$135M
|
–
|
–
|
8.57%
|
113%
|
21
|
–
|
|
|
3283
|
LVZ Inc
Holland,
Michigan
|
$135M
|
+$682K
|
+0.5%
|
1.74%
|
47.1%
|
31
|
35.48%
|
|
|
3284
|
Longer Investments
Fayetteville,
Arkansas
|
$135M
|
+$11.2M
|
+9%
|
2.83%
|
20.4%
|
47
|
38.3%
|
|
|
3285
|
University of Notre Dame du Lac
South Bend,
Indiana
|
$135M
|
–
|
–
|
3.28%
|
–
|
5
|
–
|
|
|
3286
|
Fort Point Capital Partners
San Francisco,
California
|
$135M
|
+$1.34M
|
+1%
|
0.93%
|
53.4%
|
81
|
49.38%
|
|
|
3287
|
|
$134M
|
-$2.96M
|
-2%
|
5.75%
|
–
|
58
|
27.59%
|
|
|
3288
|
Point View Wealth Management
Summit,
New Jersey
|
$134M
|
+$16.5M
|
+14%
|
3.59%
|
27%
|
199
|
10.55%
|
|
|
3289
|
Noven Financial Group
Denver,
Colorado
|
$134M
|
-$3.14M
|
-2%
|
5%
|
45.1%
|
49
|
57.14%
|
|
|
3290
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$134M
|
–
|
–
|
3.15%
|
28.6%
|
806
|
–
|
|
|
3291
|
Private Ocean
San Rafael,
California
|
$134M
|
-$1.67M
|
-1%
|
0.23%
|
2.82%
|
237
|
24.05%
|
|
|
3292
|
Booth Park Capital Management
New York
|
$134M
|
–
|
–
|
4.68%
|
–
|
27
|
–
|
|
|
3293
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$134M
|
-$6.61M
|
-5%
|
0.36%
|
50.1%
|
82
|
8.54%
|
|
|
3294
|
Michael & Susan Dell Foundation
New York
|
$134M
|
+$13.3M
|
+11%
|
10%
|
120%
|
8
|
25%
|
|
|
3295
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$134M
|
+$1.84M
|
+1%
|
3.75%
|
84.9%
|
356
|
8.43%
|
|
|
3296
|
CoreCommodity Management
Stamford,
Connecticut
|
$134M
|
-$58.9M
|
-31%
|
10.5%
|
74.3%
|
197
|
20.3%
|
|
|
3297
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$133M
|
–
|
–
|
1.19%
|
50.5%
|
50
|
–
|
|
|
3298
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$133M
|
$0
|
0%
|
4.41%
|
52.1%
|
85
|
0%
|
|
|
3299
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$133M
|
+$6.16M
|
+5%
|
2.58%
|
39.1%
|
23
|
17.39%
|
|
|
3300
|
JW Asset Management
Miami Beach,
Florida
|
$133M
|
–
|
–
|
6.01%
|
126%
|
57
|
–
|
|