|
3301
|
Bain Capital Venture Investors
Boston,
Massachusetts
|
$137M
|
-$25.3M
|
-16%
|
15.3%
|
82.1%
|
3
|
0%
|
|
|
3302
|
ETF Managers Group
Summit,
New Jersey
|
$137M
|
–
|
–
|
25.8%
|
77.7%
|
476
|
–
|
|
|
3303
|
Advisors Management Group
La Crosse,
Wisconsin
|
$137M
|
+$15.2M
|
+12%
|
7.65%
|
68.9%
|
67
|
14.93%
|
|
|
3304
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$137M
|
+$5.65M
|
+4%
|
2.46%
|
24.5%
|
88
|
15.91%
|
|
|
3305
|
Lucas Capital Management
Red Bank,
New Jersey
|
$137M
|
-$18.7M
|
-12%
|
1.71%
|
44.5%
|
125
|
8%
|
|
|
3306
|
NewFocus Financial Group
Vancouver,
Washington
|
$137M
|
-$7.1M
|
-5%
|
1.73%
|
55.4%
|
68
|
32.35%
|
|
|
3307
|
Summit Financial Strategies
Columbus,
Ohio
|
$137M
|
+$8.1M
|
+6%
|
0.85%
|
57.8%
|
49
|
18.37%
|
|
|
3308
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$136M
|
+$542K
|
+0.4%
|
1.38%
|
105%
|
90
|
15.56%
|
|
|
3309
|
Washington Capital Management
Seattle,
Washington
|
$136M
|
-$24.6M
|
-15%
|
1.09%
|
76.9%
|
139
|
22.3%
|
|
|
3310
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$136M
|
-$7.1M
|
-5%
|
0.9%
|
54.6%
|
273
|
15.02%
|
|
|
3311
|
Emerging Global Advisors
New York
|
$136M
|
+$7.97M
|
+6%
|
4.36%
|
0.93%
|
17
|
5.88%
|
|
|
3312
|
B. Riley Financial
Los Angeles,
California
|
$136M
|
-$2.7M
|
-2%
|
1.72%
|
741%
|
151
|
23.84%
|
|
|
3313
|
Asset Dedication LLC
San Francisco,
California
|
$136M
|
-$16.4M
|
-11%
|
1.66%
|
54.3%
|
792
|
45.2%
|
|
|
3314
|
Deimos Asset Management
Purchase,
New York
|
$136M
|
-$29.6M
|
-18%
|
7.7%
|
–
|
199
|
85.93%
|
|
|
3315
|
McQueen Ball & Associates
Bethlehem,
Pennsylvania
|
$136M
|
+$25.3M
|
+23%
|
3.92%
|
53.6%
|
110
|
21.82%
|
|
|
3316
|
AGF Investments America
Toronto,
Ontario, Canada
|
$136M
|
-$1.42M
|
-1%
|
2.6%
|
72.1%
|
40
|
20%
|
|
|
3317
|
WESPAC Advisors SoCal
Pasadena,
California
|
$136M
|
-$15.8M
|
-10%
|
3.73%
|
127%
|
343
|
37.03%
|
|
|
3318
|
Cabot-Wellington
Boston,
Massachusetts
|
$136M
|
-$11.5M
|
-8%
|
6.07%
|
65%
|
28
|
25%
|
|
|
3319
|
Crossvault Capital Management
San Antonio,
Texas
|
$136M
|
-$5.08M
|
-4%
|
0.2%
|
56.4%
|
72
|
11.11%
|
|
|
3320
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$136M
|
-$3.39M
|
-2%
|
0.63%
|
39.1%
|
23
|
39.13%
|
|
|
3321
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$135M
|
+$1.48M
|
+1%
|
0.03%
|
71.5%
|
80
|
13.75%
|
|
|
3322
|
Private Ocean
San Rafael,
California
|
$135M
|
-$1.31M
|
-1%
|
1.46%
|
2.82%
|
182
|
7.69%
|
|
|
3323
|
Reilly Herbert Faulkner III
|
$135M
|
+$16.3M
|
+14%
|
7.97%
|
80.6%
|
44
|
6.82%
|
|
|
3324
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$135M
|
+$6.75M
|
+5%
|
1.47%
|
2.13%
|
82
|
10.98%
|
|
|
3325
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$135M
|
+$4.36M
|
+3%
|
3.79%
|
68.5%
|
59
|
6.78%
|
|