|
3301
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$138M
|
-$6.42M
|
-4%
|
2.25%
|
24.7%
|
259
|
4.25%
|
|
|
3302
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$137M
|
+$10.7M
|
+8%
|
11.7%
|
57.6%
|
157
|
16.56%
|
|
|
3303
|
Black Maple Capital Management
Milwaukee,
Wisconsin
|
$137M
|
+$27.9M
|
+26%
|
1.26%
|
29.7%
|
45
|
62.22%
|
|
|
3304
|
Old West Investment Management
Los Angeles,
California
|
$137M
|
+$17.5M
|
+15%
|
5.94%
|
235%
|
66
|
22.73%
|
|
|
3305
|
Torch Wealth Management
Cincinnati,
Ohio
|
$137M
|
+$3.97M
|
+3%
|
2.62%
|
48.8%
|
103
|
14.56%
|
|
|
3306
|
Tegean Capital Management
New York
|
$137M
|
+$75.7M
|
+124%
|
9.17%
|
–
|
21
|
52.38%
|
|
|
3307
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$137M
|
-$2.85M
|
-2%
|
3.99%
|
147%
|
93
|
27.96%
|
|
|
3308
|
Reilly Herbert Faulkner III
|
$136M
|
+$1.09M
|
+0.8%
|
6.57%
|
80.6%
|
44
|
2.27%
|
|
|
3309
|
Cable Hill Partners
Portland,
Oregon
|
$136M
|
+$2.97M
|
+2%
|
3.28%
|
20.3%
|
749
|
19.23%
|
|
|
3310
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$136M
|
-$430K
|
-0.3%
|
1.48%
|
105%
|
87
|
10.34%
|
|
|
3311
|
Bain Capital Venture Investors
Boston,
Massachusetts
|
$136M
|
-$1.47M
|
-1%
|
0.3%
|
82.1%
|
3
|
0%
|
|
|
3312
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$136M
|
+$2.88M
|
+2%
|
2.87%
|
46.7%
|
130
|
10.77%
|
|
|
3313
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$135M
|
+$2.53M
|
+2%
|
1.17%
|
28.2%
|
121
|
30.58%
|
|
|
3314
|
Prudence Asset Management
Hong Kong
|
$135M
|
+$34.4M
|
+34%
|
3.47%
|
18%
|
26
|
38.46%
|
|
|
3315
|
Premise Capital
Naperville,
Illinois
|
$135M
|
+$23.7M
|
+21%
|
2.53%
|
43%
|
14
|
0%
|
|
|
3316
|
NewFocus Financial Group
Vancouver,
Washington
|
$135M
|
-$1.34M
|
-1%
|
2.89%
|
55.4%
|
52
|
15.38%
|
|
|
3317
|
AMI Investment Management
Kendallville,
Indiana
|
$135M
|
+$6.37M
|
+5%
|
3.61%
|
47.9%
|
48
|
10.42%
|
|
|
3318
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$135M
|
+$3.24M
|
+2%
|
3.87%
|
54.8%
|
108
|
4.63%
|
|
|
3319
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$135M
|
-$18.4M
|
-12%
|
3.72%
|
153%
|
32
|
6.25%
|
|
|
3320
|
Schaller Investment Group
Winston Salem,
North Carolina
|
$135M
|
-$26M
|
-16%
|
1.27%
|
21.9%
|
46
|
23.91%
|
|
|
3321
|
Piershale Financial Group
Barrington,
Illinois
|
$135M
|
-$34.6M
|
-20%
|
4.27%
|
82%
|
177
|
26.55%
|
|
|
3322
|
Omega Fund Management
Boston,
Massachusetts
|
$135M
|
-$9.38M
|
-7%
|
9.44%
|
112%
|
11
|
0%
|
|
|
3323
|
Virtus ETF Advisers
New York
|
$135M
|
+$62.2M
|
+86%
|
23.6%
|
122%
|
162
|
14.81%
|
|
|
3324
|
Summit Financial Strategies
Columbus,
Ohio
|
$135M
|
-$1.89M
|
-1%
|
2.14%
|
57.8%
|
45
|
8.89%
|
|
|
3325
|
Acrospire Investment Management
Chicago,
Illinois
|
$135M
|
-$9.79M
|
-7%
|
6.54%
|
–
|
2,503
|
40.75%
|
|