|
3301
|
Advisors Management Group
La Crosse,
Wisconsin
|
$150M
|
+$6.51M
|
+5%
|
0.58%
|
125%
|
62
|
1.61%
|
|
|
3302
|
Fieldpoint Private Advisors
New York
|
$150M
|
+$3.1M
|
+2%
|
5.04%
|
34%
|
66
|
6.06%
|
|
|
3303
|
Bush ODonnell Investment Advisors
St Louis,
Missouri
|
$150M
|
-$405K
|
-0.3%
|
1.9%
|
45.9%
|
48
|
2.08%
|
|
|
3304
|
Lipe & Dalton
Syracuse,
New York
|
$149M
|
+$4.57M
|
+3%
|
6.43%
|
89.6%
|
100
|
21%
|
|
|
3305
|
Daniel Devine & Co
Parkland,
Florida
|
$149M
|
+$2.34M
|
+2%
|
5.25%
|
34.2%
|
52
|
9.62%
|
|
|
3306
|
Meridian Investment Counsel
Lafayette,
California
|
$149M
|
+$1.57M
|
+1%
|
3.65%
|
103%
|
179
|
9.5%
|
|
|
3307
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$148M
|
+$13.3M
|
+10%
|
8.52%
|
172%
|
35
|
20%
|
|
|
3308
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$148M
|
+$8.01M
|
+6%
|
2.02%
|
71.5%
|
84
|
20.24%
|
|
|
3309
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$148M
|
+$10.2M
|
+7%
|
2.62%
|
62.8%
|
1,052
|
21.77%
|
|
|
3310
|
WESPAC Advisors SoCal
Pasadena,
California
|
$148M
|
-$5.48M
|
-4%
|
1.54%
|
127%
|
312
|
20.83%
|
|
|
3311
|
Rho Capital Partners
New York
|
$148M
|
+$23M
|
+18%
|
40%
|
–
|
8
|
25%
|
|
|
3312
|
Cevian Capital II
St. Helier,
Jersey
|
$148M
|
-$14M
|
-9%
|
8.67%
|
105%
|
1
|
0%
|
|
|
3313
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$148M
|
+$7.45M
|
+5%
|
7.89%
|
121%
|
33
|
6.06%
|
|
|
3314
|
Miles Capital
West Des Moines,
Iowa
|
$148M
|
+$1.02M
|
+0.7%
|
3.59%
|
15.4%
|
234
|
59.83%
|
|
|
3315
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$148M
|
-$1.12M
|
-0.8%
|
1.63%
|
63.3%
|
264
|
6.06%
|
|
|
3316
|
|
$147M
|
-$17M
|
-10%
|
7.21%
|
–
|
1
|
0%
|
|
|
3317
|
McQueen Ball & Associates
Bethlehem,
Pennsylvania
|
$147M
|
+$5.85M
|
+4%
|
5.34%
|
53.6%
|
110
|
9.09%
|
|
|
3318
|
|
$146M
|
+$2.22M
|
+2%
|
11.7%
|
390%
|
66
|
59.09%
|
|
|
3319
|
|
$146M
|
+$3.69M
|
+3%
|
3.61%
|
91.2%
|
98
|
7.14%
|
|
|
3320
|
Institutional Venture Management XIII
Menlo Park,
California
|
$146M
|
+$13.6M
|
+10%
|
12.7%
|
–
|
6
|
0%
|
|
|
3321
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$146M
|
-$759K
|
-0.5%
|
3.87%
|
2.13%
|
82
|
4.88%
|
|
|
3322
|
Cedar Wealth Management
Walnut Creek,
California
|
$146M
|
-$10.9M
|
-7%
|
2.01%
|
68.1%
|
141
|
19.86%
|
|
|
3323
|
LifePlan Financial Group
Dayton,
Ohio
|
$146M
|
+$101K
|
+0.1%
|
2.76%
|
20.2%
|
112
|
14.29%
|
|
|
3324
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$146M
|
+$9.61M
|
+7%
|
5.07%
|
137%
|
86
|
9.3%
|
|
|
3325
|
UAS Asset Management
New York
|
$146M
|
-$26.9M
|
-16%
|
2.43%
|
98%
|
27
|
22.22%
|
|