|
3301
|
Financial Sense Advisors
San Diego,
California
|
$227M
|
+$1.09M
|
+0.5%
|
2.73%
|
152%
|
75
|
29.33%
|
|
|
3302
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$227M
|
-$84K
|
-0%
|
3.56%
|
92%
|
162
|
13.58%
|
|
|
3303
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$227M
|
+$11.4M
|
+5%
|
2.5%
|
62.1%
|
282
|
6.38%
|
|
|
3304
|
|
$227M
|
+$71.6M
|
+46%
|
6.96%
|
110%
|
47
|
68.09%
|
|
|
3305
|
Pennant Investors
Summit,
New Jersey
|
$227M
|
-$19.7M
|
-8%
|
4.03%
|
372%
|
20
|
40%
|
|
|
3306
|
World Investment Advisors
Santa Barbara,
California
|
$227M
|
+$7.04M
|
+3%
|
2.62%
|
65.4%
|
160
|
28.13%
|
|
|
3307
|
First Sabrepoint Capital Management
Dallas,
Texas
|
$226M
|
+$9.08M
|
+4%
|
4.26%
|
218%
|
32
|
28.13%
|
|
|
3308
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$226M
|
+$11.8M
|
+5%
|
7.5%
|
121%
|
27
|
3.7%
|
|
|
3309
|
C.V. Starr & Co Trust
New York
|
$226M
|
-$1.9M
|
-0.8%
|
0.43%
|
51.7%
|
28
|
0%
|
|
|
3310
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$226M
|
-$8.59M
|
-4%
|
3.44%
|
57.3%
|
214
|
13.08%
|
|
|
3311
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$226M
|
+$6.63M
|
+3%
|
3.39%
|
75%
|
172
|
13.37%
|
|
|
3312
|
Howard Capital Management
Roswell,
Georgia
|
$225M
|
+$25.6M
|
+13%
|
3.27%
|
129%
|
48
|
37.5%
|
|
|
3313
|
venBio Partners
San Francisco,
California
|
$225M
|
+$102M
|
+83%
|
6.86%
|
564%
|
6
|
33.33%
|
|
|
3314
|
Strategic Vision Investment
Hong Kong
|
$225M
|
+$82.9M
|
+58%
|
0.82%
|
95.6%
|
21
|
61.9%
|
|
|
3315
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$225M
|
+$6.32M
|
+3%
|
4.82%
|
46.7%
|
149
|
6.04%
|
|
|
3316
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$225M
|
+$10.8M
|
+5%
|
3.64%
|
85.6%
|
148
|
12.16%
|
|
|
3317
|
Lionstone Capital Management
New York
|
$225M
|
+$6.41M
|
+3%
|
4.75%
|
74.1%
|
21
|
33.33%
|
|
|
3318
|
Exane Asset Management
Paris,
France
|
$225M
|
+$19.6M
|
+10%
|
5.81%
|
77.5%
|
65
|
60%
|
|
|
3319
|
YorkBridge Wealth Partners
New York
|
$225M
|
+$8.15M
|
+4%
|
4.77%
|
36.5%
|
790
|
4.56%
|
|
|
3320
|
Tiger Legatus Capital Management
New York
|
$225M
|
+$11.5M
|
+5%
|
3.38%
|
19.1%
|
15
|
33.33%
|
|
|
3321
|
Meridian Management
Little Rock,
Arkansas
|
$225M
|
+$22.9M
|
+11%
|
2.4%
|
57.8%
|
76
|
13.16%
|
|
|
3322
|
TrueWealth LLC
Atlanta,
Georgia
|
$225M
|
+$8.86M
|
+4%
|
5.01%
|
–
|
785
|
7.52%
|
|
|
3323
|
Iowa State Bank
Urbandale,
Iowa
|
$225M
|
+$6.86M
|
+3%
|
2.71%
|
76%
|
108
|
6.48%
|
|
|
3324
|
UAS Asset Management
New York
|
$225M
|
+$3.29M
|
+1%
|
7.86%
|
98%
|
33
|
51.52%
|
|
|
3325
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$225M
|
+$6.27M
|
+3%
|
2.7%
|
36.2%
|
186
|
6.45%
|
|