|
3301
|
Private Wealth Strategies
New Albany,
Ohio
|
$251M
|
–
|
–
|
5.89%
|
18.8%
|
73
|
–
|
|
|
3302
|
Rock Creek Group
Washington,
District of Columbia
|
$251M
|
+$40.3M
|
+19%
|
9.54%
|
34.9%
|
135
|
34.81%
|
|
|
3303
|
HT Partners
Centerbrook,
Connecticut
|
$250M
|
+$12.9M
|
+5%
|
5.38%
|
63.1%
|
33
|
9.09%
|
|
|
3304
|
CWH Capital Management
Spokane,
Washington
|
$250M
|
-$1.77M
|
-0.7%
|
7.8%
|
29.9%
|
49
|
2.04%
|
|
|
3305
|
Private Advisory Group
Redmond,
Washington
|
$250M
|
+$22.5M
|
+10%
|
9.05%
|
134%
|
134
|
36.57%
|
|
|
3306
|
EAM Global Investors
Solana Beach,
California
|
$250M
|
+$44.5M
|
+22%
|
73.4%
|
2,492%
|
172
|
70.93%
|
|
|
3307
|
Cooper Financial Group
Irvine,
California
|
$250M
|
+$28.1M
|
+13%
|
6.43%
|
78.6%
|
166
|
19.28%
|
|
|
3308
|
FLC Capital Advisors
Palm Desert,
California
|
$250M
|
+$14M
|
+6%
|
5.85%
|
59.3%
|
133
|
9.02%
|
|
|
3309
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$250M
|
-$6.87M
|
-3%
|
8.41%
|
72.5%
|
56
|
3.57%
|
|
|
3310
|
ShawSpring Partners
Boston,
Massachusetts
|
$250M
|
+$96.4M
|
+63%
|
28.3%
|
6.63%
|
5
|
0%
|
|
|
3311
|
Meridian Management
Little Rock,
Arkansas
|
$249M
|
+$25.6M
|
+11%
|
7.88%
|
47.4%
|
76
|
9.21%
|
|
|
3312
|
Income Research & Management
Boston,
Massachusetts
|
$249M
|
+$43.2M
|
+21%
|
0.12%
|
0.7%
|
22
|
31.82%
|
|
|
3313
|
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
|
$249M
|
+$21.3M
|
+9%
|
9.21%
|
155%
|
28
|
14.29%
|
|
|
3314
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$249M
|
+$18.6M
|
+8%
|
8.05%
|
46.7%
|
156
|
7.69%
|
|
|
3315
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$249M
|
+$34.9M
|
+16%
|
4.54%
|
138%
|
96
|
44.79%
|
|
|
3316
|
Biltmore Family Office
Charlotte,
North Carolina
|
$249M
|
+$17.2M
|
+7%
|
6.59%
|
73.5%
|
220
|
25.91%
|
|
|
3317
|
Vectors Research Management
New York
|
$249M
|
+$45M
|
+22%
|
5.96%
|
67.3%
|
583
|
21.44%
|
|
|
3318
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$248M
|
+$5.92M
|
+2%
|
7.18%
|
85.2%
|
174
|
13.22%
|
|
|
3319
|
20/20 Capital Management
Costa Mesa,
California
|
$248M
|
–
|
–
|
5.61%
|
–
|
142
|
–
|
|
|
3320
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$248M
|
+$30.7M
|
+14%
|
6.51%
|
53.3%
|
211
|
17.06%
|
|
|
3321
|
Mirador Capital Partners
Pleasanton,
California
|
$248M
|
+$24.1M
|
+11%
|
7.15%
|
102%
|
193
|
22.28%
|
|
|
3322
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$248M
|
+$19.7M
|
+9%
|
9.12%
|
85.6%
|
161
|
10.56%
|
|
|
3323
|
Hellman & Friedman
San Francisco,
California
|
$248M
|
–
|
–
|
35.7%
|
–
|
1
|
–
|
|
|
3324
|
Nightview Capital
Austin,
Texas
|
$248M
|
+$56.4M
|
+29%
|
45.1%
|
142%
|
9
|
11.11%
|
|
|
3325
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$248M
|
–
|
–
|
6.81%
|
53.8%
|
255
|
–
|
|