|
3301
|
Occidental Asset Management
Burlingame,
California
|
$376M
|
+$39.7M
|
+12%
|
6.02%
|
65.6%
|
204
|
9.31%
|
|
|
3302
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$376M
|
+$36.4M
|
+11%
|
6.1%
|
84.4%
|
133
|
33.08%
|
|
|
3303
|
Adelphi Capital
London,
United Kingdom
|
$375M
|
-$17.6M
|
-4%
|
1.46%
|
–
|
2
|
0%
|
|
|
3304
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$375M
|
+$35M
|
+10%
|
3.69%
|
20.9%
|
311
|
53.7%
|
|
|
3305
|
Wilsey Asset Management
San Diego,
California
|
$375M
|
+$25.3M
|
+7%
|
6.22%
|
55%
|
33
|
33.33%
|
|
|
3306
|
Searchlight Capital Partners
New York
|
$375M
|
-$81.4M
|
-18%
|
8.28%
|
70.4%
|
10
|
20%
|
|
|
3307
|
HUB Investment Partners
Austin,
Texas
|
$374M
|
+$35.4M
|
+10%
|
5.4%
|
76.5%
|
266
|
37.97%
|
|
|
3308
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$374M
|
-$66.4M
|
-15%
|
5.03%
|
61.8%
|
98
|
10.2%
|
|
|
3309
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$374M
|
–
|
–
|
6.94%
|
86.4%
|
188
|
–
|
|
|
3310
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$374M
|
+$56.8M
|
+18%
|
9.82%
|
66.3%
|
90
|
27.78%
|
|
|
3311
|
RV Capital
Schindellegi,
Switzerland
|
$374M
|
+$61.6M
|
+20%
|
15%
|
278%
|
5
|
0%
|
|
|
3312
|
SkyOak Wealth
Southfield,
Michigan
|
$374M
|
+$14.3M
|
+4%
|
7.45%
|
73.4%
|
252
|
12.7%
|
|
|
3313
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$374M
|
+$9.95M
|
+3%
|
3.06%
|
57.9%
|
121
|
6.61%
|
|
|
3314
|
Waller Financial Planning Group
Columbus,
Ohio
|
$373M
|
+$25.1M
|
+7%
|
4.33%
|
40.9%
|
54
|
12.96%
|
|
|
3315
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$373M
|
+$30M
|
+9%
|
6.27%
|
71.8%
|
115
|
16.52%
|
|
|
3316
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$372M
|
+$32.7M
|
+10%
|
9.54%
|
161%
|
250
|
15.6%
|
|
|
3317
|
Cornerstone Management
Duluth,
Georgia
|
$372M
|
+$22.6M
|
+6%
|
4.12%
|
40%
|
51
|
1.96%
|
|
|
3318
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$372M
|
+$8.39M
|
+2%
|
5.06%
|
58.7%
|
28
|
17.86%
|
|
|
3319
|
22NW LP
Seattle,
Washington
|
$372M
|
+$47.5M
|
+15%
|
14.6%
|
131%
|
42
|
33.33%
|
|
|
3320
|
Foresite Capital Management II
Larkspur,
California
|
$372M
|
-$63.3M
|
-15%
|
8%
|
66.2%
|
4
|
0%
|
|
|
3321
|
High Falls Advisors
Rochester,
New York
|
$372M
|
+$23.4M
|
+7%
|
5.06%
|
56.9%
|
126
|
16.67%
|
|
|
3322
|
9258 Wealth Management
Blue Ash,
Ohio
|
$371M
|
+$38.5M
|
+12%
|
8.56%
|
49.6%
|
362
|
11.05%
|
|
|
3323
|
Tolleson Wealth Management
Dallas,
Texas
|
$371M
|
+$40M
|
+12%
|
7.43%
|
48.1%
|
75
|
6.67%
|
|
|
3324
|
Working Capital Advisors (UK)
London,
United Kingdom
|
$370M
|
+$132M
|
+56%
|
21.7%
|
26.8%
|
1
|
0%
|
|
|
3325
|
Accel Growth Fund V Associates
Palo Alto,
California
|
$370M
|
+$54.5M
|
+17%
|
3.53%
|
7.63%
|
2
|
50%
|
|