|
3301
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$398M
|
+$19.5M
|
+5%
|
11%
|
66.3%
|
84
|
5.95%
|
|
|
3302
|
DAFNA Capital Management
Los Angeles,
California
|
$398M
|
+$20.8M
|
+6%
|
9.25%
|
240%
|
92
|
18.48%
|
|
|
3303
|
Saybrook Capital
Winston Salem,
North Carolina
|
$397M
|
+$36M
|
+10%
|
10.2%
|
61.4%
|
56
|
10.71%
|
|
|
3304
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$397M
|
–
|
–
|
7.48%
|
59.7%
|
86
|
–
|
|
|
3305
|
Harbert Fund Advisors
Birmingham,
Alabama
|
$397M
|
+$115M
|
+41%
|
2.85%
|
70.8%
|
53
|
45.28%
|
|
|
3306
|
Goldstein Munger & Associates
San Ramon,
California
|
$397M
|
+$24M
|
+6%
|
6.15%
|
11.9%
|
33
|
0%
|
|
|
3307
|
Wright Investors Service
Shelton,
Connecticut
|
$395M
|
+$43.5M
|
+12%
|
10.6%
|
107%
|
156
|
17.95%
|
|
|
3308
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$395M
|
+$31.9M
|
+9%
|
10.8%
|
141%
|
222
|
23.42%
|
|
|
3309
|
Plimoth Trust
Plymouth,
Massachusetts
|
$394M
|
+$40.7M
|
+12%
|
10.7%
|
94%
|
167
|
3.59%
|
|
|
3310
|
One Wealth Advisors
San Francisco,
California
|
$394M
|
+$53.2M
|
+16%
|
7.75%
|
54.5%
|
246
|
32.93%
|
|
|
3311
|
AR Asset Management
West Hollywood,
California
|
$394M
|
+$36.8M
|
+10%
|
11.8%
|
59.5%
|
121
|
5.79%
|
|
|
3312
|
SkyOak Wealth
Southfield,
Michigan
|
$393M
|
+$22.2M
|
+6%
|
8.09%
|
73.4%
|
265
|
20%
|
|
|
3313
|
Harfst & Associates
Sheridan,
Wyoming
|
$393M
|
+$31.1M
|
+9%
|
9.77%
|
70.3%
|
132
|
12.12%
|
|
|
3314
|
Shikiar Asset Management
New York
|
$393M
|
+$37.3M
|
+10%
|
10.9%
|
97.8%
|
119
|
25.21%
|
|
|
3315
|
Univest Financial
Souderton,
Pennsylvania
|
$393M
|
+$34.5M
|
+10%
|
9.55%
|
60.6%
|
116
|
9.48%
|
|
|
3316
|
Intellectus Partners
San Francisco,
California
|
$392M
|
-$20.9M
|
-5%
|
3.69%
|
111%
|
302
|
18.54%
|
|
|
3317
|
Hoey Investments
Coatesville,
Pennsylvania
|
$392M
|
+$57M
|
+17%
|
17.5%
|
200%
|
275
|
20.36%
|
|
|
3318
|
High Falls Advisors
Rochester,
New York
|
$392M
|
+$23.7M
|
+6%
|
5.61%
|
56.9%
|
139
|
22.3%
|
|
|
3319
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$392M
|
+$30.1M
|
+8%
|
9.75%
|
111%
|
264
|
35.23%
|
|
|
3320
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$392M
|
+$32.7M
|
+9%
|
12%
|
107%
|
48
|
0%
|
|
|
3321
|
Punch Card Management
Winter Park,
Florida
|
$391M
|
+$4.92M
|
+1%
|
1.81%
|
41%
|
3
|
0%
|
|
|
3322
|
Rye Brook Capital
Greenwich,
Connecticut
|
$390M
|
+$248M
|
+175%
|
4.42%
|
67.3%
|
36
|
44.44%
|
|
|
3323
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$390M
|
+$57M
|
+17%
|
8%
|
47%
|
396
|
16.41%
|
|
|
3324
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$390M
|
+$219M
|
+128%
|
7.53%
|
94.7%
|
120
|
64.17%
|
|
|
3325
|
Private Portfolio Partners
Paramus,
New Jersey
|
$390M
|
+$40M
|
+11%
|
6.7%
|
16.9%
|
287
|
15.33%
|
|