|
3301
|
Sicart Associates
New York
|
$321M
|
-$65.2M
|
-17%
|
11.9%
|
89.1%
|
97
|
15.46%
|
|
|
3302
|
True North Advisors
Dallas,
Texas
|
$321M
|
-$50.8M
|
-14%
|
14.7%
|
86.9%
|
216
|
18.06%
|
|
|
3303
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$321M
|
-$63.9M
|
-17%
|
16.1%
|
70.3%
|
66
|
24.24%
|
|
|
3304
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$321M
|
-$104M
|
-24%
|
12.6%
|
111%
|
253
|
30.43%
|
|
|
3305
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$321M
|
-$74.9M
|
-19%
|
9.76%
|
64.8%
|
98
|
47.96%
|
|
|
3306
|
WrapManager Inc
Mill Valley,
California
|
$320M
|
-$52.6M
|
-14%
|
11.5%
|
51.7%
|
315
|
17.46%
|
|
|
3307
|
HUB Investment Partners
Austin,
Texas
|
$320M
|
-$105M
|
-25%
|
12.4%
|
76.5%
|
200
|
27.5%
|
|
|
3308
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$320M
|
-$70.6M
|
-18%
|
15.5%
|
73.1%
|
148
|
9.46%
|
|
|
3309
|
Orchard Capital Management
Chicago,
Illinois
|
$320M
|
-$31.5M
|
-9%
|
21.2%
|
102%
|
53
|
11.32%
|
|
|
3310
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$320M
|
-$27.3M
|
-8%
|
8.34%
|
71.4%
|
256
|
10.16%
|
|
|
3311
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$320M
|
+$176M
|
+122%
|
15.4%
|
82.3%
|
120
|
51.67%
|
|
|
3312
|
Bayberry Capital Partners
New York
|
$320M
|
+$6.63M
|
+2%
|
9.02%
|
85.5%
|
18
|
44.44%
|
|
|
3313
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$319M
|
-$32.2M
|
-9%
|
12%
|
56.8%
|
230
|
13.04%
|
|
|
3314
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$319M
|
-$66.1M
|
-17%
|
13.6%
|
47%
|
398
|
18.09%
|
|
|
3315
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$319M
|
-$54.3M
|
-15%
|
13.5%
|
22.4%
|
185
|
16.76%
|
|
|
3316
|
Monetary Management Group
St Louis,
Missouri
|
$319M
|
-$58.5M
|
-16%
|
13.8%
|
99.8%
|
358
|
7.26%
|
|
|
3317
|
Kirr Marbach & Co
Columbus,
Indiana
|
$319M
|
-$52.6M
|
-14%
|
12.4%
|
135%
|
51
|
11.76%
|
|
|
3318
|
Fulcrum Capital
Seattle,
Washington
|
$318M
|
-$55.3M
|
-15%
|
16.5%
|
83.4%
|
84
|
29.76%
|
|
|
3319
|
Kerrisdale Advisers
Miami,
Florida
|
$318M
|
-$9.47M
|
-3%
|
20.8%
|
49.7%
|
79
|
62.03%
|
|
|
3320
|
Plimoth Trust
Plymouth,
Massachusetts
|
$317M
|
-$59.4M
|
-16%
|
12.8%
|
94%
|
168
|
4.17%
|
|
|
3321
|
Asio Capital
Lexington,
Kentucky
|
$317M
|
-$38.7M
|
-11%
|
13.8%
|
88%
|
132
|
25%
|
|
|
3322
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$317M
|
-$24.2M
|
-7%
|
11%
|
34.4%
|
46
|
13.04%
|
|
|
3323
|
Atlas Venture Advisors
Boston,
Massachusetts
|
$317M
|
-$148M
|
-32%
|
30.3%
|
29.2%
|
7
|
0%
|
|
|
3324
|
Northside Capital Management
Hood River,
Oregon
|
$317M
|
-$59.2M
|
-16%
|
14.5%
|
94.8%
|
95
|
10.53%
|
|
|
3325
|
MayTech Global Investments
New York
|
$316M
|
-$119M
|
-27%
|
23.7%
|
158%
|
76
|
6.58%
|
|