|
3301
|
Caden Capital Partners
Santa Monica,
California
|
$355M
|
-$38.7M
|
-10%
|
8.25%
|
8.24%
|
16
|
18.75%
|
|
|
3302
|
Fermata Advisors
Sonoma,
California
|
$355M
|
+$244M
|
+221%
|
4.12%
|
49.3%
|
165
|
58.18%
|
|
|
3303
|
Schoolcraft Capital
Boulder,
Colorado
|
$355M
|
-$9.86M
|
-3%
|
3.07%
|
44.8%
|
77
|
2.6%
|
|
|
3304
|
Perkins Coie Trust Company
Seattle,
Washington
|
$354M
|
+$2.29M
|
+0.7%
|
3.8%
|
70.8%
|
615
|
64.55%
|
|
|
3305
|
Security Financial Services
Fort Wayne,
Indiana
|
$354M
|
+$1.74M
|
+0.5%
|
3.92%
|
60.7%
|
170
|
16.47%
|
|
|
3306
|
Gould Asset Management
Claremont,
California
|
$354M
|
-$4.08M
|
-1%
|
4.02%
|
37.6%
|
151
|
1.32%
|
|
|
3307
|
American Assets Capital Advisers
San Diego,
California
|
$354M
|
-$42.5M
|
-11%
|
3.47%
|
73.5%
|
35
|
11.43%
|
|
|
3308
|
Rice Partnership
Honolulu,
Hawaii
|
$353M
|
-$11.8M
|
-3%
|
2.67%
|
123%
|
146
|
13.01%
|
|
|
3309
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$353M
|
-$25.1M
|
-7%
|
3.28%
|
129%
|
396
|
46.46%
|
|
|
3310
|
Paradigm Asset Management
New York
|
$353M
|
-$19.6M
|
-5%
|
1.65%
|
51.6%
|
627
|
29.67%
|
|
|
3311
|
venBio Partners
San Francisco,
California
|
$353M
|
+$76.3M
|
+28%
|
4.1%
|
648%
|
8
|
12.5%
|
|
|
3312
|
Albar Capital
London,
United Kingdom
|
$353M
|
-$94.4M
|
-21%
|
1.3%
|
163%
|
61
|
63.93%
|
|
|
3313
|
Vitruvian Partners
London,
United Kingdom
|
$353M
|
-$139M
|
-28%
|
3.74%
|
35.8%
|
10
|
10%
|
|
|
3314
|
Kirr Marbach & Co
Columbus,
Indiana
|
$353M
|
-$9.84M
|
-3%
|
1.11%
|
135%
|
54
|
12.96%
|
|
|
3315
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$352M
|
+$10.2M
|
+3%
|
1.73%
|
104%
|
617
|
9.24%
|
|
|
3316
|
Irenic Capital Management
New York
|
$352M
|
+$17.4M
|
+5%
|
1.36%
|
78.4%
|
25
|
60%
|
|
|
3317
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$352M
|
-$543K
|
-0.2%
|
0.05%
|
70.3%
|
67
|
13.43%
|
|
|
3318
|
|
$352M
|
+$67.2M
|
+24%
|
23.6%
|
141%
|
2
|
0%
|
|
|
3319
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$351M
|
+$28.5M
|
+9%
|
3.11%
|
43.6%
|
445
|
73.48%
|
|
|
3320
|
TMD Wealth Management
Scottsdale,
Arizona
|
$351M
|
-$33M
|
-9%
|
1.84%
|
2.41%
|
60
|
20%
|
|
|
3321
|
Avion Wealth
The Woodlands,
Texas
|
$350M
|
-$31.6M
|
-8%
|
2.31%
|
36%
|
1,302
|
29.8%
|
|
|
3322
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$350M
|
+$157M
|
+81%
|
7.94%
|
94.7%
|
138
|
59.42%
|
|
|
3323
|
Hohimer Wealth Management
Seattle,
Washington
|
$350M
|
-$12.2M
|
-3%
|
2.17%
|
85.5%
|
196
|
7.14%
|
|
|
3324
|
Cornerstone Retirement Group
Reno,
Nevada
|
$350M
|
-$12.1M
|
-3%
|
3.52%
|
–
|
40
|
55%
|
|
|
3325
|
KB Financial Partners
Princeton,
New Jersey
|
$350M
|
-$14.3M
|
-4%
|
2.64%
|
–
|
615
|
8.46%
|
|