|
3301
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$573M
|
+$19.7M
|
+4%
|
2.18%
|
51%
|
267
|
17.6%
|
|
|
3302
|
Freemont Management
Vaud,
Switzerland
|
$573M
|
+$373M
|
+186%
|
4.28%
|
152%
|
135
|
31.85%
|
|
|
3303
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$572M
|
-$58.2M
|
-9%
|
2.27%
|
66.9%
|
159
|
10.69%
|
|
|
3304
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$572M
|
+$11.1M
|
+2%
|
4.43%
|
86.5%
|
124
|
6.45%
|
|
|
3305
|
Atlas Legacy Advisors
Los Angeles,
California
|
$571M
|
+$52.5M
|
+10%
|
2.59%
|
–
|
217
|
17.51%
|
|
|
3306
|
Manitou Investment Management
Toronto,
Ontario, Canada
|
$571M
|
-$2.51M
|
-0.4%
|
5%
|
57.2%
|
57
|
1.75%
|
|
|
3307
|
IPG Investment Advisors
San Diego,
California
|
$570M
|
+$9.7M
|
+2%
|
2.56%
|
78.6%
|
253
|
28.46%
|
|
|
3308
|
Brandywine Trust
Hockessin,
Delaware
|
$570M
|
-$87M
|
-13%
|
0.81%
|
11.9%
|
33
|
3.03%
|
|
|
3309
|
Bregal Sagemount IV
St. Helier,
|
$570M
|
–
|
–
|
17.6%
|
–
|
1
|
–
|
|
|
3310
|
Amarillo National Bank
Amarillo,
Texas
|
$569M
|
+$494K
|
+0.1%
|
2.11%
|
56.3%
|
85
|
12.94%
|
|
|
3311
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$569M
|
+$7.06M
|
+1%
|
2.34%
|
–
|
284
|
18.31%
|
|
|
3312
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$569M
|
+$47.8M
|
+9%
|
1.71%
|
40.7%
|
144
|
13.89%
|
|
|
3313
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$569M
|
+$11.1M
|
+2%
|
1.93%
|
66.5%
|
182
|
11.54%
|
|
|
3314
|
|
$568M
|
+$55.3M
|
+11%
|
27%
|
197%
|
77
|
11.69%
|
|
|
3315
|
Symetra Investment Management
Farmington,
Connecticut
|
$568M
|
+$113M
|
+25%
|
1.15%
|
40.8%
|
7
|
14.29%
|
|
|
3316
|
Laura & John Arnold Foundation
Houston,
Texas
|
$568M
|
–
|
–
|
7.74%
|
–
|
4
|
–
|
|
|
3317
|
ORG Partners
Roanoke,
Indiana
|
$568M
|
+$19.4M
|
+4%
|
2.73%
|
69.5%
|
1,844
|
20.77%
|
|
|
3318
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$568M
|
+$17.1M
|
+3%
|
2.09%
|
–
|
175
|
16%
|
|
|
3319
|
Edge Wealth Management
New York
|
$566M
|
+$1.93M
|
+0.3%
|
4.57%
|
61.6%
|
94
|
19.15%
|
|
|
3320
|
Catalio Capital Management
New York
|
$566M
|
+$24.9M
|
+5%
|
25.4%
|
–
|
52
|
40.38%
|
|
|
3321
|
Mengis Capital Management
Portland,
Oregon
|
$566M
|
+$57.1M
|
+11%
|
5.61%
|
91.8%
|
217
|
8.29%
|
|
|
3322
|
Walter Public Investments
Westmount,
Canada
|
$565M
|
-$43M
|
-7%
|
0.76%
|
57.9%
|
53
|
18.87%
|
|
|
3323
|
Aristides Capital
Louisville,
Kentucky
|
$565M
|
-$128M
|
-18%
|
1.67%
|
110%
|
352
|
55.68%
|
|
|
3324
|
Talos Asset Management
New York
|
$565M
|
+$45.5M
|
+9%
|
16.2%
|
–
|
31
|
58.06%
|
|
|
3325
|
Endurance Services Ltd
Purchase,
New York
|
$565M
|
-$32.2M
|
-5%
|
0.93%
|
–
|
14
|
57.14%
|
|