|
3301
|
ASK Capital Management
San Francisco,
California
|
$568M
|
-$185M
|
-25%
|
10.5%
|
–
|
4
|
0%
|
|
|
3302
|
Broad Run Investment Management
Arlington,
Virginia
|
$568M
|
+$29.4M
|
+5%
|
0.82%
|
170%
|
25
|
8%
|
|
|
3303
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$567M
|
+$21.7M
|
+4%
|
8.47%
|
80.6%
|
67
|
31.34%
|
|
|
3304
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$567M
|
+$19.9M
|
+4%
|
0.78%
|
41.7%
|
78
|
6.41%
|
|
|
3305
|
Peak Asset Management
Louisville,
Colorado
|
$567M
|
-$20.6M
|
-4%
|
2.86%
|
58.1%
|
159
|
9.43%
|
|
|
3306
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$567M
|
+$104M
|
+22%
|
1.24%
|
106%
|
235
|
68.51%
|
|
|
3307
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$567M
|
+$14.8M
|
+3%
|
4.47%
|
119%
|
162
|
32.1%
|
|
|
3308
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$567M
|
-$78.4M
|
-12%
|
4.35%
|
72%
|
178
|
17.98%
|
|
|
3309
|
Satovsky Asset Management
New York
|
$566M
|
+$50.5M
|
+10%
|
1.14%
|
53.6%
|
75
|
6.67%
|
|
|
3310
|
Essex LLC
Deer Park,
Illinois
|
$566M
|
+$1.86M
|
+0.3%
|
0.06%
|
89.1%
|
187
|
9.09%
|
|
|
3311
|
Grace & White Inc
Ny,
New York
|
$566M
|
+$5.37M
|
+1%
|
3.66%
|
61.5%
|
138
|
2.17%
|
|
|
3312
|
Foresight Group
London,
United Kingdom
|
$566M
|
-$98.2M
|
-15%
|
4.38%
|
–
|
65
|
20%
|
|
|
3313
|
Amarillo National Bank
Amarillo,
Texas
|
$566M
|
-$3.13M
|
-0.5%
|
1.25%
|
56.3%
|
94
|
18.09%
|
|
|
3314
|
Stenger Family Office
Naperville,
Illinois
|
$566M
|
+$81.7M
|
+17%
|
2.91%
|
–
|
124
|
25%
|
|
|
3315
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
|
$566M
|
-$19.1M
|
-3%
|
6.16%
|
140%
|
33
|
24.24%
|
|
|
3316
|
Providence Equity Partners
Providence,
Rhode Island
|
$565M
|
-$106M
|
-16%
|
4.15%
|
10.6%
|
3
|
0%
|
|
|
3317
|
Opal Capital
Boca Raton,
Florida
|
$565M
|
+$164M
|
+41%
|
5.39%
|
–
|
245
|
66.12%
|
|
|
3318
|
Lavaca Capital
Houston,
Texas
|
$564M
|
-$54.3M
|
-9%
|
6.18%
|
32%
|
303
|
11.55%
|
|
|
3319
|
Kahn Brothers Group
New York
|
$564M
|
-$638K
|
-0.1%
|
3.31%
|
38.1%
|
55
|
14.55%
|
|
|
3320
|
Adventist Health System West
Roseville,
California
|
$564M
|
-$31M
|
-5%
|
2.11%
|
49%
|
13
|
38.46%
|
|
|
3321
|
Patient Square Capital
Menlo Park,
California
|
$564M
|
+$96.5M
|
+21%
|
18.2%
|
329%
|
35
|
37.14%
|
|
|
3322
|
ThornTree Capital Partners
Boston,
Massachusetts
|
$564M
|
-$34.4M
|
-6%
|
3.8%
|
206%
|
19
|
36.84%
|
|
|
3323
|
KKM Financial
Chicago,
Illinois
|
$563M
|
-$133K
|
-0%
|
1.49%
|
–
|
170
|
1.18%
|
|
|
3324
|
Asset Allocation Strategies
Farmington,
Michigan
|
$563M
|
+$22.6M
|
+4%
|
0.55%
|
44.8%
|
181
|
18.23%
|
|
|
3325
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$563M
|
-$49.9M
|
-8%
|
6.21%
|
110%
|
133
|
7.52%
|
|