|
3326
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$396M
|
-$14.8M
|
-4%
|
1.21%
|
72.5%
|
104
|
21.15%
|
|
|
3327
|
BSW Wealth Partners
Boulder,
Colorado
|
$396M
|
-$2.69M
|
-0.7%
|
4.89%
|
75.4%
|
309
|
21.04%
|
|
|
3328
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$395M
|
+$211K
|
+0.1%
|
0.23%
|
137%
|
226
|
29.65%
|
|
|
3329
|
SFE Investment Counsel
Los Angeles,
California
|
$395M
|
+$5.79M
|
+1%
|
1.44%
|
105%
|
126
|
8.73%
|
|
|
3330
|
Journey Advisory Group
Covington,
Kentucky
|
$395M
|
+$32.9M
|
+9%
|
3.58%
|
66.2%
|
229
|
14.41%
|
|
|
3331
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$395M
|
-$8.9M
|
-2%
|
3.64%
|
44.7%
|
53
|
9.43%
|
|
|
3332
|
59 North Capital Management
Houston,
Texas
|
$395M
|
+$56M
|
+17%
|
5.46%
|
81.4%
|
14
|
35.71%
|
|
|
3333
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$394M
|
+$37.1M
|
+10%
|
2.89%
|
89.7%
|
1,929
|
18.51%
|
|
|
3334
|
Semper Augustus Investments Group
Highlands Ranch,
Colorado
|
$393M
|
+$72.9M
|
+23%
|
15.3%
|
95.4%
|
34
|
8.82%
|
|
|
3335
|
Growth Interface Management
Orlando,
Florida
|
$393M
|
-$560M
|
-59%
|
21.4%
|
12%
|
10
|
10%
|
|
|
3336
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$393M
|
-$8.14M
|
-2%
|
4.92%
|
55.3%
|
118
|
5.93%
|
|
|
3337
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$392M
|
-$26.2M
|
-6%
|
6.33%
|
55%
|
163
|
14.72%
|
|
|
3338
|
Single Point Partners
Boston,
Massachusetts
|
$392M
|
+$18.9M
|
+5%
|
5.43%
|
52.3%
|
124
|
33.87%
|
|
|
3339
|
Georgetown University
Washington,
District of Columbia
|
$392M
|
+$112M
|
+40%
|
15.7%
|
79.9%
|
26
|
38.46%
|
|
|
3340
|
Martin & Co
Knoxville,
Tennessee
|
$392M
|
-$45.4M
|
-10%
|
2.64%
|
67.8%
|
111
|
2.7%
|
|
|
3341
|
Squadra Investments
Rio De Janeiro,
Brazil
|
$392M
|
+$206M
|
+110%
|
1.7%
|
1.55%
|
9
|
44.44%
|
|
|
3342
|
Marathon Asset Management (New York)
New York
|
$392M
|
+$156M
|
+66%
|
9.16%
|
490%
|
30
|
40%
|
|
|
3343
|
Swarthmore Group
Philadelphia,
Pennsylvania
|
$392M
|
-$29.1M
|
-7%
|
3.16%
|
44.2%
|
66
|
27.27%
|
|
|
3344
|
Institutional Venture Management XIII
Menlo Park,
California
|
$392M
|
+$22.6M
|
+6%
|
15.4%
|
–
|
5
|
20%
|
|
|
3345
|
|
$391M
|
-$24.4M
|
-6%
|
5.16%
|
98.6%
|
78
|
8.97%
|
|
|
3346
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$391M
|
+$16.9M
|
+5%
|
5.1%
|
62.2%
|
92
|
15.22%
|
|
|
3347
|
Occidental Asset Management
Burlingame,
California
|
$391M
|
-$29.9M
|
-7%
|
4.37%
|
82.5%
|
222
|
20.72%
|
|
|
3348
|
Bond Capital Management
San Francisco,
California
|
$391M
|
–
|
–
|
24.3%
|
47.5%
|
5
|
–
|
|
|
3349
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$391M
|
-$49.9M
|
-11%
|
2.89%
|
148%
|
220
|
51.82%
|
|
|
3350
|
Harber Asset Management
Asheville,
North Carolina
|
$391M
|
-$63.7M
|
-14%
|
7.04%
|
63.6%
|
45
|
51.11%
|
|