|
3351
|
Retirement Capital Strategies
San Jose,
California
|
$113M
|
+$6.08M
|
+6%
|
6.62%
|
50.2%
|
9
|
0%
|
|
|
3352
|
Penbrook Management
New York
|
$113M
|
-$95.6M
|
-46%
|
4.84%
|
103%
|
132
|
20.45%
|
|
|
3353
|
Euclidean Technologies Management
Seattle,
Washington
|
$113M
|
-$1.1M
|
-1%
|
6.03%
|
124%
|
45
|
22.22%
|
|
|
3354
|
IRON Financial
Northbrook,
Illinois
|
$113M
|
-$18.4M
|
-14%
|
3.97%
|
51.4%
|
98
|
40.82%
|
|
|
3355
|
Fort Point Capital Partners
San Francisco,
California
|
$113M
|
+$9.29M
|
+9%
|
3.81%
|
53.4%
|
48
|
25%
|
|
|
3356
|
Norwest Venture Partners VIII
Palo Alto,
California
|
$113M
|
-$58.3M
|
-34%
|
34%
|
–
|
2
|
0%
|
|
|
3357
|
Shoker Investment Counsel
Oxford,
Ohio
|
$113M
|
+$6.25M
|
+6%
|
4%
|
58.5%
|
91
|
12.09%
|
|
|
3358
|
Washington State Investment Board
Olympia,
Washington
|
$112M
|
+$10.4M
|
+10%
|
9.39%
|
613%
|
26
|
0%
|
|
|
3359
|
Lyons Wealth Management
Winter Park,
Florida
|
$112M
|
-$2.24M
|
-2%
|
6.34%
|
40.1%
|
97
|
54.64%
|
|
|
3360
|
Rex Capital Advisors
Providence,
Rhode Island
|
$112M
|
+$13.4M
|
+14%
|
6.64%
|
7.31%
|
55
|
5.45%
|
|
|
3361
|
EFG Asset Management (Americas)
Miami,
Florida
|
$112M
|
-$10.4M
|
-8%
|
3.03%
|
112%
|
152
|
30.92%
|
|
|
3362
|
Tarbox Family Office
Newport Beach,
California
|
$112M
|
-$290K
|
-0.3%
|
4.83%
|
49.1%
|
588
|
8.67%
|
|
|
3363
|
Guild Investment Management
Los Angeles,
California
|
$112M
|
+$51.8M
|
+86%
|
6.81%
|
95.2%
|
46
|
80.43%
|
|
|
3364
|
New England Research & Management
Chicago,
Illinois
|
$112M
|
+$2.51M
|
+2%
|
3.2%
|
56.4%
|
164
|
22.56%
|
|
|
3365
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$112M
|
+$19.7M
|
+21%
|
4.61%
|
50.3%
|
889
|
34.42%
|
|
|
3366
|
Triangle Peak Partners
Carmel,
California
|
$111M
|
+$826K
|
+0.7%
|
5.53%
|
–
|
39
|
7.69%
|
|
|
3367
|
Plancorp LLC
Saint Louis,
Missouri
|
$111M
|
-$36M
|
-24%
|
5.53%
|
67.3%
|
133
|
51.88%
|
|
|
3368
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$111M
|
+$2.65M
|
+2%
|
5.02%
|
54.8%
|
128
|
5.47%
|
|
|
3369
|
Lau Associates
Greenville,
Delaware
|
$111M
|
-$1.04M
|
-0.9%
|
6.77%
|
44.5%
|
65
|
6.15%
|
|
|
3370
|
Peregrine Asset Advisers
Portland,
Oregon
|
$111M
|
-$18.6M
|
-14%
|
6.01%
|
163%
|
152
|
48.03%
|
|
|
3371
|
Highlander Capital Management
Short Hills,
New Jersey
|
$111M
|
+$4.28M
|
+4%
|
2.65%
|
34.4%
|
874
|
9.38%
|
|
|
3372
|
Bonness Enterprises
Washington,
District of Columbia
|
$110M
|
-$3.43M
|
-3%
|
3.35%
|
94.6%
|
53
|
11.32%
|
|
|
3373
|
Comerica Securities
Detroit,
Michigan
|
$110M
|
+$4.86M
|
+5%
|
3.85%
|
25.6%
|
133
|
19.55%
|
|
|
3374
|
Somerset Group
Wayzata,
Minnesota
|
$110M
|
+$5.35M
|
+5%
|
6.22%
|
68.2%
|
79
|
7.59%
|
|
|
3375
|
Pettee Investors
Rowayton,
Connecticut
|
$110M
|
+$3.59M
|
+3%
|
3.49%
|
66.9%
|
56
|
0%
|
|