|
3376
|
Irenic Capital Management
New York
|
$352M
|
+$17.4M
|
+5%
|
1.36%
|
93.6%
|
25
|
60%
|
|
|
3377
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$352M
|
-$543K
|
-0.2%
|
0.05%
|
70.3%
|
67
|
13.43%
|
|
|
3378
|
|
$352M
|
+$67.2M
|
+24%
|
23.6%
|
57.1%
|
2
|
0%
|
|
|
3379
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$351M
|
+$28.5M
|
+9%
|
3.11%
|
52.8%
|
445
|
73.48%
|
|
|
3380
|
TMD Wealth Management
Scottsdale,
Arizona
|
$351M
|
-$33M
|
-9%
|
1.84%
|
2.41%
|
60
|
20%
|
|
|
3381
|
Avion Wealth
The Woodlands,
Texas
|
$350M
|
-$31.6M
|
-8%
|
2.31%
|
45.4%
|
1,302
|
29.8%
|
|
|
3382
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$350M
|
+$157M
|
+81%
|
7.94%
|
94.7%
|
138
|
59.42%
|
|
|
3383
|
Hohimer Wealth Management
Seattle,
Washington
|
$350M
|
-$12.2M
|
-3%
|
2.17%
|
99.7%
|
196
|
7.14%
|
|
|
3384
|
Oakmont Corp
Los Angeles,
California
|
$350M
|
-$433M
|
-55%
|
5.56%
|
70.2%
|
36
|
0%
|
|
|
3385
|
Cornerstone Retirement Group
Reno,
Nevada
|
$350M
|
-$12.1M
|
-3%
|
3.52%
|
–
|
40
|
55%
|
|
|
3386
|
KB Financial Partners
Princeton,
New Jersey
|
$350M
|
-$14.3M
|
-4%
|
2.64%
|
–
|
615
|
8.46%
|
|
|
3387
|
Canal Insurance Company
Greenville,
South Carolina
|
$349M
|
-$7.17M
|
-2%
|
1.02%
|
103%
|
98
|
16.33%
|
|
|
3388
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$349M
|
-$10M
|
-3%
|
1.68%
|
107%
|
44
|
0%
|
|
|
3389
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$349M
|
+$8.88M
|
+3%
|
3.48%
|
56.7%
|
59
|
8.47%
|
|
|
3390
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$349M
|
-$11.5M
|
-3%
|
2.49%
|
83.3%
|
74
|
4.05%
|
|
|
3391
|
Wilson Asset Management
Sydney,
Australia
|
$348M
|
-$18.3M
|
-5%
|
2.16%
|
60.7%
|
25
|
8%
|
|
|
3392
|
MMCAP International
Grand Cayman,
Cayman Islands
|
$348M
|
+$44.5M
|
+15%
|
27.3%
|
184%
|
235
|
25.96%
|
|
|
3393
|
Welch Capital Partners
Harrison,
New York
|
$348M
|
-$9.89M
|
-3%
|
0.99%
|
79.2%
|
19
|
10.53%
|
|
|
3394
|
5AM Venture Management
San Francisco,
California
|
$348M
|
-$53.9M
|
-13%
|
7.65%
|
546%
|
26
|
7.69%
|
|
|
3395
|
LJI Wealth Management
Indianapolis,
Indiana
|
$347M
|
+$3.86M
|
+1%
|
3.45%
|
61.5%
|
189
|
19.05%
|
|
|
3396
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$347M
|
-$14.7M
|
-4%
|
2.82%
|
69.7%
|
137
|
6.57%
|
|
|
3397
|
Westside Investment Management
Santa Monica,
California
|
$347M
|
-$6.88M
|
-2%
|
2.63%
|
114%
|
864
|
5.67%
|
|
|
3398
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$347M
|
-$16.4M
|
-5%
|
4.25%
|
73.1%
|
156
|
14.1%
|
|
|
3399
|
J.W. Coons Advisors
Columbus,
Ohio
|
$347M
|
-$19.5M
|
-5%
|
2.16%
|
61.2%
|
234
|
5.98%
|
|
|
3400
|
Annapolis Financial Services
Annapolis,
Maryland
|
$346M
|
-$4.76M
|
-1%
|
3.55%
|
15%
|
504
|
8.13%
|
|