|
3401
|
Private Advisory Group
Redmond,
Washington
|
$145M
|
–
|
–
|
2.72%
|
134%
|
129
|
–
|
|
|
3402
|
Gores Group
Beverly Hills,
California
|
$145M
|
–
|
–
|
9.98%
|
–
|
1
|
–
|
|
|
3403
|
Sicart Associates
New York
|
$145M
|
–
|
–
|
4.46%
|
89.1%
|
100
|
–
|
|
|
3404
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$145M
|
+$17.2M
|
+13%
|
2.7%
|
141%
|
95
|
26.32%
|
|
|
3405
|
Oak Hill Advisors
New York
|
$145M
|
-$114M
|
-44%
|
7.63%
|
55.9%
|
8
|
25%
|
|
|
3406
|
Hoertkorn Richard Charles
|
$145M
|
+$16.1M
|
+13%
|
8.99%
|
172%
|
94
|
9.57%
|
|
|
3407
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$145M
|
-$897K
|
-0.6%
|
2.24%
|
24.5%
|
80
|
67.5%
|
|
|
3408
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$144M
|
-$3.79M
|
-3%
|
0.39%
|
71.5%
|
90
|
22.22%
|
|
|
3409
|
Yorktown Energy Partners VII
New York
|
$144M
|
-$74.6M
|
-34%
|
8.94%
|
22.4%
|
3
|
0%
|
|
|
3410
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$144M
|
+$5.54M
|
+4%
|
1.92%
|
44%
|
182
|
17.03%
|
|
|
3411
|
GFI Investment Counsel
Toronto,
Ontario, Canada
|
$144M
|
–
|
–
|
7.16%
|
46.9%
|
24
|
–
|
|
|
3412
|
|
$144M
|
+$20.3M
|
+16%
|
7.67%
|
60.5%
|
29
|
34.48%
|
|
|
3413
|
Chiron Investment Management
New York
|
$144M
|
–
|
–
|
1.71%
|
104%
|
44
|
–
|
|
|
3414
|
Guardian Point Capital
Charlottesville,
Virginia
|
$144M
|
-$1.07M
|
-0.7%
|
7.33%
|
128%
|
22
|
50%
|
|
|
3415
|
Quantres Asset Management
Cayman,
Cayman Islands
|
$144M
|
-$17.7M
|
-11%
|
0.7%
|
11%
|
264
|
78.79%
|
|
|
3416
|
Morris Capital Advisors
Malvern,
Pennsylvania
|
$144M
|
-$17.3M
|
-11%
|
4.08%
|
72.9%
|
75
|
6.67%
|
|
|
3417
|
StratiFi
San Francisco,
California
|
$144M
|
+$61.6M
|
+75%
|
–
|
–
|
9
|
33.33%
|
|
|
3418
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$144M
|
+$4.53M
|
+3%
|
3.05%
|
84.9%
|
346
|
8.09%
|
|
|
3419
|
Breithorn Capital Management
New York
|
$143M
|
+$10.1M
|
+8%
|
17.3%
|
43.9%
|
47
|
19.15%
|
|
|
3420
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$143M
|
+$4.21M
|
+3%
|
1.97%
|
59.4%
|
149
|
10.07%
|
|
|
3421
|
Courage Miller Partners
Norfolk,
Virginia
|
$143M
|
-$1.26M
|
-0.9%
|
0.49%
|
40.3%
|
69
|
4.35%
|
|
|
3422
|
Biegel & Waller
Columbia,
Maryland
|
$143M
|
–
|
–
|
3.33%
|
28.2%
|
56
|
–
|
|
|
3423
|
WP Advisors
San Francisco,
California
|
$143M
|
–
|
–
|
1.41%
|
89.7%
|
61
|
–
|
|
|
3424
|
Institutional Venture Management XIII
Menlo Park,
California
|
$143M
|
-$2.98M
|
-2%
|
0.42%
|
–
|
6
|
0%
|
|
|
3425
|
Ironwood Financial
Tucson,
Arizona
|
$143M
|
+$3M
|
+2%
|
1.6%
|
48.8%
|
298
|
7.72%
|
|