|
3401
|
Simon Quick Advisors
Morristown,
New Jersey
|
$374M
|
-$14.8M
|
-4%
|
8.15%
|
69.5%
|
431
|
14.15%
|
|
|
3402
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$374M
|
+$75.4M
|
+25%
|
9.24%
|
53.7%
|
115
|
17.39%
|
|
|
3403
|
First Sabrepoint Capital Management
Dallas,
Texas
|
$374M
|
-$2.75M
|
-0.7%
|
1.52%
|
182%
|
35
|
22.86%
|
|
|
3404
|
Leelyn Smith
Geneva,
Illinois
|
$374M
|
+$28.5M
|
+8%
|
7.63%
|
77.3%
|
421
|
19.24%
|
|
|
3405
|
Essex LLC
Deer Park,
Illinois
|
$374M
|
+$13.1M
|
+4%
|
3.6%
|
89.1%
|
175
|
5.71%
|
|
|
3406
|
Bourne Lent Asset Management
Pawling,
New York
|
$374M
|
+$25.4M
|
+7%
|
9.25%
|
76.1%
|
63
|
6.35%
|
|
|
3407
|
Teza Capital Management
Chicago,
Illinois
|
$374M
|
+$166M
|
+80%
|
8.94%
|
65.2%
|
564
|
69.5%
|
|
|
3408
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$373M
|
+$53.4M
|
+17%
|
12.2%
|
86.4%
|
134
|
8.96%
|
|
|
3409
|
Lion Point Capital
New York
|
$373M
|
-$160M
|
-30%
|
3.37%
|
204%
|
48
|
54.17%
|
|
|
3410
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$373M
|
+$25.1M
|
+7%
|
6.96%
|
61.7%
|
227
|
11.45%
|
|
|
3411
|
West Financial Advisors
Des Moines,
Iowa
|
$373M
|
+$31.2M
|
+9%
|
4.8%
|
45.1%
|
178
|
16.85%
|
|
|
3412
|
Sourcerock Group
Denver,
Colorado
|
$373M
|
+$92.5M
|
+33%
|
2.42%
|
93.4%
|
20
|
45%
|
|
|
3413
|
Truxt Investmentos
Rio De Janeiro,
Brazil
|
$372M
|
-$347M
|
-48%
|
21.3%
|
–
|
20
|
70%
|
|
|
3414
|
Arlington Partners
Birmingham,
Alabama
|
$372M
|
+$25M
|
+7%
|
8.03%
|
43.7%
|
712
|
52.39%
|
|
|
3415
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$372M
|
+$23.4M
|
+7%
|
5.49%
|
36.7%
|
66
|
4.55%
|
|
|
3416
|
Greylock 15
Menlo Park,
California
|
$372M
|
-$115M
|
-24%
|
9.83%
|
17.8%
|
3
|
0%
|
|
|
3417
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$372M
|
-$95M
|
-20%
|
7.93%
|
261%
|
244
|
20.9%
|
|
|
3418
|
Peninsula Wealth
San Francisco,
California
|
$372M
|
+$56.8M
|
+18%
|
7.39%
|
30%
|
66
|
63.64%
|
|
|
3419
|
Tolleson Wealth Management
Dallas,
Texas
|
$371M
|
+$17.9M
|
+5%
|
5.81%
|
48.1%
|
73
|
12.33%
|
|
|
3420
|
Perennial Advisors
New York
|
$371M
|
+$31.6M
|
+9%
|
7.61%
|
–
|
87
|
10.34%
|
|
|
3421
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$371M
|
+$34.6M
|
+10%
|
11.2%
|
76%
|
26
|
3.85%
|
|
|
3422
|
Source Financial Advisors
New York
|
$371M
|
-$14.6M
|
-4%
|
0.03%
|
18.5%
|
117
|
19.66%
|
|
|
3423
|
Liberty Capital Management
Birmingham,
Michigan
|
$371M
|
+$31.2M
|
+9%
|
11.7%
|
–
|
136
|
8.09%
|
|
|
3424
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$371M
|
+$41.3M
|
+13%
|
12.8%
|
129%
|
333
|
35.44%
|
|
|
3425
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$370M
|
+$175M
|
+89%
|
9.9%
|
36%
|
211
|
11.85%
|
|