|
3401
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$414M
|
-$319M
|
-44%
|
8.62%
|
50.5%
|
829
|
85.16%
|
|
|
3402
|
Light Street Capital Management
Palo Alto,
California
|
$413M
|
+$79.6M
|
+24%
|
28.8%
|
236%
|
27
|
40.74%
|
|
|
3403
|
|
$413M
|
+$51.9M
|
+14%
|
10.3%
|
79.7%
|
277
|
16.25%
|
|
|
3404
|
Gould Asset Management
Claremont,
California
|
$413M
|
+$26.5M
|
+7%
|
5.32%
|
37.6%
|
164
|
4.88%
|
|
|
3405
|
Callodine Capital Management
Boston,
Massachusetts
|
$413M
|
+$33.6M
|
+9%
|
7.47%
|
43.6%
|
45
|
31.11%
|
|
|
3406
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$412M
|
+$288M
|
+231%
|
10.5%
|
–
|
306
|
50.33%
|
|
|
3407
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$412M
|
-$61.2M
|
-13%
|
4.83%
|
40.7%
|
90
|
12.22%
|
|
|
3408
|
America First Investment Advisors
Omaha,
Nebraska
|
$411M
|
+$28.8M
|
+8%
|
9.18%
|
89.6%
|
101
|
18.81%
|
|
|
3409
|
Kettle Hill Capital Management
New York
|
$411M
|
+$28.2M
|
+7%
|
0.15%
|
24%
|
56
|
60.71%
|
|
|
3410
|
Mattern Wealth Management
Lawrence,
Kansas
|
$411M
|
+$22.1M
|
+6%
|
5.57%
|
54%
|
184
|
10.33%
|
|
|
3411
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$411M
|
+$49.2M
|
+14%
|
12.7%
|
105%
|
446
|
10.54%
|
|
|
3412
|
Harber Asset Management
Asheville,
North Carolina
|
$411M
|
-$19.6M
|
-5%
|
10.4%
|
30%
|
43
|
27.91%
|
|
|
3413
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$411M
|
+$35.5M
|
+9%
|
12.1%
|
84.5%
|
133
|
9.02%
|
|
|
3414
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$411M
|
+$36.5M
|
+10%
|
7.27%
|
32.4%
|
532
|
74.06%
|
|
|
3415
|
The Family Firm
Bethesda,
Maryland
|
$410M
|
+$22.8M
|
+6%
|
6.33%
|
40.2%
|
202
|
9.9%
|
|
|
3416
|
Lisanti Capital Growth
New York
|
$410M
|
-$13.6M
|
-3%
|
28.4%
|
1,090%
|
160
|
49.38%
|
|
|
3417
|
Adams Wealth Management
Logan,
Utah
|
$410M
|
+$72M
|
+21%
|
13.3%
|
75.6%
|
105
|
13.33%
|
|
|
3418
|
WIT Partners Advisory
Singapore
|
$410M
|
+$144M
|
+54%
|
53.9%
|
–
|
1
|
0%
|
|
|
3419
|
AR Asset Management
West Hollywood,
California
|
$410M
|
+$29.1M
|
+8%
|
8.39%
|
59.5%
|
112
|
1.79%
|
|
|
3420
|
Seven Post Investment Office
San Francisco,
California
|
$410M
|
+$12.5M
|
+3%
|
5.13%
|
52.6%
|
56
|
7.14%
|
|
|
3421
|
Martin & Co
Knoxville,
Tennessee
|
$409M
|
+$4.16M
|
+1%
|
6.87%
|
57.2%
|
108
|
2.78%
|
|
|
3422
|
Holderness Investments Company
Greensboro,
North Carolina
|
$409M
|
+$44.8M
|
+12%
|
13.7%
|
101%
|
251
|
8.76%
|
|
|
3423
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$409M
|
+$36.1M
|
+10%
|
9.64%
|
–
|
100
|
7%
|
|
|
3424
|
SVF Sponsor III
Menlo Park,
California
|
$409M
|
-$57.5M
|
-12%
|
12.3%
|
133%
|
1
|
0%
|
|
|
3425
|
Napean Trading & Investment Company
Singapore
|
$409M
|
+$38.9M
|
+11%
|
14.2%
|
–
|
51
|
31.37%
|
|