|
3476
|
Blue Fin Capital
Warren,
Rhode Island
|
$361M
|
+$33.5M
|
+10%
|
11.6%
|
119%
|
135
|
8.15%
|
|
|
3477
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$361M
|
+$41M
|
+13%
|
8.97%
|
56.3%
|
91
|
21.98%
|
|
|
3478
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$361M
|
+$55.5M
|
+18%
|
8.58%
|
84.1%
|
271
|
15.87%
|
|
|
3479
|
Symphony Financial
Houston,
Texas
|
$360M
|
+$73.3M
|
+26%
|
9.48%
|
71.2%
|
192
|
20.31%
|
|
|
3480
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$360M
|
+$23.3M
|
+7%
|
9.56%
|
86.3%
|
57
|
5.26%
|
|
|
3481
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$360M
|
+$13.8M
|
+4%
|
3.79%
|
11.6%
|
7
|
0%
|
|
|
3482
|
BlueMar Capital Management
Miami,
Florida
|
$360M
|
-$23.2M
|
-6%
|
1.7%
|
27.4%
|
60
|
26.67%
|
|
|
3483
|
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
|
$360M
|
–
|
–
|
7.73%
|
519%
|
1
|
–
|
|
|
3484
|
FLC Capital Advisors
Palm Desert,
California
|
$360M
|
+$20.8M
|
+6%
|
6.15%
|
59.3%
|
180
|
11.11%
|
|
|
3485
|
Metis Global Partners
San Diego,
California
|
$360M
|
–
|
–
|
12.4%
|
100%
|
376
|
–
|
|
|
3486
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$360M
|
+$28.8M
|
+9%
|
6.62%
|
39.9%
|
49
|
20.41%
|
|
|
3487
|
Kabouter Management
Chicago,
Illinois
|
$359M
|
+$182M
|
+103%
|
0.5%
|
12.9%
|
10
|
30%
|
|
|
3488
|
Bensler
Bellevue,
Washington
|
$359M
|
–
|
–
|
8.43%
|
106%
|
84
|
–
|
|
|
3489
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$359M
|
+$26.9M
|
+8%
|
8.11%
|
77.2%
|
112
|
10.71%
|
|
|
3490
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$359M
|
+$23.9M
|
+7%
|
4.5%
|
42.9%
|
40
|
2.5%
|
|
|
3491
|
Tikvah Management
Charlotte,
North Carolina
|
$359M
|
-$11.3M
|
-3%
|
8.7%
|
173%
|
25
|
32%
|
|
|
3492
|
Atlantic Investment Management
New York
|
$358M
|
+$60.3M
|
+20%
|
11.9%
|
34%
|
12
|
25%
|
|
|
3493
|
Latitude Advisors
Vero Beach,
Florida
|
$358M
|
+$42.1M
|
+13%
|
8.48%
|
72%
|
317
|
15.77%
|
|
|
3494
|
Redmond Asset Management
Henrico,
Virginia
|
$358M
|
+$38.6M
|
+12%
|
8.45%
|
59.1%
|
206
|
13.11%
|
|
|
3495
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$358M
|
+$3.14M
|
+0.9%
|
7.16%
|
96.4%
|
185
|
17.84%
|
|
|
3496
|
Founders Circle Capital
Campbell,
California
|
$358M
|
+$29.2M
|
+9%
|
23%
|
28%
|
15
|
33.33%
|
|
|
3497
|
Family Capital Trust
Peabody,
Massachusetts
|
$358M
|
+$6.97M
|
+2%
|
2.45%
|
32.3%
|
52
|
0%
|
|
|
3498
|
Diligent Investors
Redlands,
California
|
$358M
|
+$63.6M
|
+22%
|
8.59%
|
71.9%
|
285
|
20.35%
|
|
|
3499
|
Clare Market Investments
Dallas,
Texas
|
$358M
|
+$23.7M
|
+7%
|
10.1%
|
–
|
173
|
31.79%
|
|
|
3500
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$357M
|
+$29M
|
+9%
|
10.4%
|
104%
|
560
|
10.18%
|
|