|
3501
|
LGL Partners
Philadelphia,
Pennsylvania
|
$156M
|
-$31.3M
|
-17%
|
3.81%
|
68.9%
|
97
|
52.58%
|
|
|
3502
|
Shamrock Asset Management
Dallas,
Texas
|
$156M
|
-$4.1M
|
-3%
|
5.05%
|
31%
|
304
|
13.82%
|
|
|
3503
|
Cook & Bynum Capital Management
Birmingham,
Alabama
|
$156M
|
+$6.2M
|
+4%
|
4.82%
|
46.8%
|
5
|
0%
|
|
|
3504
|
Quantres Asset Management
Cayman,
Cayman Islands
|
$156M
|
+$2.06M
|
+1%
|
1.71%
|
11%
|
268
|
65.3%
|
|
|
3505
|
Elkhorn Partners
Omaha,
Nebraska
|
$156M
|
-$1.62M
|
-1%
|
0.22%
|
32.2%
|
41
|
9.76%
|
|
|
3506
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$156M
|
+$83.1M
|
+115%
|
3.44%
|
53.1%
|
32
|
84.38%
|
|
|
3507
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$156M
|
-$1.09B
|
-88%
|
0.12%
|
0.74%
|
20
|
70%
|
|
|
3508
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$155M
|
+$8.01M
|
+5%
|
4.83%
|
64.1%
|
152
|
7.24%
|
|
|
3509
|
Sitrin Capital Management
Century City,
California
|
$155M
|
+$7.88M
|
+5%
|
7.9%
|
128%
|
43
|
25.58%
|
|
|
3510
|
Kalos Management
Alpharetta,
Georgia
|
$155M
|
+$45.9M
|
+42%
|
5.38%
|
48.5%
|
155
|
40.65%
|
|
|
3511
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$155M
|
+$2.81M
|
+2%
|
4.51%
|
55%
|
46
|
10.87%
|
|
|
3512
|
Wall Capital Group
Phoenix,
Arizona
|
$155M
|
+$7.49M
|
+5%
|
3.95%
|
–
|
52
|
11.54%
|
|
|
3513
|
Wilsey Asset Management
San Diego,
California
|
$155M
|
+$17.4M
|
+13%
|
8.76%
|
55%
|
21
|
23.81%
|
|
|
3514
|
Billings Capital Management
Arlington,
Virginia
|
$155M
|
+$16.8M
|
+12%
|
4.14%
|
–
|
9
|
11.11%
|
|
|
3515
|
Waterstone Capital Management
St. Louis Park,
Minnesota
|
$155M
|
-$17.4M
|
-10%
|
0.42%
|
23.4%
|
24
|
41.67%
|
|
|
3516
|
Pettee Investors
Rowayton,
Connecticut
|
$155M
|
+$42.1M
|
+37%
|
5.3%
|
96.1%
|
117
|
48.72%
|
|
|
3517
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$155M
|
+$4.64M
|
+3%
|
4.84%
|
72.3%
|
150
|
9.33%
|
|
|
3518
|
JT Stratford LLC
Gainesville,
Georgia
|
$154M
|
+$12.3M
|
+9%
|
4.46%
|
103%
|
117
|
18.8%
|
|
|
3519
|
Daily Journal Corp
Los Angeles,
California
|
$154M
|
+$2.37M
|
+2%
|
1.62%
|
108%
|
4
|
0%
|
|
|
3520
|
Empowered Funds
Havertown,
Pennsylvania
|
$154M
|
+$30.8M
|
+25%
|
9.83%
|
127%
|
135
|
62.22%
|
|
|
3521
|
Boltwood Capital Management
Walnut Creek,
California
|
$154M
|
+$6.21M
|
+4%
|
4.51%
|
56.3%
|
122
|
7.38%
|
|
|
3522
|
NewFocus Financial Group
Vancouver,
Washington
|
$154M
|
-$23.1M
|
-13%
|
3.93%
|
55.4%
|
71
|
11.27%
|
|
|
3523
|
Glassman Wealth Services
Vienna,
Virginia
|
$154M
|
+$2.13M
|
+1%
|
2.69%
|
62.6%
|
668
|
12.43%
|
|
|
3524
|
Energy Opportunities Capital Management
Austin,
Texas
|
$154M
|
-$29.6M
|
-16%
|
4.58%
|
211%
|
69
|
30.43%
|
|
|
3525
|
Winch Advisory Services
Appleton,
Wisconsin
|
$154M
|
-$5.18M
|
-3%
|
5.58%
|
80.8%
|
355
|
21.13%
|
|