|
3501
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$150M
|
-$4.75M
|
-3%
|
4.02%
|
153%
|
34
|
20.59%
|
|
|
3502
|
Steamboat Capital Partners
Rye,
New York
|
$150M
|
+$33.2M
|
+28%
|
7.59%
|
189%
|
25
|
20%
|
|
|
3503
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$150M
|
+$1.51M
|
+1%
|
8.92%
|
40%
|
440
|
10.68%
|
|
|
3504
|
Integre Asset Management
New York
|
$150M
|
-$15.2M
|
-9%
|
7.89%
|
74.1%
|
122
|
36.07%
|
|
|
3505
|
Berkeley Capital Partners
Milton,
Georgia
|
$150M
|
+$2.79M
|
+2%
|
3.06%
|
49.3%
|
124
|
16.94%
|
|
|
3506
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$150M
|
+$5.88M
|
+4%
|
3.24%
|
42.9%
|
21
|
0%
|
|
|
3507
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$150M
|
-$8.1M
|
-5%
|
4.24%
|
38.3%
|
38
|
2.63%
|
|
|
3508
|
Morris Capital Advisors
Malvern,
Pennsylvania
|
$150M
|
+$7.8M
|
+6%
|
7.69%
|
72.9%
|
78
|
8.97%
|
|
|
3509
|
SigFig Wealth Management
San Francisco,
California
|
$150M
|
+$13.8M
|
+10%
|
3.88%
|
43.3%
|
28
|
28.57%
|
|
|
3510
|
Courage Capital Management
Nashville,
Tennessee
|
$149M
|
-$45M
|
-23%
|
15.2%
|
76.1%
|
24
|
33.33%
|
|
|
3511
|
Context Capital Management
Lajolla,
California
|
$149M
|
+$8.83M
|
+6%
|
0.07%
|
3.38%
|
47
|
17.02%
|
|
|
3512
|
First United Bank & Trust
Oakland,
Maryland
|
$149M
|
+$1.81M
|
+1%
|
4.42%
|
69.2%
|
112
|
7.14%
|
|
|
3513
|
Mengis Capital Management
Portland,
Oregon
|
$149M
|
+$8.08M
|
+6%
|
4.08%
|
72.9%
|
121
|
4.13%
|
|
|
3514
|
EnCap Energy Capital Fund VIII
Houston,
Texas
|
$149M
|
-$21.5M
|
-13%
|
12.6%
|
6.16%
|
1
|
0%
|
|
|
3515
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$149M
|
+$3.35M
|
+2%
|
4.63%
|
85.8%
|
404
|
13.86%
|
|
|
3516
|
|
$149M
|
-$50.6M
|
-25%
|
4.13%
|
390%
|
46
|
63.04%
|
|
|
3517
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$148M
|
+$3.14M
|
+2%
|
4.02%
|
85.7%
|
145
|
16.55%
|
|
|
3518
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$148M
|
+$3.83M
|
+3%
|
3.65%
|
113%
|
93
|
9.68%
|
|
|
3519
|
|
$148M
|
+$8.27M
|
+6%
|
7.45%
|
460%
|
42
|
61.9%
|
|
|
3520
|
FC Advisory
West Chester,
Pennsylvania
|
$148M
|
+$3.4M
|
+2%
|
2.56%
|
42.9%
|
43
|
6.98%
|
|
|
3521
|
Managed Account Services
Coconut Grove,
Florida
|
$148M
|
+$7.01M
|
+5%
|
3.79%
|
32.4%
|
64
|
3.13%
|
|
|
3522
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$148M
|
+$8.79M
|
+6%
|
4.08%
|
11.8%
|
54
|
3.7%
|
|
|
3523
|
Perennial Advisors
New York
|
$148M
|
+$10M
|
+7%
|
5.2%
|
–
|
204
|
8.82%
|
|
|
3524
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$147M
|
+$4.69M
|
+3%
|
4.95%
|
3.47%
|
188
|
15.96%
|
|
|
3525
|
Covalent Partners
Concord,
Massachusetts
|
$147M
|
-$63.9M
|
-30%
|
0.57%
|
36.6%
|
33
|
45.45%
|
|