|
3501
|
Bard Associates
Chicago,
Illinois
|
$200M
|
+$2M
|
+1%
|
6.46%
|
241%
|
175
|
17.71%
|
|
|
3502
|
Wall Capital Group
Phoenix,
Arizona
|
$200M
|
+$13.1M
|
+7%
|
3.23%
|
–
|
24
|
12.5%
|
|
|
3503
|
Biltmore Wealth Management
Tempe,
Arizona
|
$200M
|
+$12.1M
|
+6%
|
2.62%
|
55.6%
|
58
|
34.48%
|
|
|
3504
|
Northwestern University
Evanston,
Illinois
|
$200M
|
+$34.8M
|
+21%
|
1.98%
|
31.6%
|
5
|
20%
|
|
|
3505
|
Goodman Financial
Houston,
Texas
|
$200M
|
+$3.25M
|
+2%
|
2.53%
|
52.5%
|
48
|
14.58%
|
|
|
3506
|
Norman Fields Gottscho Capital Management
New York
|
$199M
|
+$9.09M
|
+5%
|
5.5%
|
94%
|
72
|
2.78%
|
|
|
3507
|
USA Financial Formulas
Ada,
Michigan
|
$199M
|
+$40.6M
|
+26%
|
1.71%
|
98.9%
|
120
|
0%
|
|
|
3508
|
Shelter Harbor Advisors
Weatogue,
Connecticut
|
$199M
|
+$2.02M
|
+1%
|
4.72%
|
–
|
33
|
66.67%
|
|
|
3509
|
Alight Capital Management
New York
|
$199M
|
+$29.3M
|
+17%
|
12.5%
|
466%
|
83
|
74.7%
|
|
|
3510
|
MayTech Global Investments
New York
|
$199M
|
+$9.78M
|
+5%
|
6.9%
|
158%
|
47
|
2.13%
|
|
|
3511
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$199M
|
+$11.1M
|
+6%
|
2.43%
|
72.3%
|
31
|
16.13%
|
|
|
3512
|
Scott & Selber Inc
Houston,
Texas
|
$199M
|
+$7.79M
|
+4%
|
7.46%
|
187%
|
84
|
27.38%
|
|
|
3513
|
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
$199M
|
+$4.79M
|
+2%
|
2.95%
|
60.5%
|
44
|
0%
|
|
|
3514
|
Lumina Fund Management
New York
|
$199M
|
+$26M
|
+15%
|
3.41%
|
28.1%
|
47
|
40.43%
|
|
|
3515
|
Prosight Management
Dallas,
Texas
|
$198M
|
-$30.2M
|
-13%
|
4.88%
|
39.5%
|
46
|
32.61%
|
|
|
3516
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$198M
|
+$4.54M
|
+2%
|
1.66%
|
28.5%
|
20
|
0%
|
|
|
3517
|
Omnia Family Wealth
Aventura,
Florida
|
$198M
|
-$4.6M
|
-2%
|
3.14%
|
80.6%
|
601
|
84.36%
|
|
|
3518
|
First Command Bank
Fort Worth,
Texas
|
$198M
|
-$2.94M
|
-1%
|
3.32%
|
34.1%
|
434
|
10.83%
|
|
|
3519
|
First Command Financial Services
Fort Worth,
Texas
|
$198M
|
-$2.94M
|
-1%
|
3.32%
|
34.4%
|
434
|
10.83%
|
|
|
3520
|
Broadmark Asset Management
San Francisco,
California
|
$198M
|
+$36.3M
|
+22%
|
4.56%
|
39.6%
|
3
|
33.33%
|
|
|
3521
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$198M
|
+$13.8M
|
+8%
|
2.65%
|
51.8%
|
60
|
18.33%
|
|
|
3522
|
Blume Capital Management
Berkeley,
California
|
$198M
|
+$7.02M
|
+4%
|
3.89%
|
96.9%
|
244
|
16.8%
|
|
|
3523
|
Derby & Company
Newton,
Massachusetts
|
$197M
|
+$12.7M
|
+7%
|
3.81%
|
33.7%
|
27
|
14.81%
|
|
|
3524
|
Simon Quick Advisors
Morristown,
New Jersey
|
$197M
|
-$42.5M
|
-18%
|
3.07%
|
69.5%
|
619
|
60.9%
|
|
|
3525
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$197M
|
+$1.6M
|
+0.8%
|
3.18%
|
93%
|
367
|
3.81%
|
|