|
3501
|
Boston Research & Management
Manchester,
Massachusetts
|
$311M
|
+$23.2M
|
+8%
|
7.17%
|
48.2%
|
106
|
2.83%
|
|
|
3502
|
E Fund Management (HK)
Central,
Hong Kong
|
$310M
|
+$20.4M
|
+7%
|
0.78%
|
163%
|
58
|
36.21%
|
|
|
3503
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$310M
|
+$15.4M
|
+5%
|
3.41%
|
97.5%
|
556
|
20.32%
|
|
|
3504
|
Hyperion Capital Advisors
New York
|
$310M
|
+$56.4M
|
+22%
|
9.51%
|
67.8%
|
46
|
13.04%
|
|
|
3505
|
Algebris (UK)
London,
United Kingdom
|
$310M
|
-$16.5M
|
-5%
|
17.5%
|
19.5%
|
41
|
60.98%
|
|
|
3506
|
|
$310M
|
+$9.22M
|
+3%
|
3.89%
|
62.5%
|
74
|
8.11%
|
|
|
3507
|
Financial Advisors Network
Tustin,
California
|
$310M
|
+$18.6M
|
+6%
|
5.23%
|
–
|
133
|
30.08%
|
|
|
3508
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$309M
|
-$16M
|
-5%
|
4.88%
|
1.41%
|
3
|
0%
|
|
|
3509
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$309M
|
+$23.5M
|
+8%
|
9.55%
|
104%
|
546
|
15.2%
|
|
|
3510
|
Fiducient Advisors
Chicago,
Illinois
|
$309M
|
+$40M
|
+15%
|
5.15%
|
43.9%
|
87
|
14.94%
|
|
|
3511
|
Cloverfields Capital Group
Minneapolis,
Minnesota
|
$309M
|
+$42.8M
|
+16%
|
5.88%
|
91.5%
|
63
|
17.46%
|
|
|
3512
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$309M
|
+$14.6M
|
+5%
|
1.63%
|
70.3%
|
46
|
19.57%
|
|
|
3513
|
Distillate Capital Partners
Chicago,
Illinois
|
$309M
|
+$99.5M
|
+48%
|
9.93%
|
17.8%
|
136
|
30.15%
|
|
|
3514
|
Private Portfolio Partners
Paramus,
New Jersey
|
$308M
|
+$25.5M
|
+9%
|
5.5%
|
16.9%
|
244
|
12.3%
|
|
|
3515
|
Glenview State Bank Trust Department
Glenview,
Illinois
|
$308M
|
+$21.3M
|
+7%
|
7.61%
|
76.6%
|
124
|
4.03%
|
|
|
3516
|
First Sabrepoint Capital Management
Dallas,
Texas
|
$308M
|
-$1.91M
|
-0.6%
|
12.2%
|
182%
|
40
|
40%
|
|
|
3517
|
Toronado Partners
San Francisco,
California
|
$308M
|
-$69.3M
|
-18%
|
3.95%
|
61%
|
11
|
9.09%
|
|
|
3518
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$307M
|
+$38.7M
|
+14%
|
3.96%
|
42.9%
|
38
|
10.53%
|
|
|
3519
|
Physician Wealth Advisors
Midvale,
Utah
|
$307M
|
+$13.5M
|
+5%
|
5.7%
|
71.3%
|
149
|
9.4%
|
|
|
3520
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$307M
|
+$38.7M
|
+14%
|
6.76%
|
187%
|
82
|
59.76%
|
|
|
3521
|
Unified Trust Company
Lexington,
Kentucky
|
$307M
|
+$134M
|
+78%
|
6.09%
|
69.7%
|
78
|
29.49%
|
|
|
3522
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$307M
|
+$154M
|
+101%
|
6.39%
|
73.6%
|
149
|
25.5%
|
|
|
3523
|
Ironwood Financial
Tucson,
Arizona
|
$307M
|
+$39.3M
|
+15%
|
5.12%
|
48.8%
|
590
|
15.42%
|
|
|
3524
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$306M
|
$0
|
0%
|
8.32%
|
93%
|
147
|
20.41%
|
|
|
3525
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$306M
|
+$7.43M
|
+2%
|
0%
|
7.53%
|
385
|
99.48%
|
|