|
3501
|
Matthew Hamilton Rosenberg
|
$295M
|
+$36.6M
|
+14%
|
7.11%
|
48.3%
|
947
|
11.4%
|
|
|
3502
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$294M
|
-$5.77M
|
-2%
|
8.9%
|
72%
|
1,070
|
19.72%
|
|
|
3503
|
ESL Trust Services
Rochester,
New York
|
$294M
|
+$25.2M
|
+9%
|
8.81%
|
41.6%
|
22
|
4.55%
|
|
|
3504
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$294M
|
–
|
–
|
8.2%
|
129%
|
73
|
–
|
|
|
3505
|
Westwind Capital
Las Cruces,
New Mexico
|
$294M
|
+$8.59M
|
+3%
|
11.5%
|
78.1%
|
45
|
22.22%
|
|
|
3506
|
New World Advisors
Hingham,
Massachusetts
|
$294M
|
+$83.5M
|
+40%
|
22.5%
|
95.9%
|
72
|
27.78%
|
|
|
3507
|
AWM Capital
Phoenix,
Arizona
|
$294M
|
-$2.25M
|
-0.8%
|
8.21%
|
46.9%
|
68
|
16.18%
|
|
|
3508
|
First International Bank & Trust
Watford City,
North Dakota
|
$294M
|
+$27.8M
|
+10%
|
4.44%
|
38.6%
|
85
|
8.24%
|
|
|
3509
|
McLean Asset Management
Tysons,
Virginia
|
$294M
|
+$34.2M
|
+13%
|
9.65%
|
55.7%
|
142
|
15.49%
|
|
|
3510
|
True North Advisors
Dallas,
Texas
|
$293M
|
-$11.6M
|
-4%
|
12.1%
|
86.9%
|
219
|
36.07%
|
|
|
3511
|
Searle & Co
Greenwich,
Connecticut
|
$293M
|
+$32.9M
|
+13%
|
15.7%
|
93.8%
|
151
|
8.61%
|
|
|
3512
|
Financial & Tax Architects
St Louis,
Missouri
|
$293M
|
+$26.2M
|
+10%
|
8.61%
|
46.1%
|
94
|
45.74%
|
|
|
3513
|
MY.Alpha Management HK Advisors
Hong Kong
|
$293M
|
-$51.9M
|
-15%
|
6.17%
|
261%
|
20
|
50%
|
|
|
3514
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$293M
|
+$24.3M
|
+9%
|
13.2%
|
68.8%
|
151
|
15.23%
|
|
|
3515
|
West Family Investments
Carlsbad,
California
|
$293M
|
+$52.8M
|
+22%
|
8.12%
|
76.4%
|
267
|
29.96%
|
|
|
3516
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$293M
|
+$28.9M
|
+11%
|
8.1%
|
40.3%
|
64
|
12.5%
|
|
|
3517
|
KB Financial Partners
Princeton,
New Jersey
|
$293M
|
+$13.2M
|
+5%
|
9.62%
|
–
|
613
|
9.46%
|
|
|
3518
|
Concentric Wealth Management
Lafayette,
California
|
$293M
|
+$21.4M
|
+8%
|
10.7%
|
33.4%
|
124
|
12.1%
|
|
|
3519
|
McDonald Partners
Cleveland,
Ohio
|
$293M
|
+$30.7M
|
+12%
|
12.5%
|
90.7%
|
234
|
8.97%
|
|
|
3520
|
Hudock Inc
Williamsport,
Pennsylvania
|
$293M
|
-$3.56M
|
-1%
|
9.49%
|
64.4%
|
818
|
82.15%
|
|
|
3521
|
Squadra Investments
Rio De Janeiro,
Brazil
|
$292M
|
-$192M
|
-40%
|
12.1%
|
48.1%
|
9
|
33.33%
|
|
|
3522
|
Monument Capital Management
Alexandria,
Virginia
|
$292M
|
+$25.8M
|
+10%
|
11.7%
|
160%
|
167
|
22.16%
|
|
|
3523
|
Inscription Capital
Houston,
Texas
|
$292M
|
-$61.6M
|
-17%
|
8.57%
|
–
|
214
|
15.89%
|
|
|
3524
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$292M
|
+$26.1M
|
+10%
|
13.1%
|
80.6%
|
131
|
31.3%
|
|
|
3525
|
RPO LLC
Stamford,
Connecticut
|
$292M
|
-$121M
|
-29%
|
1.96%
|
62.7%
|
285
|
74.04%
|
|