|
3501
|
VisionPoint Advisory Group
Dallas,
Texas
|
$501M
|
+$41.4M
|
+9%
|
8.45%
|
74.2%
|
419
|
20.53%
|
|
|
3502
|
Morse Asset Management
Darien,
Connecticut
|
$501M
|
+$44.7M
|
+10%
|
15.1%
|
153%
|
415
|
23.37%
|
|
|
3503
|
Satovsky Asset Management
New York
|
$501M
|
+$31.4M
|
+7%
|
6.48%
|
48.9%
|
72
|
18.06%
|
|
|
3504
|
Mattern Wealth Management
Lawrence,
Kansas
|
$501M
|
+$20.4M
|
+4%
|
6.27%
|
54%
|
167
|
10.18%
|
|
|
3505
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$501M
|
+$101M
|
+25%
|
7.95%
|
78.3%
|
131
|
17.56%
|
|
|
3506
|
Manchester Financial
Westlake Village,
California
|
$501M
|
+$23M
|
+5%
|
7.27%
|
67.5%
|
139
|
17.99%
|
|
|
3507
|
Amanah Holdings Trust
London,
|
$501M
|
+$96.6M
|
+24%
|
33%
|
–
|
16
|
12.5%
|
|
|
3508
|
Speece Thorson Capital Group
Minnetonka,
Minnesota
|
$500M
|
+$9.35M
|
+2%
|
4.63%
|
26.4%
|
44
|
2.27%
|
|
|
3509
|
FCPM III Services
Naarden,
Netherlands
|
$500M
|
+$131M
|
+36%
|
52.5%
|
–
|
9
|
11.11%
|
|
|
3510
|
MIC Capital Management (UK)
London,
United Kingdom
|
$500M
|
-$8.95M
|
-2%
|
6.09%
|
37.8%
|
14
|
14.29%
|
|
|
3511
|
P/E Global LLC
Boston,
Massachusetts
|
$500M
|
+$19.1M
|
+4%
|
5.67%
|
40.8%
|
4
|
0%
|
|
|
3512
|
Schoolcraft Capital
Boulder,
Colorado
|
$500M
|
+$9.75M
|
+2%
|
6.12%
|
44.8%
|
66
|
6.06%
|
|
|
3513
|
Ovata Capital Management
Hong Kong
|
$500M
|
+$37.7M
|
+8%
|
8.49%
|
69.1%
|
58
|
51.72%
|
|
|
3514
|
Clare Market Investments
Dallas,
Texas
|
$500M
|
+$46.7M
|
+10%
|
11%
|
–
|
170
|
22.94%
|
|
|
3515
|
Entrust Global Partners
New York
|
$500M
|
-$41.8M
|
-8%
|
38.2%
|
75.6%
|
6
|
16.67%
|
|
|
3516
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$499M
|
–
|
–
|
8.79%
|
–
|
190
|
–
|
|
|
3517
|
Stempoint Capital
New York
|
$499M
|
+$188M
|
+60%
|
89.3%
|
–
|
101
|
61.39%
|
|
|
3518
|
Kiltearn Partners
Edinburgh,
United Kingdom
|
$499M
|
+$1.59M
|
+0.3%
|
1.45%
|
34.5%
|
28
|
3.57%
|
|
|
3519
|
NetEase Inc
Hangzhou,
China
|
$499M
|
+$102M
|
+26%
|
25.7%
|
992%
|
2
|
0%
|
|
|
3520
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$499M
|
+$49.4M
|
+11%
|
6.81%
|
102%
|
80
|
17.5%
|
|
|
3521
|
Spirit of America Management Corp
Syosset,
New York
|
$499M
|
+$19M
|
+4%
|
8.31%
|
110%
|
318
|
4.4%
|
|
|
3522
|
Gagnon Securities
New York
|
$499M
|
+$6.15M
|
+1%
|
9.13%
|
89.9%
|
95
|
17.89%
|
|
|
3523
|
High Note Wealth
Deephaven,
Minnesota
|
$498M
|
+$61.5M
|
+14%
|
8.36%
|
73%
|
1,010
|
27.43%
|
|
|
3524
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$498M
|
+$29.6M
|
+6%
|
6.13%
|
37.9%
|
422
|
12.09%
|
|
|
3525
|
Oakwell Private Wealth Management
Austin,
Texas
|
$498M
|
+$63.7M
|
+15%
|
7.44%
|
50.1%
|
80
|
11.25%
|
|