|
3526
|
Matrix VII Management
Cambridge,
Massachusetts
|
$89.8M
|
–
|
–
|
31.9%
|
–
|
1
|
–
|
|
|
3527
|
Permanens Capital
New York
|
$89.6M
|
-$18.6M
|
-17%
|
0.84%
|
76.9%
|
11
|
45.45%
|
|
|
3528
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$89.4M
|
+$394K
|
+0.4%
|
0.5%
|
72.2%
|
92
|
14.13%
|
|
|
3529
|
Brightfield Capital Management
New York
|
$89.3M
|
+$17.2M
|
+24%
|
2.98%
|
–
|
44
|
27.27%
|
|
|
3530
|
Tiemann Investment Advisors
Menlo Park,
California
|
$89.1M
|
+$4.67M
|
+6%
|
2.1%
|
77%
|
144
|
6.94%
|
|
|
3531
|
Stellar Capital Management
Phoenix,
Arizona
|
$89.1M
|
-$4.43M
|
-5%
|
1.15%
|
23.4%
|
78
|
16.67%
|
|
|
3532
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$88.6M
|
+$2.67M
|
+3%
|
2.03%
|
20.2%
|
755
|
16.29%
|
|
|
3533
|
|
$88M
|
-$4.62M
|
-5%
|
3.29%
|
50.1%
|
80
|
35%
|
|
|
3534
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$87.8M
|
-$1.22M
|
-1%
|
1.42%
|
72.9%
|
87
|
5.75%
|
|
|
3535
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
$87.8M
|
+$10.4M
|
+13%
|
1.6%
|
–
|
63
|
50.79%
|
|
|
3536
|
Investure LLC
Charlottesville,
Virginia
|
$87.2M
|
-$118M
|
-58%
|
0.01%
|
55.4%
|
5
|
20%
|
|
|
3537
|
Hilltop Park Associates
New York
|
$87M
|
-$46M
|
-35%
|
12.4%
|
293%
|
88
|
76.14%
|
|
|
3538
|
Grey Owl Capital Management
Falls Church,
Virginia
|
$86.8M
|
+$10.8M
|
+14%
|
5.65%
|
–
|
47
|
23.4%
|
|
|
3539
|
|
$86.8M
|
-$46.8M
|
-35%
|
3.45%
|
–
|
29
|
48.28%
|
|
|
3540
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$86.4M
|
+$7.07M
|
+9%
|
1.16%
|
65%
|
69
|
11.59%
|
|
|
3541
|
Guardian Investment Management
Tiburon,
California
|
$86.4M
|
-$3.81M
|
-4%
|
1.53%
|
89.7%
|
66
|
24.24%
|
|
|
3542
|
Braeside Investments
Dallas,
Texas
|
$86.1M
|
+$8.29M
|
+11%
|
14.3%
|
–
|
18
|
0%
|
|
|
3543
|
Gruss & Co
West Palm Beach,
Florida
|
$85.8M
|
-$1.25M
|
-1%
|
1.81%
|
163%
|
66
|
37.88%
|
|
|
3544
|
Piershale Financial Group
Barrington,
Illinois
|
$85.6M
|
+$16.7M
|
+24%
|
11.6%
|
82%
|
203
|
43.35%
|
|
|
3545
|
Quantres Asset Management
Cayman,
Cayman Islands
|
$85.4M
|
–
|
–
|
0.73%
|
11%
|
173
|
–
|
|
|
3546
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$85.4M
|
+$2.87M
|
+3%
|
1.62%
|
52.4%
|
83
|
20.48%
|
|
|
3547
|
LeVasseur Capital Partners
Newport Beach,
California
|
$85M
|
+$5.36M
|
+7%
|
5.81%
|
38.8%
|
7
|
14.29%
|
|
|
3548
|
IMS Capital Management
Portland,
Oregon
|
$84.8M
|
+$5.26M
|
+7%
|
0.57%
|
119%
|
189
|
42.33%
|
|
|
3549
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$84.8M
|
+$13.6M
|
+19%
|
1.88%
|
24.3%
|
621
|
42.35%
|
|
|
3550
|
Seven Post Investment Office
San Francisco,
California
|
$84.7M
|
-$4.15M
|
-5%
|
1.05%
|
52.6%
|
8
|
25%
|
|