|
3526
|
Keating Investment Counselors
Delray Beach,
Florida
|
$229M
|
+$6.77M
|
+3%
|
6.05%
|
43.7%
|
70
|
2.86%
|
|
|
3527
|
Muhlenkamp & Co
Wexford,
Pennsylvania
|
$229M
|
+$23.7M
|
+12%
|
10.5%
|
107%
|
39
|
17.95%
|
|
|
3528
|
Epstein & White Financial
San Diego,
California
|
$229M
|
+$23.4M
|
+11%
|
6.19%
|
51%
|
84
|
29.76%
|
|
|
3529
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$229M
|
-$35.9M
|
-14%
|
2.27%
|
11.6%
|
7
|
0%
|
|
|
3530
|
Stonebridge Capital Management
Los Angeles,
California
|
$229M
|
+$12.8M
|
+6%
|
7.32%
|
–
|
118
|
7.63%
|
|
|
3531
|
Covenant Asset Management
Chester,
New Jersey
|
$228M
|
+$29.3M
|
+15%
|
11.6%
|
158%
|
154
|
18.18%
|
|
|
3532
|
Crewe Advisors
Salt Lake City,
Utah
|
$228M
|
+$10.9M
|
+5%
|
5.61%
|
96.1%
|
293
|
33.79%
|
|
|
3533
|
Broadmark Asset Management
San Francisco,
California
|
$228M
|
+$106M
|
+87%
|
9.51%
|
39.6%
|
3
|
33.33%
|
|
|
3534
|
Goodman Financial
Houston,
Texas
|
$228M
|
+$29.1M
|
+15%
|
7.58%
|
52.5%
|
53
|
26.42%
|
|
|
3535
|
Crossvault Capital Management
San Antonio,
Texas
|
$228M
|
+$18.5M
|
+9%
|
9.33%
|
56.4%
|
81
|
8.64%
|
|
|
3536
|
Pasadena Private Wealth
Pasadena,
California
|
$228M
|
+$11.2M
|
+5%
|
4.65%
|
53%
|
68
|
16.18%
|
|
|
3537
|
Prosight Management
Dallas,
Texas
|
$228M
|
+$47.5M
|
+26%
|
38.6%
|
39.5%
|
49
|
53.06%
|
|
|
3538
|
Tekne Capital Management
New York
|
$228M
|
-$108M
|
-32%
|
8.1%
|
516%
|
11
|
45.45%
|
|
|
3539
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$228M
|
-$11.3M
|
-5%
|
0.85%
|
187%
|
67
|
53.73%
|
|
|
3540
|
Pacific Center for Financial Services
San Ramon,
California
|
$227M
|
+$23.1M
|
+11%
|
4.91%
|
54.7%
|
346
|
7.23%
|
|
|
3541
|
Edenbrook Capital
Mt. Kisco,
New York
|
$227M
|
–
|
–
|
17.5%
|
267%
|
12
|
–
|
|
|
3542
|
SunTx Capital Management
Dallas,
Texas
|
$227M
|
–
|
–
|
8.28%
|
–
|
1
|
–
|
|
|
3543
|
Hendley & Co
Zanesville,
Ohio
|
$227M
|
+$20.1M
|
+10%
|
8.4%
|
54.8%
|
62
|
11.29%
|
|
|
3544
|
MPM Asset Management
Boston,
Massachusetts
|
$227M
|
-$6.46M
|
-3%
|
4.2%
|
5.89%
|
5
|
0%
|
|
|
3545
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$227M
|
+$12.4M
|
+6%
|
7.17%
|
57.3%
|
204
|
11.27%
|
|
|
3546
|
Clearfield Capital Management
New York
|
$227M
|
+$64.9M
|
+40%
|
5.42%
|
421%
|
15
|
66.67%
|
|
|
3547
|
TRV GP III
Boston,
Massachusetts
|
$226M
|
+$50M
|
+28%
|
76%
|
170%
|
4
|
0%
|
|
|
3548
|
Financial Consulate
Hunt Valley,
Maryland
|
$226M
|
-$3.19M
|
-1%
|
7.54%
|
53.3%
|
111
|
17.12%
|
|
|
3549
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$226M
|
+$25M
|
+12%
|
9.15%
|
36%
|
181
|
11.6%
|
|
|
3550
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$226M
|
–
|
–
|
6.92%
|
111%
|
155
|
–
|
|