|
3526
|
Abacus Planning Group
Columbia,
South Carolina
|
$374M
|
+$60.4M
|
+19%
|
7.94%
|
59.1%
|
219
|
15.53%
|
|
|
3527
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$374M
|
+$121M
|
+48%
|
7.36%
|
62.2%
|
92
|
14.13%
|
|
|
3528
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$374M
|
+$21.5M
|
+6%
|
1.07%
|
22.5%
|
364
|
50%
|
|
|
3529
|
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
|
$374M
|
–
|
–
|
9.55%
|
46%
|
2
|
–
|
|
|
3530
|
Simon Quick Advisors
Morristown,
New Jersey
|
$374M
|
-$14.8M
|
-4%
|
8.15%
|
69.5%
|
431
|
14.15%
|
|
|
3531
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$374M
|
+$75.4M
|
+25%
|
9.24%
|
60.8%
|
115
|
17.39%
|
|
|
3532
|
First Sabrepoint Capital Management
Dallas,
Texas
|
$374M
|
-$2.75M
|
-0.7%
|
1.52%
|
218%
|
35
|
22.86%
|
|
|
3533
|
Leelyn Smith
Geneva,
Illinois
|
$374M
|
+$28.5M
|
+8%
|
7.63%
|
77.3%
|
421
|
19.24%
|
|
|
3534
|
Essex LLC
Deer Park,
Illinois
|
$374M
|
+$13.1M
|
+4%
|
3.6%
|
89.1%
|
175
|
5.71%
|
|
|
3535
|
Bourne Lent Asset Management
Pawling,
New York
|
$374M
|
+$25.4M
|
+7%
|
9.25%
|
76.1%
|
63
|
6.35%
|
|
|
3536
|
Teza Capital Management
Chicago,
Illinois
|
$374M
|
+$166M
|
+80%
|
8.94%
|
140%
|
564
|
69.5%
|
|
|
3537
|
CoreView Capital Management
Hong Kong
|
$374M
|
–
|
–
|
8.35%
|
50.9%
|
11
|
–
|
|
|
3538
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$373M
|
+$53.4M
|
+17%
|
12.2%
|
86.4%
|
134
|
8.96%
|
|
|
3539
|
Single Point Partners
Boston,
Massachusetts
|
$373M
|
+$328M
|
+716%
|
6.15%
|
52.3%
|
89
|
71.91%
|
|
|
3540
|
Lion Point Capital
New York
|
$373M
|
-$160M
|
-30%
|
3.37%
|
319%
|
48
|
54.17%
|
|
|
3541
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$373M
|
+$25.1M
|
+7%
|
6.96%
|
61.7%
|
227
|
11.45%
|
|
|
3542
|
West Financial Advisors
Des Moines,
Iowa
|
$373M
|
+$31.2M
|
+9%
|
4.8%
|
45.1%
|
178
|
16.85%
|
|
|
3543
|
Sourcerock Group
Denver,
Colorado
|
$373M
|
+$92.5M
|
+33%
|
2.42%
|
59.1%
|
20
|
45%
|
|
|
3544
|
Truxt Investmentos
Rio De Janeiro,
Brazil
|
$372M
|
-$347M
|
-48%
|
21.3%
|
–
|
20
|
70%
|
|
|
3545
|
Arlington Partners
Birmingham,
Alabama
|
$372M
|
+$25M
|
+7%
|
8.03%
|
43.7%
|
712
|
52.39%
|
|
|
3546
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$372M
|
+$23.4M
|
+7%
|
5.49%
|
45.6%
|
66
|
4.55%
|
|
|
3547
|
Greylock 15
Menlo Park,
California
|
$372M
|
-$115M
|
-24%
|
9.83%
|
17.8%
|
3
|
0%
|
|
|
3548
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$372M
|
-$95M
|
-20%
|
7.93%
|
261%
|
244
|
20.9%
|
|
|
3549
|
Peninsula Wealth
San Francisco,
California
|
$372M
|
+$56.8M
|
+18%
|
7.39%
|
30%
|
66
|
63.64%
|
|
|
3550
|
Tolleson Wealth Management
Dallas,
Texas
|
$371M
|
+$17.9M
|
+5%
|
5.81%
|
56.2%
|
73
|
12.33%
|
|