|
3526
|
Rice Partnership
Honolulu,
Hawaii
|
$351M
|
+$35M
|
+11%
|
11.4%
|
123%
|
155
|
22.58%
|
|
|
3527
|
Shelter Haven Capital Management
Summit,
New Jersey
|
$351M
|
+$36.6M
|
+12%
|
1.68%
|
–
|
16
|
56.25%
|
|
|
3528
|
Scoggin Management
New York
|
$351M
|
-$102M
|
-22%
|
4.18%
|
527%
|
77
|
53.25%
|
|
|
3529
|
Bellecapital
Zurich,
Switzerland
|
$351M
|
+$23.4M
|
+7%
|
7.19%
|
128%
|
207
|
15.46%
|
|
|
3530
|
Socorro Asset Management
Dallas,
Texas
|
$351M
|
-$4.01M
|
-1%
|
9.68%
|
38.8%
|
35
|
14.29%
|
|
|
3531
|
Holloway Wealth Management
Gainesville,
Florida
|
$350M
|
+$22M
|
+7%
|
7.75%
|
50.7%
|
379
|
0%
|
|
|
3532
|
Bay Colony Advisors
Concord,
Massachusetts
|
$350M
|
+$44.6M
|
+15%
|
8.79%
|
91.8%
|
391
|
19.18%
|
|
|
3533
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$350M
|
+$18.9M
|
+6%
|
9.05%
|
84.4%
|
168
|
58.93%
|
|
|
3534
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$350M
|
+$38.4M
|
+12%
|
11.6%
|
76.1%
|
165
|
13.94%
|
|
|
3535
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$349M
|
+$16.2M
|
+5%
|
2.99%
|
58.7%
|
27
|
3.7%
|
|
|
3536
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$349M
|
–
|
–
|
6.37%
|
51.2%
|
17
|
–
|
|
|
3537
|
|
$349M
|
+$11.8M
|
+4%
|
6.15%
|
63%
|
38
|
5.26%
|
|
|
3538
|
Princeton Capital Management
Red Bank,
New Jersey
|
$349M
|
+$35.2M
|
+11%
|
12.9%
|
148%
|
117
|
10.26%
|
|
|
3539
|
KB Financial Partners
Princeton,
New Jersey
|
$348M
|
+$75.2M
|
+28%
|
6.1%
|
–
|
677
|
76.22%
|
|
|
3540
|
GSB Wealth Management
Guilford,
Connecticut
|
$348M
|
+$154M
|
+79%
|
8.43%
|
61.8%
|
228
|
35.09%
|
|
|
3541
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$348M
|
+$38.1M
|
+12%
|
9.24%
|
45.5%
|
142
|
9.86%
|
|
|
3542
|
Black Swift Group
Boulder,
Colorado
|
$348M
|
+$8.62M
|
+3%
|
8.84%
|
104%
|
119
|
46.22%
|
|
|
3543
|
RMR Wealth Builders
Montclair,
New Jersey
|
$348M
|
+$7.64M
|
+2%
|
7.86%
|
81.6%
|
210
|
52.86%
|
|
|
3544
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$348M
|
+$29.6M
|
+9%
|
8.76%
|
41.6%
|
52
|
3.85%
|
|
|
3545
|
Mendon Capital Advisors
Key Largo,
Florida
|
$348M
|
+$54.5M
|
+19%
|
11.5%
|
–
|
73
|
27.4%
|
|
|
3546
|
Corrigan Financial
Middletown,
Rhode Island
|
$348M
|
+$20.7M
|
+6%
|
4.1%
|
9.54%
|
90
|
8.89%
|
|
|
3547
|
TRV GP IV
Boston,
Massachusetts
|
$348M
|
-$93M
|
-21%
|
19.7%
|
686%
|
5
|
0%
|
|
|
3548
|
Jackson Square Capital
San Francisco,
California
|
$348M
|
+$40M
|
+13%
|
12.9%
|
416%
|
197
|
17.26%
|
|
|
3549
|
Delta Investment Management
San Francisco,
California
|
$348M
|
+$29.4M
|
+9%
|
8.57%
|
58.1%
|
196
|
26.53%
|
|
|
3550
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$347M
|
–
|
–
|
6.8%
|
60.3%
|
151
|
–
|
|