|
3551
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$229M
|
+$87M
|
+61%
|
5.55%
|
28.6%
|
55
|
21.82%
|
|
|
3552
|
Oakview Capital Management
Dallas,
Texas
|
$229M
|
+$11M
|
+5%
|
7.77%
|
21.2%
|
17
|
0%
|
|
|
3553
|
Scholtz & Company
Stamford,
Connecticut
|
$229M
|
+$28.6M
|
+14%
|
15.5%
|
89.2%
|
71
|
18.31%
|
|
|
3554
|
Canal Capital Management
Richmond,
Virginia
|
$228M
|
+$23.9M
|
+12%
|
9.13%
|
67.8%
|
126
|
23.81%
|
|
|
3555
|
Lunia Capital
Dallas,
Texas
|
$228M
|
+$21.1M
|
+10%
|
9.01%
|
115%
|
38
|
31.58%
|
|
|
3556
|
Family Management
New York
|
$228M
|
-$17.8M
|
-7%
|
9.32%
|
69%
|
174
|
38.51%
|
|
|
3557
|
Affinity Investment Advisors
Newport Beach,
California
|
$228M
|
+$17.4M
|
+8%
|
8.12%
|
189%
|
168
|
30.95%
|
|
|
3558
|
|
$227M
|
+$13.1M
|
+6%
|
8.06%
|
91.2%
|
97
|
4.12%
|
|
|
3559
|
Round Table Services
Westfield,
New Jersey
|
$227M
|
-$60.2M
|
-21%
|
6.67%
|
16.1%
|
90
|
17.78%
|
|
|
3560
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$227M
|
+$12M
|
+6%
|
6.1%
|
65.2%
|
69
|
2.9%
|
|
|
3561
|
Jacobs Asset Management
New York
|
$227M
|
-$46.3M
|
-17%
|
0.04%
|
114%
|
51
|
54.9%
|
|
|
3562
|
Parkside Advisors
Berkeley,
California
|
$227M
|
+$12.3M
|
+6%
|
5.02%
|
36.7%
|
63
|
7.94%
|
|
|
3563
|
|
$227M
|
-$2.8M
|
-1%
|
5.67%
|
157%
|
35
|
25.71%
|
|
|
3564
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$227M
|
+$19.4M
|
+9%
|
7.38%
|
54.4%
|
342
|
11.11%
|
|
|
3565
|
Jackson Square Capital
San Francisco,
California
|
$227M
|
+$29.1M
|
+15%
|
14.9%
|
416%
|
388
|
23.97%
|
|
|
3566
|
Broadleaf Partners
Hudson,
Ohio
|
$227M
|
+$22.8M
|
+11%
|
11.6%
|
180%
|
64
|
3.13%
|
|
|
3567
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$227M
|
+$25.6M
|
+13%
|
14.7%
|
131%
|
96
|
9.38%
|
|
|
3568
|
Beach Point Capital Management
Santa Monica,
California
|
$227M
|
-$34.8M
|
-13%
|
8.06%
|
110%
|
27
|
40.74%
|
|
|
3569
|
Praetorian Wealth Management
Carmel,
California
|
$227M
|
+$22.2M
|
+11%
|
5.01%
|
53.8%
|
61
|
9.84%
|
|
|
3570
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$226M
|
+$17.5M
|
+8%
|
6.19%
|
28.5%
|
23
|
4.35%
|
|
|
3571
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$226M
|
-$193M
|
-46%
|
11.9%
|
95.1%
|
51
|
74.51%
|
|
|
3572
|
Shelter Haven Capital Management
Summit,
New Jersey
|
$226M
|
-$35.2M
|
-13%
|
4.54%
|
–
|
18
|
72.22%
|
|
|
3573
|
Oasis Management Company
Grand Cayman,
Cayman Islands
|
$226M
|
+$13.1M
|
+6%
|
11.1%
|
368%
|
51
|
47.06%
|
|
|
3574
|
Rock Point Advisors
Burlington,
Vermont
|
$226M
|
+$11.3M
|
+5%
|
7.91%
|
82.8%
|
84
|
7.14%
|
|
|
3575
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$226M
|
-$11.2M
|
-5%
|
8.24%
|
60.8%
|
80
|
5%
|
|