|
3676
|
Covalis Capital
London,
United Kingdom
|
$309M
|
-$179M
|
-37%
|
6.09%
|
31.3%
|
200
|
92.5%
|
|
|
3677
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$308M
|
+$20M
|
+7%
|
9.13%
|
147%
|
224
|
2.68%
|
|
|
3678
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$308M
|
+$9.53M
|
+3%
|
6.64%
|
57.5%
|
228
|
7.46%
|
|
|
3679
|
Harrell Investment Partners
Austin,
Texas
|
$308M
|
+$25.4M
|
+9%
|
7.6%
|
105%
|
104
|
8.65%
|
|
|
3680
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$308M
|
+$48.2M
|
+19%
|
7.99%
|
85.7%
|
128
|
4.69%
|
|
|
3681
|
Euclidean Capital
New York
|
$308M
|
+$9.21M
|
+3%
|
6.2%
|
76.3%
|
15
|
20%
|
|
|
3682
|
Inspire Advisors
Meridian,
Idaho
|
$307M
|
+$30.4M
|
+11%
|
6.36%
|
44%
|
101
|
36.63%
|
|
|
3683
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$307M
|
+$73.1M
|
+31%
|
7.03%
|
–
|
110
|
23.64%
|
|
|
3684
|
SignalPoint Asset Management
Springfield,
Missouri
|
$307M
|
+$23.9M
|
+8%
|
7.34%
|
36%
|
234
|
9.4%
|
|
|
3685
|
Socorro Asset Management
Dallas,
Texas
|
$307M
|
+$80.8M
|
+36%
|
6.89%
|
38.8%
|
34
|
11.76%
|
|
|
3686
|
Claybrook Capital
Wellesley,
Massachusetts
|
$307M
|
+$135M
|
+78%
|
7.54%
|
7.15%
|
247
|
89.47%
|
|
|
3687
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$307M
|
+$31.9M
|
+12%
|
7.54%
|
70.4%
|
166
|
8.43%
|
|
|
3688
|
Strategic Wealth Partners
Independence,
Ohio
|
$306M
|
+$55.9M
|
+22%
|
6.74%
|
–
|
266
|
35.71%
|
|
|
3689
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$306M
|
+$11M
|
+4%
|
6.17%
|
76.6%
|
135
|
6.67%
|
|
|
3690
|
Pacifica Capital Investments
Leander,
Texas
|
$306M
|
+$21M
|
+7%
|
6.19%
|
83.4%
|
20
|
10%
|
|
|
3691
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$306M
|
+$40.5M
|
+15%
|
14.3%
|
60.6%
|
86
|
8.14%
|
|
|
3692
|
Bard Associates
Chicago,
Illinois
|
$306M
|
+$28.7M
|
+10%
|
10.7%
|
200%
|
178
|
13.48%
|
|
|
3693
|
Tri Locum Partners
New York
|
$306M
|
-$97.7M
|
-24%
|
12.2%
|
378%
|
48
|
68.75%
|
|
|
3694
|
Peninsula Wealth
San Francisco,
California
|
$305M
|
+$26.4M
|
+9%
|
7.32%
|
30%
|
21
|
4.76%
|
|
|
3695
|
Gyon Technologies Capital Management
Denville,
New Jersey
|
$305M
|
+$75.6M
|
+33%
|
9.02%
|
42.2%
|
535
|
63.93%
|
|
|
3696
|
Shelter Haven Capital Management
Summit,
New Jersey
|
$305M
|
-$11.8M
|
-4%
|
12%
|
–
|
20
|
60%
|
|
|
3697
|
RMR Wealth Builders
Montclair,
New Jersey
|
$305M
|
-$79.9M
|
-21%
|
7.49%
|
81.6%
|
797
|
78.04%
|
|
|
3698
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$305M
|
+$61.1M
|
+25%
|
6.64%
|
54.5%
|
84
|
21.43%
|
|
|
3699
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$305M
|
+$23M
|
+8%
|
6.1%
|
61.4%
|
134
|
23.13%
|
|
|
3700
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$305M
|
+$20M
|
+7%
|
6.88%
|
56.3%
|
71
|
8.45%
|
|