|
3701
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$109M
|
–
|
–
|
4.69%
|
6.74%
|
339
|
–
|
|
|
3702
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$109M
|
+$25.2M
|
+30%
|
7.02%
|
15.3%
|
97
|
41.24%
|
|
|
3703
|
SIB LLC
New York,
New York
|
$109M
|
-$13.5M
|
-11%
|
0.12%
|
29.2%
|
27
|
3.7%
|
|
|
3704
|
TMD & Associates
Scottsdale,
Arizona
|
$109M
|
–
|
–
|
3.67%
|
20.5%
|
54
|
–
|
|
|
3705
|
|
$109M
|
+$7.7M
|
+8%
|
3.46%
|
95.2%
|
7
|
28.57%
|
|
|
3706
|
Boltwood Capital Management
Walnut Creek,
California
|
$109M
|
+$15.3M
|
+16%
|
6.03%
|
56.3%
|
97
|
16.49%
|
|
|
3707
|
Capital Wealth Planning
Naples,
Florida
|
$109M
|
-$16.5M
|
-13%
|
6.12%
|
73.9%
|
119
|
28.57%
|
|
|
3708
|
Pension Partners
New York
|
$109M
|
-$18.8M
|
-15%
|
1.81%
|
–
|
22
|
86.36%
|
|
|
3709
|
GSI Capital Advisors
Newport Beach,
California
|
$109M
|
+$14.5M
|
+15%
|
8.74%
|
39.7%
|
40
|
60%
|
|
|
3710
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$109M
|
–
|
–
|
4.87%
|
117%
|
194
|
–
|
|
|
3711
|
Ruggie Capital Group
Tavares,
Florida
|
$109M
|
+$3.42M
|
+3%
|
0%
|
22%
|
233
|
99.57%
|
|
|
3712
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$109M
|
+$3.15M
|
+3%
|
7.14%
|
–
|
52
|
0%
|
|
|
3713
|
Private Capital Management (Minnesota)
Eagan,
Minnesota
|
$109M
|
–
|
–
|
3.25%
|
–
|
188
|
–
|
|
|
3714
|
Physicians Financial Services
Raleigh,
North Carolina
|
$108M
|
–
|
–
|
6.81%
|
100%
|
311
|
–
|
|
|
3715
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$108M
|
–
|
–
|
1.98%
|
7.8%
|
94
|
–
|
|
|
3716
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$108M
|
-$34.8M
|
-24%
|
5.42%
|
95.1%
|
82
|
15.85%
|
|
|
3717
|
|
$108M
|
+$2.15M
|
+2%
|
4.94%
|
89.7%
|
106
|
10.38%
|
|
|
3718
|
MML Investors Services
Springfield,
Massachusetts
|
$108M
|
+$9.29M
|
+9%
|
3.31%
|
74.5%
|
46
|
8.7%
|
|
|
3719
|
HCSF Management
San Francisco,
California
|
$108M
|
+$13.1M
|
+14%
|
20.8%
|
58.8%
|
12
|
33.33%
|
|
|
3720
|
Headlands Capital Management
San Francisco,
California
|
$108M
|
–
|
–
|
20.8%
|
–
|
9
|
–
|
|
|
3721
|
Highlander Capital Management
Short Hills,
New Jersey
|
$108M
|
+$2.14M
|
+2%
|
2.99%
|
34.4%
|
886
|
5.53%
|
|
|
3722
|
Krilogy Financial
St. Louis,
Missouri
|
$108M
|
-$102M
|
-49%
|
1.9%
|
71.9%
|
666
|
41.74%
|
|
|
3723
|
University of Notre Dame du Lac
South Bend,
Indiana
|
$108M
|
+$53M
|
+97%
|
4.57%
|
–
|
45
|
91.11%
|
|
|
3724
|
Excalibur Management
Waltham,
Massachusetts
|
$108M
|
+$7.54M
|
+8%
|
7.25%
|
81.7%
|
73
|
19.18%
|
|
|
3725
|
Water Oak Advisors
Winter Park,
Florida
|
$107M
|
+$16.9M
|
+19%
|
1.7%
|
12.9%
|
20
|
55%
|
|