|
3701
|
|
$150M
|
+$5.53M
|
+4%
|
5.93%
|
70.5%
|
97
|
5.15%
|
|
|
3702
|
Weatherstone Capital Management
Denver,
Colorado
|
$150M
|
+$3.83M
|
+3%
|
3.58%
|
32%
|
99
|
16.16%
|
|
|
3703
|
Van Strum & Towne
San Francisco,
California
|
$150M
|
-$3.33M
|
-2%
|
5.54%
|
50.9%
|
76
|
5.26%
|
|
|
3704
|
Michael & Susan Dell Foundation
New York
|
$150M
|
+$23.2M
|
+18%
|
2.77%
|
120%
|
8
|
25%
|
|
|
3705
|
Farmstead Capital Management
Ridgewood,
New Jersey
|
$150M
|
–
|
–
|
2.32%
|
–
|
8
|
–
|
|
|
3706
|
Mork Capital Management
Healdsburg,
California
|
$150M
|
+$26.3M
|
+21%
|
5.57%
|
45.7%
|
137
|
28.47%
|
|
|
3707
|
Crabel Capital Management
Los Angeles,
California
|
$149M
|
–
|
–
|
2.2%
|
22.7%
|
88
|
–
|
|
|
3708
|
Yorktown Energy Partners VII
New York
|
$149M
|
-$62.5M
|
-29%
|
3.15%
|
22.4%
|
4
|
0%
|
|
|
3709
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$149M
|
–
|
–
|
5.75%
|
82.8%
|
51
|
–
|
|
|
3710
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$149M
|
+$16.3M
|
+12%
|
10.3%
|
86.3%
|
44
|
0%
|
|
|
3711
|
Derby & Company
Newton,
Massachusetts
|
$149M
|
–
|
–
|
5.79%
|
33.7%
|
52
|
–
|
|
|
3712
|
ETF Portfolio Partners
Leawood,
Kansas
|
$149M
|
+$8.03M
|
+6%
|
3.32%
|
44.3%
|
23
|
4.35%
|
|
|
3713
|
|
$149M
|
–
|
–
|
11.4%
|
64.6%
|
17
|
–
|
|
|
3714
|
Stableford Capital II
Scottsdale,
Arizona
|
$149M
|
+$11M
|
+8%
|
5.49%
|
59.3%
|
117
|
19.66%
|
|
|
3715
|
Financial Advisors Network
Tustin,
California
|
$148M
|
+$21.7M
|
+17%
|
2.92%
|
–
|
97
|
8.25%
|
|
|
3716
|
Sovarnum Capital
New York
|
$148M
|
–
|
–
|
9.09%
|
–
|
118
|
–
|
|
|
3717
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$148M
|
-$2.19M
|
-1%
|
7.24%
|
70.3%
|
46
|
6.52%
|
|
|
3718
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$148M
|
–
|
–
|
5.58%
|
54.5%
|
82
|
–
|
|
|
3719
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$148M
|
+$9.53M
|
+7%
|
5.31%
|
45%
|
224
|
12.05%
|
|
|
3720
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$148M
|
+$7.34M
|
+5%
|
2.99%
|
40.1%
|
42
|
23.81%
|
|
|
3721
|
HCSF Management
San Francisco,
California
|
$148M
|
+$10.5M
|
+8%
|
0.15%
|
58.8%
|
13
|
23.08%
|
|
|
3722
|
Orbis Investment Management (US)
San Francisco,
California
|
$147M
|
-$13.3M
|
-8%
|
7.81%
|
48.8%
|
27
|
33.33%
|
|
|
3723
|
Bonness Enterprises
Washington,
District of Columbia
|
$147M
|
+$7.52M
|
+5%
|
7.18%
|
94.6%
|
46
|
0%
|
|
|
3724
|
Creative Financial Designs
Kokomo,
Indiana
|
$147M
|
-$26.9M
|
-15%
|
4.9%
|
43.4%
|
833
|
19.45%
|
|
|
3725
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$147M
|
–
|
–
|
3.84%
|
64.7%
|
56
|
–
|
|