|
3701
|
|
$173M
|
+$6.25M
|
+4%
|
5.96%
|
127%
|
53
|
5.66%
|
|
|
3702
|
BT Wealth Management
Atlanta,
Georgia
|
$173M
|
+$3.28M
|
+2%
|
3.03%
|
34.8%
|
58
|
8.62%
|
|
|
3703
|
DPM Capital
Coral Gables,
Florida
|
$173M
|
-$15.1M
|
-8%
|
3.84%
|
110%
|
8
|
25%
|
|
|
3704
|
Marlowe Partners
New York
|
$173M
|
+$28.8M
|
+20%
|
5.52%
|
16.3%
|
19
|
52.63%
|
|
|
3705
|
Game Creek Capital
Boston,
Massachusetts
|
$173M
|
-$32.7M
|
-16%
|
5.13%
|
108%
|
64
|
34.38%
|
|
|
3706
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$173M
|
+$20.1M
|
+13%
|
7.65%
|
87.2%
|
107
|
9.35%
|
|
|
3707
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$173M
|
+$6.29M
|
+4%
|
3.51%
|
–
|
83
|
7.23%
|
|
|
3708
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$173M
|
+$12M
|
+7%
|
7.3%
|
70.3%
|
33
|
9.09%
|
|
|
3709
|
Blue Pool Management
Causeway Bay,
Hong Kong
|
$172M
|
+$24.4M
|
+17%
|
4.63%
|
72.8%
|
26
|
34.62%
|
|
|
3710
|
WealthShield Partners
Cary,
North Carolina
|
$172M
|
-$6.42M
|
-4%
|
2.96%
|
53.5%
|
293
|
31.06%
|
|
|
3711
|
Cook & Bynum Capital Management
Birmingham,
Alabama
|
$172M
|
+$5.22M
|
+3%
|
1.85%
|
39.2%
|
5
|
0%
|
|
|
3712
|
Bourgeon Capital Management
Darien,
Connecticut
|
$172M
|
+$1.79M
|
+1%
|
4.23%
|
117%
|
80
|
17.5%
|
|
|
3713
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$172M
|
+$4.29M
|
+3%
|
3.7%
|
44%
|
176
|
14.77%
|
|
|
3714
|
Weybosset Research & Management
Province,
Rhode Island
|
$172M
|
+$2.13M
|
+1%
|
5.25%
|
64.9%
|
60
|
15%
|
|
|
3715
|
Sycomore Asset Management
Paris,
France
|
$172M
|
-$32.5M
|
-16%
|
5.41%
|
151%
|
39
|
28.21%
|
|
|
3716
|
Roof Advisory Group
Harrisburg,
Pennsylvania
|
$172M
|
+$17.2M
|
+11%
|
1.8%
|
–
|
33
|
9.09%
|
|
|
3717
|
PhiloSmith Capital
Stamford,
Connecticut
|
$172M
|
+$18.9M
|
+12%
|
9.03%
|
54%
|
39
|
10.26%
|
|
|
3718
|
Accuvest Global Advisors
Provo,
Utah
|
$172M
|
-$13.3M
|
-7%
|
3.69%
|
126%
|
127
|
44.09%
|
|
|
3719
|
Bison Wealth
Atlanta,
Georgia
|
$172M
|
+$8.7M
|
+5%
|
3.32%
|
37.4%
|
243
|
12.76%
|
|
|
3720
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$172M
|
+$4.94M
|
+3%
|
3.04%
|
45%
|
229
|
5.24%
|
|
|
3721
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$171M
|
-$10.8M
|
-6%
|
8.16%
|
89.7%
|
144
|
35.42%
|
|
|
3722
|
Growth Interface Management
Orlando,
Florida
|
$171M
|
+$49.1M
|
+40%
|
7.97%
|
12%
|
10
|
10%
|
|
|
3723
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$171M
|
+$14.7M
|
+9%
|
2.88%
|
48.8%
|
58
|
17.24%
|
|
|
3724
|
Wealthstar Advisors
Plano,
Texas
|
$171M
|
+$7.9M
|
+5%
|
3.75%
|
–
|
71
|
18.31%
|
|
|
3725
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$171M
|
+$2.61M
|
+2%
|
2.2%
|
57.5%
|
140
|
13.57%
|
|