|
3701
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$295M
|
+$23.8M
|
+9%
|
6.06%
|
58.6%
|
153
|
13.07%
|
|
|
3702
|
Pelham Capital
London,
United Kingdom
|
$294M
|
-$181M
|
-38%
|
23.9%
|
135%
|
12
|
50%
|
|
|
3703
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$294M
|
+$4.1M
|
+1%
|
2.21%
|
54.5%
|
87
|
9.2%
|
|
|
3704
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$294M
|
+$21M
|
+8%
|
4.59%
|
–
|
75
|
6.67%
|
|
|
3705
|
Accel Growth Fund IV Associates
Palo Alto,
California
|
$294M
|
-$6.63M
|
-2%
|
36.2%
|
61.4%
|
3
|
0%
|
|
|
3706
|
Crane Advisory
Fullerton,
California
|
$294M
|
+$47.9M
|
+19%
|
3.4%
|
34.7%
|
28
|
25%
|
|
|
3707
|
Rock Point Advisors
Burlington,
Vermont
|
$294M
|
+$5.34M
|
+2%
|
5.17%
|
82.8%
|
100
|
11%
|
|
|
3708
|
Cederberg Capital
London,
United Kingdom
|
$294M
|
-$6.74M
|
-2%
|
2.22%
|
273%
|
6
|
16.67%
|
|
|
3709
|
Mission Creek Capital Partners
San Francisco,
California
|
$294M
|
+$14.2M
|
+5%
|
7.75%
|
138%
|
228
|
5.7%
|
|
|
3710
|
Keystone Financial Planning
Cleveland,
Ohio
|
$294M
|
-$2.77M
|
-0.9%
|
1.7%
|
34.1%
|
47
|
10.64%
|
|
|
3711
|
Encompass Wealth Advisors
Portland,
Oregon
|
$294M
|
+$19.6M
|
+7%
|
6.24%
|
63.2%
|
294
|
13.95%
|
|
|
3712
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$294M
|
+$15.8M
|
+6%
|
5.67%
|
50.5%
|
100
|
13%
|
|
|
3713
|
Lionstone Capital Management
New York
|
$294M
|
+$13.8M
|
+5%
|
13.1%
|
74.1%
|
12
|
8.33%
|
|
|
3714
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$294M
|
+$93.6M
|
+47%
|
6.63%
|
71.9%
|
218
|
33.94%
|
|
|
3715
|
Strategic Value Partners
Greenwich,
Connecticut
|
$294M
|
-$359M
|
-55%
|
0.6%
|
–
|
6
|
33.33%
|
|
|
3716
|
JFG Wealth Management
Denver,
Colorado
|
$294M
|
-$14.4M
|
-5%
|
4.78%
|
65.2%
|
41
|
41.46%
|
|
|
3717
|
Canton Hathaway
Providence,
Rhode Island
|
$293M
|
+$5.77M
|
+2%
|
3.2%
|
84.7%
|
252
|
15.08%
|
|
|
3718
|
UAS Asset Management
New York
|
$293M
|
+$11.3M
|
+4%
|
6.85%
|
98%
|
28
|
57.14%
|
|
|
3719
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$293M
|
+$6.6M
|
+2%
|
3.7%
|
125%
|
263
|
9.89%
|
|
|
3720
|
Goehring & Rozencwajg Associates
New York
|
$293M
|
+$11.8M
|
+4%
|
0.08%
|
148%
|
48
|
4.17%
|
|
|
3721
|
Noble Family Wealth
Clearwater,
Florida
|
$293M
|
–
|
–
|
3.35%
|
56.1%
|
59
|
–
|
|
|
3722
|
First Wilshire Securities Management
Pasadena,
California
|
$293M
|
+$7.16M
|
+3%
|
3.12%
|
135%
|
90
|
8.89%
|
|
|
3723
|
Arcus Capital Partners
Atlanta,
Georgia
|
$293M
|
+$43M
|
+17%
|
8.32%
|
69.2%
|
384
|
73.18%
|
|
|
3724
|
Hi-Line Capital Management
Watertown,
South Dakota
|
$293M
|
-$31.1M
|
-10%
|
2.67%
|
57.5%
|
43
|
9.3%
|
|
|
3725
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$293M
|
+$12.2M
|
+4%
|
8.51%
|
121%
|
100
|
14%
|
|