|
3751
|
First United Bank & Trust
Oakland,
Maryland
|
$153M
|
+$3.85M
|
+3%
|
5.53%
|
69.2%
|
115
|
11.3%
|
|
|
3752
|
Morris Capital Advisors
Malvern,
Pennsylvania
|
$153M
|
+$3.67M
|
+2%
|
7.81%
|
72.9%
|
81
|
14.81%
|
|
|
3753
|
Springowl Associates
New York
|
$153M
|
+$2.19M
|
+1%
|
10.2%
|
101%
|
32
|
34.38%
|
|
|
3754
|
Acorn Advisory Capital
New York
|
$153M
|
–
|
–
|
4.6%
|
–
|
44
|
–
|
|
|
3755
|
Wilen Investment Management
Bonita Springs,
Florida
|
$153M
|
-$11.4M
|
-7%
|
4.34%
|
79.9%
|
64
|
10.94%
|
|
|
3756
|
Price Wealth
Austin,
Texas
|
$153M
|
–
|
–
|
4.31%
|
17.5%
|
333
|
–
|
|
|
3757
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$153M
|
–
|
–
|
0.92%
|
31.2%
|
614
|
–
|
|
|
3758
|
Sawyer & Company
Boston,
Massachusetts
|
$152M
|
–
|
–
|
6.89%
|
97.4%
|
188
|
–
|
|
|
3759
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$152M
|
+$6.41M
|
+4%
|
7.07%
|
71.9%
|
66
|
6.06%
|
|
|
3760
|
Bain Capital Life Sciences Investors
Boston,
Massachusetts
|
$152M
|
–
|
–
|
48.7%
|
507%
|
3
|
–
|
|
|
3761
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$152M
|
–
|
–
|
2.72%
|
129%
|
35
|
–
|
|
|
3762
|
Garland Capital Management
Bellevue,
Washington
|
$152M
|
-$3.97M
|
-3%
|
6.02%
|
55.7%
|
34
|
5.88%
|
|
|
3763
|
Cue Advisory Services
Phoenix,
Arizona
|
$152M
|
+$8.18M
|
+6%
|
5.7%
|
52.3%
|
167
|
11.98%
|
|
|
3764
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$152M
|
+$2.54M
|
+2%
|
5.59%
|
38.3%
|
131
|
74.81%
|
|
|
3765
|
Berkeley Capital Partners
Milton,
Georgia
|
$152M
|
+$2.28M
|
+2%
|
3.85%
|
62.8%
|
128
|
17.97%
|
|
|
3766
|
MayTech Global Investments
New York
|
$152M
|
–
|
–
|
6.61%
|
158%
|
27
|
–
|
|
|
3767
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$152M
|
-$4M
|
-3%
|
0.7%
|
0.74%
|
8
|
50%
|
|
|
3768
|
Eliot Finkel Investment Counsel
Beverly Hills,
California
|
$152M
|
+$11.6M
|
+8%
|
7%
|
88.9%
|
37
|
8.11%
|
|
|
3769
|
Willow Creek Wealth Management
Sebastopol,
California
|
$152M
|
-$1.63M
|
-1%
|
0.39%
|
36.5%
|
21
|
14.29%
|
|
|
3770
|
Harvest Management
New York
|
$151M
|
-$7.67M
|
-5%
|
11.3%
|
610%
|
109
|
69.72%
|
|
|
3771
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$151M
|
+$7.51M
|
+5%
|
7.09%
|
75.1%
|
93
|
9.68%
|
|
|
3772
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$151M
|
+$16.4M
|
+12%
|
5.04%
|
76.6%
|
59
|
27.12%
|
|
|
3773
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$151M
|
+$8.23M
|
+6%
|
5.98%
|
13.1%
|
86
|
38.37%
|
|
|
3774
|
Johanson Financial Advisors
Campbell,
California
|
$151M
|
+$14.3M
|
+10%
|
6.97%
|
101%
|
87
|
5.75%
|
|
|
3775
|
Clear Investment Research
Alpharetta,
Georgia
|
$151M
|
+$3.71M
|
+3%
|
2.97%
|
48.5%
|
57
|
10.53%
|
|