|
3801
|
Applied Research Investments
Wilmington,
Delaware
|
$274M
|
+$39.2M
|
+17%
|
2.17%
|
–
|
48
|
14.58%
|
|
|
3802
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$274M
|
+$19.1M
|
+8%
|
8.28%
|
96.9%
|
230
|
16.96%
|
|
|
3803
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$274M
|
-$43.6M
|
-14%
|
6.35%
|
114%
|
34
|
47.06%
|
|
|
3804
|
Single Point Partners
Boston,
Massachusetts
|
$273M
|
+$51.5M
|
+23%
|
6.92%
|
52.3%
|
97
|
46.39%
|
|
|
3805
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$273M
|
+$55.8M
|
+26%
|
7.46%
|
57.2%
|
153
|
15.69%
|
|
|
3806
|
Annapolis Financial Services
Annapolis,
Maryland
|
$273M
|
+$16.1M
|
+6%
|
5.91%
|
15%
|
469
|
15.78%
|
|
|
3807
|
Arlington Partners
Birmingham,
Alabama
|
$273M
|
+$56.1M
|
+26%
|
9.68%
|
43.7%
|
422
|
52.13%
|
|
|
3808
|
Affinity Investment Advisors
Newport Beach,
California
|
$273M
|
+$25.1M
|
+10%
|
13.3%
|
189%
|
169
|
19.53%
|
|
|
3809
|
Affinity Capital Advisors
Berkeley,
California
|
$273M
|
+$26.7M
|
+11%
|
3.36%
|
62%
|
127
|
14.96%
|
|
|
3810
|
Discerene Group
Stamford,
Connecticut
|
$273M
|
+$48.3M
|
+22%
|
14.6%
|
48.6%
|
10
|
10%
|
|
|
3811
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$273M
|
-$805K
|
-0.3%
|
2.18%
|
46.5%
|
85
|
29.41%
|
|
|
3812
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$273M
|
-$571K
|
-0.2%
|
4.61%
|
96.4%
|
172
|
33.72%
|
|
|
3813
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$272M
|
+$4.15M
|
+2%
|
5.75%
|
86.4%
|
128
|
12.5%
|
|
|
3814
|
Solus Alternative Asset Management
Summit,
New Jersey
|
$272M
|
-$33K
|
-0%
|
6.52%
|
79.3%
|
11
|
45.45%
|
|
|
3815
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$272M
|
+$4.11M
|
+2%
|
0.51%
|
24.5%
|
43
|
2.33%
|
|
|
3816
|
Engine No 1 LLC
San Francisco,
California
|
$272M
|
+$40.4M
|
+17%
|
20.2%
|
536%
|
14
|
21.43%
|
|
|
3817
|
Willow Creek Wealth Management
Sebastopol,
California
|
$272M
|
+$6.59M
|
+2%
|
1.35%
|
36.5%
|
95
|
7.37%
|
|
|
3818
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$272M
|
+$18.2M
|
+7%
|
8.31%
|
83.4%
|
198
|
11.62%
|
|
|
3819
|
Corriente Advisors
Fort Worth,
Texas
|
$272M
|
-$149M
|
-35%
|
7.72%
|
–
|
23
|
73.91%
|
|
|
3820
|
Mendon Capital Advisors
Key Largo,
Florida
|
$272M
|
+$58.4M
|
+27%
|
35.2%
|
–
|
65
|
30.77%
|
|
|
3821
|
TRV GP IV
Boston,
Massachusetts
|
$271M
|
-$40.3M
|
-13%
|
44.3%
|
1,102%
|
5
|
20%
|
|
|
3822
|
Ballew Advisors
Jackson,
Mississippi
|
$271M
|
+$142M
|
+109%
|
5.11%
|
62.3%
|
124
|
20.97%
|
|
|
3823
|
Winmill & Co
Walpole,
New Hampshire
|
$271M
|
+$16.9M
|
+7%
|
16.5%
|
146%
|
100
|
23%
|
|
|
3824
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$271M
|
-$18.9M
|
-7%
|
1.39%
|
57.3%
|
397
|
77.08%
|
|
|
3825
|
Stelac Advisory Services
New York
|
$271M
|
-$116M
|
-30%
|
6.37%
|
84.9%
|
276
|
26.45%
|
|