|
3851
|
Excalibur Management
Waltham,
Massachusetts
|
$112M
|
-$734K
|
-0.7%
|
1.14%
|
68.9%
|
72
|
4.17%
|
|
|
3852
|
Schooner Foundation
Boston,
Massachusetts
|
$112M
|
-$8.38M
|
-7%
|
3.57%
|
13.8%
|
2
|
0%
|
|
|
3853
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$112M
|
-$10.2M
|
-8%
|
2.59%
|
59.8%
|
28
|
7.14%
|
|
|
3854
|
Abbot Financial Management
Andover,
Massachusetts
|
$112M
|
–
|
–
|
3.1%
|
80.5%
|
97
|
–
|
|
|
3855
|
Tiemann Investment Advisors
Menlo Park,
California
|
$111M
|
+$3.5M
|
+3%
|
3.27%
|
64.1%
|
168
|
8.33%
|
|
|
3856
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$111M
|
+$6.86M
|
+7%
|
3.04%
|
79.9%
|
38
|
7.89%
|
|
|
3857
|
Water Oak Advisors
Winter Park,
Florida
|
$111M
|
+$23.9M
|
+27%
|
3.44%
|
12.9%
|
18
|
27.78%
|
|
|
3858
|
SkyTop Capital Management
Rutherford,
New Jersey
|
$111M
|
-$39.1M
|
-26%
|
6.46%
|
50.2%
|
31
|
77.42%
|
|
|
3859
|
Robertson Stephens Advisors
San Francisco,
California
|
$111M
|
-$736K
|
-0.7%
|
2.94%
|
–
|
91
|
24.18%
|
|
|
3860
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$111M
|
+$11.2M
|
+11%
|
2.25%
|
53.5%
|
219
|
15.53%
|
|
|
3861
|
Equinox Partners Investment Management
Stamford,
Connecticut
|
$111M
|
+$15.4M
|
+16%
|
0.35%
|
284%
|
9
|
22.22%
|
|
|
3862
|
Pachira Investments
Dana Point,
California
|
$111M
|
+$1.36M
|
+1%
|
1.57%
|
72.6%
|
9
|
22.22%
|
|
|
3863
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$111M
|
+$1.67M
|
+2%
|
1.21%
|
72.2%
|
136
|
5.15%
|
|
|
3864
|
R.M. Sincerbeaux Capital Management
New York
|
$111M
|
+$3.37M
|
+3%
|
2.16%
|
65.9%
|
54
|
1.85%
|
|
|
3865
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$111M
|
-$1.04M
|
-0.9%
|
1.13%
|
30.5%
|
94
|
4.26%
|
|
|
3866
|
Benson Investment Management Company
Roanoke,
Virginia
|
$111M
|
+$9.4M
|
+9%
|
2.55%
|
91.6%
|
101
|
20.79%
|
|
|
3867
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$111M
|
+$5.31M
|
+5%
|
3.22%
|
59%
|
17
|
0%
|
|
|
3868
|
Profit Investment Management
North Bethesda,
Maryland
|
$111M
|
-$12.6M
|
-10%
|
4.8%
|
101%
|
101
|
14.85%
|
|
|
3869
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$110M
|
+$836K
|
+0.8%
|
2.55%
|
47.6%
|
17
|
11.76%
|
|
|
3870
|
Bandera Partners
New York
|
$110M
|
+$5.99M
|
+6%
|
10.4%
|
27.6%
|
14
|
14.29%
|
|
|
3871
|
Investment Partners
New Philadelphia,
Ohio
|
$110M
|
+$6.17M
|
+6%
|
1.8%
|
58.7%
|
121
|
10.74%
|
|
|
3872
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$110M
|
-$1.81M
|
-2%
|
2.02%
|
52.7%
|
140
|
6.43%
|
|
|
3873
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$110M
|
+$2.76M
|
+3%
|
3%
|
110%
|
33
|
6.06%
|
|
|
3874
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$110M
|
+$5.14M
|
+5%
|
2.44%
|
37.8%
|
26
|
3.85%
|
|
|
3875
|
Northwest Wealth Management
Spencer,
Iowa
|
$110M
|
+$1.48M
|
+1%
|
0.86%
|
63.4%
|
98
|
8.16%
|
|