|
3926
|
Independent Family Office
Albany,
New York
|
$239M
|
+$28.6M
|
+14%
|
15%
|
68.4%
|
67
|
16.42%
|
|
|
3927
|
Invus Financial Advisors
New York
|
$239M
|
+$31.4M
|
+15%
|
28.8%
|
29.5%
|
6
|
0%
|
|
|
3928
|
Security Asset Management
New York
|
$239M
|
+$76.6M
|
+47%
|
13.8%
|
67.4%
|
87
|
9.2%
|
|
|
3929
|
Clare Market Investments
Dallas,
Texas
|
$239M
|
+$34.8M
|
+17%
|
16.8%
|
–
|
137
|
33.58%
|
|
|
3930
|
Prudent Man Advisors
Naperville,
Illinois
|
$239M
|
+$50.1M
|
+27%
|
13.5%
|
82.8%
|
186
|
17.2%
|
|
|
3931
|
Ecofin Advisors
London,
United Kingdom
|
$239M
|
+$32M
|
+15%
|
25.8%
|
77%
|
34
|
23.53%
|
|
|
3932
|
Wakefield Asset Management
Englewood,
Colorado
|
$239M
|
+$26.1M
|
+12%
|
16%
|
139%
|
195
|
40%
|
|
|
3933
|
Bessemer Securities
New York
|
$239M
|
+$23.7M
|
+11%
|
12%
|
45%
|
88
|
7.95%
|
|
|
3934
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$238M
|
+$45.4M
|
+24%
|
13.6%
|
54.8%
|
578
|
16.44%
|
|
|
3935
|
Strategic Wealth Partners
Independence,
Ohio
|
$238M
|
+$40.5M
|
+20%
|
11.4%
|
–
|
183
|
19.67%
|
|
|
3936
|
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
|
$238M
|
+$54.9M
|
+30%
|
30.8%
|
17.8%
|
1
|
0%
|
|
|
3937
|
Schoolcraft Capital
Boulder,
Colorado
|
$238M
|
+$25.7M
|
+12%
|
12.2%
|
54.3%
|
50
|
8%
|
|
|
3938
|
CWH Capital Management
Spokane,
Washington
|
$238M
|
+$18.2M
|
+8%
|
14.1%
|
29.9%
|
97
|
12.37%
|
|
|
3939
|
CRA Financial Services
Northfield,
New Jersey
|
$238M
|
+$28.7M
|
+14%
|
12.3%
|
78.9%
|
166
|
15.66%
|
|
|
3940
|
CAZ Investments
Houston,
Texas
|
$238M
|
+$161M
|
+209%
|
26.8%
|
255%
|
47
|
27.66%
|
|
|
3941
|
First Ascent Asset Management
Denver,
Colorado
|
$237M
|
+$53.1M
|
+29%
|
9.99%
|
4.15%
|
28
|
14.29%
|
|
|
3942
|
MJP Associates
Farmington,
Connecticut
|
$237M
|
–
|
–
|
10.8%
|
60.9%
|
120
|
–
|
|
|
3943
|
Y-Intercept (HK)
Hong Kong
|
$237M
|
–
|
–
|
21.8%
|
34.4%
|
490
|
–
|
|
|
3944
|
Arlington Financial Advisors
Santa Barbara,
California
|
$237M
|
+$41.9M
|
+21%
|
22.6%
|
60.7%
|
62
|
11.29%
|
|
|
3945
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$237M
|
+$37.1M
|
+19%
|
8.34%
|
96.5%
|
321
|
24.3%
|
|
|
3946
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$237M
|
+$19.9M
|
+9%
|
11.5%
|
85.3%
|
75
|
13.33%
|
|
|
3947
|
Meridian Investment Counsel
Lafayette,
California
|
$237M
|
+$30.6M
|
+15%
|
16.1%
|
103%
|
190
|
8.42%
|
|
|
3948
|
TFC Financial Management
Boston,
Massachusetts
|
$237M
|
+$34.8M
|
+17%
|
12.7%
|
60%
|
609
|
11.17%
|
|
|
3949
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$237M
|
+$28.9M
|
+14%
|
16%
|
96.3%
|
162
|
27.16%
|
|
|
3950
|
Winfield Associates
Cleveland,
Ohio
|
$237M
|
+$26.6M
|
+13%
|
11.3%
|
77.8%
|
140
|
13.57%
|
|