|
3926
|
Searle & Co
Greenwich,
Connecticut
|
$347M
|
-$54.1M
|
-13%
|
0%
|
93.8%
|
186
|
12.9%
|
|
|
3927
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$347M
|
+$25.4M
|
+8%
|
3.61%
|
78.3%
|
107
|
13.08%
|
|
|
3928
|
DDFG Inc
Thousand Oaks,
California
|
$346M
|
-$3.52M
|
-1%
|
1.59%
|
50.9%
|
82
|
7.32%
|
|
|
3929
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$346M
|
-$10.8M
|
-3%
|
1.95%
|
85.7%
|
83
|
6.02%
|
|
|
3930
|
Horiko Capital Management
New York
|
$346M
|
+$333K
|
+0.1%
|
3.31%
|
158%
|
21
|
0%
|
|
|
3931
|
M3F Inc
Salt Lake City,
Utah
|
$346M
|
+$21.3M
|
+7%
|
17.9%
|
146%
|
35
|
34.29%
|
|
|
3932
|
The Wealth Group
Eden Prairie,
Minnesota
|
$346M
|
+$2.36M
|
+0.7%
|
0.46%
|
–
|
68
|
8.82%
|
|
|
3933
|
Prentice Wealth Management
Rochester,
New York
|
$346M
|
+$9.05M
|
+3%
|
0.8%
|
44.2%
|
111
|
7.21%
|
|
|
3934
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$345M
|
+$17.1M
|
+5%
|
2.37%
|
33.5%
|
205
|
43.41%
|
|
|
3935
|
Summit Wealth Group
White River Junction,
Vermont
|
$345M
|
-$1.48M
|
-0.4%
|
1.01%
|
38.4%
|
105
|
12.38%
|
|
|
3936
|
Access Investment Management
Atlanta,
Georgia
|
$345M
|
+$16.7M
|
+5%
|
5.69%
|
–
|
106
|
8.49%
|
|
|
3937
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$345M
|
-$996K
|
-0.3%
|
0.41%
|
73.4%
|
72
|
6.94%
|
|
|
3938
|
Oldfield Partners
London,
United Kingdom
|
$345M
|
-$128M
|
-27%
|
0.36%
|
90.3%
|
30
|
3.33%
|
|
|
3939
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$345M
|
-$6.1M
|
-2%
|
0.4%
|
56.8%
|
232
|
9.91%
|
|
|
3940
|
EdenTree Asset Management
London,
United Kingdom
|
$344M
|
-$888K
|
-0.3%
|
0.11%
|
43.7%
|
66
|
7.58%
|
|
|
3941
|
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
|
$344M
|
+$12.5M
|
+4%
|
3.77%
|
26.4%
|
1
|
0%
|
|
|
3942
|
Park Edge Advisors
Cleveland,
Ohio
|
$344M
|
-$6.21M
|
-2%
|
0.77%
|
53.7%
|
150
|
14%
|
|
|
3943
|
|
$343M
|
+$16.7M
|
+5%
|
0.79%
|
38.9%
|
60
|
8.33%
|
|
|
3944
|
Cyrus Capital Partners
New York
|
$343M
|
-$120M
|
-26%
|
7.29%
|
174%
|
7
|
57.14%
|
|
|
3945
|
Prostatis Group
Hanover,
Maryland
|
$343M
|
+$37.4M
|
+12%
|
2.23%
|
56.1%
|
158
|
19.62%
|
|
|
3946
|
Rock Point Advisors
Burlington,
Vermont
|
$343M
|
-$23.2M
|
-6%
|
2.26%
|
64.6%
|
120
|
20.83%
|
|
|
3947
|
RDA Financial Network
Akron,
Iowa
|
$343M
|
+$20.6M
|
+6%
|
2.94%
|
82.1%
|
251
|
13.55%
|
|
|
3948
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$343M
|
+$42.2M
|
+14%
|
0.9%
|
69.5%
|
142
|
40.85%
|
|
|
3949
|
University of Illinois Foundation
Champaign,
Illinois
|
$343M
|
+$71.7M
|
+26%
|
3.97%
|
–
|
5
|
40%
|
|
|
3950
|
Hill Island Financial
Grand Rapids,
Michigan
|
$342M
|
+$11.8M
|
+4%
|
0.26%
|
54.8%
|
79
|
16.46%
|
|