|
3951
|
American Asset Management
Boca Raton,
Florida
|
$145M
|
+$153K
|
+0.1%
|
3.54%
|
42.5%
|
118
|
9.32%
|
|
|
3952
|
AIMZ Investment Advisors
Los Altos,
California
|
$145M
|
+$223K
|
+0.2%
|
0.18%
|
63.9%
|
100
|
4%
|
|
|
3953
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$145M
|
-$12.7M
|
-8%
|
0.19%
|
45.4%
|
21
|
19.05%
|
|
|
3954
|
Cabot-Wellington
Boston,
Massachusetts
|
$145M
|
$0
|
0%
|
1.65%
|
65%
|
9
|
0%
|
|
|
3955
|
|
$145M
|
-$85.9M
|
-37%
|
26.5%
|
21.1%
|
4
|
25%
|
|
|
3956
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$145M
|
+$3.2M
|
+2%
|
1.38%
|
20%
|
105
|
7.62%
|
|
|
3957
|
KCS Wealth Advisory
Los Angeles,
California
|
$145M
|
+$18M
|
+14%
|
0.92%
|
45.3%
|
456
|
67.32%
|
|
|
3958
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$145M
|
-$4.23M
|
-3%
|
2.68%
|
109%
|
190
|
24.21%
|
|
|
3959
|
DeDora Capital
Napa,
California
|
$144M
|
+$2.39M
|
+2%
|
1.65%
|
81.7%
|
96
|
16.67%
|
|
|
3960
|
Alta Advisers
London,
United Kingdom
|
$144M
|
+$13M
|
+10%
|
1.45%
|
78.9%
|
4
|
25%
|
|
|
3961
|
PDS Planning
Dublin,
Ohio
|
$144M
|
+$9.63M
|
+7%
|
1.4%
|
48.6%
|
100
|
6%
|
|
|
3962
|
Koshinski Asset Management
Decatur,
Illinois
|
$144M
|
-$102M
|
-41%
|
2.86%
|
76.5%
|
292
|
54.79%
|
|
|
3963
|
Riverview Trust Company
Vancouver,
Washington
|
$144M
|
+$1.24M
|
+0.9%
|
1.28%
|
67.6%
|
279
|
5.02%
|
|
|
3964
|
Pecaut & Co
Sioux City,
Iowa
|
$144M
|
-$2.77M
|
-2%
|
3.58%
|
65.2%
|
77
|
16.88%
|
|
|
3965
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$144M
|
-$866K
|
-0.6%
|
0.47%
|
53.9%
|
102
|
6.86%
|
|
|
3966
|
Menlo Advisors
Menlo Park,
California
|
$143M
|
-$2.17M
|
-1%
|
1.41%
|
81.9%
|
39
|
7.69%
|
|
|
3967
|
HCSF Management
San Francisco,
California
|
$143M
|
-$11.7M
|
-8%
|
3.06%
|
58.8%
|
13
|
7.69%
|
|
|
3968
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$143M
|
+$17.2M
|
+14%
|
1.61%
|
55.2%
|
775
|
92.65%
|
|
|
3969
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$143M
|
-$3.82M
|
-3%
|
2%
|
82.4%
|
122
|
11.48%
|
|
|
3970
|
Summit Street Capital Management
New York
|
$143M
|
+$39.5M
|
+38%
|
1.68%
|
144%
|
29
|
3.45%
|
|
|
3971
|
Omega Financial Group
Santa Barbara,
California
|
$143M
|
+$7.22M
|
+5%
|
0.92%
|
45.2%
|
63
|
6.35%
|
|
|
3972
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$142M
|
-$886K
|
-0.6%
|
2.01%
|
84.9%
|
367
|
7.08%
|
|
|
3973
|
SV Health Investors
Boston,
Massachusetts
|
$142M
|
-$6.61M
|
-4%
|
10.1%
|
97.4%
|
10
|
10%
|
|
|
3974
|
Aquilo Capital Management
San Francisco,
California
|
$142M
|
-$146M
|
-51%
|
8.38%
|
6.84%
|
14
|
28.57%
|
|
|
3975
|
|
$142M
|
-$81.8M
|
-37%
|
5.08%
|
390%
|
48
|
75%
|
|