|
3951
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$219M
|
-$14.8M
|
-6%
|
5.32%
|
57.5%
|
173
|
12.14%
|
|
|
3952
|
SR One Capital Management
Wayne,
Pennsylvania
|
$219M
|
+$14.4M
|
+7%
|
9.64%
|
485%
|
4
|
0%
|
|
|
3953
|
Avalon Global Asset Management
San Francisco,
California
|
$219M
|
-$110M
|
-33%
|
5%
|
177%
|
49
|
53.06%
|
|
|
3954
|
Retirement Capital Strategies
San Jose,
California
|
$219M
|
-$4.36M
|
-2%
|
0.66%
|
50.2%
|
70
|
48.57%
|
|
|
3955
|
Family Capital Trust
Peabody,
Massachusetts
|
$219M
|
-$33.8M
|
-13%
|
11.7%
|
18.2%
|
51
|
1.96%
|
|
|
3956
|
Boltwood Capital Management
Walnut Creek,
California
|
$218M
|
-$12.6M
|
-5%
|
5.91%
|
56.3%
|
153
|
10.46%
|
|
|
3957
|
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
$218M
|
-$14.2M
|
-6%
|
1.93%
|
77.8%
|
58
|
13.79%
|
|
|
3958
|
Arisaig Partners (Asia)
Singapore
|
$218M
|
-$32.3M
|
-13%
|
3.86%
|
–
|
8
|
0%
|
|
|
3959
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$218M
|
+$12.1M
|
+6%
|
5.38%
|
33.1%
|
141
|
26.24%
|
|
|
3960
|
Wakefield Asset Management
Englewood,
Colorado
|
$218M
|
-$15.7M
|
-7%
|
1.07%
|
111%
|
220
|
55%
|
|
|
3961
|
Biltmore Wealth Management
Tempe,
Arizona
|
$218M
|
-$9.57M
|
-4%
|
4.57%
|
55.6%
|
52
|
15.38%
|
|
|
3962
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$218M
|
-$14.6M
|
-6%
|
5.75%
|
110%
|
39
|
5.13%
|
|
|
3963
|
Disciplined Investments
Tulsa,
Oklahoma
|
$218M
|
-$3.63M
|
-2%
|
4.67%
|
41.9%
|
1,724
|
7.48%
|
|
|
3964
|
Madrona Venture Group
Seattle,
Washington
|
$218M
|
+$1.94M
|
+0.9%
|
4.34%
|
233%
|
6
|
0%
|
|
|
3965
|
Auxano Advisors
Bellevue,
Washington
|
$217M
|
+$15.4M
|
+8%
|
2.91%
|
80.2%
|
103
|
31.07%
|
|
|
3966
|
Rothschild Capital Partners
New York
|
$217M
|
-$21.7M
|
-9%
|
3.93%
|
81.8%
|
30
|
0%
|
|
|
3967
|
Compton Financial Group
Towson,
Maryland
|
$217M
|
-$4.16M
|
-2%
|
5.75%
|
29.1%
|
33
|
9.09%
|
|
|
3968
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$217M
|
-$15.9M
|
-7%
|
6.44%
|
19.4%
|
92
|
10.87%
|
|
|
3969
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$217M
|
-$26.3M
|
-11%
|
4.1%
|
84.8%
|
109
|
12.84%
|
|
|
3970
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$217M
|
-$11M
|
-5%
|
5.79%
|
49.2%
|
79
|
11.39%
|
|
|
3971
|
Hendley & Co
Zanesville,
Ohio
|
$217M
|
-$16.4M
|
-7%
|
4.88%
|
54.8%
|
62
|
12.9%
|
|
|
3972
|
KCS Wealth Advisory
Los Angeles,
California
|
$217M
|
-$8.08M
|
-4%
|
5.59%
|
45.3%
|
161
|
18.63%
|
|
|
3973
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$217M
|
+$31M
|
+17%
|
5.59%
|
–
|
124
|
18.55%
|
|
|
3974
|
Van Strum & Towne
San Francisco,
California
|
$217M
|
-$18.1M
|
-8%
|
5.88%
|
50.9%
|
95
|
4.21%
|
|
|
3975
|
11 Capital Partners
Darien,
Connecticut
|
$217M
|
-$5.63M
|
-3%
|
3.17%
|
72.5%
|
17
|
41.18%
|
|