|
3976
|
Scholtz & Company
Stamford,
Connecticut
|
$150M
|
-$4.69M
|
-3%
|
3.26%
|
89.2%
|
64
|
26.56%
|
|
|
3977
|
SYM Financial Corp
Winona Lake,
Indiana
|
$150M
|
-$6.15M
|
-4%
|
1.71%
|
56%
|
76
|
21.05%
|
|
|
3978
|
1 North Wealth Services
Annapolis,
Maryland
|
$150M
|
–
|
–
|
2.3%
|
–
|
349
|
–
|
|
|
3979
|
Unified Trust Company
Lexington,
Kentucky
|
$150M
|
+$5.88M
|
+4%
|
2.21%
|
69.7%
|
60
|
20%
|
|
|
3980
|
Brandywine Trust
Hockessin,
Delaware
|
$149M
|
+$7.93M
|
+6%
|
3.04%
|
32.7%
|
42
|
11.9%
|
|
|
3981
|
Continuum Advisory
Eagle,
Idaho
|
$149M
|
+$3.79M
|
+3%
|
0.99%
|
77%
|
137
|
8.76%
|
|
|
3982
|
Mizuho Securities
Tokyo,
Japan
|
$149M
|
+$72.5M
|
+94%
|
1.72%
|
109%
|
181
|
44.75%
|
|
|
3983
|
Crown Advisors Management
Larkspur,
California
|
$149M
|
+$4.93M
|
+3%
|
3.24%
|
284%
|
55
|
34.55%
|
|
|
3984
|
Alta Fundamental Advisers
New York
|
$149M
|
-$4.17M
|
-3%
|
2.6%
|
340%
|
21
|
28.57%
|
|
|
3985
|
Cedar Wealth Management
Walnut Creek,
California
|
$149M
|
-$5.27M
|
-3%
|
2.64%
|
68.1%
|
177
|
17.51%
|
|
|
3986
|
Cougar Global Investments
Toronto,
Ontario, Canada
|
$149M
|
+$1.64M
|
+1%
|
0.36%
|
17.4%
|
19
|
0%
|
|
|
3987
|
Peak Capital Management
Greenwood Village,
Colorado
|
$149M
|
+$2.52M
|
+2%
|
2.91%
|
9.52%
|
24
|
0%
|
|
|
3988
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$149M
|
-$4.09M
|
-3%
|
0.53%
|
63.9%
|
64
|
9.38%
|
|
|
3989
|
Next Capital Management
New York
|
$149M
|
-$40K
|
-0%
|
0.15%
|
61.3%
|
915
|
75.52%
|
|
|
3990
|
Delta Capital Management
Red Bank,
New Jersey
|
$149M
|
-$9.62M
|
-6%
|
0.87%
|
125%
|
65
|
1.54%
|
|
|
3991
|
Springhouse Capital Management
Westport,
Connecticut
|
$149M
|
-$28.6M
|
-16%
|
3.12%
|
52%
|
21
|
28.57%
|
|
|
3992
|
Hollow Brook Wealth Management
Katonah,
New York
|
$149M
|
+$38.5M
|
+35%
|
1.53%
|
92.8%
|
57
|
15.79%
|
|
|
3993
|
Martin Capital Partners
Eugene,
Oregon
|
$149M
|
+$7.23M
|
+5%
|
2.07%
|
35.2%
|
56
|
16.07%
|
|
|
3994
|
Augustine Asset Management
Jacksonville,
Florida
|
$149M
|
+$3.31M
|
+2%
|
3.36%
|
344%
|
76
|
22.37%
|
|
|
3995
|
Quantinno Capital Management
New York
|
$148M
|
-$21.9M
|
-13%
|
2.83%
|
119%
|
571
|
61.82%
|
|
|
3996
|
BigSur Wealth Management
Miami,
Florida
|
$148M
|
+$5.07M
|
+4%
|
0.68%
|
83.1%
|
105
|
7.62%
|
|
|
3997
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$148M
|
+$403K
|
+0.3%
|
1.49%
|
89.3%
|
121
|
14.05%
|
|
|
3998
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$148M
|
+$1.83M
|
+1%
|
2.55%
|
92.4%
|
408
|
22.3%
|
|
|
3999
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$148M
|
+$995K
|
+0.7%
|
0.46%
|
51.4%
|
76
|
14.47%
|
|
|
4000
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$148M
|
+$46.9M
|
+46%
|
1.53%
|
28.7%
|
27
|
33.33%
|
|