|
3976
|
SCP Investment
Orinda,
California
|
$304M
|
-$52.8M
|
-15%
|
10.5%
|
32.8%
|
41
|
65.85%
|
|
|
3977
|
Applied Research Investments
Wilmington,
Delaware
|
$303M
|
+$3.05M
|
+1%
|
5.65%
|
–
|
42
|
9.52%
|
|
|
3978
|
Fairmount Funds Management
West Conshohocken,
Pennsylvania
|
$303M
|
+$28.3M
|
+10%
|
7.49%
|
2,136%
|
21
|
9.52%
|
|
|
3979
|
American National Registered Investment Advisor
Galveston,
Texas
|
$303M
|
+$26.6M
|
+10%
|
11%
|
95.8%
|
245
|
6.94%
|
|
|
3980
|
Blume Capital Management
Berkeley,
California
|
$303M
|
+$29.6M
|
+11%
|
8.91%
|
96.9%
|
324
|
12.35%
|
|
|
3981
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$303M
|
+$22.1M
|
+8%
|
6.96%
|
50.9%
|
136
|
17.65%
|
|
|
3982
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$303M
|
+$33.2M
|
+12%
|
12.2%
|
90.7%
|
232
|
6.9%
|
|
|
3983
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$303M
|
+$21.9M
|
+8%
|
11%
|
104%
|
146
|
6.16%
|
|
|
3984
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$303M
|
+$14.1M
|
+5%
|
6.23%
|
78.3%
|
104
|
8.65%
|
|
|
3985
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$303M
|
-$8.99M
|
-3%
|
0.89%
|
43.7%
|
8
|
25%
|
|
|
3986
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$303M
|
+$30.4M
|
+11%
|
9.97%
|
69.3%
|
45
|
8.89%
|
|
|
3987
|
Winch Advisory Services
Appleton,
Wisconsin
|
$302M
|
+$15.6M
|
+5%
|
7.77%
|
80.8%
|
528
|
8.9%
|
|
|
3988
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$302M
|
+$19.9M
|
+7%
|
9.87%
|
143%
|
89
|
42.7%
|
|
|
3989
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$302M
|
+$25.9M
|
+9%
|
10.3%
|
65.2%
|
74
|
5.41%
|
|
|
3990
|
Benefit Street Partners
New York
|
$302M
|
+$37.5M
|
+14%
|
5.81%
|
–
|
49
|
18.37%
|
|
|
3991
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$302M
|
+$20.2M
|
+7%
|
9.84%
|
50.3%
|
114
|
2.63%
|
|
|
3992
|
JW Asset Management
Miami Beach,
Florida
|
$302M
|
-$29.8M
|
-9%
|
3.73%
|
251%
|
9
|
22.22%
|
|
|
3993
|
Farmers National Bank
Danville,
Kentucky
|
$302M
|
+$50.7M
|
+20%
|
10.8%
|
–
|
151
|
8.61%
|
|
|
3994
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$301M
|
+$15.5M
|
+5%
|
3.62%
|
42.6%
|
41
|
4.88%
|
|
|
3995
|
|
$301M
|
-$41.3M
|
-12%
|
2.31%
|
88.2%
|
20
|
5%
|
|
|
3996
|
SimplyRich
Carlsbad,
California
|
$301M
|
+$26.4M
|
+10%
|
10.1%
|
98.3%
|
179
|
7.26%
|
|
|
3997
|
Blue Owl Capital Holdings
New York
|
$301M
|
–
|
–
|
27.2%
|
145%
|
29
|
–
|
|
|
3998
|
Meridian Investment Counsel
Lafayette,
California
|
$301M
|
+$25.2M
|
+9%
|
8%
|
103%
|
231
|
11.26%
|
|
|
3999
|
Mill Road Capital Management
Greenwich,
Connecticut
|
$301M
|
-$3.42M
|
-1%
|
2.56%
|
85.1%
|
29
|
6.9%
|
|
|
4000
|
Knightsbridge Asset Management
Newport Beach,
California
|
$301M
|
+$16.6M
|
+6%
|
7.94%
|
150%
|
101
|
23.76%
|
|