|
4026
|
Hudson Capital Management
Ramsey,
New Jersey
|
$276M
|
+$26.2M
|
+10%
|
5.23%
|
61.6%
|
72
|
12.5%
|
|
|
4027
|
New Leaf Venture Partners
New York
|
$276M
|
-$70.7M
|
-20%
|
11.7%
|
17.1%
|
22
|
0%
|
|
|
4028
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$276M
|
+$1.97M
|
+0.7%
|
3.56%
|
59.1%
|
442
|
79.64%
|
|
|
4029
|
Van Strum & Towne
San Francisco,
California
|
$276M
|
+$22.1M
|
+9%
|
8.36%
|
50.9%
|
109
|
9.17%
|
|
|
4030
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$276M
|
+$18.3M
|
+7%
|
7.16%
|
84.4%
|
152
|
10.53%
|
|
|
4031
|
Eidelman Virant Capital
Saint Louis,
Missouri
|
$276M
|
+$14.5M
|
+6%
|
5.14%
|
46.2%
|
231
|
24.68%
|
|
|
4032
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$275M
|
+$49M
|
+22%
|
1.42%
|
17.9%
|
401
|
22.94%
|
|
|
4033
|
Wind River Trust Company
Jackson,
Wyoming
|
$275M
|
+$6.5M
|
+2%
|
6.62%
|
51%
|
10
|
0%
|
|
|
4034
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$275M
|
+$15.2M
|
+6%
|
7.9%
|
86.2%
|
80
|
6.25%
|
|
|
4035
|
Affinity Asset Advisors
New York
|
$275M
|
-$121M
|
-30%
|
1.53%
|
1,280%
|
87
|
52.87%
|
|
|
4036
|
Searle & Co
Greenwich,
Connecticut
|
$275M
|
+$30.7M
|
+13%
|
11.8%
|
93.8%
|
162
|
9.88%
|
|
|
4037
|
Cutler Capital Management
Worcester,
Massachusetts
|
$275M
|
+$10M
|
+4%
|
3.56%
|
34%
|
118
|
23.73%
|
|
|
4038
|
UBP Investment Advisors
Geneva,
Switzerland
|
$275M
|
+$16.8M
|
+7%
|
1.64%
|
11.2%
|
108
|
14.81%
|
|
|
4039
|
Somerset Trust
Somerset,
Pennsylvania
|
$274M
|
+$29.4M
|
+12%
|
12.4%
|
69.7%
|
149
|
10.07%
|
|
|
4040
|
Financial Advisory Partners
Winter Park,
Florida
|
$274M
|
–
|
–
|
8.54%
|
46.7%
|
72
|
–
|
|
|
4041
|
Covalis Capital
London,
United Kingdom
|
$274M
|
-$159M
|
-37%
|
1.2%
|
31.3%
|
137
|
49.64%
|
|
|
4042
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$274M
|
–
|
–
|
3.8%
|
41.3%
|
686
|
–
|
|
|
4043
|
Fermata Advisors
Sonoma,
California
|
$273M
|
+$46.7M
|
+21%
|
5.67%
|
49.3%
|
197
|
18.27%
|
|
|
4044
|
Adelphi Capital
London,
United Kingdom
|
$273M
|
-$70M
|
-20%
|
8.87%
|
–
|
2
|
0%
|
|
|
4045
|
Arjuna Capital
Durham,
North Carolina
|
$273M
|
+$27M
|
+11%
|
13.6%
|
74.9%
|
113
|
17.7%
|
|
|
4046
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$273M
|
+$34.7M
|
+15%
|
5.73%
|
55.9%
|
77
|
12.99%
|
|
|
4047
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$273M
|
+$22.5M
|
+9%
|
8.56%
|
87.4%
|
138
|
11.59%
|
|
|
4048
|
WT Wealth Management
Scottsdale,
Arizona
|
$273M
|
+$13.1M
|
+5%
|
5.13%
|
66.6%
|
133
|
15.79%
|
|
|
4049
|
Retirement Capital Strategies
San Jose,
California
|
$272M
|
+$11.7M
|
+4%
|
5.79%
|
50.2%
|
89
|
35.96%
|
|
|
4050
|
West Oak Capital
Westlake Village,
California
|
$272M
|
+$14.1M
|
+5%
|
8.99%
|
110%
|
418
|
16.75%
|
|