|
4101
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$240M
|
+$9.24M
|
+4%
|
0.11%
|
43.5%
|
365
|
4.38%
|
|
|
4102
|
Keywise Capital Management (HK)
Hong Kong
|
$239M
|
-$169M
|
-41%
|
30.2%
|
619%
|
25
|
60%
|
|
|
4103
|
Denali Advisors
San Diego,
California
|
$239M
|
-$21.9M
|
-8%
|
2.21%
|
85.8%
|
331
|
30.21%
|
|
|
4104
|
Financial Life Advisors
San Antonio,
Texas
|
$239M
|
+$6.85M
|
+3%
|
0.94%
|
42.7%
|
56
|
3.57%
|
|
|
4105
|
AMI Investment Management
Kendallville,
Indiana
|
$239M
|
-$13.7M
|
-5%
|
0.49%
|
47.9%
|
77
|
9.09%
|
|
|
4106
|
TMD Wealth Management
Scottsdale,
Arizona
|
$239M
|
+$9.65M
|
+4%
|
1.09%
|
2.41%
|
43
|
9.3%
|
|
|
4107
|
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
|
$239M
|
+$21.7M
|
+10%
|
0.25%
|
94.2%
|
15
|
13.33%
|
|
|
4108
|
Cohen & Co Financial Management
New York
|
$238M
|
+$81.3M
|
+52%
|
0.69%
|
–
|
188
|
85.11%
|
|
|
4109
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$238M
|
-$103M
|
-30%
|
2.44%
|
49.8%
|
277
|
72.56%
|
|
|
4110
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$238M
|
+$6.92M
|
+3%
|
1.56%
|
55.9%
|
74
|
8.11%
|
|
|
4111
|
Soapstone Management
Bethesda,
Maryland
|
$238M
|
-$11.2M
|
-4%
|
3.3%
|
51.5%
|
21
|
23.81%
|
|
|
4112
|
Claro Advisors
Boston,
Massachusetts
|
$238M
|
+$15.6M
|
+7%
|
0.41%
|
72%
|
267
|
14.61%
|
|
|
4113
|
Friess Associates
Greenville,
Delaware
|
$238M
|
-$27.3M
|
-10%
|
1.8%
|
256%
|
115
|
50.43%
|
|
|
4114
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$238M
|
+$2.59M
|
+1%
|
0.99%
|
65.5%
|
60
|
3.33%
|
|
|
4115
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$238M
|
-$8.06M
|
-3%
|
0.16%
|
82%
|
68
|
8.82%
|
|
|
4116
|
Ballast Inc
Lexington,
Kentucky
|
$237M
|
+$74K
|
+0%
|
0.89%
|
66%
|
96
|
4.17%
|
|
|
4117
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$237M
|
-$9.62M
|
-4%
|
0.1%
|
90.4%
|
289
|
7.27%
|
|
|
4118
|
Optimum Investment Advisors
Chicago,
Illinois
|
$237M
|
-$83.3M
|
-26%
|
0.2%
|
125%
|
950
|
14.84%
|
|
|
4119
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$237M
|
-$10.6M
|
-4%
|
0.99%
|
37.2%
|
438
|
82.88%
|
|
|
4120
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$237M
|
+$2.33M
|
+1%
|
0.89%
|
47.9%
|
220
|
10.45%
|
|
|
4121
|
Front Row Advisors
Tiburon,
California
|
$237M
|
-$6.79M
|
-3%
|
0.43%
|
122%
|
976
|
2.46%
|
|
|
4122
|
Peoples Financial Services Corp
Dunmore,
Pennsylvania
|
$237M
|
-$1.81M
|
-0.8%
|
0.56%
|
93%
|
294
|
2.72%
|
|
|
4123
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$237M
|
+$5.3M
|
+2%
|
1.45%
|
138%
|
92
|
14.13%
|
|
|
4124
|
D. Scott Neal
Lexington,
Kentucky
|
$237M
|
+$16.1M
|
+7%
|
0.53%
|
105%
|
54
|
14.81%
|
|
|
4125
|
Aries Wealth Management
Portland,
Maine
|
$236M
|
+$2.61M
|
+1%
|
0.33%
|
75%
|
185
|
4.32%
|
|