|
4101
|
New Capital Management
Houston,
Texas
|
$358M
|
+$9.82M
|
+3%
|
5.33%
|
49.4%
|
59
|
20.34%
|
|
|
4102
|
Wakefield Asset Management
Englewood,
Colorado
|
$358M
|
+$27.9M
|
+8%
|
13.7%
|
111%
|
253
|
41.11%
|
|
|
4103
|
Rialto Wealth Management
Syracuse,
New York
|
$358M
|
+$39.4M
|
+12%
|
7.91%
|
–
|
1,778
|
48.37%
|
|
|
4104
|
Engaged Capital
Newport Beach,
California
|
$358M
|
-$34.6M
|
-9%
|
3.04%
|
16.3%
|
10
|
40%
|
|
|
4105
|
Clayton Dubilier & Rice
New York
|
$357M
|
-$78.5M
|
-18%
|
21.4%
|
176%
|
3
|
66.67%
|
|
|
4106
|
Elevated Capital Advisors
Sandy,
Utah
|
$357M
|
$0
|
0%
|
4.76%
|
37.3%
|
252
|
0%
|
|
|
4107
|
Aspen Capital Management
Boise,
Idaho
|
$357M
|
+$44.1M
|
+14%
|
7.47%
|
–
|
75
|
16%
|
|
|
4108
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
$357M
|
+$3.59M
|
+1%
|
7.67%
|
39%
|
7
|
28.57%
|
|
|
4109
|
Bridge City Capital
Lake Oswego,
Oregon
|
$356M
|
+$23.1M
|
+7%
|
12.2%
|
76.9%
|
109
|
5.5%
|
|
|
4110
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$356M
|
+$47.1M
|
+15%
|
6.76%
|
99.7%
|
169
|
16.57%
|
|
|
4111
|
G2 Capital Management
Columbus,
Ohio
|
$356M
|
+$25.8M
|
+8%
|
7.9%
|
41.1%
|
68
|
11.76%
|
|
|
4112
|
Astoria Portfolio Advisors
New York
|
$356M
|
+$62.3M
|
+21%
|
9.24%
|
75.4%
|
279
|
22.58%
|
|
|
4113
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$356M
|
+$50.7M
|
+17%
|
17.1%
|
216%
|
72
|
11.11%
|
|
|
4114
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$356M
|
+$62.4M
|
+21%
|
18.9%
|
–
|
679
|
6.77%
|
|
|
4115
|
Greenlea Lane Capital Management
Weston,
Connecticut
|
$355M
|
+$66M
|
+23%
|
14.8%
|
119%
|
8
|
0%
|
|
|
4116
|
Hartree Partners
New York
|
$355M
|
+$77.3M
|
+28%
|
7.89%
|
163%
|
86
|
62.79%
|
|
|
4117
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$355M
|
+$36.5M
|
+11%
|
15.7%
|
147%
|
211
|
4.74%
|
|
|
4118
|
BCGM Wealth Management
Lafayette,
Indiana
|
$355M
|
+$29.2M
|
+9%
|
7.79%
|
47.4%
|
165
|
8.48%
|
|
|
4119
|
Operose Advisors
Milwaukee,
Wisconsin
|
$355M
|
+$52.7M
|
+17%
|
10.3%
|
53.3%
|
424
|
12.26%
|
|
|
4120
|
Whitcomb & Hess
Ashland,
Ohio
|
$355M
|
+$24.3M
|
+7%
|
6.7%
|
49%
|
57
|
10.53%
|
|
|
4121
|
West Michigan Advisors
Holland,
Michigan
|
$354M
|
+$52.9M
|
+18%
|
9.19%
|
69%
|
250
|
21.6%
|
|
|
4122
|
Rock Point Advisors
Burlington,
Vermont
|
$354M
|
+$30.3M
|
+9%
|
9.36%
|
64.6%
|
114
|
11.4%
|
|
|
4123
|
M3F Inc
Salt Lake City,
Utah
|
$354M
|
-$9.38M
|
-3%
|
0.08%
|
146%
|
32
|
9.38%
|
|
|
4124
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$354M
|
+$34.1M
|
+11%
|
8.31%
|
47.2%
|
131
|
11.45%
|
|
|
4125
|
Searle & Co
Greenwich,
Connecticut
|
$354M
|
+$3.14M
|
+0.9%
|
6.47%
|
93.8%
|
186
|
6.99%
|
|