|
4201
|
|
$109M
|
-$17.2M
|
-14%
|
13.6%
|
23.8%
|
1
|
0%
|
|
|
4202
|
Weil Company
San Diego,
California
|
$109M
|
–
|
–
|
4.86%
|
51.9%
|
93
|
–
|
|
|
4203
|
First Sabrepoint Capital Management
Dallas,
Texas
|
$109M
|
–
|
–
|
10.8%
|
182%
|
28
|
–
|
|
|
4204
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$109M
|
–
|
–
|
7.6%
|
60.9%
|
98
|
–
|
|
|
4205
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$109M
|
+$6.13M
|
+6%
|
4.93%
|
105%
|
151
|
8.61%
|
|
|
4206
|
FNY Managed Accounts
New York
|
$109M
|
+$32.6M
|
+43%
|
2.37%
|
14.7%
|
980
|
68.47%
|
|
|
4207
|
TMD & Associates
Scottsdale,
Arizona
|
$109M
|
+$820K
|
+0.8%
|
4.9%
|
20.5%
|
21
|
19.05%
|
|
|
4208
|
Stone House Capital Management
Bay Harbor Islands,
Florida
|
$109M
|
–
|
–
|
10.6%
|
238%
|
2
|
–
|
|
|
4209
|
Keeler Thomas Management
Orem,
Utah
|
$109M
|
–
|
–
|
6.5%
|
43.4%
|
161
|
–
|
|
|
4210
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$109M
|
+$5.71M
|
+6%
|
6.15%
|
69.4%
|
31
|
0%
|
|
|
4211
|
Trustees of Princeton University
Princeton,
New Jersey
|
$109M
|
–
|
–
|
0.3%
|
–
|
5
|
–
|
|
|
4212
|
Aries Wealth Management
Portland,
Maine
|
$109M
|
–
|
–
|
5.94%
|
75%
|
133
|
–
|
|
|
4213
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$109M
|
–
|
–
|
5.93%
|
132%
|
147
|
–
|
|
|
4214
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$108M
|
–
|
–
|
5.03%
|
63.6%
|
486
|
–
|
|
|
4215
|
Stumpf Capital Management
Scottsdale,
Arizona
|
$108M
|
–
|
–
|
8.69%
|
44.5%
|
43
|
–
|
|
|
4216
|
Factorial Partners
Mt. Kisco,
New York
|
$108M
|
–
|
–
|
5.71%
|
78.3%
|
105
|
–
|
|
|
4217
|
Cooper/Haims Advisors
Victor,
New York
|
$108M
|
–
|
–
|
3.97%
|
41.9%
|
55
|
–
|
|
|
4218
|
WESPAC Advisors
Orinda,
California
|
$108M
|
-$43.8M
|
-29%
|
4.96%
|
84.5%
|
150
|
28.67%
|
|
|
4219
|
Aristotle Fund
Portland,
Maine
|
$108M
|
+$2.5M
|
+2%
|
9.15%
|
3.11%
|
11
|
63.64%
|
|
|
4220
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$108M
|
+$4.02M
|
+4%
|
7.95%
|
64.7%
|
73
|
31.51%
|
|
|
4221
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$108M
|
–
|
–
|
6.02%
|
12.9%
|
35
|
–
|
|
|
4222
|
Black Swift Group
Boulder,
Colorado
|
$107M
|
+$11.1M
|
+11%
|
6.87%
|
104%
|
55
|
43.64%
|
|
|
4223
|
Wilshire Advisors
Santa Monica,
California
|
$107M
|
-$5.53M
|
-5%
|
2.33%
|
100%
|
25
|
8%
|
|
|
4224
|
Marlowe Partners
New York
|
$107M
|
-$38.3M
|
-26%
|
8.08%
|
16.3%
|
10
|
50%
|
|
|
4225
|
Oceanic Investment Management
Douglas,
Isle Of Man
|
$107M
|
-$30.4M
|
-22%
|
7.65%
|
–
|
25
|
40%
|
|