|
4601
|
Somerset Trust
Somerset,
Pennsylvania
|
$326M
|
-$814K
|
-0.2%
|
1.47%
|
69.7%
|
185
|
8.65%
|
|
|
4602
|
Ceeto Capital Group
Coral Gables,
Florida
|
$326M
|
-$16.8M
|
-5%
|
2.9%
|
81.6%
|
190
|
15.79%
|
|
|
4603
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$326M
|
-$61.4M
|
-16%
|
4.81%
|
66.3%
|
90
|
6.67%
|
|
|
4604
|
|
$326M
|
+$23.9M
|
+8%
|
1.67%
|
–
|
171
|
10.53%
|
|
|
4605
|
Congress Park Capital
Saratoga Springs,
New York
|
$326M
|
-$9.21M
|
-3%
|
4.08%
|
95.6%
|
139
|
13.67%
|
|
|
4606
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$326M
|
-$10M
|
-3%
|
1.29%
|
65.9%
|
168
|
11.31%
|
|
|
4607
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$326M
|
-$20.8M
|
-6%
|
1.77%
|
101%
|
425
|
9.18%
|
|
|
4608
|
Sage Financial Management Group
Mclean,
Virginia
|
$325M
|
-$2.03M
|
-0.6%
|
1.24%
|
47.3%
|
59
|
5.08%
|
|
|
4609
|
Morling Financial Advisors
Fremont,
California
|
$325M
|
+$7.11M
|
+2%
|
2.1%
|
91.2%
|
114
|
14.91%
|
|
|
4610
|
Knox Lane
San Francisco,
California
|
$325M
|
$0
|
0%
|
7.71%
|
–
|
1
|
0%
|
|
|
4611
|
DSC Meridian Capital
New York
|
$325M
|
-$55M
|
-14%
|
7.47%
|
–
|
22
|
50%
|
|
|
4612
|
Wellington Group
Indianapolis,
Indiana
|
$325M
|
+$24.2M
|
+8%
|
0.67%
|
–
|
458
|
27.29%
|
|
|
4613
|
Taylor Hoffman Capital Management
Richmond,
Virginia
|
$325M
|
-$4.63M
|
-1%
|
1.32%
|
–
|
120
|
5.83%
|
|
|
4614
|
25 LLC
St. Louis,
Missouri
|
$324M
|
+$9.32M
|
+3%
|
0.44%
|
44.2%
|
74
|
10.81%
|
|
|
4615
|
One Advisory Partners
Overland Park,
Kansas
|
$324M
|
-$7.19M
|
-2%
|
2.37%
|
54.2%
|
79
|
17.72%
|
|
|
4616
|
Grey Rock Energy Management
Dallas,
Texas
|
$324M
|
+$64.7M
|
+25%
|
24.9%
|
–
|
1
|
0%
|
|
|
4617
|
|
$324M
|
+$63.4M
|
+24%
|
1.7%
|
110%
|
50
|
38%
|
|
|
4618
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$324M
|
-$15.3M
|
-4%
|
1.4%
|
104%
|
510
|
10.98%
|
|
|
4619
|
Quantum Private Wealth
Tampa,
Florida
|
$324M
|
-$18.7M
|
-5%
|
1.5%
|
219%
|
180
|
14.44%
|
|
|
4620
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$324M
|
-$5.79M
|
-2%
|
2.77%
|
72%
|
83
|
12.05%
|
|
|
4621
|
Focused Alpha LLC
Denver,
Colorado
|
$324M
|
-$16.7M
|
-5%
|
0.85%
|
–
|
273
|
20.51%
|
|
|
4622
|
AIMZ Investment Advisors
Los Altos,
California
|
$324M
|
-$26M
|
-7%
|
4.48%
|
81.3%
|
143
|
4.9%
|
|
|
4623
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$324M
|
-$6.74M
|
-2%
|
1.01%
|
73.4%
|
98
|
7.14%
|
|
|
4624
|
Bank of Stockton
Stockton,
California
|
$323M
|
-$25.9M
|
-7%
|
0.06%
|
92.3%
|
147
|
18.37%
|
|
|
4625
|
University of Chicago
Chicago,
Illinois
|
$323M
|
+$117M
|
+56%
|
6.32%
|
19.1%
|
14
|
21.43%
|
|