|
3426
|
Seven Post Investment Office
San Francisco,
California
|
$122M
|
+$9.57M
|
+9%
|
|
|
8
|
|
|
|
3427
|
Barbara Oil Co
Chicago,
Illinois
|
$122M
|
-$1.18M
|
-1%
|
|
|
82
|
|
|
|
3428
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$122M
|
-$86.7M
|
-42%
|
|
|
83
|
|
|
|
3429
|
Orbis Investment Management (US)
San Francisco,
California
|
$122M
|
+$1.06M
|
+0.9%
|
|
|
29
|
|
|
|
3430
|
Punch Card Management
Winter Park,
Florida
|
$122M
|
-$6.8M
|
-5%
|
|
|
4
|
|
|
|
3431
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$122M
|
+$5.41M
|
+5%
|
|
|
67
|
|
|
|
3432
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$122M
|
+$4.05M
|
+3%
|
|
|
117
|
|
|
|
3433
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$122M
|
+$5.94M
|
+5%
|
|
|
142
|
|
|
|
3434
|
Catamount Wealth Management
Westport,
Connecticut
|
$121M
|
+$16.6M
|
+16%
|
|
|
205
|
|
|
|
3435
|
Trutina Financial
Bellevue,
Washington
|
$121M
|
-$3.61M
|
-3%
|
|
|
70
|
|
|
|
3436
|
Eos Focused Equity Management
New York
|
$121M
|
–
|
–
|
|
|
35
|
|
|
|
3437
|
Wills Financial Group
Richmond,
Virginia
|
$121M
|
-$1.94M
|
-2%
|
|
|
87
|
|
|
|
3438
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$121M
|
+$9.25M
|
+8%
|
|
|
98
|
|
|
|
3439
|
Lorem Ipsum Management
New York
|
$121M
|
+$22.8M
|
+23%
|
|
|
35
|
|
|
|
3440
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$121M
|
-$1.09M
|
-0.9%
|
|
|
53
|
|
|
|
3441
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$121M
|
-$2.45M
|
-2%
|
|
|
103
|
|
|
|
3442
|
Gyroscope Capital Management Group
Naples,
Florida
|
$121M
|
-$512K
|
-0.4%
|
|
|
78
|
|
|
|
3443
|
Agilis Partners
Waltham,
Massachusetts
|
$121M
|
+$10.5M
|
+10%
|
|
|
15
|
|
|
|
3444
|
Terra Nova Asset Management
New York
|
$121M
|
–
|
–
|
|
|
117
|
|
|
|
3445
|
Penn Mutual Life Insurance
Horsham,
Pennsylvania
|
$121M
|
+$36.5M
|
+43%
|
|
|
19
|
|
|
|
3446
|
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
|
$121M
|
-$7.96M
|
-6%
|
|
|
15
|
|
|
|
3447
|
Wingspan Investment Management
New York
|
$121M
|
-$4M
|
-3%
|
|
|
23
|
|
|
|
3448
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$120M
|
-$3.38M
|
-3%
|
|
|
174
|
|
|
|
3449
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$120M
|
-$38.5M
|
-24%
|
|
|
95
|
|
|
|
3450
|
Trevor, Stewart, Burton & Jacobsen
New York
|
$120M
|
-$4.96M
|
-4%
|
|
|
60
|
|
|