|
2601
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$297M
|
+$20.6M
|
+7%
|
3.36%
|
57.8%
|
265
|
23.77%
|
|
|
2602
|
Invesco Private Capital
New York
|
$297M
|
-$230M
|
-44%
|
26.2%
|
41.9%
|
5
|
20%
|
|
|
2603
|
EII Capital Management
New York
|
$297M
|
-$15.8M
|
-5%
|
2.94%
|
46.9%
|
122
|
20.49%
|
|
|
2604
|
CenturyLink Investment Management
Denver,
Colorado
|
$296M
|
-$12.3M
|
-4%
|
3.13%
|
–
|
215
|
20.93%
|
|
|
2605
|
Kays Financial Advisory
Atlanta,
Georgia
|
$296M
|
+$14.8M
|
+5%
|
1.38%
|
23.3%
|
84
|
17.86%
|
|
|
2606
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$296M
|
-$97.9M
|
-25%
|
3.55%
|
78.5%
|
313
|
48.56%
|
|
|
2607
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$295M
|
-$716K
|
-0.2%
|
1.16%
|
86.6%
|
180
|
6.67%
|
|
|
2608
|
Nelson Capital Management
Menlo Park,
California
|
$295M
|
-$2.13M
|
-0.7%
|
2.33%
|
121%
|
322
|
27.02%
|
|
|
2609
|
Bristlecone Advisors
Bellevue,
Washington
|
$295M
|
+$8.67M
|
+3%
|
3.13%
|
103%
|
157
|
11.46%
|
|
|
2610
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$295M
|
+$1.02M
|
+0.3%
|
1.48%
|
33.7%
|
99
|
10.1%
|
|
|
2611
|
Pagoda Asset Management
New York
|
$294M
|
-$29.5M
|
-9%
|
5.79%
|
–
|
26
|
61.54%
|
|
|
2612
|
Nadler Financial Group
Deerfield,
Illinois
|
$294M
|
+$7.12M
|
+2%
|
2.76%
|
72.4%
|
83
|
8.43%
|
|
|
2613
|
WealthSource Partners
San Luis Obispo,
California
|
$293M
|
+$22.1M
|
+8%
|
2%
|
16.8%
|
331
|
28.1%
|
|
|
2614
|
Intrust Bank
Wichita,
Kansas
|
$293M
|
+$10.4M
|
+4%
|
3.02%
|
102%
|
389
|
9%
|
|
|
2615
|
KDI Capital Partners
Raleigh,
North Carolina
|
$293M
|
+$1.3M
|
+0.4%
|
2.9%
|
77.1%
|
66
|
24.24%
|
|
|
2616
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$293M
|
+$4.44M
|
+2%
|
3.4%
|
7.53%
|
119
|
35.29%
|
|
|
2617
|
M Holdings Securities
Portland,
Oregon
|
$293M
|
+$33.6M
|
+13%
|
2.62%
|
83.9%
|
311
|
19.29%
|
|
|
2618
|
Clover Partners
Dallas,
Texas
|
$293M
|
+$40.8M
|
+16%
|
2.52%
|
32.2%
|
36
|
16.67%
|
|
|
2619
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$292M
|
+$85.7M
|
+42%
|
2.48%
|
119%
|
209
|
56.46%
|
|
|
2620
|
Fusion Family Wealth
Woodbury,
New York
|
$292M
|
+$25.2M
|
+9%
|
2.61%
|
58.2%
|
335
|
20.9%
|
|
|
2621
|
Carve Capital
Stockholm,
Sweden
|
$292M
|
-$95M
|
-25%
|
1.5%
|
84.3%
|
8
|
62.5%
|
|
|
2622
|
Vision Capital Management
Portland,
Oregon
|
$292M
|
+$13.3M
|
+5%
|
4.02%
|
67.4%
|
91
|
10.99%
|
|
|
2623
|
Herald Investment Management
London,
United Kingdom
|
$292M
|
+$18.7M
|
+7%
|
12.6%
|
493%
|
95
|
11.58%
|
|
|
2624
|
PHH Investments
Addison,
Texas
|
$291M
|
+$18.2M
|
+7%
|
2.29%
|
30.9%
|
75
|
20%
|
|
|
2625
|
Oasis Management Company
Grand Cayman,
Cayman Islands
|
$291M
|
+$47.6M
|
+20%
|
5.46%
|
368%
|
41
|
63.41%
|
|