|
2626
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$309M
|
+$13.9M
|
+5%
|
4.64%
|
62.7%
|
981
|
8.15%
|
|
|
2627
|
Fulcrum Capital
Seattle,
Washington
|
$308M
|
–
|
–
|
5.86%
|
83.4%
|
73
|
–
|
|
|
2628
|
Strategic Global Advisors
Newport Beach,
California
|
$308M
|
+$46.9M
|
+18%
|
7.49%
|
110%
|
181
|
11.05%
|
|
|
2629
|
Polianta Ltd
St Helier,
Jersey
|
$308M
|
-$8.2M
|
-3%
|
4.12%
|
31.6%
|
99
|
51.52%
|
|
|
2630
|
Advisory Alpha
Holland,
Michigan
|
$308M
|
-$50.1M
|
-14%
|
1.65%
|
38.9%
|
156
|
41.67%
|
|
|
2631
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$308M
|
–
|
–
|
3.51%
|
28.6%
|
53
|
–
|
|
|
2632
|
Montecito Bank & Trust
Santa Barbara,
California
|
$307M
|
+$18.7M
|
+6%
|
5%
|
–
|
181
|
7.18%
|
|
|
2633
|
Arete Wealth Advisors
Chicago,
Illinois
|
$307M
|
+$56.2M
|
+22%
|
3.31%
|
63.9%
|
343
|
30.32%
|
|
|
2634
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$307M
|
+$22.4M
|
+8%
|
5.97%
|
75.7%
|
182
|
13.19%
|
|
|
2635
|
Well Done LLC
Holland,
Michigan
|
$307M
|
-$19.4M
|
-6%
|
5.59%
|
77%
|
159
|
37.74%
|
|
|
2636
|
Plancorp LLC
Saint Louis,
Missouri
|
$307M
|
-$32M
|
-9%
|
3.64%
|
67.3%
|
175
|
6.86%
|
|
|
2637
|
United Fire Group
Cedar Rapids,
Iowa
|
$306M
|
+$9.3M
|
+3%
|
4.91%
|
27.4%
|
118
|
5.08%
|
|
|
2638
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$306M
|
+$42.2M
|
+16%
|
5.82%
|
–
|
142
|
29.58%
|
|
|
2639
|
SG3 Management
Dorado,
Puerto Rico
|
$305M
|
-$130M
|
-30%
|
2.51%
|
38.3%
|
230
|
78.26%
|
|
|
2640
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$305M
|
+$52.3M
|
+21%
|
5.55%
|
64%
|
258
|
18.99%
|
|
|
2641
|
Wealth Architects
Mountain View,
California
|
$305M
|
+$17.3M
|
+6%
|
5.09%
|
80.1%
|
140
|
14.29%
|
|
|
2642
|
Regent Investment Management
Louisville,
Kentucky
|
$305M
|
+$7.82M
|
+3%
|
5.22%
|
44%
|
214
|
5.61%
|
|
|
2643
|
Piermont Capital Management
St. Louis,
Missouri
|
$305M
|
+$2.79M
|
+0.9%
|
3.97%
|
33.2%
|
274
|
25.18%
|
|
|
2644
|
North Fourth Asset Management
Englewood Cliffs,
New Jersey
|
$304M
|
–
|
–
|
12.5%
|
104%
|
67
|
–
|
|
|
2645
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$304M
|
+$29.6M
|
+11%
|
4.91%
|
15.3%
|
382
|
28.53%
|
|
|
2646
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$304M
|
–
|
–
|
6.3%
|
82.5%
|
124
|
–
|
|
|
2647
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$304M
|
+$10.6M
|
+4%
|
5.31%
|
–
|
71
|
22.54%
|
|
|
2648
|
Yale University
New Haven,
Connecticut
|
$304M
|
-$139M
|
-31%
|
0.78%
|
41.5%
|
8
|
50%
|
|
|
2649
|
EnTrust Global Partners Offshore
New York
|
$304M
|
–
|
–
|
1.16%
|
–
|
51
|
–
|
|
|
2650
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$304M
|
+$5.7M
|
+2%
|
6.71%
|
75.8%
|
67
|
17.91%
|
|