|
2676
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$240M
|
+$17.3M
|
+8%
|
4.51%
|
12.8%
|
151
|
17.88%
|
|
|
2677
|
Vista Equity Partners Management
San Francisco,
California
|
$240M
|
+$20.2M
|
+9%
|
1.38%
|
26.5%
|
28
|
39.29%
|
|
|
2678
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$240M
|
+$7.22M
|
+3%
|
3.32%
|
86.8%
|
92
|
11.96%
|
|
|
2679
|
American Investment Services
Great Barrington,
Massachusetts
|
$239M
|
-$976K
|
-0.4%
|
1.34%
|
59.4%
|
106
|
8.49%
|
|
|
2680
|
Comerica Securities
Detroit,
Michigan
|
$239M
|
+$4.78M
|
+2%
|
3.46%
|
25.6%
|
268
|
32.46%
|
|
|
2681
|
Castine Capital Management
Boston,
Massachusetts
|
$239M
|
+$38.2M
|
+19%
|
38.2%
|
13.9%
|
41
|
21.95%
|
|
|
2682
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$239M
|
+$16.9M
|
+8%
|
3.86%
|
76.4%
|
131
|
5.34%
|
|
|
2683
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$238M
|
+$26.8M
|
+13%
|
7.11%
|
101%
|
243
|
73.25%
|
|
|
2684
|
Oceanic Investment Management
Douglas,
Isle Of Man
|
$238M
|
+$29.5M
|
+14%
|
10.8%
|
–
|
36
|
58.33%
|
|
|
2685
|
Probity Advisors
Dallas,
Texas
|
$238M
|
+$6.03M
|
+3%
|
3.15%
|
41.2%
|
144
|
13.89%
|
|
|
2686
|
PVG Asset Management
Golden,
Colorado
|
$238M
|
+$1.27M
|
+0.5%
|
2.93%
|
–
|
119
|
30.25%
|
|
|
2687
|
Greatmark Investment Partners
Columbus,
Georgia
|
$238M
|
+$7.91M
|
+3%
|
3.55%
|
62%
|
100
|
12%
|
|
|
2688
|
Birmingham Capital Management
Birmingham,
Alabama
|
$238M
|
+$11.1M
|
+5%
|
5.44%
|
77.6%
|
107
|
4.67%
|
|
|
2689
|
Lynch & Associates
Newburgh,
Indiana
|
$238M
|
+$10.3M
|
+5%
|
4.64%
|
62.9%
|
111
|
9.01%
|
|
|
2690
|
WealthSource Partners
San Luis Obispo,
California
|
$238M
|
-$36.5M
|
-13%
|
0.79%
|
16.8%
|
302
|
33.44%
|
|
|
2691
|
Stonebridge Capital Management
Los Angeles,
California
|
$237M
|
+$4.59M
|
+2%
|
1.97%
|
–
|
144
|
14.58%
|
|
|
2692
|
Archford Capital Strategies
Swansea,
Illinois
|
$237M
|
-$5.42M
|
-2%
|
2.79%
|
76.2%
|
814
|
21.87%
|
|
|
2693
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$237M
|
+$4.38M
|
+2%
|
2.89%
|
57.8%
|
62
|
8.06%
|
|
|
2694
|
Permanens Capital
New York
|
$237M
|
+$31.7M
|
+15%
|
4.95%
|
74.7%
|
16
|
56.25%
|
|
|
2695
|
Ion Asset Management
Herzliya,
Israel
|
$237M
|
+$18.1M
|
+8%
|
10.3%
|
125%
|
16
|
18.75%
|
|
|
2696
|
Focused Wealth Management
Newburgh,
New York
|
$237M
|
+$9.26M
|
+4%
|
4%
|
57.9%
|
780
|
14.36%
|
|
|
2697
|
McCutchen Group
Seattle,
Washington
|
$237M
|
-$2.98M
|
-1%
|
1.42%
|
2.54%
|
18
|
0%
|
|
|
2698
|
Clarius Group LLC
Seattle,
Washington
|
$236M
|
+$22M
|
+10%
|
2.3%
|
92.1%
|
100
|
16%
|
|
|
2699
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$236M
|
+$10.3M
|
+5%
|
3.11%
|
58%
|
180
|
15.56%
|
|
|
2700
|
Univest Financial
Souderton,
Pennsylvania
|
$236M
|
+$15.2M
|
+7%
|
7.65%
|
60.6%
|
102
|
14.71%
|
|