|
2701
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$306M
|
+$10.2M
|
+3%
|
0.15%
|
140%
|
210
|
40.48%
|
|
|
2702
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$306M
|
+$15M
|
+5%
|
1.22%
|
57.4%
|
440
|
65%
|
|
|
2703
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$306M
|
-$5.41M
|
-2%
|
1.53%
|
64.5%
|
71
|
2.82%
|
|
|
2704
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$305M
|
-$22.5M
|
-7%
|
2.64%
|
60.2%
|
78
|
8.97%
|
|
|
2705
|
Montecito Bank & Trust
Santa Barbara,
California
|
$305M
|
-$2.11M
|
-0.7%
|
0.78%
|
–
|
197
|
18.27%
|
|
|
2706
|
|
$305M
|
+$209M
|
+218%
|
5.34%
|
462%
|
17
|
88.24%
|
|
|
2707
|
Northside Capital Management
Hood River,
Oregon
|
$305M
|
-$46M
|
-13%
|
2.37%
|
94.8%
|
65
|
1.54%
|
|
|
2708
|
American Research & Management Company
Marion,
Massachusetts
|
$305M
|
-$19.5M
|
-6%
|
0.84%
|
35.1%
|
397
|
15.11%
|
|
|
2709
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$304M
|
+$13.2M
|
+5%
|
1.46%
|
61.5%
|
157
|
15.92%
|
|
|
2710
|
BHZ Capital Management
San Jose,
California
|
$304M
|
+$24.3M
|
+9%
|
0.63%
|
3.24%
|
120
|
15.83%
|
|
|
2711
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$303M
|
+$35.1M
|
+13%
|
0.84%
|
54.5%
|
102
|
24.51%
|
|
|
2712
|
Independence Advisors
Wayne,
Pennsylvania
|
$303M
|
+$6.8M
|
+2%
|
1.11%
|
24.4%
|
80
|
10%
|
|
|
2713
|
Snow Park Capital Partners
New York
|
$303M
|
+$65.3M
|
+27%
|
5.97%
|
–
|
79
|
59.49%
|
|
|
2714
|
Wealth Architects
Mountain View,
California
|
$302M
|
-$2.98M
|
-1%
|
0.95%
|
80.1%
|
136
|
10.29%
|
|
|
2715
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$302M
|
-$2.49M
|
-0.8%
|
3.79%
|
–
|
127
|
51.18%
|
|
|
2716
|
Pacific Grove Capital
San Francisco,
California
|
$302M
|
+$90.7M
|
+43%
|
7.95%
|
9.9%
|
101
|
51.49%
|
|
|
2717
|
Arete Wealth Advisors
Chicago,
Illinois
|
$302M
|
-$5.57M
|
-2%
|
0.54%
|
85.3%
|
357
|
22.97%
|
|
|
2718
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$301M
|
-$2.91M
|
-1%
|
0.09%
|
82.5%
|
128
|
6.25%
|
|
|
2719
|
Raytheon Master Pension Trust
Waltham,
Massachusetts
|
$301M
|
+$90M
|
+43%
|
2.13%
|
36.3%
|
5
|
0%
|
|
|
2720
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$301M
|
-$8.46M
|
-3%
|
0.38%
|
76.4%
|
154
|
11.04%
|
|
|
2721
|
Greenline Partners
New York
|
$301M
|
-$279K
|
-0.1%
|
1.78%
|
69.6%
|
71
|
14.08%
|
|
|
2722
|
Value Holdings Management Company
Hampton Bays,
New York
|
$301M
|
+$15.3M
|
+5%
|
3.26%
|
125%
|
30
|
6.67%
|
|
|
2723
|
Foresite Capital Management II
Larkspur,
California
|
$301M
|
+$14.4M
|
+5%
|
4.93%
|
66.2%
|
15
|
53.33%
|
|
|
2724
|
Security National Trust
Wheeling,
West Virginia
|
$301M
|
-$9.62M
|
-3%
|
1.69%
|
58.3%
|
409
|
9.78%
|
|
|
2725
|
Palouse Capital Management
Spokane,
Washington
|
$300M
|
+$4.58M
|
+2%
|
3.53%
|
67.8%
|
109
|
17.43%
|
|