|
2976
|
BSW Wealth Partners
Boulder,
Colorado
|
$229M
|
+$9.8M
|
+4%
|
4.16%
|
75.4%
|
95
|
17.89%
|
|
|
2977
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$229M
|
+$4.17M
|
+2%
|
4.41%
|
109%
|
133
|
7.52%
|
|
|
2978
|
Whitnell & Co
Oak Brook,
Illinois
|
$229M
|
+$3.43M
|
+2%
|
2.85%
|
36.6%
|
240
|
5%
|
|
|
2979
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$229M
|
+$28M
|
+14%
|
5.16%
|
161%
|
276
|
22.46%
|
|
|
2980
|
Chubb Ltd
Zurich,
Switzerland
|
$229M
|
-$6.06M
|
-3%
|
3.33%
|
64.2%
|
21
|
4.76%
|
|
|
2981
|
Schnieders Capital Management
Pasadena,
California
|
$229M
|
+$13.8M
|
+6%
|
3.88%
|
103%
|
158
|
8.23%
|
|
|
2982
|
Financial Management Professionals
Austin,
Texas
|
$228M
|
+$7.81M
|
+4%
|
4.18%
|
62.1%
|
310
|
15.16%
|
|
|
2983
|
Tarbox Family Office
Newport Beach,
California
|
$228M
|
+$25.3M
|
+12%
|
4.32%
|
60.5%
|
641
|
9.36%
|
|
|
2984
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$228M
|
+$5.88M
|
+3%
|
4.32%
|
73.1%
|
110
|
7.27%
|
|
|
2985
|
Ashburton (Jersey)
St Helier,
Jersey
|
$228M
|
+$52.1M
|
+30%
|
3.44%
|
–
|
89
|
49.44%
|
|
|
2986
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$228M
|
+$4M
|
+2%
|
4.07%
|
48.5%
|
50
|
4%
|
|
|
2987
|
PVG Asset Management
Golden,
Colorado
|
$228M
|
-$37.3M
|
-14%
|
0.41%
|
–
|
84
|
32.14%
|
|
|
2988
|
Karpas Strategies
Litchfield,
Connecticut
|
$228M
|
+$6.08M
|
+3%
|
2.83%
|
16.1%
|
126
|
6.35%
|
|
|
2989
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$228M
|
+$4.56M
|
+2%
|
3.42%
|
147%
|
189
|
21.69%
|
|
|
2990
|
Francisco Partners Management
San Francisco,
California
|
$227M
|
-$97M
|
-30%
|
21.4%
|
14.3%
|
5
|
0%
|
|
|
2991
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$227M
|
+$33.1M
|
+17%
|
4.46%
|
71.5%
|
433
|
34.87%
|
|
|
2992
|
Marathon Partners Equity Management
New York
|
$227M
|
+$9.1M
|
+4%
|
6.01%
|
–
|
35
|
17.14%
|
|
|
2993
|
HT Partners
Centerbrook,
Connecticut
|
$227M
|
+$5.73M
|
+3%
|
3.6%
|
63.1%
|
22
|
4.55%
|
|
|
2994
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$227M
|
-$1.14M
|
-0.5%
|
3.35%
|
17.7%
|
308
|
13.64%
|
|
|
2995
|
Ken Stern & Associates
San Diego,
California
|
$226M
|
+$7.02M
|
+3%
|
2.53%
|
39.4%
|
119
|
8.4%
|
|
|
2996
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$226M
|
+$17.2M
|
+8%
|
3.68%
|
53.3%
|
324
|
11.73%
|
|
|
2997
|
St Louis Trust
Saint Louis,
Missouri
|
$226M
|
+$8.33M
|
+4%
|
4.52%
|
71.4%
|
54
|
1.85%
|
|
|
2998
|
Montgomery Investment Management
Rockville,
Maryland
|
$225M
|
+$6.55M
|
+3%
|
7.27%
|
98.4%
|
96
|
3.13%
|
|
|
2999
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$225M
|
+$18.1M
|
+9%
|
3.43%
|
54.5%
|
89
|
17.98%
|
|
|
3000
|
Cutler Capital Management
Worcester,
Massachusetts
|
$225M
|
+$14M
|
+7%
|
2.26%
|
39.7%
|
95
|
16.84%
|
|