|
3001
|
BSW Wealth Partners
Boulder,
Colorado
|
$182M
|
+$4.33M
|
+2%
|
1.02%
|
75.4%
|
70
|
12.86%
|
|
|
3002
|
Flowering Tree Investment Management
Singapore
|
$182M
|
-$62.9M
|
-26%
|
15%
|
47.4%
|
3
|
0%
|
|
|
3003
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$181M
|
+$6.57M
|
+4%
|
1.4%
|
48.5%
|
46
|
6.52%
|
|
|
3004
|
Altavista Wealth Management
Asheville,
North Carolina
|
$181M
|
+$4.04M
|
+2%
|
1.71%
|
80.6%
|
135
|
18.52%
|
|
|
3005
|
Grisanti Capital Management
New York
|
$181M
|
-$31.4M
|
-15%
|
6.1%
|
17.9%
|
66
|
42.42%
|
|
|
3006
|
Harber Asset Management
Asheville,
North Carolina
|
$181M
|
+$10M
|
+6%
|
5.41%
|
63.6%
|
59
|
40.68%
|
|
|
3007
|
Raffa Wealth Management
Washington,
District of Columbia
|
$181M
|
+$6.45M
|
+4%
|
1.14%
|
35.8%
|
886
|
6.66%
|
|
|
3008
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$181M
|
+$3.99M
|
+2%
|
2.59%
|
53.3%
|
320
|
29.06%
|
|
|
3009
|
Gavea Investimentos
Rj,
Brazil
|
$181M
|
+$36.9M
|
+26%
|
25.2%
|
60.3%
|
13
|
84.62%
|
|
|
3010
|
Blue Edge Capital
Richmond,
Virginia
|
$181M
|
+$12M
|
+7%
|
2.48%
|
67.4%
|
81
|
7.41%
|
|
|
3011
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$180M
|
-$4.4M
|
-2%
|
2.77%
|
41%
|
24
|
41.67%
|
|
|
3012
|
TCI Wealth Advisors
Tucson,
Arizona
|
$180M
|
-$219K
|
-0.1%
|
3.74%
|
65%
|
1,527
|
20.69%
|
|
|
3013
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$180M
|
+$279K
|
+0.2%
|
3.39%
|
88.7%
|
107
|
11.21%
|
|
|
3014
|
Barnett & Company
Chattanooga,
Tennessee
|
$180M
|
-$10.1M
|
-5%
|
0.96%
|
65.9%
|
418
|
7.66%
|
|
|
3015
|
First Bankers Trust
Louisville,
Kentucky
|
$180M
|
-$58.9M
|
-25%
|
5.92%
|
78.9%
|
148
|
19.59%
|
|
|
3016
|
Capital Planning Advisors
Roseville,
California
|
$180M
|
-$28M
|
-13%
|
2.31%
|
64.2%
|
102
|
5.88%
|
|
|
3017
|
Formidable Asset Management
Cincinnati,
Ohio
|
$180M
|
+$37.4M
|
+26%
|
1.33%
|
52.2%
|
527
|
74.76%
|
|
|
3018
|
Kinsight LLC
Birmingham,
Alabama
|
$180M
|
+$5.72M
|
+3%
|
2.21%
|
15.7%
|
36
|
11.11%
|
|
|
3019
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$179M
|
+$5.04M
|
+3%
|
3.8%
|
92%
|
144
|
9.03%
|
|
|
3020
|
Southport Capital Management
Chattanooga,
Tennessee
|
$179M
|
+$23.5M
|
+15%
|
2.03%
|
80%
|
559
|
72.99%
|
|
|
3021
|
Schnieders Capital Management
Pasadena,
California
|
$179M
|
+$9.78M
|
+6%
|
4.98%
|
103%
|
148
|
12.16%
|
|
|
3022
|
Compton Capital Management
Providence,
Rhode Island
|
$179M
|
+$945K
|
+0.5%
|
0.62%
|
75.6%
|
148
|
7.43%
|
|
|
3023
|
Courage Capital Management
Nashville,
Tennessee
|
$179M
|
-$30.5M
|
-15%
|
4.36%
|
86.5%
|
18
|
38.89%
|
|
|
3024
|
Capital Returns Management
Rye,
New York
|
$179M
|
-$55.8M
|
-24%
|
6.52%
|
4.39%
|
22
|
31.82%
|
|
|
3025
|
Atalan Capital Partners
New York
|
$179M
|
-$712K
|
-0.4%
|
0.83%
|
319%
|
19
|
52.63%
|
|