|
3001
|
Financial Management Professionals
Austin,
Texas
|
$433M
|
+$44.8M
|
+12%
|
0.74%
|
62.1%
|
1,099
|
25.84%
|
|
|
3002
|
American Research & Management Company
Marion,
Massachusetts
|
$433M
|
-$5.74M
|
-1%
|
0.95%
|
35.1%
|
403
|
8.44%
|
|
|
3003
|
Covalis Capital
London,
United Kingdom
|
$433M
|
+$124M
|
+40%
|
2.9%
|
31.3%
|
151
|
35.76%
|
|
|
3004
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$433M
|
+$97.7M
|
+29%
|
1.65%
|
80.8%
|
530
|
30%
|
|
|
3005
|
Cumberland Advisors
Sarasota,
Florida
|
$433M
|
+$6.27M
|
+1%
|
1.39%
|
73.5%
|
65
|
9.23%
|
|
|
3006
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$433M
|
-$55.2M
|
-11%
|
3.77%
|
67.4%
|
156
|
12.18%
|
|
|
3007
|
Zhang Financial
Portage,
Michigan
|
$432M
|
+$24.8M
|
+6%
|
0.87%
|
67.9%
|
173
|
21.97%
|
|
|
3008
|
Adams Natural Resources Fund
Baltimore,
Maryland
|
$432M
|
-$11.6M
|
-3%
|
2.13%
|
43%
|
56
|
5.36%
|
|
|
3009
|
Security National Trust
Wheeling,
West Virginia
|
$432M
|
-$18.6M
|
-4%
|
1.23%
|
58.3%
|
409
|
3.91%
|
|
|
3010
|
MPM Asset Management
Boston,
Massachusetts
|
$431M
|
-$106M
|
-20%
|
14.9%
|
5.89%
|
10
|
20%
|
|
|
3011
|
Guardian Point Capital
Charlottesville,
Virginia
|
$431M
|
-$9.59M
|
-2%
|
0.82%
|
128%
|
22
|
18.18%
|
|
|
3012
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$431M
|
+$12.5M
|
+3%
|
1.39%
|
42.9%
|
65
|
13.85%
|
|
|
3013
|
Steamboat Capital Partners
Rye,
New York
|
$431M
|
+$43M
|
+11%
|
3.24%
|
189%
|
55
|
34.55%
|
|
|
3014
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$431M
|
-$2.92M
|
-0.7%
|
0.37%
|
59.2%
|
192
|
13.02%
|
|
|
3015
|
TB Alternative Assets
Grand Cayman,
Cayman Islands
|
$430M
|
-$71.5M
|
-14%
|
44.9%
|
325%
|
50
|
52%
|
|
|
3016
|
Synergy Asset Management
Vancouver,
Washington
|
$430M
|
+$53.3M
|
+14%
|
0.13%
|
97.3%
|
144
|
65.28%
|
|
|
3017
|
CFO4Life Group
Coppell,
Texas
|
$430M
|
-$3.67M
|
-0.8%
|
1.77%
|
43.4%
|
154
|
16.23%
|
|
|
3018
|
Great Point Partners
Greenwich,
Connecticut
|
$429M
|
-$47.2M
|
-10%
|
3.08%
|
554%
|
44
|
50%
|
|
|
3019
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$429M
|
-$25.7M
|
-6%
|
1.09%
|
24.6%
|
1,023
|
10.36%
|
|
|
3020
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$429M
|
-$75.9M
|
-15%
|
0.64%
|
46.7%
|
299
|
10.7%
|
|
|
3021
|
Potrero Capital Research
San Francisco,
California
|
$429M
|
+$12.5M
|
+3%
|
0.51%
|
137%
|
116
|
37.93%
|
|
|
3022
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$428M
|
-$3.72M
|
-0.9%
|
1.57%
|
92.5%
|
202
|
11.88%
|
|
|
3023
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$428M
|
+$822K
|
+0.2%
|
1.08%
|
64.3%
|
235
|
10.21%
|
|
|
3024
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$427M
|
+$3.09M
|
+0.7%
|
1.06%
|
62.7%
|
239
|
8.79%
|
|
|
3025
|
East Coast Asset Management
Essex,
Massachusetts
|
$426M
|
-$3.53M
|
-0.8%
|
0.72%
|
142%
|
63
|
1.59%
|
|