|
3001
|
Dimension Capital Management
Coral Gables,
Florida
|
$481M
|
+$52.6M
|
+12%
|
8.24%
|
59.4%
|
115
|
23.48%
|
|
|
3002
|
HeadInvest LLC
Portland,
Maine
|
$481M
|
+$20.4M
|
+4%
|
9.76%
|
45.6%
|
751
|
69.24%
|
|
|
3003
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$480M
|
+$39.6M
|
+9%
|
9.54%
|
96.5%
|
128
|
4.69%
|
|
|
3004
|
Colonial Trust
Spartanburg,
South Carolina
|
$480M
|
+$75.4M
|
+19%
|
10.1%
|
61.4%
|
1,022
|
12.72%
|
|
|
3005
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$480M
|
+$187M
|
+64%
|
10.1%
|
71.9%
|
182
|
42.86%
|
|
|
3006
|
HCEP Management
Hong Kong
|
$480M
|
+$93.9M
|
+24%
|
13.9%
|
104%
|
18
|
27.78%
|
|
|
3007
|
Crestview Partners II
New York
|
$480M
|
-$199M
|
-29%
|
5.47%
|
124%
|
3
|
0%
|
|
|
3008
|
Farmers Trust Company
Youngstown,
Ohio
|
$479M
|
+$46.1M
|
+11%
|
10.2%
|
73.5%
|
166
|
8.43%
|
|
|
3009
|
|
$479M
|
–
|
–
|
8.52%
|
–
|
46
|
–
|
|
|
3010
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$479M
|
+$37.9M
|
+9%
|
8.52%
|
36.2%
|
49
|
14.29%
|
|
|
3011
|
Frank Rimerman Advisors
Palo Alto,
California
|
$479M
|
+$65.8M
|
+16%
|
14.5%
|
133%
|
318
|
69.18%
|
|
|
3012
|
Rollins Financial Advisors
New York City,
New York
|
$479M
|
–
|
–
|
13.6%
|
–
|
97
|
–
|
|
|
3013
|
Rollins Financial
Atlanta,
Georgia
|
$479M
|
+$70.2M
|
+17%
|
13.6%
|
–
|
115
|
24.35%
|
|
|
3014
|
Hunter Perkins Capital Management
Lombard,
Illinois
|
$479M
|
+$12.9M
|
+3%
|
10.9%
|
58%
|
129
|
31.78%
|
|
|
3015
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$478M
|
+$38.3M
|
+9%
|
8.39%
|
14.7%
|
35
|
14.29%
|
|
|
3016
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$478M
|
+$87M
|
+22%
|
7.9%
|
39.6%
|
105
|
20.95%
|
|
|
3017
|
Semper Augustus Investments Group
Highlands Ranch,
Colorado
|
$478M
|
+$60.6M
|
+15%
|
12.8%
|
90.2%
|
35
|
5.71%
|
|
|
3018
|
Raub Brock Capital Management
Larkspur,
California
|
$477M
|
-$25.9M
|
-5%
|
11.5%
|
56.3%
|
74
|
27.03%
|
|
|
3019
|
Mraz Amerine & Associates
Modesto,
California
|
$477M
|
+$33.6M
|
+8%
|
7.54%
|
69.8%
|
183
|
7.65%
|
|
|
3020
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$477M
|
+$34.8M
|
+8%
|
9.6%
|
44%
|
119
|
21.85%
|
|
|
3021
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$477M
|
+$28.5M
|
+6%
|
10.1%
|
86.5%
|
125
|
5.6%
|
|
|
3022
|
Walter Public Investments
Westmount,
Canada
|
$476M
|
+$53.9M
|
+13%
|
14.1%
|
57.9%
|
42
|
9.52%
|
|
|
3023
|
Appian Way Asset Management
New York
|
$476M
|
+$57.1M
|
+14%
|
9.7%
|
49.4%
|
77
|
71.43%
|
|
|
3024
|
Embree Financial Group
Chicago,
Illinois
|
$475M
|
–
|
–
|
11.1%
|
–
|
183
|
–
|
|
|
3025
|
Wedgewood Partners
St Louis,
Missouri
|
$475M
|
+$57.3M
|
+14%
|
11.7%
|
71.7%
|
21
|
4.76%
|
|