|
3001
|
Coerente Capital Management
Toronto,
Ontario, Canada
|
$512M
|
-$16.8M
|
-3%
|
1.28%
|
40%
|
45
|
2.22%
|
|
|
3002
|
Bremer Bank National Association
St Paul,
Minnesota
|
$512M
|
-$27.7M
|
-5%
|
4.86%
|
37.4%
|
191
|
8.38%
|
|
|
3003
|
PAX Financial Group
San Antonio,
Texas
|
$512M
|
+$13.8M
|
+3%
|
1.35%
|
42.5%
|
262
|
27.86%
|
|
|
3004
|
Cheviot Value Management
Beverly Hills,
California
|
$512M
|
+$55.7M
|
+12%
|
2.11%
|
83.7%
|
71
|
15.49%
|
|
|
3005
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$511M
|
-$4.95M
|
-1%
|
1.42%
|
65.5%
|
87
|
9.2%
|
|
|
3006
|
TFO Wealth Partners
Maumee,
Ohio
|
$511M
|
-$4.19M
|
-0.8%
|
0.39%
|
52.9%
|
802
|
95.01%
|
|
|
3007
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$511M
|
+$10.2M
|
+2%
|
1.06%
|
64.8%
|
111
|
17.12%
|
|
|
3008
|
Elk River Wealth Management
Denver,
Colorado
|
$511M
|
+$19.3M
|
+4%
|
3.22%
|
68%
|
100
|
10%
|
|
|
3009
|
Allen Operations
New York
|
$511M
|
-$15.6M
|
-3%
|
3.07%
|
221%
|
34
|
5.88%
|
|
|
3010
|
Realta Investment Advisors
Wilmington,
Delaware
|
$511M
|
+$25.5M
|
+5%
|
4.67%
|
126%
|
833
|
10.56%
|
|
|
3011
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$511M
|
+$26.7M
|
+6%
|
3.35%
|
73.8%
|
230
|
13.91%
|
|
|
3012
|
Peak Asset Management
Louisville,
Colorado
|
$511M
|
+$5.68M
|
+1%
|
1.66%
|
58.1%
|
153
|
7.19%
|
|
|
3013
|
DLD Asset Management
New York
|
$510M
|
-$207M
|
-29%
|
0.14%
|
8.24%
|
109
|
73.39%
|
|
|
3014
|
EFG Asset Management (Americas)
Miami,
Florida
|
$510M
|
+$182M
|
+55%
|
3.78%
|
112%
|
139
|
20.86%
|
|
|
3015
|
Bourgeon Capital Management
Darien,
Connecticut
|
$510M
|
-$842K
|
-0.2%
|
1.39%
|
117%
|
117
|
11.11%
|
|
|
3016
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$510M
|
+$43.2M
|
+9%
|
1.6%
|
–
|
142
|
16.2%
|
|
|
3017
|
Bell Investment Advisors
Oakland,
California
|
$509M
|
-$2.31M
|
-0.5%
|
0.15%
|
31.2%
|
1,993
|
6.67%
|
|
|
3018
|
Genesis Investment Management
London,
United Kingdom
|
$509M
|
+$29.4M
|
+6%
|
5.6%
|
47.4%
|
17
|
17.65%
|
|
|
3019
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$508M
|
+$14.5M
|
+3%
|
1.57%
|
34.4%
|
114
|
12.28%
|
|
|
3020
|
James J. Burns & Company
Melville,
New York
|
$508M
|
+$222M
|
+78%
|
2.55%
|
52.3%
|
129
|
34.11%
|
|
|
3021
|
Pilgrim Global Advisors
Reno,
Nevada
|
$508M
|
+$46.2M
|
+10%
|
19.9%
|
–
|
7
|
14.29%
|
|
|
3022
|
HeadInvest LLC
Portland,
Maine
|
$508M
|
-$4.53M
|
-0.9%
|
1.34%
|
45.6%
|
239
|
7.53%
|
|
|
3023
|
Winslow Asset Management
Beachwood,
Ohio
|
$508M
|
-$23.4M
|
-4%
|
0.95%
|
83.3%
|
81
|
9.88%
|
|
|
3024
|
Cantor Fitzgerald
New York
|
$508M
|
+$83.8M
|
+20%
|
4.5%
|
174%
|
368
|
56.52%
|
|
|
3025
|
Rempart Asset Management
Montreal,
Canada
|
$507M
|
-$13.1M
|
-3%
|
1.28%
|
58.8%
|
42
|
4.76%
|
|