|
3001
|
Capital Insight Partners
Scottsdale,
Arizona
|
$579M
|
+$7.22M
|
+1%
|
1.46%
|
51.7%
|
163
|
7.98%
|
|
|
3002
|
Eagle Strategies
New York
|
$578M
|
+$24.2M
|
+4%
|
0.13%
|
70.1%
|
228
|
13.6%
|
|
|
3003
|
Intellus Advisors
Naples,
Florida
|
$578M
|
–
|
–
|
1.65%
|
–
|
118
|
–
|
|
|
3004
|
Montecito Bank & Trust
Santa Barbara,
California
|
$577M
|
-$9.65M
|
-2%
|
0.06%
|
–
|
287
|
6.62%
|
|
|
3005
|
Crawford Fund Management
Boston,
Massachusetts
|
$577M
|
+$111M
|
+24%
|
0.24%
|
–
|
241
|
26.56%
|
|
|
3006
|
Polymer Capital Management (HK)
Hong Kong
|
$577M
|
+$145M
|
+33%
|
12.6%
|
–
|
228
|
59.65%
|
|
|
3007
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$577M
|
-$2.72M
|
-0.5%
|
1.92%
|
65.9%
|
190
|
4.74%
|
|
|
3008
|
|
$576M
|
-$56.8M
|
-9%
|
7.22%
|
80.2%
|
12
|
16.67%
|
|
|
3009
|
Front Street Capital Management
Missoula,
Montana
|
$576M
|
-$42.4M
|
-7%
|
4.05%
|
316%
|
72
|
13.89%
|
|
|
3010
|
Serenus Wealth Advisors
Santa Monica,
California
|
$575M
|
–
|
–
|
1.18%
|
–
|
60
|
–
|
|
|
3011
|
Matrix Trust Company
Denver,
Colorado
|
$575M
|
+$40.6M
|
+8%
|
2.49%
|
46.8%
|
286
|
28.67%
|
|
|
3012
|
James J. Burns & Company
Melville,
New York
|
$575M
|
+$22.2M
|
+4%
|
0.76%
|
63.1%
|
152
|
10.53%
|
|
|
3013
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$575M
|
+$15.3M
|
+3%
|
0.99%
|
64.8%
|
109
|
19.27%
|
|
|
3014
|
Horizon Wealth Management
La Grange,
Illinois
|
$575M
|
+$73.8M
|
+15%
|
2.31%
|
97.2%
|
105
|
20.95%
|
|
|
3015
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$575M
|
-$49M
|
-8%
|
0.12%
|
67.2%
|
96
|
31.25%
|
|
|
3016
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$574M
|
-$23.7M
|
-4%
|
2.73%
|
50.7%
|
239
|
14.64%
|
|
|
3017
|
Newtyn Management
New York
|
$574M
|
-$77.2M
|
-12%
|
0.02%
|
52%
|
42
|
28.57%
|
|
|
3018
|
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
|
$574M
|
-$33M
|
-5%
|
3.36%
|
122%
|
100
|
10%
|
|
|
3019
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$574M
|
+$30.8M
|
+6%
|
0.78%
|
70.6%
|
959
|
11.26%
|
|
|
3020
|
Evelyn Partners Investment Management Services
London,
|
$574M
|
–
|
–
|
2.15%
|
–
|
277
|
–
|
|
|
3021
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$573M
|
–
|
–
|
1.15%
|
–
|
40
|
–
|
|
|
3022
|
Hudock Inc
Williamsport,
Pennsylvania
|
$573M
|
-$6.29M
|
-1%
|
0.61%
|
64.4%
|
181
|
11.05%
|
|
|
3023
|
Cigna Investments
Bloomfield,
Connecticut
|
$573M
|
+$4.65M
|
+0.8%
|
4.8%
|
138%
|
482
|
8.3%
|
|
|
3024
|
Brasada Capital Management
Houston,
Texas
|
$572M
|
-$790K
|
-0.1%
|
0.77%
|
76.5%
|
154
|
24.68%
|
|
|
3025
|
Oakmont Corp
Los Angeles,
California
|
$572M
|
+$51.9M
|
+10%
|
5.39%
|
70.2%
|
33
|
18.18%
|
|