|
3001
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$553M
|
-$72.9M
|
-12%
|
3.59%
|
83.5%
|
307
|
13.03%
|
|
|
3002
|
Birnam Oak Advisors
New York
|
$552M
|
+$346M
|
+168%
|
4.82%
|
–
|
36
|
44.44%
|
|
|
3003
|
III Capital Management
Boca Raton,
Florida
|
$552M
|
-$68.6M
|
-11%
|
1.78%
|
28.7%
|
48
|
37.5%
|
|
|
3004
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$552M
|
+$20.4M
|
+4%
|
1.65%
|
55%
|
143
|
4.9%
|
|
|
3005
|
Stablepoint Partners
Braintree,
Massachusetts
|
$552M
|
+$7.16M
|
+1%
|
1.82%
|
–
|
246
|
3.66%
|
|
|
3006
|
Goehring & Rozencwajg Associates
New York
|
$552M
|
+$65M
|
+13%
|
2.68%
|
148%
|
44
|
4.55%
|
|
|
3007
|
Well Done LLC
Holland,
Michigan
|
$552M
|
+$5.22M
|
+1%
|
2.08%
|
77%
|
190
|
12.63%
|
|
|
3008
|
Wellington Shields Capital Management
New York
|
$551M
|
-$14M
|
-2%
|
4.97%
|
137%
|
334
|
14.67%
|
|
|
3009
|
Euro Pacific Asset Management
Dorado,
Puerto Rico
|
$551M
|
+$87.3M
|
+19%
|
23.3%
|
122%
|
80
|
12.5%
|
|
|
3010
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$551M
|
-$24M
|
-4%
|
0.32%
|
64.8%
|
108
|
20.37%
|
|
|
3011
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$551M
|
-$4.64M
|
-0.8%
|
0.58%
|
46.6%
|
123
|
17.07%
|
|
|
3012
|
Permanens Capital
New York
|
$551M
|
+$27M
|
+5%
|
0.07%
|
76.9%
|
64
|
25%
|
|
|
3013
|
Buck Wealth Strategies
Denver,
Colorado
|
$550M
|
+$69.1M
|
+14%
|
0.33%
|
42%
|
138
|
52.9%
|
|
|
3014
|
KFG Wealth Management
Granger,
Indiana
|
$550M
|
+$15.1M
|
+3%
|
1.39%
|
50.4%
|
203
|
17.24%
|
|
|
3015
|
Hazelview Securities
Toronto,
Ontario, Canada
|
$550M
|
+$2.08M
|
+0.4%
|
2.91%
|
–
|
40
|
50%
|
|
|
3016
|
Algebris (UK)
London,
United Kingdom
|
$550M
|
+$154M
|
+39%
|
1.32%
|
24.5%
|
51
|
35.29%
|
|
|
3017
|
Anson Funds Management
Dallas,
Texas
|
$550M
|
-$442M
|
-45%
|
9.75%
|
2,010%
|
204
|
67.16%
|
|
|
3018
|
RWC Asset Advisors
Miami,
Florida
|
$549M
|
+$47.7M
|
+10%
|
27.8%
|
268%
|
20
|
30%
|
|
|
3019
|
Capital Advantage
Walnut Creek,
California
|
$549M
|
$0
|
0%
|
0.24%
|
44.4%
|
135
|
0%
|
|
|
3020
|
Advocate Group
Minnetonka,
Minnesota
|
$548M
|
+$17.3M
|
+3%
|
2.66%
|
47.3%
|
119
|
7.56%
|
|
|
3021
|
Consolidated Press International Holdings
Sydney,
Australia
|
$548M
|
-$116M
|
-17%
|
15.9%
|
–
|
17
|
29.41%
|
|
|
3022
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$548M
|
-$82.6M
|
-13%
|
1.94%
|
90.8%
|
212
|
61.32%
|
|
|
3023
|
|
$547M
|
+$26.7M
|
+5%
|
6.15%
|
370%
|
39
|
61.54%
|
|
|
3024
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$546M
|
-$30.5M
|
-5%
|
2.94%
|
65.9%
|
190
|
6.32%
|
|
|
3025
|
Morningstar Investment Services
Chicago,
Illinois
|
$546M
|
-$554M
|
-50%
|
1.32%
|
22.4%
|
150
|
14%
|
|