|
3026
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$763M
|
+$65.7M
|
+9%
|
9.94%
|
46.6%
|
156
|
11.54%
|
|
|
3027
|
Adams Natural Resources Fund
Baltimore,
Maryland
|
$763M
|
-$99.7M
|
-12%
|
9.78%
|
43%
|
54
|
5.56%
|
|
|
3028
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$762M
|
+$85.8M
|
+13%
|
8.86%
|
46.5%
|
150
|
10.67%
|
|
|
3029
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$762M
|
+$68M
|
+10%
|
13.6%
|
64%
|
278
|
9.35%
|
|
|
3030
|
Schnieders Capital Management
Pasadena,
California
|
$762M
|
+$133M
|
+21%
|
17.9%
|
103%
|
252
|
20.63%
|
|
|
3031
|
Knightsbridge Asset Management
Newport Beach,
California
|
$762M
|
+$18.8M
|
+3%
|
36.2%
|
150%
|
339
|
33.33%
|
|
|
3032
|
Westside Investment Management
Santa Monica,
California
|
$761M
|
+$109M
|
+17%
|
22.6%
|
114%
|
1,534
|
9.52%
|
|
|
3033
|
Biltmore Family Office
Charlotte,
North Carolina
|
$761M
|
+$45.4M
|
+6%
|
14.3%
|
78.1%
|
346
|
9.83%
|
|
|
3034
|
Dean Investment Associates
Beavercreek,
Ohio
|
$761M
|
+$50.4M
|
+7%
|
12%
|
63.5%
|
206
|
14.08%
|
|
|
3035
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$760M
|
+$31.3M
|
+4%
|
13.2%
|
55.1%
|
208
|
7.69%
|
|
|
3036
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$760M
|
+$62.5M
|
+9%
|
5.71%
|
78%
|
246
|
18.29%
|
|
|
3037
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$760M
|
+$141M
|
+23%
|
16.1%
|
–
|
2,738
|
11.07%
|
|
|
3038
|
Excelsior Advisor Network
Denver,
Colorado
|
$759M
|
+$496M
|
+189%
|
13.9%
|
–
|
455
|
50.77%
|
|
|
3039
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$759M
|
-$30.2M
|
-4%
|
25%
|
163%
|
52
|
36.54%
|
|
|
3040
|
Rollins Financial Advisors
New York City,
New York
|
$759M
|
+$127M
|
+20%
|
21.7%
|
–
|
178
|
16.85%
|
|
|
3041
|
Riversedge Advisors
Wilmington,
Delaware
|
$759M
|
+$141M
|
+23%
|
13.4%
|
60.4%
|
328
|
37.8%
|
|
|
3042
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$759M
|
+$46.5M
|
+7%
|
13.6%
|
–
|
189
|
49.74%
|
|
|
3043
|
Northwest Wealth Management
Spencer,
Iowa
|
$758M
|
+$92.8M
|
+14%
|
12.7%
|
63.4%
|
295
|
23.73%
|
|
|
3044
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$757M
|
+$93.1M
|
+14%
|
26.5%
|
96.6%
|
222
|
26.13%
|
|
|
3045
|
McLean Asset Management
Tysons,
Virginia
|
$757M
|
+$185M
|
+32%
|
11%
|
64.3%
|
182
|
9.89%
|
|
|
3046
|
|
$756M
|
+$64.4M
|
+9%
|
5.52%
|
–
|
172
|
23.84%
|
|
|
3047
|
Academy Capital Management
Waco,
Texas
|
$756M
|
+$56.8M
|
+8%
|
12.7%
|
71.2%
|
42
|
26.19%
|
|
|
3048
|
Polymer Capital Management
New York
|
$755M
|
-$232M
|
-24%
|
28.5%
|
–
|
1,058
|
66.73%
|
|
|
3049
|
Pier Capital
Stamford,
Connecticut
|
$755M
|
+$148M
|
+24%
|
41.9%
|
223%
|
150
|
32.67%
|
|
|
3050
|
Hughes Financial Services
Herndon,
Virginia
|
$755M
|
+$104M
|
+16%
|
13.5%
|
–
|
1,961
|
18.51%
|
|