|
3051
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$439M
|
+$24.5M
|
+6%
|
0.52%
|
77.2%
|
174
|
15.52%
|
|
|
3052
|
Dow Chemical Company
Midland,
Michigan
|
$438M
|
-$453M
|
-51%
|
3.51%
|
29.4%
|
11
|
9.09%
|
|
|
3053
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$437M
|
-$7.39M
|
-2%
|
1.32%
|
90.1%
|
71
|
2.82%
|
|
|
3054
|
SlateStone Wealth
Jupiter,
Florida
|
$437M
|
-$606K
|
-0.1%
|
0.52%
|
79.1%
|
177
|
7.91%
|
|
|
3055
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$436M
|
-$2.52M
|
-0.6%
|
2.08%
|
160%
|
189
|
10.05%
|
|
|
3056
|
Ackerman Capital Advisors
Dallas,
Texas
|
$436M
|
+$8.85M
|
+2%
|
1.35%
|
40.4%
|
145
|
37.93%
|
|
|
3057
|
|
$436M
|
+$37.5M
|
+9%
|
10.1%
|
107%
|
77
|
9.09%
|
|
|
3058
|
Sompo Asset Management
Tokyo,
Japan
|
$435M
|
-$53M
|
-11%
|
1.31%
|
84.7%
|
154
|
10.39%
|
|
|
3059
|
Solus Alternative Asset Management
Summit,
New Jersey
|
$435M
|
+$69.1M
|
+19%
|
4.63%
|
79.3%
|
12
|
8.33%
|
|
|
3060
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$435M
|
+$28.9M
|
+7%
|
3.35%
|
47%
|
91
|
9.89%
|
|
|
3061
|
Financial Advisors Network
Tustin,
California
|
$434M
|
+$95M
|
+28%
|
1.2%
|
–
|
151
|
21.19%
|
|
|
3062
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$434M
|
-$26.1M
|
-6%
|
1.18%
|
72.5%
|
113
|
13.27%
|
|
|
3063
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$434M
|
-$15.8M
|
-4%
|
1.3%
|
114%
|
250
|
16.4%
|
|
|
3064
|
PDS Planning
Dublin,
Ohio
|
$433M
|
+$22.7M
|
+6%
|
1.5%
|
62.7%
|
218
|
11.93%
|
|
|
3065
|
Financial Management Professionals
Austin,
Texas
|
$433M
|
+$44.8M
|
+12%
|
0.74%
|
62.1%
|
1,099
|
25.84%
|
|
|
3066
|
Viridian RIA
Bothell,
Washington
|
$433M
|
-$2.04M
|
-0.5%
|
1.54%
|
63.1%
|
17
|
41.18%
|
|
|
3067
|
American Research & Management Company
Marion,
Massachusetts
|
$433M
|
-$5.74M
|
-1%
|
0.95%
|
35.1%
|
403
|
8.44%
|
|
|
3068
|
Covalis Capital
London,
United Kingdom
|
$433M
|
+$124M
|
+40%
|
2.9%
|
37.9%
|
151
|
35.76%
|
|
|
3069
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$433M
|
+$97.7M
|
+29%
|
1.65%
|
80.8%
|
530
|
30%
|
|
|
3070
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$433M
|
-$55.2M
|
-11%
|
3.77%
|
88.1%
|
156
|
12.18%
|
|
|
3071
|
Cumberland Advisors
Sarasota,
Florida
|
$433M
|
+$6.27M
|
+1%
|
1.39%
|
73.5%
|
65
|
9.23%
|
|
|
3072
|
Zhang Financial
Portage,
Michigan
|
$432M
|
+$24.8M
|
+6%
|
0.87%
|
67.9%
|
173
|
21.97%
|
|
|
3073
|
Adams Natural Resources Fund
Baltimore,
Maryland
|
$432M
|
-$11.6M
|
-3%
|
2.13%
|
43%
|
56
|
5.36%
|
|
|
3074
|
Security National Trust
Wheeling,
West Virginia
|
$432M
|
-$18.6M
|
-4%
|
1.23%
|
58.3%
|
409
|
3.91%
|
|
|
3075
|
MPM Asset Management
Boston,
Massachusetts
|
$431M
|
-$106M
|
-20%
|
14.9%
|
5.89%
|
10
|
20%
|
|