|
3051
|
Bellecapital
Zurich,
Switzerland
|
$566M
|
+$62.2M
|
+12%
|
6.53%
|
128%
|
173
|
20.81%
|
|
|
3052
|
Wellington Shields Capital Management
New York
|
$565M
|
-$9.93M
|
-2%
|
4.25%
|
137%
|
324
|
8.95%
|
|
|
3053
|
Chicago Trust
Grayslake,
Illinois
|
$565M
|
-$15M
|
-3%
|
1.65%
|
85.9%
|
386
|
9.07%
|
|
|
3054
|
American Investment Services
Great Barrington,
Massachusetts
|
$565M
|
-$33.7M
|
-6%
|
0.64%
|
63.1%
|
162
|
6.17%
|
|
|
3055
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$564M
|
+$10.9M
|
+2%
|
3.49%
|
110%
|
146
|
11.64%
|
|
|
3056
|
Affinity Wealth Management
Wilmington,
Delaware
|
$564M
|
+$558K
|
+0.1%
|
4.06%
|
116%
|
109
|
14.68%
|
|
|
3057
|
Pinpoint Asset Management
Hong Kong
|
$564M
|
+$98.2M
|
+21%
|
12.9%
|
185%
|
126
|
53.97%
|
|
|
3058
|
Human Investing
Lake Oswego,
Oregon
|
$564M
|
+$11.2M
|
+2%
|
1.27%
|
52%
|
332
|
71.08%
|
|
|
3059
|
Gries Financial
Cleveland,
Ohio
|
$563M
|
+$28.7M
|
+5%
|
0.95%
|
71.3%
|
304
|
19.41%
|
|
|
3060
|
Asset Management Group
Stamford,
Connecticut
|
$562M
|
-$8.64M
|
-2%
|
0.59%
|
57%
|
135
|
2.22%
|
|
|
3061
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$562M
|
+$32.6M
|
+6%
|
5.95%
|
–
|
338
|
10.36%
|
|
|
3062
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$562M
|
+$4.77M
|
+0.9%
|
0.43%
|
55.1%
|
164
|
11.59%
|
|
|
3063
|
Stieven Capital Advisors
St. Louis,
Missouri
|
$562M
|
+$33M
|
+6%
|
7.51%
|
117%
|
55
|
21.82%
|
|
|
3064
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$562M
|
+$18.9M
|
+3%
|
1.23%
|
63.8%
|
183
|
14.21%
|
|
|
3065
|
Leelyn Smith
Geneva,
Illinois
|
$561M
|
+$7.31M
|
+1%
|
0.61%
|
77.3%
|
138
|
13.04%
|
|
|
3066
|
Mraz Amerine & Associates
Modesto,
California
|
$561M
|
+$8.38M
|
+2%
|
3.35%
|
69.8%
|
177
|
11.86%
|
|
|
3067
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$561M
|
+$8.62M
|
+2%
|
5.8%
|
113%
|
155
|
11.61%
|
|
|
3068
|
Artemis Wealth Advisors
New York
|
$561M
|
-$443M
|
-44%
|
6.79%
|
174%
|
43
|
39.53%
|
|
|
3069
|
Semper Augustus Investments Group
Highlands Ranch,
Colorado
|
$560M
|
-$32.1M
|
-5%
|
1.94%
|
95.4%
|
37
|
0%
|
|
|
3070
|
Bellwether Advisors
Lincoln,
Nebraska
|
$559M
|
+$38.6M
|
+7%
|
3.93%
|
115%
|
516
|
75.97%
|
|
|
3071
|
Walter Public Investments
Westmount,
Canada
|
$559M
|
-$14.1M
|
-2%
|
1.77%
|
72.7%
|
43
|
2.33%
|
|
|
3072
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$559M
|
+$30M
|
+6%
|
0.62%
|
56.3%
|
115
|
7.83%
|
|
|
3073
|
LM Advisors
San Diego,
California
|
$559M
|
+$66.9M
|
+14%
|
5.42%
|
–
|
200
|
21.5%
|
|
|
3074
|
PAX Financial Group
San Antonio,
Texas
|
$559M
|
+$1.23M
|
+0.2%
|
0.39%
|
56%
|
248
|
17.74%
|
|
|
3075
|
First Turn Management
Del Mar,
California
|
$558M
|
-$73.3M
|
-12%
|
0.83%
|
–
|
45
|
35.56%
|
|