|
3101
|
Horizon Wealth Management
La Grange,
Illinois
|
$569M
|
-$23.8M
|
-4%
|
12.1%
|
82.8%
|
118
|
19.49%
|
|
|
3102
|
Probity Advisors
Dallas,
Texas
|
$569M
|
+$48.6M
|
+9%
|
8.05%
|
41.2%
|
237
|
7.17%
|
|
|
3103
|
Battery Management Corp
Boston,
Massachusetts
|
$569M
|
-$118M
|
-17%
|
8.09%
|
39.3%
|
7
|
14.29%
|
|
|
3104
|
RPTC Inc
Jackson,
Wyoming
|
$569M
|
+$71M
|
+14%
|
14.4%
|
69.5%
|
7
|
0%
|
|
|
3105
|
TFO Wealth Partners
Maumee,
Ohio
|
$568M
|
+$64M
|
+13%
|
9.84%
|
52.9%
|
49
|
34.69%
|
|
|
3106
|
SFE Investment Counsel
Los Angeles,
California
|
$568M
|
+$67.4M
|
+13%
|
10.8%
|
78.2%
|
152
|
15.13%
|
|
|
3107
|
Versor Investments
New York
|
$567M
|
-$46M
|
-7%
|
10.2%
|
200%
|
981
|
60.96%
|
|
|
3108
|
Praesidium Investment Management Company
New York
|
$567M
|
+$32.2M
|
+6%
|
19%
|
60.5%
|
15
|
26.67%
|
|
|
3109
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$567M
|
+$59M
|
+12%
|
10.6%
|
70.4%
|
229
|
8.73%
|
|
|
3110
|
Security Financial Services
Fort Wayne,
Indiana
|
$566M
|
+$62.5M
|
+12%
|
9.05%
|
60.7%
|
188
|
13.83%
|
|
|
3111
|
Value Holdings Management Company
Hampton Bays,
New York
|
$566M
|
+$32.9M
|
+6%
|
9.02%
|
112%
|
34
|
5.88%
|
|
|
3112
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$566M
|
+$44.5M
|
+9%
|
13.5%
|
97.1%
|
129
|
6.2%
|
|
|
3113
|
Creekmur Asset Management
Morton,
Illinois
|
$566M
|
+$88.9M
|
+19%
|
11.2%
|
–
|
878
|
13.1%
|
|
|
3114
|
American Money Management
Rancho Santa Fe,
California
|
$566M
|
+$38.5M
|
+7%
|
6.77%
|
54.1%
|
152
|
13.82%
|
|
|
3115
|
Harbor Group
Bedford,
New Hampshire
|
$564M
|
+$63.6M
|
+13%
|
6.63%
|
41.4%
|
102
|
7.84%
|
|
|
3116
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$564M
|
+$75M
|
+15%
|
15.3%
|
70.3%
|
71
|
43.66%
|
|
|
3117
|
Hazelview Securities
Toronto,
Ontario, Canada
|
$564M
|
+$14M
|
+3%
|
0.43%
|
–
|
36
|
36.11%
|
|
|
3118
|
Morton Capital Management
Calabasas,
California
|
$564M
|
+$46.4M
|
+9%
|
7.15%
|
65.8%
|
128
|
14.84%
|
|
|
3119
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$564M
|
+$16.3M
|
+3%
|
9.47%
|
75.1%
|
118
|
66.95%
|
|
|
3120
|
Kesler Norman & Wride
Ogden,
Utah
|
$564M
|
+$38.2M
|
+7%
|
10.2%
|
76%
|
229
|
11.79%
|
|
|
3121
|
Hohimer Wealth Management
Seattle,
Washington
|
$564M
|
+$50.1M
|
+10%
|
12.6%
|
85.5%
|
304
|
27.3%
|
|
|
3122
|
Bellecapital
Zurich,
Switzerland
|
$563M
|
+$57M
|
+11%
|
14.2%
|
128%
|
147
|
14.97%
|
|
|
3123
|
Trust Company of the South
Greensboro,
North Carolina
|
$563M
|
+$84.7M
|
+18%
|
7.52%
|
–
|
131
|
9.92%
|
|
|
3124
|
Opes Wealth Management
Menlo Park,
California
|
$563M
|
+$67.7M
|
+14%
|
7.27%
|
54.1%
|
151
|
9.27%
|
|
|
3125
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$563M
|
+$86.7M
|
+18%
|
4.73%
|
42%
|
56
|
3.57%
|
|