|
3276
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$480M
|
+$20.7M
|
+4%
|
7.15%
|
99.6%
|
89
|
10.11%
|
|
|
3277
|
SFE Investment Counsel
Los Angeles,
California
|
$480M
|
+$29.2M
|
+6%
|
7.11%
|
105%
|
121
|
5.79%
|
|
|
3278
|
Callodine Capital Management
Boston,
Massachusetts
|
$480M
|
+$50.9M
|
+12%
|
8.77%
|
53.8%
|
52
|
34.62%
|
|
|
3279
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$480M
|
+$18.9M
|
+4%
|
5.75%
|
71.4%
|
280
|
6.07%
|
|
|
3280
|
Cornerstone Management
Duluth,
Georgia
|
$479M
|
+$24.4M
|
+5%
|
5.2%
|
40%
|
55
|
5.45%
|
|
|
3281
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$479M
|
+$41.1M
|
+9%
|
7.55%
|
90.7%
|
274
|
5.84%
|
|
|
3282
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$479M
|
+$71.3M
|
+18%
|
6.44%
|
67.7%
|
203
|
10.34%
|
|
|
3283
|
Requisite Capital Management
Dallas,
Texas
|
$478M
|
+$36.7M
|
+8%
|
3.71%
|
41%
|
93
|
30.11%
|
|
|
3284
|
Financial Management Network
Mission Viejo,
California
|
$478M
|
+$61.5M
|
+15%
|
6.21%
|
57.4%
|
177
|
18.64%
|
|
|
3285
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$478M
|
+$26.1M
|
+6%
|
4.89%
|
132%
|
422
|
3.79%
|
|
|
3286
|
Centerbridge Partners
New York
|
$478M
|
-$27.3M
|
-5%
|
0.52%
|
15.9%
|
9
|
0%
|
|
|
3287
|
Icon Advisers
Greenwood Village,
Colorado
|
$477M
|
+$33.3M
|
+7%
|
7.01%
|
114%
|
196
|
27.04%
|
|
|
3288
|
|
$477M
|
+$44.4M
|
+10%
|
5.28%
|
95.2%
|
50
|
6%
|
|
|
3289
|
Twele Capital Management
Minnetonka,
Minnesota
|
$476M
|
+$35.3M
|
+8%
|
6%
|
34.9%
|
40
|
2.5%
|
|
|
3290
|
Fountainhead AM
Warren,
New Jersey
|
$476M
|
+$55.4M
|
+13%
|
6.06%
|
65.6%
|
158
|
16.46%
|
|
|
3291
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$476M
|
+$32.2M
|
+7%
|
5.99%
|
66.9%
|
213
|
19.25%
|
|
|
3292
|
Ironwood Financial
Tucson,
Arizona
|
$476M
|
+$29.9M
|
+7%
|
5.56%
|
48.8%
|
157
|
10.83%
|
|
|
3293
|
Studio Investment Management
Chicago,
Illinois
|
$476M
|
+$36.3M
|
+8%
|
6.89%
|
47.2%
|
330
|
19.39%
|
|
|
3294
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$475M
|
+$5.89M
|
+1%
|
7.82%
|
58.9%
|
118
|
31.36%
|
|
|
3295
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$475M
|
+$26.2M
|
+6%
|
7.29%
|
114%
|
349
|
2.29%
|
|
|
3296
|
Talon Private Wealth
The Villages,
Florida
|
$475M
|
–
|
–
|
4.28%
|
–
|
297
|
–
|
|
|
3297
|
Call To Action Foundation
Salt Lake City,
Utah
|
$475M
|
+$20.7M
|
+5%
|
5.51%
|
–
|
1
|
0%
|
|
|
3298
|
Valor Management
Chicago,
Illinois
|
$475M
|
+$19.9M
|
+4%
|
30.2%
|
14.5%
|
7
|
57.14%
|
|
|
3299
|
VY Capital Management Company
Dubai,
United Arab Emirates
|
$474M
|
–
|
–
|
3.18%
|
–
|
1
|
–
|
|
|
3300
|
Lafayette Investments
Ashton,
Maryland
|
$474M
|
+$34.5M
|
+8%
|
10.1%
|
77.9%
|
147
|
4.08%
|
|