|
3376
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$306M
|
+$25.4M
|
+9%
|
11.1%
|
59.4%
|
189
|
8.99%
|
|
|
3377
|
Inlet Private Wealth
Jupiter,
Florida
|
$306M
|
+$49.2M
|
+19%
|
16.2%
|
77.6%
|
131
|
9.16%
|
|
|
3378
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$306M
|
+$49M
|
+19%
|
13.1%
|
114%
|
135
|
14.81%
|
|
|
3379
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$306M
|
+$79.4M
|
+35%
|
14.5%
|
69.8%
|
45
|
60%
|
|
|
3380
|
HNP Capital
Rochester,
New York
|
$306M
|
+$32.6M
|
+12%
|
9.15%
|
52.4%
|
142
|
14.08%
|
|
|
3381
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$305M
|
–
|
–
|
14.9%
|
57.2%
|
270
|
–
|
|
|
3382
|
Venator Management
Pittsburgh,
Pennsylvania
|
$305M
|
–
|
–
|
20.1%
|
115%
|
35
|
–
|
|
|
3383
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$305M
|
+$77.6M
|
+34%
|
37.5%
|
131%
|
93
|
3.23%
|
|
|
3384
|
Huber Capital Management
El Segundo,
California
|
$305M
|
+$33.3M
|
+12%
|
28.2%
|
63.9%
|
89
|
8.99%
|
|
|
3385
|
BCM Advisors
Lafayette,
Louisiana
|
$304M
|
+$33.3M
|
+12%
|
6.02%
|
59.3%
|
55
|
5.45%
|
|
|
3386
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$304M
|
+$98.4M
|
+48%
|
14.4%
|
85.9%
|
25
|
60%
|
|
|
3387
|
PGIM Custom Harvest
Newark,
New Jersey
|
$304M
|
–
|
–
|
16.9%
|
60.9%
|
185
|
–
|
|
|
3388
|
Nexpoint Asset Management
Dallas,
Texas
|
$304M
|
-$138M
|
-31%
|
21.6%
|
209%
|
203
|
51.72%
|
|
|
3389
|
Schnieders Capital Management
Pasadena,
California
|
$304M
|
+$37.4M
|
+14%
|
11.7%
|
103%
|
175
|
14.29%
|
|
|
3390
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$304M
|
+$69.1M
|
+29%
|
14.4%
|
94.8%
|
108
|
18.52%
|
|
|
3391
|
Reilly Herbert Faulkner III
|
$304M
|
+$29.3M
|
+11%
|
8.95%
|
80.6%
|
53
|
1.89%
|
|
|
3392
|
Bourne Lent Asset Management
Pawling,
New York
|
$304M
|
+$43.1M
|
+17%
|
20%
|
76.1%
|
62
|
14.52%
|
|
|
3393
|
Covenant Asset Management
Chester,
New Jersey
|
$304M
|
-$8.55M
|
-3%
|
15.2%
|
158%
|
141
|
16.31%
|
|
|
3394
|
Monetary Management Group
St Louis,
Missouri
|
$303M
|
+$22.8M
|
+8%
|
11.4%
|
99.8%
|
324
|
10.8%
|
|
|
3395
|
Trimaran Fund Management
New York
|
$303M
|
+$31.8M
|
+12%
|
11.7%
|
82.8%
|
1
|
0%
|
|
|
3396
|
Private Advisory Group
Redmond,
Washington
|
$303M
|
+$54.3M
|
+22%
|
11.9%
|
134%
|
138
|
44.2%
|
|
|
3397
|
Elk River Wealth Management
Denver,
Colorado
|
$303M
|
–
|
–
|
14.1%
|
68%
|
119
|
–
|
|
|
3398
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$302M
|
–
|
–
|
8.7%
|
44.1%
|
77
|
–
|
|
|
3399
|
Infusive Asset Management
New York
|
$302M
|
–
|
–
|
16.7%
|
40.1%
|
73
|
–
|
|
|
3400
|
Iowa State Bank
Urbandale,
Iowa
|
$302M
|
+$43.6M
|
+17%
|
11.6%
|
76%
|
127
|
8.66%
|
|