|
4001
|
Sloane Robinson
London,
United Kingdom
|
$138M
|
-$35M
|
-20%
|
2.64%
|
175%
|
26
|
38.46%
|
|
|
4002
|
Graybill Wealth Management
Elmhurst,
Illinois
|
$138M
|
+$7.61M
|
+6%
|
6.69%
|
–
|
50
|
2%
|
|
|
4003
|
Donor Advised Charitable Giving
San Francisco,
California
|
$138M
|
+$14.4M
|
+12%
|
17.7%
|
365%
|
20
|
35%
|
|
|
4004
|
Shoker Investment Counsel
Oxford,
Ohio
|
$138M
|
+$3.58M
|
+3%
|
4.28%
|
83.8%
|
107
|
6.54%
|
|
|
4005
|
Hutner Capital Management
Manchester,
Vermont
|
$138M
|
+$9.79M
|
+8%
|
6.82%
|
52.2%
|
46
|
6.52%
|
|
|
4006
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$138M
|
+$21.7M
|
+19%
|
7.05%
|
89.4%
|
167
|
48.5%
|
|
|
4007
|
Whalerock Point Partners
Providence,
Rhode Island
|
$138M
|
+$12.6M
|
+10%
|
8.91%
|
103%
|
121
|
4.96%
|
|
|
4008
|
Sterling Investment Management
Tucson,
Arizona
|
$138M
|
+$8.79M
|
+7%
|
6.49%
|
44.1%
|
62
|
8.06%
|
|
|
4009
|
Joseph R. Weiss LLC
New York
|
$138M
|
+$37.7M
|
+38%
|
6.01%
|
–
|
12
|
33.33%
|
|
|
4010
|
Marshall & Sullivan
Seattle,
Washington
|
$138M
|
+$29.5M
|
+27%
|
5.66%
|
82%
|
87
|
49.43%
|
|
|
4011
|
Mobius Capital Management
Pleasanton,
California
|
$138M
|
+$21M
|
+18%
|
3.21%
|
–
|
45
|
75.56%
|
|
|
4012
|
Restructuring Capital Associates
Stamford,
Connecticut
|
$137M
|
-$2.26M
|
-2%
|
2.12%
|
71.2%
|
15
|
33.33%
|
|
|
4013
|
Garnet Equity Capital Holdings
New York
|
$137M
|
+$21.6M
|
+19%
|
11.3%
|
302%
|
33
|
27.27%
|
|
|
4014
|
Personal Financial Consultants
Lafayette,
California
|
$137M
|
–
|
–
|
2.28%
|
–
|
40
|
–
|
|
|
4015
|
AMG Funds
Stamford,
Connecticut
|
$137M
|
-$20.3M
|
-13%
|
3.98%
|
6.28%
|
113
|
6.19%
|
|
|
4016
|
Peterson Wealth Advisors
Orem,
Utah
|
$137M
|
+$13.7M
|
+11%
|
4.41%
|
46.4%
|
46
|
13.04%
|
|
|
4017
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$137M
|
+$4.65M
|
+4%
|
2.44%
|
55.9%
|
70
|
12.86%
|
|
|
4018
|
Ford Financial Group
Fresno,
California
|
$137M
|
-$321K
|
-0.2%
|
3.75%
|
47.7%
|
47
|
21.28%
|
|
|
4019
|
Harbour Investment Management
Edmonds,
Washington
|
$137M
|
+$9.07M
|
+7%
|
9.48%
|
58.8%
|
64
|
4.69%
|
|
|
4020
|
Opes Advisors
Cupertino,
California
|
$137M
|
+$326K
|
+0.2%
|
3.55%
|
–
|
51
|
31.37%
|
|
|
4021
|
Ferox Capital Management
London,
United Kingdom
|
$136M
|
+$8.07M
|
+6%
|
0.15%
|
2.07%
|
35
|
5.71%
|
|
|
4022
|
Financial Life Advisors
San Antonio,
Texas
|
$136M
|
+$14.6M
|
+12%
|
2.3%
|
42.7%
|
47
|
8.51%
|
|
|
4023
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$136M
|
+$5.33M
|
+4%
|
3.03%
|
70.2%
|
293
|
26.96%
|
|
|
4024
|
MacNealy Hoover Investment Management
Canton,
Ohio
|
$136M
|
+$7.54M
|
+6%
|
6.44%
|
42.5%
|
72
|
2.78%
|
|
|
4025
|
Peak Capital Management
Greenwood Village,
Colorado
|
$136M
|
-$29.3M
|
-18%
|
2.47%
|
9.52%
|
193
|
62.69%
|
|