|
4001
|
Tolleson Wealth Management
Dallas,
Texas
|
$145M
|
+$586K
|
+0.4%
|
3.5%
|
62.6%
|
46
|
4.35%
|
|
|
4002
|
American Asset Management
Boca Raton,
Florida
|
$145M
|
+$12.7M
|
+10%
|
5.31%
|
42.5%
|
125
|
21.6%
|
|
|
4003
|
Knightsbridge Asset Management
Newport Beach,
California
|
$145M
|
+$14.1M
|
+11%
|
4.01%
|
105%
|
30
|
13.33%
|
|
|
4004
|
AIMZ Investment Advisors
Los Altos,
California
|
$145M
|
-$686K
|
-0.5%
|
1.55%
|
63.9%
|
102
|
6.86%
|
|
|
4005
|
|
$145M
|
+$10.8M
|
+8%
|
9.35%
|
–
|
10
|
0%
|
|
|
4006
|
Sagil Capital
London,
United Kingdom
|
$145M
|
+$15.4M
|
+12%
|
4.73%
|
140%
|
28
|
46.43%
|
|
|
4007
|
Cabot-Wellington
Boston,
Massachusetts
|
$145M
|
-$1.64M
|
-1%
|
2.61%
|
65%
|
9
|
0%
|
|
|
4008
|
|
$145M
|
+$2.54M
|
+2%
|
4.15%
|
70.5%
|
103
|
13.59%
|
|
|
4009
|
Atlas Brown
Louisville,
Kentucky
|
$145M
|
+$3.54M
|
+3%
|
2.42%
|
102%
|
153
|
5.88%
|
|
|
4010
|
|
$145M
|
+$2.43M
|
+2%
|
3.02%
|
41.8%
|
74
|
9.46%
|
|
|
4011
|
Crown Advisors Management
Larkspur,
California
|
$144M
|
+$11.3M
|
+8%
|
9.19%
|
216%
|
57
|
36.84%
|
|
|
4012
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$144M
|
-$11.1M
|
-7%
|
2.3%
|
89.4%
|
106
|
20.75%
|
|
|
4013
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$144M
|
-$1.08M
|
-0.7%
|
4.28%
|
28.2%
|
85
|
5.88%
|
|
|
4014
|
Sonata Capital Group
Seattle,
Washington
|
$144M
|
+$10.1M
|
+8%
|
2.91%
|
57.4%
|
111
|
16.22%
|
|
|
4015
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$144M
|
-$10.5M
|
-7%
|
2.74%
|
53.9%
|
104
|
9.62%
|
|
|
4016
|
Rho Capital Partners
New York
|
$144M
|
+$49.7M
|
+53%
|
1.55%
|
–
|
6
|
33.33%
|
|
|
4017
|
Regal Wealth Group
Seal Beach,
California
|
$144M
|
+$5.16M
|
+4%
|
2.61%
|
17%
|
174
|
5.75%
|
|
|
4018
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$144M
|
+$15.6M
|
+12%
|
6.86%
|
131%
|
90
|
12.22%
|
|
|
4019
|
ADW Capital Management
Miami Beach,
Florida
|
$144M
|
-$64M
|
-31%
|
8.48%
|
75.7%
|
5
|
40%
|
|
|
4020
|
RVB Capital Management
Great Neck,
New York
|
$144M
|
-$12.1M
|
-8%
|
0.45%
|
10.4%
|
54
|
59.26%
|
|
|
4021
|
JRM Investment Counsel
Omaha,
Nebraska
|
$144M
|
+$6.87M
|
+5%
|
5.39%
|
61.2%
|
29
|
6.9%
|
|
|
4022
|
Unified Trust Company
Lexington,
Kentucky
|
$144M
|
+$10.1M
|
+8%
|
4.61%
|
69.7%
|
50
|
0%
|
|
|
4023
|
Hobart Private Capital
Charlotte,
North Carolina
|
$144M
|
+$11.8M
|
+9%
|
1.96%
|
52.5%
|
181
|
32.04%
|
|
|
4024
|
Addison Capital
Conshohocken,
Pennsylvania
|
$143M
|
+$11.9M
|
+9%
|
6.6%
|
54.2%
|
139
|
29.5%
|
|
|
4025
|
Bain Capital Credit
Boston,
Massachusetts
|
$143M
|
+$72.4M
|
+102%
|
6.24%
|
14.7%
|
20
|
25%
|
|