|
4001
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$301M
|
+$29.4M
|
+11%
|
9.1%
|
101%
|
152
|
7.24%
|
|
|
4002
|
White Pine Investment Company
Livonia,
Michigan
|
$301M
|
+$14.5M
|
+5%
|
7.19%
|
66.3%
|
59
|
3.39%
|
|
|
4003
|
Winfield Associates
Cleveland,
Ohio
|
$300M
|
+$29.6M
|
+11%
|
10.5%
|
77.8%
|
159
|
7.55%
|
|
|
4004
|
Sutton Wealth Advisors
Tampa,
Florida
|
$300M
|
+$29M
|
+11%
|
10.9%
|
40.9%
|
1,714
|
26.08%
|
|
|
4005
|
|
$300M
|
+$27M
|
+10%
|
11.8%
|
91.2%
|
104
|
3.85%
|
|
|
4006
|
Security Financial Services
Fort Wayne,
Indiana
|
$300M
|
–
|
–
|
5.96%
|
60.7%
|
133
|
–
|
|
|
4007
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$300M
|
+$28.3M
|
+10%
|
5.85%
|
66.5%
|
165
|
30.3%
|
|
|
4008
|
|
$300M
|
+$8.42M
|
+3%
|
1.48%
|
21.3%
|
14
|
21.43%
|
|
|
4009
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$299M
|
+$36.2M
|
+14%
|
8.69%
|
65.7%
|
102
|
19.61%
|
|
|
4010
|
TSP Capital Management Group
Summit,
New Jersey
|
$299M
|
+$6.47M
|
+2%
|
8.44%
|
178%
|
52
|
0%
|
|
|
4011
|
HRS Investment Holdings
New York
|
$299M
|
+$218M
|
+271%
|
3.33%
|
21.5%
|
141
|
99.29%
|
|
|
4012
|
Ashford Advisors
Pittsford,
New York
|
$299M
|
+$26.3M
|
+10%
|
10%
|
66.5%
|
12
|
8.33%
|
|
|
4013
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$299M
|
+$24.5M
|
+9%
|
3.7%
|
50.9%
|
70
|
11.43%
|
|
|
4014
|
Union Investments & Development
Tel Aviv,
Israel
|
$299M
|
–
|
–
|
7.97%
|
17%
|
50
|
–
|
|
|
4015
|
Hourglass Capital
Houston,
Texas
|
$299M
|
-$68.8M
|
-19%
|
9.8%
|
89.6%
|
107
|
10.28%
|
|
|
4016
|
TLWM Financial
San Antonio,
Texas
|
$299M
|
+$35.4M
|
+13%
|
5.74%
|
48%
|
71
|
14.08%
|
|
|
4017
|
M3F Inc
Salt Lake City,
Utah
|
$298M
|
-$7.22M
|
-2%
|
3.89%
|
176%
|
53
|
18.87%
|
|
|
4018
|
Frank Rimerman Advisors
Palo Alto,
California
|
$298M
|
+$39.2M
|
+15%
|
9.5%
|
133%
|
123
|
17.89%
|
|
|
4019
|
F&V Capital Management
Boca Raton,
Florida
|
$298M
|
+$48.4M
|
+19%
|
9.86%
|
107%
|
63
|
19.05%
|
|
|
4020
|
Varde Management
Minneapolis,
Minnesota
|
$298M
|
–
|
–
|
2.32%
|
149%
|
6
|
–
|
|
|
4021
|
Ibex Investors
Denver,
Colorado
|
$298M
|
-$175M
|
-37%
|
6.57%
|
16.6%
|
56
|
71.43%
|
|
|
4022
|
Columbus Macro
New Castle,
Pennsylvania
|
$298M
|
-$4.96M
|
-2%
|
4.12%
|
46.8%
|
178
|
19.66%
|
|
|
4023
|
Brandywine Trust
Hockessin,
Delaware
|
$298M
|
+$10.8M
|
+4%
|
7.17%
|
32.7%
|
33
|
12.12%
|
|
|
4024
|
Montgomery Investment Management
Rockville,
Maryland
|
$297M
|
+$29.3M
|
+11%
|
12.4%
|
98.4%
|
90
|
8.89%
|
|
|
4025
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$297M
|
+$17.4M
|
+6%
|
8.19%
|
65.9%
|
207
|
8.7%
|
|