|
4401
|
IMS Capital Management
Portland,
Oregon
|
$145M
|
+$14.2M
|
+11%
|
11.7%
|
119%
|
135
|
6.67%
|
|
|
4402
|
First City Capital Management
Savannah,
Georgia
|
$145M
|
+$8.58M
|
+6%
|
7.26%
|
76.5%
|
143
|
9.79%
|
|
|
4403
|
Indigo Latam Management
Phoenix,
Arizona
|
$145M
|
+$5.71M
|
+4%
|
4.1%
|
39.3%
|
1
|
0%
|
|
|
4404
|
|
$145M
|
+$8.99M
|
+7%
|
9.78%
|
36.5%
|
73
|
8.22%
|
|
|
4405
|
JLP Asset Management
New York
|
$145M
|
-$4.87M
|
-3%
|
2.45%
|
16.1%
|
34
|
20.59%
|
|
|
4406
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$145M
|
+$29M
|
+25%
|
6.98%
|
–
|
1,894
|
38.23%
|
|
|
4407
|
Hutner Capital Management
Manchester,
Vermont
|
$145M
|
+$3.8M
|
+3%
|
4.72%
|
52.2%
|
43
|
2.33%
|
|
|
4408
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$145M
|
+$6.87M
|
+5%
|
8.09%
|
131%
|
88
|
6.82%
|
|
|
4409
|
Beacon Wealthcare Inc
Raleigh,
North Carolina
|
$145M
|
+$6.19M
|
+4%
|
4.15%
|
31.6%
|
10
|
0%
|
|
|
4410
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$145M
|
+$16.5M
|
+13%
|
7.16%
|
401%
|
80
|
30%
|
|
|
4411
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$145M
|
+$19.3M
|
+15%
|
8.92%
|
92.2%
|
87
|
33.33%
|
|
|
4412
|
Thrive Capital Management (New York)
New York
|
$145M
|
+$18.9M
|
+15%
|
20.4%
|
205%
|
5
|
20%
|
|
|
4413
|
Ironwood Investment Management
Boston,
Massachusetts
|
$145M
|
+$11.4M
|
+9%
|
18.1%
|
164%
|
159
|
9.43%
|
|
|
4414
|
Acima Private Wealth
Richmond,
Virginia
|
$145M
|
+$13.9M
|
+11%
|
6.72%
|
45.2%
|
310
|
14.52%
|
|
|
4415
|
Corrigan Financial
Middletown,
Rhode Island
|
$145M
|
+$10.1M
|
+7%
|
7.46%
|
9.54%
|
70
|
4.29%
|
|
|
4416
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$145M
|
+$23.4M
|
+19%
|
7.45%
|
–
|
159
|
8.18%
|
|
|
4417
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$145M
|
+$11.6M
|
+9%
|
17%
|
59%
|
19
|
5.26%
|
|
|
4418
|
Truvestments Capital
Sarasota,
Florida
|
$144M
|
-$9.15M
|
-6%
|
7.39%
|
131%
|
704
|
80.26%
|
|
|
4419
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$144M
|
+$14.5M
|
+11%
|
6.93%
|
–
|
164
|
27.44%
|
|
|
4420
|
Garner Asset Management Corp
Plano,
Texas
|
$144M
|
+$10.1M
|
+8%
|
6.49%
|
95.3%
|
149
|
4.03%
|
|
|
4421
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$144M
|
-$30.9M
|
-18%
|
7.2%
|
68.3%
|
725
|
12.69%
|
|
|
4422
|
Sensato Investors
San Francisco,
California
|
$144M
|
-$118M
|
-45%
|
12.9%
|
75.8%
|
60
|
51.67%
|
|
|
4423
|
St. Johns Investment Management
Jacksonville,
Florida
|
$144M
|
+$9.86M
|
+7%
|
8.67%
|
80.9%
|
170
|
9.41%
|
|
|
4424
|
Calixto Global Investors
Coral Gables,
Florida
|
$144M
|
+$14.9M
|
+12%
|
20.4%
|
180%
|
15
|
33.33%
|
|
|
4425
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$144M
|
-$660K
|
-0.5%
|
7.14%
|
20%
|
103
|
0.97%
|
|