|
4501
|
Q3 Asset Management
Birmingham,
Michigan
|
$204M
|
+$16M
|
+8%
|
9.23%
|
96.4%
|
65
|
66.15%
|
|
|
4502
|
AlpInvest Partners
Amsterdam,
Netherlands
|
$204M
|
+$2.6M
|
+1%
|
5.57%
|
97.5%
|
25
|
68%
|
|
|
4503
|
Horizon Investment Services
Hammond,
Indiana
|
$204M
|
+$17.6M
|
+9%
|
8.07%
|
168%
|
126
|
25.4%
|
|
|
4504
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$204M
|
+$10.9M
|
+6%
|
5.4%
|
47.6%
|
22
|
0%
|
|
|
4505
|
Bislett Management
Palo Alto,
California
|
$204M
|
+$5.25M
|
+3%
|
5.72%
|
6.92%
|
15
|
0%
|
|
|
4506
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$204M
|
+$33.3M
|
+20%
|
10.3%
|
70.6%
|
74
|
8.11%
|
|
|
4507
|
West Branch Capital
Amherst,
Massachusetts
|
$204M
|
+$32.6M
|
+19%
|
9.94%
|
139%
|
453
|
80.13%
|
|
|
4508
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$203M
|
+$14.5M
|
+8%
|
6.98%
|
58.4%
|
69
|
18.84%
|
|
|
4509
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$203M
|
+$19.2M
|
+10%
|
3.86%
|
80.7%
|
70
|
15.71%
|
|
|
4510
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$203M
|
+$22M
|
+12%
|
6.26%
|
74.3%
|
59
|
10.17%
|
|
|
4511
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$203M
|
+$20.9M
|
+11%
|
5.31%
|
50.4%
|
86
|
15.12%
|
|
|
4512
|
Moseley Investment Management
Bradenton,
Florida
|
$203M
|
+$22.5M
|
+12%
|
8.66%
|
96.6%
|
183
|
13.66%
|
|
|
4513
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$203M
|
+$21.7M
|
+12%
|
5.94%
|
104%
|
42
|
7.14%
|
|
|
4514
|
Graybill Wealth Management
Elmhurst,
Illinois
|
$203M
|
+$14M
|
+7%
|
7.67%
|
–
|
55
|
3.64%
|
|
|
4515
|
Richmond Hill Investments
New York
|
$202M
|
+$7.98M
|
+4%
|
6.42%
|
55.2%
|
10
|
30%
|
|
|
4516
|
Allred Capital Management
Dallas,
Texas
|
$202M
|
-$18.9M
|
-9%
|
7.98%
|
58.6%
|
853
|
78.78%
|
|
|
4517
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$202M
|
+$14.8M
|
+8%
|
5.35%
|
42%
|
14
|
21.43%
|
|
|
4518
|
Davis Rea
Toronto,
Ontario, Canada
|
$202M
|
+$14.4M
|
+8%
|
8.71%
|
50%
|
59
|
3.39%
|
|
|
4519
|
Sturgeon Ventures
London,
United Kingdom
|
$201M
|
+$28.4M
|
+16%
|
15.4%
|
85.9%
|
46
|
10.87%
|
|
|
4520
|
Towerpoint Wealth
Sacramento,
California
|
$201M
|
-$7.19M
|
-3%
|
4.51%
|
62.4%
|
80
|
6.25%
|
|
|
4521
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$201M
|
+$8.46M
|
+4%
|
4.83%
|
132%
|
15
|
0%
|
|
|
4522
|
Plaisance Capital
Denver,
Colorado
|
$201M
|
+$94.9M
|
+90%
|
8.25%
|
–
|
64
|
70.31%
|
|
|
4523
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$201M
|
+$5.54M
|
+3%
|
3.8%
|
18.2%
|
112
|
47.32%
|
|
|
4524
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$200M
|
+$1.05M
|
+0.5%
|
7.05%
|
75.8%
|
70
|
10%
|
|
|
4525
|
Shoker Investment Counsel
Oxford,
Ohio
|
$200M
|
+$9.97M
|
+5%
|
4.36%
|
58.5%
|
97
|
8.25%
|
|