|
2201
|
Telos Capital Management
San Diego,
California
|
$821M
|
+$101M
|
+14%
|
10.3%
|
71.1%
|
205
|
13.17%
|
|
|
2202
|
Beacon Financial Group
Dallas,
Texas
|
$820M
|
+$115M
|
+16%
|
8.1%
|
60.3%
|
326
|
33.44%
|
|
|
2203
|
CapWealth Advisors
Franklin,
Tennessee
|
$820M
|
+$40.6M
|
+5%
|
11.1%
|
143%
|
110
|
14.55%
|
|
|
2204
|
CenterBook Partners
Greenwich,
Connecticut
|
$820M
|
+$17.8M
|
+2%
|
13%
|
62.4%
|
520
|
47.88%
|
|
|
2205
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$819M
|
+$75.5M
|
+10%
|
11.9%
|
58.7%
|
89
|
7.87%
|
|
|
2206
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$817M
|
+$71M
|
+10%
|
14.9%
|
93.8%
|
91
|
13.19%
|
|
|
2207
|
Verus Capital Partners
Scottsdale,
Arizona
|
$817M
|
+$100M
|
+14%
|
13.1%
|
139%
|
343
|
13.99%
|
|
|
2208
|
Tanglewood Wealth Management
Houston,
Texas
|
$817M
|
+$227M
|
+39%
|
9.27%
|
59.7%
|
32
|
28.13%
|
|
|
2209
|
Webster Bank
Waterbury,
Connecticut
|
$817M
|
+$77.3M
|
+10%
|
10.3%
|
77.5%
|
597
|
8.54%
|
|
|
2210
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$816M
|
+$39.7M
|
+5%
|
8.53%
|
51.8%
|
153
|
13.73%
|
|
|
2211
|
Cable Hill Partners
Portland,
Oregon
|
$816M
|
+$75M
|
+10%
|
7.84%
|
20.3%
|
255
|
79.61%
|
|
|
2212
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$815M
|
+$67.2M
|
+9%
|
12.1%
|
95.1%
|
131
|
12.98%
|
|
|
2213
|
Gemmer Asset Management
Walnut Creek,
California
|
$815M
|
+$73.7M
|
+10%
|
9.95%
|
90.5%
|
131
|
7.63%
|
|
|
2214
|
Silchester International Investors
London,
United Kingdom
|
$813M
|
+$118M
|
+17%
|
11.7%
|
76.6%
|
5
|
60%
|
|
|
2215
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$813M
|
+$50.8M
|
+7%
|
9.81%
|
66.7%
|
201
|
8.46%
|
|
|
2216
|
CCM Investment Advisers
Columbia,
South Carolina
|
$813M
|
+$87.8M
|
+12%
|
12.8%
|
170%
|
77
|
14.29%
|
|
|
2217
|
Strategic Wealth Partners
Independence,
Ohio
|
$811M
|
+$52M
|
+7%
|
9.97%
|
–
|
307
|
17.92%
|
|
|
2218
|
PrairieView Partners
St. Paul,
Minnesota
|
$811M
|
+$73M
|
+10%
|
8.46%
|
34%
|
430
|
10.23%
|
|
|
2219
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$810M
|
+$10.3M
|
+1%
|
7.39%
|
36%
|
160
|
16.25%
|
|
|
2220
|
Liberty One Investment Management
Libertyville,
Illinois
|
$810M
|
+$120M
|
+17%
|
8.41%
|
40.3%
|
170
|
5.88%
|
|
|
2221
|
Praesidium Investment Management Company
New York
|
$810M
|
+$33.9M
|
+4%
|
16.6%
|
79%
|
13
|
0%
|
|
|
2222
|
Estate Counselors
Thiensville,
Wisconsin
|
$810M
|
+$58M
|
+8%
|
8.37%
|
60%
|
141
|
28.37%
|
|
|
2223
|
SeaCrest Wealth Management
Purchase,
New York
|
$810M
|
+$39.9M
|
+5%
|
11.8%
|
142%
|
664
|
13.25%
|
|
|
2224
|
Howard Capital Management
Roswell,
Georgia
|
$809M
|
+$68.1M
|
+9%
|
10%
|
129%
|
75
|
38.67%
|
|
|
2225
|
Proficio Capital Partners
Newton,
Massachusetts
|
$809M
|
+$58.7M
|
+8%
|
10%
|
97%
|
329
|
18.54%
|
|