|
2326
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$219M
|
+$10.6M
|
+5%
|
3.15%
|
58.1%
|
120
|
14.17%
|
|
|
2327
|
TradeWorx
Red Bank,
New Jersey
|
$219M
|
-$14.2M
|
-6%
|
13.6%
|
–
|
720
|
80.14%
|
|
|
2328
|
Alexandria Capital
Arlington,
Virginia
|
$218M
|
+$13.8M
|
+7%
|
5.85%
|
66.8%
|
719
|
17.25%
|
|
|
2329
|
Salem Capital Management
Woburn,
Massachusetts
|
$217M
|
+$7.61M
|
+4%
|
4.73%
|
32.3%
|
77
|
6.49%
|
|
|
2330
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$217M
|
+$935K
|
+0.4%
|
4.09%
|
67.7%
|
110
|
9.09%
|
|
|
2331
|
Grisanti Capital Management
New York
|
$217M
|
-$872K
|
-0.4%
|
2.2%
|
17.9%
|
55
|
38.18%
|
|
|
2332
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$216M
|
+$14M
|
+7%
|
6.47%
|
131%
|
32
|
43.75%
|
|
|
2333
|
Davis Asset Management
Sausalito,
California
|
$216M
|
+$7.97M
|
+4%
|
1.95%
|
89.8%
|
20
|
5%
|
|
|
2334
|
Estate Counselors
Thiensville,
Wisconsin
|
$216M
|
+$18.5M
|
+9%
|
4.06%
|
52.1%
|
61
|
18.03%
|
|
|
2335
|
Kerrisdale Advisers
Miami,
Florida
|
$215M
|
-$1.74M
|
-0.8%
|
6.52%
|
49.7%
|
84
|
40.48%
|
|
|
2336
|
Planning Alternatives
Birmingham,
Michigan
|
$215M
|
+$40.2M
|
+23%
|
6.85%
|
50.4%
|
27
|
18.52%
|
|
|
2337
|
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
|
$215M
|
+$24.4M
|
+13%
|
6.65%
|
67.3%
|
9
|
0%
|
|
|
2338
|
Rock Point Advisors
Burlington,
Vermont
|
$215M
|
+$18.2M
|
+9%
|
7.88%
|
64.6%
|
84
|
13.1%
|
|
|
2339
|
Archon Capital Management
Seattle,
Washington
|
$215M
|
-$4.77M
|
-2%
|
20.7%
|
131%
|
31
|
38.71%
|
|
|
2340
|
Patriot Financial Partners
Radnor,
Pennsylvania
|
$215M
|
+$18.5M
|
+9%
|
9.88%
|
16.6%
|
13
|
7.69%
|
|
|
2341
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$215M
|
+$33.5M
|
+18%
|
4.43%
|
77.9%
|
104
|
13.46%
|
|
|
2342
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$214M
|
+$14.8M
|
+7%
|
5.2%
|
54.8%
|
135
|
25.19%
|
|
|
2343
|
Aviance Capital Partners
Naples,
Florida
|
$214M
|
+$28.7M
|
+15%
|
5.23%
|
83.6%
|
220
|
16.82%
|
|
|
2344
|
Raub Brock Capital Management
Larkspur,
California
|
$214M
|
+$19.1M
|
+10%
|
5.75%
|
56.3%
|
35
|
11.43%
|
|
|
2345
|
SkyTop Capital Management
Rutherford,
New Jersey
|
$214M
|
+$26.3M
|
+14%
|
7.83%
|
50.2%
|
24
|
50%
|
|
|
2346
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$213M
|
+$11.8M
|
+6%
|
5.86%
|
58%
|
143
|
7.69%
|
|
|
2347
|
Toth Financial Advisory
Leesburg,
Virginia
|
$213M
|
+$10.3M
|
+5%
|
5.54%
|
82.5%
|
110
|
12.73%
|
|
|
2348
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$213M
|
+$15.9M
|
+8%
|
7.88%
|
65.5%
|
56
|
8.93%
|
|
|
2349
|
|
$213M
|
+$4.74M
|
+2%
|
3.01%
|
23.6%
|
91
|
7.69%
|
|
|
2350
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$213M
|
+$22.2M
|
+12%
|
3.18%
|
86.4%
|
86
|
15.12%
|
|