|
2926
|
Bremer Bank National Association
St Paul,
Minnesota
|
$512M
|
-$27.7M
|
-5%
|
4.86%
|
37.4%
|
191
|
|
|
2927
|
PAX Financial Group
San Antonio,
Texas
|
$512M
|
+$13.8M
|
+3%
|
1.35%
|
44.4%
|
262
|
|
|
2928
|
Cheviot Value Management
Beverly Hills,
California
|
$512M
|
+$55.7M
|
+12%
|
2.11%
|
60.9%
|
71
|
|
|
2929
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$511M
|
-$4.95M
|
-1%
|
1.42%
|
72.1%
|
87
|
|
|
2930
|
TFO Wealth Partners
Maumee,
Ohio
|
$511M
|
-$4.19M
|
-0.8%
|
0.39%
|
49.6%
|
802
|
|
|
2931
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$511M
|
+$10.2M
|
+2%
|
1.06%
|
49.7%
|
111
|
|
|
2932
|
Woodson Capital Management
Greenwich,
Connecticut
|
$511M
|
-$36.2M
|
-7%
|
1.96%
|
174%
|
44
|
|
|
2933
|
Elk River Wealth Management
Denver,
Colorado
|
$511M
|
+$19.3M
|
+4%
|
3.22%
|
66.6%
|
100
|
|
|
2934
|
Allen Operations
New York
|
$511M
|
-$15.6M
|
-3%
|
3.07%
|
262%
|
34
|
|
|
2935
|
Realta Investment Advisors
Wilmington,
Delaware
|
$511M
|
+$25.5M
|
+5%
|
4.67%
|
98.8%
|
834
|
|
|
2936
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$511M
|
+$26.7M
|
+6%
|
3.35%
|
66.4%
|
229
|
|
|
2937
|
Peak Asset Management
Louisville,
Colorado
|
$511M
|
+$5.68M
|
+1%
|
1.66%
|
67.1%
|
152
|
|
|
2938
|
EFG Asset Management (Americas)
Miami,
Florida
|
$510M
|
+$182M
|
+55%
|
3.78%
|
90.3%
|
139
|
|
|
2939
|
Bourgeon Capital Management
Darien,
Connecticut
|
$510M
|
-$842K
|
-0.2%
|
1.39%
|
67.5%
|
117
|
|
|
2940
|
Neo Ivy Capital Management
New York
|
$510M
|
–
|
–
|
5%
|
–
|
219
|
|
|
2941
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$510M
|
+$43.2M
|
+9%
|
1.6%
|
–
|
142
|
|
|
2942
|
Bell Investment Advisors
Oakland,
California
|
$509M
|
-$2.31M
|
-0.5%
|
0.15%
|
27.5%
|
1,994
|
|
|
2943
|
Genesis Investment Management
London,
United Kingdom
|
$509M
|
+$29.4M
|
+6%
|
5.6%
|
47.4%
|
17
|
|
|
2944
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$508M
|
+$14.5M
|
+3%
|
1.57%
|
32.5%
|
114
|
|
|
2945
|
James J. Burns & Company
Melville,
New York
|
$508M
|
+$222M
|
+78%
|
2.55%
|
50.6%
|
129
|
|
|
2946
|
Sandler Capital Management
New York
|
$508M
|
-$313M
|
-38%
|
3.31%
|
140%
|
163
|
|
|
2947
|
HeadInvest LLC
Portland,
Maine
|
$508M
|
-$4.53M
|
-0.9%
|
1.34%
|
53.3%
|
239
|
|
|
2948
|
Winslow Asset Management
Beachwood,
Ohio
|
$508M
|
-$23.4M
|
-4%
|
0.95%
|
83.4%
|
81
|
|
|
2949
|
Rempart Asset Management
Montreal,
Canada
|
$507M
|
-$13.1M
|
-3%
|
1.28%
|
53.8%
|
42
|
|
|
2950
|
Pilgrim Global Advisors
Reno,
Nevada
|
$507M
|
+$52.9M
|
+12%
|
19.9%
|
–
|
5
|
|
