|
3301
|
Occidental Asset Management
Burlingame,
California
|
$226M
|
+$27.4M
|
+14%
|
|
|
157
|
|
|
|
3302
|
American Assets Inc
San Diego,
California
|
$226M
|
+$11.6M
|
+5%
|
|
|
12
|
|
|
|
3303
|
SFE Investment Counsel
Los Angeles,
California
|
$226M
|
+$44M
|
+24%
|
|
|
108
|
|
|
|
3304
|
Chicago Trust
Grayslake,
Illinois
|
$226M
|
+$28.3M
|
+14%
|
|
|
177
|
|
|
|
3305
|
Surevest
Los Angeles,
California
|
$226M
|
+$42.3M
|
+23%
|
|
|
102
|
|
|
|
3306
|
Blue Fin Capital
Warren,
Rhode Island
|
$226M
|
+$44.7M
|
+25%
|
|
|
122
|
|
|
|
3307
|
Cypress Capital
Franklin,
Tennessee
|
$226M
|
–
|
–
|
|
|
64
|
|
|
|
3308
|
Private Wealth Strategies
New Albany,
Ohio
|
$226M
|
+$28.6M
|
+15%
|
|
|
74
|
|
|
|
3309
|
Princeton Capital Management
Red Bank,
New Jersey
|
$225M
|
+$32.9M
|
+17%
|
|
|
97
|
|
|
|
3310
|
Kingfisher Capital
Charlotte,
North Carolina
|
$225M
|
+$30.3M
|
+16%
|
|
|
160
|
|
|
|
3311
|
Summit Financial Strategies
Columbus,
Ohio
|
$225M
|
+$40.6M
|
+22%
|
|
|
70
|
|
|
|
3312
|
J.W. Coons Advisors
Columbus,
Ohio
|
$225M
|
+$35.1M
|
+19%
|
|
|
199
|
|
|
|
3313
|
Holderness Investments Company
Greensboro,
North Carolina
|
$225M
|
+$47.8M
|
+27%
|
|
|
177
|
|
|
|
3314
|
Wall Capital Group
Phoenix,
Arizona
|
$224M
|
+$36.6M
|
+19%
|
|
|
25
|
|
|
|
3315
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$224M
|
+$44.4M
|
+25%
|
|
|
297
|
|
|
|
3316
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$224M
|
+$34.7M
|
+18%
|
|
|
172
|
|
|
|
3317
|
Advisors Management Group
La Crosse,
Wisconsin
|
$224M
|
+$15.5M
|
+7%
|
|
|
96
|
|
|
|
3318
|
Fairmount Funds Management
West Conshohocken,
Pennsylvania
|
$224M
|
+$59.3M
|
+36%
|
|
|
14
|
|
|
|
3319
|
Sycomore Asset Management
Paris,
France
|
$224M
|
+$15M
|
+7%
|
|
|
45
|
|
|
|
3320
|
Seven Post Investment Office
San Francisco,
California
|
$224M
|
+$33.1M
|
+17%
|
|
|
42
|
|
|
|
3321
|
Doliver Advisors
Houston,
Texas
|
$224M
|
+$21.4M
|
+11%
|
|
|
196
|
|
|
|
3322
|
Rockshelter Capital Management
Canonsburg,
Pennsylvania
|
$224M
|
+$18.6M
|
+9%
|
|
|
43
|
|
|
|
3323
|
Prism Advisors
Studio City,
California
|
$224M
|
+$68.5M
|
+44%
|
|
|
67
|
|
|
|
3324
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$223M
|
+$61.8M
|
+38%
|
|
|
63
|
|
|
|
3325
|
First Bankers Trust
Louisville,
Kentucky
|
$223M
|
+$29.9M
|
+15%
|
|
|
119
|
|
|