|
1851
|
Grand Jean Capital Management
San Francisco,
California
|
$531K
|
-$71.6K
|
-894
|
-12%
|
|
|
1852
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$530K
|
+$46.5K
|
+580
|
+10%
|
|
|
1853
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$527K
|
-$30.3M
|
-378,263
|
-98%
|
|
|
1854
|
J. Safra Asset Management
New York
|
$527K
|
+$505K
|
+6,308
|
New
|
|
|
1855
|
Dillon & Associates
Jackson,
Michigan
|
$525K
|
-$10K
|
-125
|
-2%
|
|
|
1856
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$525K
|
+$240
|
+3
|
+0%
|
|
|
1857
|
Swift Run Capital Management
Charlottesville,
Virginia
|
$523K
|
–
|
–
|
–
|
|
|
1858
|
Neuberger Berman Canada
Toronto,
Ontario, Canada
|
$522K
|
+$106K
|
+1,318
|
+27%
|
|
|
1859
|
Visionary Asset Management
Houston,
Texas
|
$522K
|
+$198K
|
+2,474
|
+66%
|
|
|
1860
|
Confluence Wealth Management
Portland,
Oregon
|
$521K
|
-$13.8K
|
-172
|
-3%
|
|
|
1861
|
FCM Investments
Dallas,
Texas
|
$518K
|
–
|
–
|
–
|
|
|
1862
|
Northside Capital Management
Hood River,
Oregon
|
$517K
|
+$13.8K
|
+172
|
+3%
|
|
|
1863
|
Pathstone Family Office
Englewood,
New Jersey
|
$517K
|
+$284K
|
+3,540
|
+133%
|
|
|
1864
|
Weatherstone Capital Management
Denver,
Colorado
|
$513K
|
-$13.9K
|
-173
|
-3%
|
|
|
1865
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$505K
|
-$27.6K
|
-345
|
-5%
|
|
|
1866
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$504K
|
-$160K
|
-2,000
|
-25%
|
|
|
1867
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$502K
|
-$320K
|
-4,000
|
-40%
|
|
|
1868
|
Spectrum Management Group
Indianapolis,
Indiana
|
$502K
|
+$246K
|
+3,068
|
+105%
|
|
|
1869
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$502K
|
+$481K
|
+6,000
|
New
|
|
|
1870
|
Clean Yield Group
Norwich,
Vermont
|
$501K
|
-$48.1K
|
-600
|
-9%
|
|
|
1871
|
Saddle Road Partners
Omaha,
Nebraska
|
$499K
|
–
|
–
|
–
|
|
|
1872
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$498K
|
+$42.4K
|
+529
|
+10%
|
|
|
1873
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$497K
|
-$6.41K
|
-80
|
-1%
|
|
|
1874
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$487K
|
+$24.3K
|
+304
|
+6%
|
|
|
1875
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$485K
|
-$929K
|
-11,600
|
-67%
|
|
