|
3001
|
Hixon Zuercher
Findlay,
Ohio
|
$22.7M
|
-$2.81M
|
4
|
9.58%
|
Reduced
|
|
|
3002
|
Matthew 25 Management Corp
Ambler,
Pennsylvania
|
$22.7M
|
$0
|
1
|
7.88%
|
Maintained
|
|
|
3003
|
Shaker Investments
Cleveland,
Ohio
|
$22.7M
|
+$858K
|
3
|
9.87%
|
Increased
|
|
|
3004
|
Chapman Investment Management
San Anselmo,
California
|
$22.7M
|
-$1.58M
|
2
|
17.25%
|
Reduced
|
|
|
3005
|
SignalPoint Asset Management
Springfield,
Missouri
|
$22.7M
|
-$1.75M
|
7
|
6.05%
|
Reduced
|
|
|
3006
|
Lantz Financial
Naperville,
Illinois
|
$22.6M
|
-$574K
|
6
|
7.03%
|
Reduced
|
|
|
3007
|
Prairie Sky Financial Group
Lake Bluff,
Illinois
|
$22.6M
|
-$916K
|
5
|
14.04%
|
Reduced
|
|
|
3008
|
Insight Wealth Strategies
San Ramon,
California
|
$22.6M
|
-$386K
|
7
|
3.21%
|
Reduced
|
|
|
3009
|
WD Rutherford
Portland,
Oregon
|
$22.6M
|
+$1.63M
|
6
|
11.33%
|
Increased
|
|
|
3010
|
Sweeney & Michel
Chico,
California
|
$22.6M
|
-$117K
|
3
|
9.62%
|
Reduced
|
|
|
3011
|
Oak Family Advisors
Chicago,
Illinois
|
$22.6M
|
-$261K
|
4
|
7.73%
|
Reduced
|
|
|
3012
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$22.5M
|
+$1.82M
|
7
|
11.21%
|
Increased
|
|
|
3013
|
NFC Investments
Memphis,
Tennessee
|
$22.5M
|
-$34K
|
2
|
6.45%
|
Reduced
|
|
|
3014
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$22.5M
|
-$8.21M
|
1
|
3.08%
|
Reduced
|
|
|
3015
|
R.M. Sincerbeaux Capital Management
New York
|
$22.4M
|
-$1.73M
|
2
|
14.73%
|
Reduced
|
|
|
3016
|
INVST
Indianapolis,
Indiana
|
$22.4M
|
+$913K
|
7
|
2.47%
|
Increased
|
|
|
3017
|
Altman Advisors
Chicago,
Illinois
|
$22.4M
|
+$16.4K
|
5
|
12.74%
|
Increased
|
|
|
3018
|
Strategic Financial Services
Utica,
New York
|
$22.4M
|
+$903K
|
6
|
1.42%
|
Increased
|
|
|
3019
|
Hunter Perkins Capital Management
Lombard,
Illinois
|
$22.4M
|
-$489K
|
3
|
4.71%
|
Reduced
|
|
|
3020
|
Meridian Investment Counsel
Lafayette,
California
|
$22.4M
|
+$509K
|
8
|
7.09%
|
Increased
|
|
|
3021
|
Summa Corp
Tomball,
Texas
|
$22.4M
|
+$134K
|
5
|
10.86%
|
Increased
|
|
|
3022
|
WealthBridge Capital Management
Westerville,
Ohio
|
$22.4M
|
-$1.11M
|
5
|
7.37%
|
Reduced
|
|
|
3023
|
Crescent Park Management
East Palo Alto,
California
|
$22.4M
|
-$3.99M
|
2
|
10.39%
|
Reduced
|
|
|
3024
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$22.4M
|
+$8.42M
|
4
|
10.56%
|
Increased
|
|
|
3025
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$22.4M
|
+$14.1M
|
4
|
0.38%
|
Increased
|
|
