|
2501
|
Whalerock Point Partners
Providence,
Rhode Island
|
$232M
|
-$10.1M
|
-4%
|
7.36%
|
92.1%
|
162
|
15.43%
|
|
|
2502
|
Perella Weinberg Partners Capital Management
New York
|
$232M
|
-$78.1M
|
-25%
|
7.81%
|
1.52%
|
77
|
64.94%
|
|
|
2503
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$232M
|
-$21.6M
|
-9%
|
7.66%
|
68.7%
|
159
|
32.08%
|
|
|
2504
|
Marathon Partners Equity Management
New York
|
$231M
|
-$15.3M
|
-6%
|
11.4%
|
–
|
31
|
25.81%
|
|
|
2505
|
Outfitter Advisors
Mclean,
Virginia
|
$231M
|
-$28.1M
|
-11%
|
6.59%
|
35.6%
|
150
|
12.67%
|
|
|
2506
|
Birinyi Associates
Westport,
Connecticut
|
$231M
|
+$83.8M
|
+57%
|
3.34%
|
102%
|
97
|
24.74%
|
|
|
2507
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$230M
|
-$48.9M
|
-18%
|
7.27%
|
48.1%
|
84
|
19.05%
|
|
|
2508
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$230M
|
-$7.82M
|
-3%
|
10.6%
|
17.9%
|
346
|
17.34%
|
|
|
2509
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$230M
|
+$15M
|
+7%
|
9.71%
|
12.8%
|
164
|
26.83%
|
|
|
2510
|
Sequoia Financial Advisors
Akron,
Ohio
|
$230M
|
-$6.76M
|
-3%
|
6.16%
|
78.3%
|
201
|
20.4%
|
|
|
2511
|
Dinsmore Capital Management
Morristown,
New Jersey
|
$230M
|
-$23.6M
|
-9%
|
1.47%
|
–
|
143
|
9.09%
|
|
|
2512
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$230M
|
-$25.6M
|
-10%
|
6.05%
|
58.1%
|
165
|
21.21%
|
|
|
2513
|
Argus Investors Counsel
New York
|
$230M
|
-$13.4M
|
-6%
|
6.86%
|
92.3%
|
52
|
3.85%
|
|
|
2514
|
Lafayette Investments
Ashton,
Maryland
|
$229M
|
-$8.82M
|
-4%
|
4.99%
|
63.2%
|
72
|
9.72%
|
|
|
2515
|
Birmingham Capital Management
Birmingham,
Alabama
|
$229M
|
-$27.1M
|
-11%
|
8.78%
|
77.6%
|
110
|
12.73%
|
|
|
2516
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$229M
|
-$26.6M
|
-10%
|
10.7%
|
121%
|
86
|
12.79%
|
|
|
2517
|
FS Capital Partners VI
Los Angeles,
California
|
$229M
|
-$169M
|
-42%
|
42.4%
|
–
|
1
|
0%
|
|
|
2518
|
American Research & Management Company
Marion,
Massachusetts
|
$229M
|
-$17.6M
|
-7%
|
6.44%
|
35.1%
|
413
|
9.69%
|
|
|
2519
|
Rampart Investment Management
Hartford,
Connecticut
|
$228M
|
-$19.6M
|
-8%
|
4.35%
|
74%
|
14
|
57.14%
|
|
|
2520
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$228M
|
-$29.4M
|
-11%
|
5.42%
|
–
|
1,482
|
9.99%
|
|
|
2521
|
Samson Capital Advisors
New York
|
$228M
|
+$78.7M
|
+53%
|
3.91%
|
–
|
78
|
55.13%
|
|
|
2522
|
Harfst & Associates
Sheridan,
Wyoming
|
$228M
|
+$50M
|
+28%
|
8.3%
|
70.3%
|
346
|
24.28%
|
|
|
2523
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$228M
|
-$16.5M
|
-7%
|
7.03%
|
39.9%
|
58
|
6.9%
|
|
|
2524
|
Neuberger Berman Canada
Toronto,
Ontario, Canada
|
$228M
|
-$143M
|
-38%
|
7.21%
|
15.7%
|
211
|
43.6%
|
|
|
2525
|
American Economic Planning Group
Warren,
New Jersey
|
$228M
|
-$15.4M
|
-6%
|
6.28%
|
25.9%
|
46
|
15.22%
|
|