|
2501
|
Princeton Alpha Management
Princeton Junction,
New Jersey
|
$299M
|
-$187M
|
-38%
|
3.55%
|
9.27%
|
874
|
63.04%
|
|
|
2502
|
Total Investment Management
Scottsdale,
Arizona
|
$299M
|
-$8.18M
|
-3%
|
6.65%
|
29.5%
|
39
|
12.82%
|
|
|
2503
|
Penobscot Investment Management
Boston,
Massachusetts
|
$299M
|
+$9.34M
|
+3%
|
5.19%
|
103%
|
187
|
8.02%
|
|
|
2504
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$299M
|
+$30.3M
|
+11%
|
5.1%
|
–
|
276
|
14.13%
|
|
|
2505
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$298M
|
+$6.14M
|
+2%
|
3.86%
|
36.8%
|
107
|
21.5%
|
|
|
2506
|
HeadInvest LLC
Portland,
Maine
|
$298M
|
+$28.7M
|
+11%
|
5.27%
|
45.6%
|
142
|
4.23%
|
|
|
2507
|
|
$297M
|
+$7.34M
|
+3%
|
7.34%
|
37.6%
|
49
|
12.24%
|
|
|
2508
|
Steinberg Asset Management
New York
|
$297M
|
+$34.7M
|
+13%
|
12.7%
|
114%
|
46
|
30.43%
|
|
|
2509
|
Nelson Capital Management
Menlo Park,
California
|
$297M
|
+$10.9M
|
+4%
|
4.87%
|
121%
|
288
|
22.57%
|
|
|
2510
|
Security National Trust
Wheeling,
West Virginia
|
$297M
|
+$18M
|
+6%
|
4.83%
|
58.3%
|
448
|
8.71%
|
|
|
2511
|
Arrow Investment Advisors
Laurel,
Maryland
|
$297M
|
-$83.6M
|
-22%
|
4.11%
|
29.6%
|
78
|
33.33%
|
|
|
2512
|
Cambria Investment Management
Manhattan Beach,
California
|
$296M
|
+$56.1M
|
+23%
|
5.2%
|
61.7%
|
189
|
23.28%
|
|
|
2513
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$296M
|
+$3.84M
|
+1%
|
3.99%
|
86.6%
|
186
|
8.06%
|
|
|
2514
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$296M
|
+$36.4M
|
+14%
|
3.38%
|
18.9%
|
111
|
29.73%
|
|
|
2515
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$295M
|
+$4.48M
|
+2%
|
2.33%
|
64.7%
|
73
|
2.74%
|
|
|
2516
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$295M
|
+$37.7M
|
+15%
|
4.52%
|
31.2%
|
96
|
8.33%
|
|
|
2517
|
Hills Bank & Trust
North Liberty,
Iowa
|
$295M
|
+$9.95M
|
+3%
|
4.75%
|
47.5%
|
128
|
2.34%
|
|
|
2518
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$295M
|
+$1.03M
|
+0.4%
|
7.41%
|
99%
|
146
|
21.92%
|
|
|
2519
|
Searchlight Capital Partners
New York
|
$294M
|
+$6.73M
|
+2%
|
2.37%
|
70.4%
|
2
|
0%
|
|
|
2520
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$294M
|
+$13.4M
|
+5%
|
3.57%
|
33.7%
|
91
|
3.3%
|
|
|
2521
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$293M
|
+$36.4M
|
+14%
|
14.3%
|
67.4%
|
96
|
19.79%
|
|
|
2522
|
Morse Asset Management
Darien,
Connecticut
|
$293M
|
–
|
–
|
11.8%
|
153%
|
135
|
–
|
|
|
2523
|
CWA Asset Management Group
Naples,
Florida
|
$293M
|
+$58.8M
|
+25%
|
4.89%
|
–
|
181
|
21.55%
|
|
|
2524
|
Gibson Capital
Wexford,
Pennsylvania
|
$293M
|
-$1.08M
|
-0.4%
|
3.79%
|
49.4%
|
35
|
2.86%
|
|
|
2525
|
GM Advisory Group
Melville,
New York
|
$293M
|
+$6.39M
|
+2%
|
4.59%
|
53.6%
|
125
|
30.4%
|
|