|
2501
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$642M
|
+$1.83M
|
+0.3%
|
1.51%
|
75.4%
|
230
|
5.65%
|
|
|
2502
|
Private Trust Company
Cleveland,
Ohio
|
$640M
|
-$84.1M
|
-12%
|
3.53%
|
79.6%
|
397
|
17.63%
|
|
|
2503
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$640M
|
-$194M
|
-23%
|
3.15%
|
62.5%
|
751
|
27.96%
|
|
|
2504
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$639M
|
-$3.25M
|
-0.5%
|
0.96%
|
19%
|
865
|
13.41%
|
|
|
2505
|
Nadler Financial Group
Deerfield,
Illinois
|
$638M
|
-$38.5M
|
-6%
|
3.6%
|
72.4%
|
143
|
23.78%
|
|
|
2506
|
Jet Capital Investors
New York
|
$638M
|
+$260M
|
+69%
|
6.25%
|
147%
|
50
|
70%
|
|
|
2507
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$638M
|
+$131M
|
+26%
|
3.07%
|
93%
|
164
|
14.02%
|
|
|
2508
|
Clear Creek Financial Management
Silverdale,
Washington
|
$638M
|
-$27.4M
|
-4%
|
1.82%
|
81%
|
381
|
17.85%
|
|
|
2509
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$635M
|
-$94.6M
|
-13%
|
5.5%
|
72.3%
|
70
|
20%
|
|
|
2510
|
Sunriver Management
Greenwich,
Connecticut
|
$635M
|
+$1.65M
|
+0.3%
|
5.11%
|
9.27%
|
21
|
23.81%
|
|
|
2511
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$635M
|
-$64.3M
|
-9%
|
3.66%
|
60.2%
|
101
|
9.9%
|
|
|
2512
|
Virtue Capital Management
Brentwood,
Tennessee
|
$635M
|
-$43.2M
|
-6%
|
3.85%
|
91%
|
447
|
20.13%
|
|
|
2513
|
THRC Management
Cisco,
Texas
|
$634M
|
+$75.9M
|
+14%
|
76.9%
|
–
|
28
|
39.29%
|
|
|
2514
|
Sierra Capital
Miami,
Florida
|
$634M
|
-$37.9M
|
-6%
|
0.75%
|
32.4%
|
891
|
11.45%
|
|
|
2515
|
Clark Estates Inc
New York
|
$634M
|
-$49.7M
|
-7%
|
2.76%
|
34.5%
|
108
|
33.33%
|
|
|
2516
|
Bloom Tree Partners
New York
|
$633M
|
-$117M
|
-16%
|
6.91%
|
20.4%
|
155
|
18.71%
|
|
|
2517
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$633M
|
-$18.1M
|
-3%
|
2.42%
|
60.7%
|
230
|
5.65%
|
|
|
2518
|
|
$632M
|
-$153M
|
-20%
|
1.05%
|
261%
|
10
|
30%
|
|
|
2519
|
BFSG LLC
Irvine,
California
|
$632M
|
-$87.9M
|
-12%
|
1.93%
|
81.9%
|
237
|
29.54%
|
|
|
2520
|
Focused Wealth Management
Newburgh,
New York
|
$631M
|
-$16M
|
-2%
|
4.58%
|
73.9%
|
1,166
|
18.18%
|
|
|
2521
|
Spectrum Management Group
Indianapolis,
Indiana
|
$631M
|
-$64.5M
|
-9%
|
2.54%
|
44%
|
368
|
26.36%
|
|
|
2522
|
Auxier Asset Management
Aurora,
Oregon
|
$631M
|
-$13.5M
|
-2%
|
1.8%
|
71.7%
|
177
|
7.91%
|
|
|
2523
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$630M
|
-$32.8M
|
-5%
|
5.92%
|
85.7%
|
161
|
17.39%
|
|
|
2524
|
Endeavour Capital Advisors
Greenwich,
Connecticut
|
$629M
|
-$83M
|
-12%
|
6.56%
|
105%
|
67
|
32.84%
|
|
|
2525
|
RGT Wealth Advisors
Dallas,
Texas
|
$629M
|
-$26.6M
|
-4%
|
1.22%
|
9.35%
|
356
|
70.22%
|
|