|
2501
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$599M
|
-$27.7M
|
-4%
|
3.49%
|
67.2%
|
171
|
3.51%
|
|
|
2502
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$598M
|
-$8.99M
|
-1%
|
0.09%
|
74.8%
|
199
|
5.03%
|
|
|
2503
|
Sahana Capital Management
Greenwich,
Connecticut
|
$598M
|
+$56.4M
|
+10%
|
5.13%
|
0.48%
|
10
|
50%
|
|
|
2504
|
Flaharty Asset Management
Clearwater,
Florida
|
$598M
|
+$13.6M
|
+2%
|
3.42%
|
33.4%
|
473
|
76.96%
|
|
|
2505
|
ShawSpring Partners
Boston,
Massachusetts
|
$597M
|
-$137M
|
-19%
|
8.75%
|
3.53%
|
6
|
0%
|
|
|
2506
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$597M
|
+$9.15M
|
+2%
|
3.45%
|
116%
|
320
|
11.88%
|
|
|
2507
|
Portland Global Advisors
Portland,
Maine
|
$597M
|
-$13.8M
|
-2%
|
3.58%
|
43.4%
|
125
|
5.6%
|
|
|
2508
|
Hendershot Investments
Centreville,
Virginia
|
$596M
|
-$23.4M
|
-4%
|
1.85%
|
50.5%
|
142
|
6.34%
|
|
|
2509
|
Third Avenue Management
New York
|
$596M
|
-$9.54M
|
-2%
|
5.43%
|
113%
|
60
|
5%
|
|
|
2510
|
JGP Wealth Management
Bend,
Oregon
|
$596M
|
-$15.6M
|
-3%
|
4.78%
|
78.2%
|
153
|
3.27%
|
|
|
2511
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$596M
|
+$13.2M
|
+2%
|
3.05%
|
48.9%
|
79
|
17.72%
|
|
|
2512
|
Clarity Financial
Houston,
Texas
|
$595M
|
-$107M
|
-15%
|
2.75%
|
56.8%
|
130
|
20.77%
|
|
|
2513
|
Goodnow Investment Group
Darien,
Connecticut
|
$594M
|
-$101M
|
-15%
|
5%
|
131%
|
24
|
25%
|
|
|
2514
|
Anatole Investment Management
Central,
Hong Kong
|
$592M
|
+$26.5M
|
+5%
|
5.9%
|
3,486%
|
15
|
80%
|
|
|
2515
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$592M
|
–
|
–
|
92.7%
|
87.6%
|
3
|
–
|
|
|
2516
|
Intrua Financial
Houston,
Texas
|
$591M
|
-$283K
|
-0%
|
2.72%
|
71%
|
379
|
14.51%
|
|
|
2517
|
Tanglewood Wealth Management
Houston,
Texas
|
$590M
|
-$110M
|
-16%
|
3.39%
|
59.7%
|
31
|
32.26%
|
|
|
2518
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$589M
|
-$30.6M
|
-5%
|
2.65%
|
54.6%
|
83
|
3.61%
|
|
|
2519
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$588M
|
+$4.24M
|
+0.7%
|
3.01%
|
58.9%
|
445
|
11.69%
|
|
|
2520
|
Condire Management
Dallas,
Texas
|
$588M
|
+$92.3M
|
+19%
|
8.48%
|
187%
|
14
|
7.14%
|
|
|
2521
|
Needham Investment Management
New York
|
$588M
|
-$19M
|
-3%
|
4.88%
|
424%
|
129
|
13.95%
|
|
|
2522
|
Wealth Architects
Mountain View,
California
|
$588M
|
-$18M
|
-3%
|
3.66%
|
80.1%
|
197
|
6.6%
|
|
|
2523
|
American National Bank & Trust
Wichita Falls,
Texas
|
$588M
|
-$6.68M
|
-1%
|
1.87%
|
95.1%
|
650
|
20%
|
|
|
2524
|
Virtue Capital Management
Brentwood,
Tennessee
|
$587M
|
+$1.18M
|
+0.2%
|
2.96%
|
91%
|
407
|
1.23%
|
|
|
2525
|
Meteora Capital
Boca Raton,
Florida
|
$587M
|
+$43.8M
|
+8%
|
3.95%
|
56.9%
|
453
|
30.68%
|
|