|
2501
|
Benchstone Capital Management
New York
|
$928M
|
+$195M
|
+27%
|
2.37%
|
–
|
56
|
71.43%
|
|
|
2502
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$928M
|
-$53.8M
|
-5%
|
2.3%
|
80.3%
|
52
|
1.92%
|
|
|
2503
|
Quest Investment Management
Lake Oswego,
Oregon
|
$928M
|
-$25M
|
-3%
|
1.8%
|
105%
|
139
|
10.79%
|
|
|
2504
|
Water Island Capital
New York
|
$928M
|
+$134M
|
+17%
|
24.9%
|
438%
|
139
|
74.82%
|
|
|
2505
|
Parthenon LLC
Louisville,
Kentucky
|
$927M
|
+$24.2M
|
+3%
|
4.21%
|
80.8%
|
135
|
7.41%
|
|
|
2506
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$927M
|
+$27.9M
|
+3%
|
3.01%
|
–
|
138
|
7.25%
|
|
|
2507
|
Leuthold Group
Minneapolis,
Minnesota
|
$926M
|
+$12M
|
+1%
|
6.45%
|
126%
|
248
|
33.87%
|
|
|
2508
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$926M
|
+$72.6M
|
+9%
|
4.43%
|
81.4%
|
88
|
9.09%
|
|
|
2509
|
Curated Wealth Partners
El Segundo,
California
|
$925M
|
+$98.7M
|
+12%
|
4.39%
|
48.7%
|
222
|
35.59%
|
|
|
2510
|
Hartline Investment Corp
Winnetka,
Illinois
|
$925M
|
-$39.5M
|
-4%
|
3.08%
|
201%
|
120
|
14.17%
|
|
|
2511
|
Griffin Asset Management
New York
|
$924M
|
+$34.3M
|
+4%
|
2.73%
|
80.7%
|
259
|
23.17%
|
|
|
2512
|
Opus Capital Group
Cincinnati,
Ohio
|
$923M
|
+$33.4M
|
+4%
|
2.04%
|
49.7%
|
143
|
8.39%
|
|
|
2513
|
Jag Capital Management
St Louis,
Missouri
|
$922M
|
+$8.92M
|
+1%
|
8.04%
|
230%
|
164
|
26.83%
|
|
|
2514
|
Indivisible Partners
Clearwater,
Florida
|
$922M
|
–
|
–
|
1.34%
|
–
|
440
|
–
|
|
|
2515
|
CKW Financial Group
Honolulu,
Hawaii
|
$922M
|
+$4.84M
|
+0.5%
|
2.25%
|
62.4%
|
198
|
11.11%
|
|
|
2516
|
Avenir Corporation
Alexandria,
Virginia
|
$922M
|
-$38.4M
|
-4%
|
1.43%
|
34.4%
|
74
|
5.41%
|
|
|
2517
|
Toth Financial Advisory
Leesburg,
Virginia
|
$921M
|
-$6.61M
|
-0.7%
|
0.56%
|
82.5%
|
1,002
|
31.04%
|
|
|
2518
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$921M
|
+$54.3M
|
+6%
|
4.85%
|
81.3%
|
277
|
15.88%
|
|
|
2519
|
HBW Advisory Services
Simi Valley,
California
|
$920M
|
+$31.7M
|
+4%
|
1.62%
|
62.1%
|
455
|
15.38%
|
|
|
2520
|
INVST
Indianapolis,
Indiana
|
$920M
|
+$40.6M
|
+5%
|
3.41%
|
78.5%
|
324
|
10.19%
|
|
|
2521
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$919M
|
+$71.7M
|
+8%
|
2.56%
|
–
|
1,152
|
9.46%
|
|
|
2522
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$919M
|
+$37.3M
|
+4%
|
1.69%
|
–
|
1,410
|
5.96%
|
|
|
2523
|
Oak Harvest Investment Services
Houston,
Texas
|
$917M
|
+$59.6M
|
+7%
|
4.66%
|
112%
|
188
|
24.47%
|
|
|
2524
|
Fort Baker Capital Management
Larkspur,
California
|
$916M
|
+$284M
|
+45%
|
8.87%
|
46.3%
|
152
|
70.39%
|
|
|
2525
|
James Investment Research
Alpha,
Ohio
|
$916M
|
+$892K
|
+0.1%
|
4.17%
|
107%
|
377
|
9.81%
|
|