|
2601
|
New Generation Advisors
Manchester,
Massachusetts
|
$241M
|
-$31.7M
|
-12%
|
1.59%
|
45.1%
|
40
|
12.5%
|
|
|
2602
|
Toscafund Asset Management
London,
United Kingdom
|
$240M
|
+$33.3M
|
+16%
|
2.56%
|
80.9%
|
10
|
50%
|
|
|
2603
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$240M
|
-$13.5M
|
-5%
|
2.66%
|
76.1%
|
146
|
5.48%
|
|
|
2604
|
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
$240M
|
-$12.1M
|
-5%
|
0.68%
|
112%
|
155
|
4.52%
|
|
|
2605
|
Indaba Capital Management
San Francisco,
California
|
$240M
|
+$34.1M
|
+17%
|
5.53%
|
66.7%
|
13
|
46.15%
|
|
|
2606
|
Avidian Wealth Enterprises
Houston,
Texas
|
$240M
|
+$3.48M
|
+1%
|
0.74%
|
63.7%
|
50
|
42%
|
|
|
2607
|
United Fire Group
Cedar Rapids,
Iowa
|
$240M
|
+$1.49M
|
+0.6%
|
1.01%
|
27.4%
|
116
|
3.45%
|
|
|
2608
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$239M
|
+$6.26M
|
+3%
|
0.19%
|
58.7%
|
108
|
7.41%
|
|
|
2609
|
NWAM LLC
Mercer Island,
Washington
|
$239M
|
+$5.16M
|
+2%
|
1.02%
|
112%
|
290
|
27.59%
|
|
|
2610
|
BCWM LLC
Overland Park,
Kansas
|
$239M
|
-$1.92B
|
-89%
|
0.15%
|
–
|
102
|
18.63%
|
|
|
2611
|
FolioMetrix
Omaha,
Nebraska
|
$239M
|
+$40.7M
|
+21%
|
1.79%
|
–
|
296
|
48.31%
|
|
|
2612
|
Stonehill Capital Management
New York
|
$238M
|
-$58.8M
|
-20%
|
2.88%
|
145%
|
11
|
18.18%
|
|
|
2613
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$238M
|
+$23.4M
|
+11%
|
2.76%
|
17.9%
|
327
|
16.82%
|
|
|
2614
|
Lafayette Investments
Ashton,
Maryland
|
$238M
|
+$2.1M
|
+0.9%
|
1.18%
|
63.2%
|
71
|
7.04%
|
|
|
2615
|
Castine Capital Management
Boston,
Massachusetts
|
$238M
|
+$3.98M
|
+2%
|
4.66%
|
13.9%
|
54
|
20.37%
|
|
|
2616
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$237M
|
-$3.84M
|
-2%
|
1.11%
|
62.7%
|
135
|
11.11%
|
|
|
2617
|
Sequoia Financial Advisors
Akron,
Ohio
|
$237M
|
+$18.4M
|
+8%
|
1.77%
|
78.3%
|
206
|
20.87%
|
|
|
2618
|
Swift Run Capital Management
Charlottesville,
Virginia
|
$237M
|
+$7.33M
|
+3%
|
0.13%
|
9.9%
|
59
|
5.08%
|
|
|
2619
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$237M
|
-$10.1M
|
-4%
|
0.7%
|
57.8%
|
44
|
2.27%
|
|
|
2620
|
Huntington Steele
Oaks,
Pennsylvania
|
$236M
|
+$2.57M
|
+1%
|
2.32%
|
69.8%
|
52
|
3.85%
|
|
|
2621
|
Sather Financial Group
Victoria,
Texas
|
$236M
|
+$6.68M
|
+3%
|
1.05%
|
61.5%
|
53
|
15.09%
|
|
|
2622
|
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
|
$236M
|
+$1.39M
|
+0.6%
|
0.14%
|
30.8%
|
79
|
3.8%
|
|
|
2623
|
First Bankers Trust
Louisville,
Kentucky
|
$236M
|
+$2.54M
|
+1%
|
0.34%
|
78.9%
|
152
|
5.92%
|
|
|
2624
|
Forte Capital
Rochester,
New York
|
$235M
|
+$2.23M
|
+1%
|
0.41%
|
98.3%
|
161
|
7.45%
|
|
|
2625
|
LVW Advisors
Pittsford,
New York
|
$235M
|
+$24.9M
|
+12%
|
0.23%
|
71.5%
|
158
|
13.29%
|
|