|
2601
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$293M
|
+$14.4M
|
+5%
|
1.94%
|
59.2%
|
736
|
11.14%
|
|
|
2602
|
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
|
$293M
|
+$6.28M
|
+2%
|
4.11%
|
5.11%
|
1
|
0%
|
|
|
2603
|
NFC Investments
Memphis,
Tennessee
|
$291M
|
+$9.22M
|
+3%
|
6.44%
|
–
|
45
|
6.67%
|
|
|
2604
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$291M
|
+$44.4M
|
+18%
|
4.08%
|
24.7%
|
534
|
13.11%
|
|
|
2605
|
Paracle Advisors
Mercer Island,
Washington
|
$291M
|
+$27.2M
|
+10%
|
3.52%
|
30.9%
|
49
|
14.29%
|
|
|
2606
|
Amarillo National Bank
Amarillo,
Texas
|
$291M
|
+$5.22M
|
+2%
|
2.64%
|
56.3%
|
85
|
10.59%
|
|
|
2607
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$291M
|
+$35.7M
|
+14%
|
4.61%
|
122%
|
195
|
31.79%
|
|
|
2608
|
IPG Investment Advisors
San Diego,
California
|
$290M
|
+$41.5M
|
+17%
|
6.72%
|
78.6%
|
168
|
34.52%
|
|
|
2609
|
Total Investment Management
Scottsdale,
Arizona
|
$290M
|
-$12.3M
|
-4%
|
3.88%
|
29.5%
|
41
|
17.07%
|
|
|
2610
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$290M
|
+$18.5M
|
+7%
|
6.22%
|
76.4%
|
140
|
4.29%
|
|
|
2611
|
Empirical Finance
Havertown,
Pennsylvania
|
$290M
|
+$29.7M
|
+11%
|
6.18%
|
97.6%
|
168
|
39.88%
|
|
|
2612
|
Aveo Capital Partners
Englewood,
Colorado
|
$290M
|
+$5.92M
|
+2%
|
2.6%
|
19.1%
|
148
|
19.59%
|
|
|
2613
|
Pelham Capital
London,
United Kingdom
|
$290M
|
+$9.75M
|
+3%
|
15.1%
|
141%
|
2
|
0%
|
|
|
2614
|
Searchlight Capital Partners
New York
|
$289M
|
-$76M
|
-21%
|
18.9%
|
70.4%
|
3
|
0%
|
|
|
2615
|
Montecito Bank & Trust
Santa Barbara,
California
|
$289M
|
+$10.8M
|
+4%
|
4.46%
|
–
|
179
|
7.26%
|
|
|
2616
|
Wealth Architects
Mountain View,
California
|
$288M
|
+$18.9M
|
+7%
|
5.11%
|
80.1%
|
130
|
9.23%
|
|
|
2617
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$287M
|
+$12.5M
|
+5%
|
3.76%
|
36.6%
|
34
|
26.47%
|
|
|
2618
|
Thompson Rubinstein Investment Management
Portland,
Oregon
|
$287M
|
+$15M
|
+6%
|
5.53%
|
42.8%
|
79
|
0%
|
|
|
2619
|
Transform Wealth
Greenwood Village,
Colorado
|
$286M
|
+$198M
|
+223%
|
4.86%
|
48.4%
|
215
|
72.56%
|
|
|
2620
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$286M
|
+$15.7M
|
+6%
|
4.06%
|
58.8%
|
517
|
8.9%
|
|
|
2621
|
Canal Insurance Company
Greenville,
South Carolina
|
$286M
|
+$13.5M
|
+5%
|
6.62%
|
103%
|
90
|
21.11%
|
|
|
2622
|
Chou Associates Management
Toronto,
Ontario, Canada
|
$286M
|
-$37.6M
|
-12%
|
1.25%
|
71.7%
|
27
|
7.41%
|
|
|
2623
|
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
$286M
|
-$38.9M
|
-12%
|
8.38%
|
323%
|
24
|
54.17%
|
|
|
2624
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$285M
|
+$13.2M
|
+5%
|
3.18%
|
54.2%
|
420
|
9.52%
|
|
|
2625
|
|
$285M
|
-$32.8M
|
-10%
|
0.44%
|
21.1%
|
6
|
16.67%
|
|