|
2601
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$400M
|
+$35.2M
|
+10%
|
8.39%
|
79%
|
868
|
11.29%
|
|
|
2602
|
Evolution Wealth Advisors
Aventura,
Florida
|
$399M
|
+$190M
|
+90%
|
20.7%
|
84.5%
|
725
|
48.14%
|
|
|
2603
|
Center for Financial Planning
Southfied,
Michigan
|
$399M
|
–
|
–
|
5.65%
|
57.5%
|
472
|
–
|
|
|
2604
|
Taikang Asset Management (HK)
Hong Kong
|
$399M
|
-$525M
|
-57%
|
19.7%
|
172%
|
78
|
8.97%
|
|
|
2605
|
Lodbrok Capital
London,
United Kingdom
|
$399M
|
+$36.8M
|
+10%
|
0%
|
25.9%
|
5
|
0%
|
|
|
2606
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$398M
|
+$38.6M
|
+11%
|
7.21%
|
140%
|
204
|
26.47%
|
|
|
2607
|
Permanens Capital
New York
|
$398M
|
+$40.7M
|
+11%
|
7.09%
|
76.9%
|
149
|
41.61%
|
|
|
2608
|
Veritas Investment Management (UK)
London,
United Kingdom
|
$398M
|
+$35.5M
|
+10%
|
13.5%
|
151%
|
38
|
5.26%
|
|
|
2609
|
B. Riley Financial
Los Angeles,
California
|
$398M
|
+$127M
|
+47%
|
33.2%
|
682%
|
63
|
60.32%
|
|
|
2610
|
Greenline Partners
New York
|
$398M
|
+$48.8M
|
+14%
|
10.9%
|
69.6%
|
93
|
20.43%
|
|
|
2611
|
Financial Enhancement Group
Anderson,
Indiana
|
$397M
|
+$26.6M
|
+7%
|
5.03%
|
57.5%
|
315
|
20%
|
|
|
2612
|
Kettle Hill Capital Management
New York
|
$397M
|
-$24.1M
|
-6%
|
7.38%
|
37.4%
|
43
|
67.44%
|
|
|
2613
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$397M
|
+$48.2M
|
+14%
|
11.7%
|
91.5%
|
142
|
15.49%
|
|
|
2614
|
L.J. Altfest & Co
New York
|
$397M
|
+$9.04M
|
+2%
|
4.19%
|
90.3%
|
205
|
18.05%
|
|
|
2615
|
SOL Capital Management
Rockville,
Maryland
|
$396M
|
+$30.2M
|
+8%
|
9.58%
|
56.6%
|
248
|
10.48%
|
|
|
2616
|
Cypress Wealth Services
Palm Desert,
California
|
$396M
|
+$31.9M
|
+9%
|
7.22%
|
71.8%
|
266
|
7.52%
|
|
|
2617
|
NFC Investments
Memphis,
Tennessee
|
$396M
|
+$26.3M
|
+7%
|
11.1%
|
–
|
41
|
4.88%
|
|
|
2618
|
Castine Capital Management
Boston,
Massachusetts
|
$396M
|
+$29.9M
|
+8%
|
11.9%
|
13.9%
|
47
|
27.66%
|
|
|
2619
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$395M
|
+$29.7M
|
+8%
|
7.89%
|
83.5%
|
299
|
7.36%
|
|
|
2620
|
Passport Capital
San Francisco,
California
|
$394M
|
+$329M
|
+506%
|
7.29%
|
40.2%
|
9
|
88.89%
|
|
|
2621
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$394M
|
–
|
–
|
7.44%
|
54.5%
|
72
|
–
|
|
|
2622
|
Csenge Advisory Group
Clearwater,
Florida
|
$394M
|
+$28.9M
|
+8%
|
6.3%
|
66.3%
|
318
|
25.79%
|
|
|
2623
|
Royal Fund Management
Lady Lake,
Florida
|
$393M
|
+$34.4M
|
+10%
|
6.35%
|
92.4%
|
746
|
13.4%
|
|
|
2624
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$393M
|
+$34.5M
|
+10%
|
9.17%
|
76.2%
|
1,179
|
6.53%
|
|
|
2625
|
NTV Asset Management
Charleston,
West Virginia
|
$393M
|
+$41.3M
|
+12%
|
8.12%
|
97.8%
|
192
|
13.02%
|
|