|
2601
|
Bregal North America General Partner Jersey
St. Helier,
Jersey
|
$529M
|
+$6.87M
|
+1%
|
1.32%
|
71.3%
|
1
|
0%
|
|
|
2602
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$528M
|
+$50.8M
|
+11%
|
10.2%
|
52.3%
|
74
|
8.11%
|
|
|
2603
|
Rockbridge Investment Management
Syracuse,
New York
|
$528M
|
+$39.7M
|
+8%
|
4%
|
31.1%
|
777
|
16.73%
|
|
|
2604
|
Front Street Capital Management
Missoula,
Montana
|
$528M
|
+$72.3M
|
+16%
|
21.3%
|
259%
|
65
|
6.15%
|
|
|
2605
|
tru Independence
Portland,
Oregon
|
$528M
|
+$473M
|
+859%
|
9.41%
|
42.5%
|
856
|
74.65%
|
|
|
2606
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$528M
|
+$34.3M
|
+7%
|
5.36%
|
53.5%
|
216
|
11.11%
|
|
|
2607
|
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
$528M
|
+$119M
|
+29%
|
29.1%
|
112%
|
128
|
8.59%
|
|
|
2608
|
Redwood Investment Management
Scottsdale,
Arizona
|
$527M
|
-$75.3M
|
-13%
|
10.1%
|
46%
|
328
|
51.52%
|
|
|
2609
|
Institute for Wealth Management
Denver,
Colorado
|
$526M
|
+$22.9M
|
+5%
|
7.55%
|
137%
|
488
|
11.89%
|
|
|
2610
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$526M
|
+$11.1M
|
+2%
|
4.47%
|
56.9%
|
616
|
18.83%
|
|
|
2611
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$525M
|
+$53.2M
|
+11%
|
7.21%
|
34.5%
|
373
|
12.87%
|
|
|
2612
|
City Holding Co
Charleston,
West Virginia
|
$525M
|
+$47.5M
|
+10%
|
7.86%
|
81.3%
|
573
|
19.02%
|
|
|
2613
|
Oak Hill Advisors
New York
|
$525M
|
+$99.9M
|
+24%
|
17.1%
|
55.9%
|
16
|
6.25%
|
|
|
2614
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$525M
|
-$9.55M
|
-2%
|
7.23%
|
48.1%
|
64
|
7.81%
|
|
|
2615
|
Duncker Streett & Co
St. Louis,
Missouri
|
$524M
|
+$7.55M
|
+1%
|
5%
|
90.9%
|
562
|
12.46%
|
|
|
2616
|
Manitou Investment Management
Toronto,
Ontario, Canada
|
$524M
|
+$59.3M
|
+13%
|
13%
|
57.2%
|
49
|
14.29%
|
|
|
2617
|
KWB Wealth
Redlands,
California
|
$523M
|
+$42.8M
|
+9%
|
5.79%
|
49.1%
|
89
|
16.85%
|
|
|
2618
|
Grace & White Inc
Ny,
New York
|
$523M
|
+$51.6M
|
+11%
|
17.2%
|
61.5%
|
135
|
7.41%
|
|
|
2619
|
|
$523M
|
-$126M
|
-19%
|
10.7%
|
878%
|
18
|
83.33%
|
|
|
2620
|
Penn Davis McFarland
Dallas,
Texas
|
$522M
|
+$56M
|
+12%
|
10.4%
|
86.8%
|
50
|
12%
|
|
|
2621
|
Empowered Funds
Havertown,
Pennsylvania
|
$522M
|
$0
|
0%
|
6.8%
|
93.5%
|
162
|
0%
|
|
|
2622
|
Ally Bridge Group
New York
|
$522M
|
-$61.9M
|
-11%
|
5.43%
|
942%
|
38
|
36.84%
|
|
|
2623
|
Hardy Reed
Tupelo,
Mississippi
|
$521M
|
+$42.8M
|
+9%
|
5.6%
|
57.7%
|
111
|
17.12%
|
|
|
2624
|
Minot Capital
Broomfield,
Colorado
|
$521M
|
+$5.34M
|
+1%
|
10%
|
19.6%
|
17
|
17.65%
|
|
|
2625
|
LVW Advisors
Pittsford,
New York
|
$521M
|
+$22.1M
|
+4%
|
5.06%
|
71.5%
|
226
|
16.81%
|
|