|
2701
|
Simon Quick Advisors
Morristown,
New Jersey
|
$276M
|
+$98.6M
|
+56%
|
3.81%
|
69.5%
|
558
|
51.61%
|
|
|
2702
|
Grace Capital
Quincy,
Massachusetts
|
$275M
|
+$25.2M
|
+10%
|
3.86%
|
127%
|
99
|
17.17%
|
|
|
2703
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$275M
|
-$6.19M
|
-2%
|
3.41%
|
88.6%
|
400
|
32%
|
|
|
2704
|
Alley Company
Lake Forest,
Illinois
|
$275M
|
+$10.2M
|
+4%
|
3.57%
|
88.2%
|
79
|
5.06%
|
|
|
2705
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$275M
|
+$22.1M
|
+9%
|
4%
|
61.5%
|
158
|
20.25%
|
|
|
2706
|
Wright Investors Service
Shelton,
Connecticut
|
$275M
|
+$10.2M
|
+4%
|
6.82%
|
146%
|
246
|
22.36%
|
|
|
2707
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$275M
|
+$22.9M
|
+9%
|
4.57%
|
15.3%
|
315
|
63.17%
|
|
|
2708
|
Trust Asset Management
Houston,
Texas
|
$275M
|
+$349K
|
+0.1%
|
0.74%
|
91.1%
|
70
|
34.29%
|
|
|
2709
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$274M
|
+$10.9M
|
+4%
|
6.53%
|
91.5%
|
124
|
19.35%
|
|
|
2710
|
TVR Capital Management
Stamford,
Connecticut
|
$274M
|
-$94.3M
|
-26%
|
8.96%
|
–
|
66
|
74.24%
|
|
|
2711
|
Mitchell Capital Management
Leawood,
Kansas
|
$274M
|
+$12.6M
|
+5%
|
7.55%
|
219%
|
73
|
24.66%
|
|
|
2712
|
Timpani Capital Management
Milwaukee,
Wisconsin
|
$274M
|
+$4.68M
|
+2%
|
14.9%
|
383%
|
122
|
38.52%
|
|
|
2713
|
Gilbert & Cook
West Des Moines,
Iowa
|
$274M
|
-$9.31M
|
-3%
|
3.31%
|
63.2%
|
146
|
43.84%
|
|
|
2714
|
Harbor Advisors
West Palm Beach,
Florida
|
$273M
|
+$20.3M
|
+8%
|
5.28%
|
125%
|
159
|
10.06%
|
|
|
2715
|
Northeast Financial Consultants
Westport,
Connecticut
|
$273M
|
+$19.3M
|
+8%
|
4.85%
|
63.8%
|
154
|
10.39%
|
|
|
2716
|
Front Street Capital Management
Missoula,
Montana
|
$273M
|
+$13.1M
|
+5%
|
8.33%
|
316%
|
64
|
12.5%
|
|
|
2717
|
Gargoyle Investment Advisor
Englewood,
New Jersey
|
$272M
|
+$19.4M
|
+8%
|
3.98%
|
34.5%
|
212
|
33.96%
|
|
|
2718
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$272M
|
-$63.1M
|
-19%
|
4.15%
|
57.3%
|
1,326
|
28.51%
|
|
|
2719
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$272M
|
+$12.5M
|
+5%
|
4.31%
|
–
|
396
|
20.45%
|
|
|
2720
|
Harber Asset Management
Asheville,
North Carolina
|
$272M
|
+$28.5M
|
+12%
|
7.22%
|
63.6%
|
48
|
22.92%
|
|
|
2721
|
PineView Asset Management
Greenwich,
Connecticut
|
$272M
|
-$55.7M
|
-17%
|
7.85%
|
–
|
20
|
20%
|
|
|
2722
|
|
$271M
|
+$7.44M
|
+3%
|
4.44%
|
94.7%
|
96
|
9.38%
|
|
|
2723
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$271M
|
+$5.94M
|
+2%
|
4.1%
|
57.9%
|
74
|
14.86%
|
|
|
2724
|
Castine Capital Management
Boston,
Massachusetts
|
$271M
|
+$48.6M
|
+22%
|
5.08%
|
13.9%
|
36
|
16.67%
|
|
|
2725
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$271M
|
+$13.5M
|
+5%
|
2.44%
|
79.6%
|
226
|
12.39%
|
|