|
2726
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$223M
|
-$4.44M
|
-2%
|
3.89%
|
74.8%
|
130
|
6.92%
|
|
|
2727
|
Holt Capital Partners
Fort Worth,
Texas
|
$222M
|
-$17.8M
|
-7%
|
2.84%
|
69.5%
|
237
|
54.43%
|
|
|
2728
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$222M
|
+$10.8M
|
+5%
|
1.78%
|
–
|
255
|
28.63%
|
|
|
2729
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$222M
|
+$11.7M
|
+6%
|
6.89%
|
92.8%
|
148
|
12.16%
|
|
|
2730
|
Sapphire Ventures (GPE) I
Palo Alto,
California
|
$222M
|
+$124M
|
+127%
|
2.82%
|
–
|
10
|
30%
|
|
|
2731
|
Nadler Financial Group
Deerfield,
Illinois
|
$222M
|
+$21.6M
|
+11%
|
5.48%
|
72.4%
|
88
|
11.36%
|
|
|
2732
|
Verity & Verity
Beaufort,
South Carolina
|
$220M
|
+$16.2M
|
+8%
|
6.47%
|
76.4%
|
76
|
11.84%
|
|
|
2733
|
Asset Management Group
Stamford,
Connecticut
|
$220M
|
+$6.89M
|
+3%
|
3.2%
|
57%
|
103
|
5.83%
|
|
|
2734
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$220M
|
+$12.5M
|
+6%
|
6.42%
|
80.8%
|
497
|
11.27%
|
|
|
2735
|
Private Vista
Chicago,
Illinois
|
$220M
|
–
|
–
|
1.28%
|
10.1%
|
45
|
–
|
|
|
2736
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$220M
|
+$35.9M
|
+20%
|
3.03%
|
85.9%
|
3
|
33.33%
|
|
|
2737
|
Harvest Capital Management
Concord,
New Hampshire
|
$220M
|
-$3.07M
|
-1%
|
4.02%
|
19.5%
|
89
|
14.61%
|
|
|
2738
|
Venturi Wealth Management
Austin,
Texas
|
$220M
|
–
|
–
|
5.45%
|
101%
|
119
|
–
|
|
|
2739
|
Stairway Partners
Chicago,
Illinois
|
$220M
|
+$6.32M
|
+3%
|
3.56%
|
43.9%
|
9
|
11.11%
|
|
|
2740
|
Archford Capital Strategies
Swansea,
Illinois
|
$220M
|
+$86.1M
|
+64%
|
5.1%
|
76.2%
|
890
|
18.31%
|
|
|
2741
|
Stonehage Fleming (UK)
London,
United Kingdom
|
$220M
|
+$10.5M
|
+5%
|
5.24%
|
–
|
223
|
17.94%
|
|
|
2742
|
AR Asset Management
West Hollywood,
California
|
$220M
|
-$5.32M
|
-2%
|
4.34%
|
64.9%
|
116
|
8.62%
|
|
|
2743
|
Univest Financial
Souderton,
Pennsylvania
|
$219M
|
+$14.8M
|
+7%
|
6.34%
|
82.6%
|
95
|
11.58%
|
|
|
2744
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$219M
|
+$9.37M
|
+4%
|
10.6%
|
90.1%
|
70
|
22.86%
|
|
|
2745
|
Matterhorn Capital Management
San Antonio,
Texas
|
$219M
|
+$11.4M
|
+5%
|
4.21%
|
38.8%
|
58
|
25.86%
|
|
|
2746
|
Peak Financial Management
Wellesley,
Massachusetts
|
$219M
|
–
|
–
|
3.86%
|
51.8%
|
30
|
–
|
|
|
2747
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$219M
|
+$63.8M
|
+41%
|
5.5%
|
61.5%
|
250
|
64.4%
|
|
|
2748
|
Thompson Rubinstein Investment Management
Portland,
Oregon
|
$218M
|
-$6.54M
|
-3%
|
5.74%
|
42.8%
|
77
|
7.79%
|
|
|
2749
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$218M
|
+$15.7M
|
+8%
|
5.19%
|
25.1%
|
5
|
20%
|
|
|
2750
|
Gagnon Securities
New York
|
$218M
|
+$13.9M
|
+7%
|
11.8%
|
129%
|
90
|
6.67%
|
|