|
2801
|
Montecito Bank & Trust
Santa Barbara,
California
|
$515M
|
-$6.54M
|
-1%
|
0.37%
|
–
|
263
|
6.84%
|
|
|
2802
|
Corbin Capital Partners
New York
|
$515M
|
+$31.9M
|
+7%
|
0.74%
|
87.7%
|
107
|
30.84%
|
|
|
2803
|
Third Security
Radford,
Virginia
|
$515M
|
-$194M
|
-27%
|
22.5%
|
28.2%
|
11
|
0%
|
|
|
2804
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$514M
|
-$897K
|
-0.2%
|
0.84%
|
58.7%
|
83
|
12.05%
|
|
|
2805
|
Smith Anglin Financial
Dallas,
Texas
|
$513M
|
-$6.44M
|
-1%
|
1.74%
|
52.8%
|
151
|
15.89%
|
|
|
2806
|
VPR Management
Houston,
Texas
|
$513M
|
-$37.1M
|
-7%
|
6.13%
|
54.5%
|
28
|
0%
|
|
|
2807
|
Edge Wealth Management
New York
|
$513M
|
+$21.4M
|
+4%
|
0.11%
|
61.6%
|
558
|
24.91%
|
|
|
2808
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$513M
|
-$9.7M
|
-2%
|
0.3%
|
48.1%
|
67
|
4.48%
|
|
|
2809
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$512M
|
+$22.8M
|
+5%
|
0.77%
|
128%
|
136
|
16.18%
|
|
|
2810
|
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
|
$512M
|
-$275M
|
-35%
|
1.4%
|
78.7%
|
30
|
26.67%
|
|
|
2811
|
Hahn Capital Management
Walnut Creek,
California
|
$512M
|
-$15.8M
|
-3%
|
0.99%
|
53.6%
|
34
|
2.94%
|
|
|
2812
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$511M
|
+$637K
|
+0.1%
|
1.02%
|
42.9%
|
65
|
3.08%
|
|
|
2813
|
Brasada Capital Management
Houston,
Texas
|
$510M
|
+$289K
|
+0.1%
|
3.58%
|
76.5%
|
162
|
21.6%
|
|
|
2814
|
Van Den Berg Management I
Austin,
Texas
|
$510M
|
+$2.13M
|
+0.4%
|
0.87%
|
187%
|
78
|
8.97%
|
|
|
2815
|
Tectonic Advisors
Frisco,
Texas
|
$509M
|
+$24.5M
|
+5%
|
1.28%
|
43.4%
|
238
|
22.69%
|
|
|
2816
|
Quest Capital Management
Dallas,
Texas
|
$509M
|
+$7.16M
|
+1%
|
1.6%
|
87.7%
|
314
|
14.01%
|
|
|
2817
|
MA Private Wealth
San Carlos,
California
|
$509M
|
+$6.14M
|
+1%
|
0.62%
|
57.5%
|
96
|
15.63%
|
|
|
2818
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$509M
|
-$17.7M
|
-3%
|
0.67%
|
76.4%
|
141
|
7.09%
|
|
|
2819
|
Affinity Wealth Management
Wilmington,
Delaware
|
$509M
|
+$5.31M
|
+1%
|
0.19%
|
116%
|
128
|
31.25%
|
|
|
2820
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$509M
|
+$8.14M
|
+2%
|
0.05%
|
65.9%
|
176
|
3.41%
|
|
|
2821
|
Charles Schwab Trust
Henderson,
Nevada
|
$509M
|
+$519K
|
+0.1%
|
1.35%
|
45.6%
|
186
|
8.6%
|
|
|
2822
|
True North Advisors
Dallas,
Texas
|
$508M
|
+$27.9M
|
+6%
|
2.19%
|
86.9%
|
232
|
11.21%
|
|
|
2823
|
Keebeck Wealth Management
Chicago,
Illinois
|
$507M
|
-$187M
|
-27%
|
0.67%
|
81.3%
|
253
|
21.34%
|
|
|
2824
|
Tikehau Investment Management
Paris,
France
|
$507M
|
+$3.85M
|
+0.8%
|
2.4%
|
102%
|
18
|
27.78%
|
|
|
2825
|
Mattern Capital Management
Lakewood,
Colorado
|
$507M
|
+$855K
|
+0.2%
|
1.28%
|
31.5%
|
116
|
1.72%
|
|