|
2801
|
Parker Investment Management
Menlo Park,
California
|
$630M
|
-$23.7M
|
-4%
|
1.37%
|
208%
|
32
|
6.25%
|
|
|
2802
|
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
$630M
|
+$59.6M
|
+10%
|
17.4%
|
209%
|
64
|
62.5%
|
|
|
2803
|
Deer Management Company
Larchmont,
New York
|
$630M
|
+$144M
|
+30%
|
60.6%
|
154%
|
12
|
8.33%
|
|
|
2804
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$630M
|
+$32.5M
|
+5%
|
5.87%
|
80.8%
|
462
|
10.39%
|
|
|
2805
|
Brio Consultants
San Francisco,
California
|
$629M
|
+$22M
|
+4%
|
5.44%
|
42.7%
|
107
|
11.21%
|
|
|
2806
|
Sphera Funds Management
Tel Aviv,
Israel
|
$628M
|
-$105M
|
-14%
|
2.81%
|
245%
|
141
|
34.75%
|
|
|
2807
|
Bison Wealth
Atlanta,
Georgia
|
$628M
|
+$13.2M
|
+2%
|
7.41%
|
37.4%
|
496
|
30.44%
|
|
|
2808
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$628M
|
+$14.1M
|
+2%
|
5.99%
|
57.8%
|
199
|
5.53%
|
|
|
2809
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$628M
|
+$51.1M
|
+9%
|
6%
|
63.3%
|
755
|
21.19%
|
|
|
2810
|
First National Advisers
Omaha,
Nebraska
|
$627M
|
+$80M
|
+15%
|
5.95%
|
87.9%
|
221
|
8.6%
|
|
|
2811
|
Madrone Advisors
Menlo Park,
California
|
$626M
|
+$56.7M
|
+10%
|
21.2%
|
10.4%
|
7
|
28.57%
|
|
|
2812
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$626M
|
+$56.5M
|
+10%
|
6.04%
|
65%
|
181
|
4.97%
|
|
|
2813
|
Canal Capital Management
Richmond,
Virginia
|
$626M
|
+$40.4M
|
+7%
|
8.07%
|
67.8%
|
159
|
10.06%
|
|
|
2814
|
Formidable Asset Management
Cincinnati,
Ohio
|
$626M
|
+$7.58M
|
+1%
|
7.4%
|
52.2%
|
420
|
18.33%
|
|
|
2815
|
Legacy Edge Advisors
Syosset,
New York
|
$626M
|
+$83.3M
|
+15%
|
5.48%
|
–
|
189
|
10.58%
|
|
|
2816
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$626M
|
–
|
–
|
4.53%
|
–
|
427
|
–
|
|
|
2817
|
Aprio Wealth Management
Atlanta,
Georgia
|
$625M
|
+$76.3M
|
+14%
|
6.88%
|
60.6%
|
300
|
16.33%
|
|
|
2818
|
Root Financial Partners
Encinitas,
California
|
$625M
|
+$198M
|
+46%
|
6.18%
|
57%
|
157
|
31.21%
|
|
|
2819
|
ORG Partners
Roanoke,
Indiana
|
$625M
|
-$179M
|
-22%
|
6.53%
|
69.5%
|
1,934
|
45.19%
|
|
|
2820
|
Disciplina Capital Management
Nashville,
Tennessee
|
$624M
|
+$20.7M
|
+3%
|
5.63%
|
30%
|
72
|
22.22%
|
|
|
2821
|
Lake Street Private Wealth
Chicago,
Illinois
|
$624M
|
-$148M
|
-19%
|
5.61%
|
92.5%
|
330
|
24.24%
|
|
|
2822
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$624M
|
+$55.6M
|
+10%
|
6.33%
|
67.2%
|
94
|
34.04%
|
|
|
2823
|
Evermay Wealth Management
Arlington,
Virginia
|
$622M
|
-$1.35M
|
-0.2%
|
6.57%
|
56.2%
|
640
|
13.13%
|
|
|
2824
|
JAT Capital Management
Greenwich,
Connecticut
|
$621M
|
-$154M
|
-20%
|
6.98%
|
734%
|
65
|
67.69%
|
|
|
2825
|
|
$621M
|
+$28M
|
+5%
|
6.18%
|
92.9%
|
99
|
4.04%
|
|