|
2826
|
Aveo Capital Partners
Englewood,
Colorado
|
$601M
|
-$312M
|
-34%
|
0.02%
|
19.1%
|
353
|
54.67%
|
|
|
2827
|
Callodine Capital Management
Boston,
Massachusetts
|
$601M
|
+$117M
|
+24%
|
2.95%
|
43.6%
|
50
|
30%
|
|
|
2828
|
M Holdings Securities
Portland,
Oregon
|
$601M
|
-$19.2M
|
-3%
|
2.11%
|
68.2%
|
153
|
21.57%
|
|
|
2829
|
Insight Wealth Partners
Plano,
Texas
|
$601M
|
-$129M
|
-18%
|
0.62%
|
38.9%
|
112
|
18.75%
|
|
|
2830
|
Summit Street Capital Management
New York
|
$601M
|
-$37.3M
|
-6%
|
1.99%
|
144%
|
30
|
0%
|
|
|
2831
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$600M
|
-$13.2M
|
-2%
|
0.71%
|
51.9%
|
35
|
2.86%
|
|
|
2832
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$600M
|
+$8.26M
|
+1%
|
0.41%
|
77.2%
|
190
|
14.74%
|
|
|
2833
|
St. James Investment Company
Southlake,
Texas
|
$600M
|
+$20.9M
|
+4%
|
9.04%
|
47.7%
|
33
|
24.24%
|
|
|
2834
|
High Probability Advisors
Pittsford,
New York
|
$600M
|
+$41.8M
|
+7%
|
0.13%
|
49.7%
|
56
|
3.57%
|
|
|
2835
|
Fagan Associates
Troy,
New York
|
$600M
|
-$29.9M
|
-5%
|
2.13%
|
87.7%
|
136
|
12.5%
|
|
|
2836
|
Chatham Capital Group
Savannah,
Georgia
|
$599M
|
-$8.67M
|
-1%
|
1.47%
|
89.9%
|
203
|
7.39%
|
|
|
2837
|
Broad Run Investment Management
Arlington,
Virginia
|
$599M
|
-$137M
|
-19%
|
2.11%
|
170%
|
25
|
8%
|
|
|
2838
|
Evolution Wealth Advisors
Aventura,
Florida
|
$599M
|
+$1.16M
|
+0.2%
|
3.02%
|
84.5%
|
158
|
15.19%
|
|
|
2839
|
Central Bank & Trust
Lexington,
Kentucky
|
$599M
|
-$62.1M
|
-9%
|
3.33%
|
110%
|
189
|
8.99%
|
|
|
2840
|
Formidable Asset Management
Cincinnati,
Ohio
|
$598M
|
-$10.7M
|
-2%
|
0.53%
|
52.2%
|
409
|
14.91%
|
|
|
2841
|
Legacy Financial Advisors
Covington,
Kentucky
|
$598M
|
-$6.91M
|
-1%
|
0.86%
|
65.8%
|
380
|
13.95%
|
|
|
2842
|
Glassman Wealth Services
Vienna,
Virginia
|
$598M
|
+$3.38M
|
+0.6%
|
1.14%
|
56.4%
|
218
|
22.94%
|
|
|
2843
|
Canal Capital Management
Richmond,
Virginia
|
$597M
|
-$20.3M
|
-3%
|
1.07%
|
67.8%
|
188
|
22.87%
|
|
|
2844
|
Al Mehwar Commercial Investments
Abu Dhabi,
United Arab Emirates
|
$597M
|
-$97.1M
|
-14%
|
14%
|
–
|
2
|
50%
|
|
|
2845
|
Madrone Advisors
Menlo Park,
California
|
$597M
|
+$72.2M
|
+14%
|
8.14%
|
34.6%
|
6
|
0%
|
|
|
2846
|
Embree Financial Group
Chicago,
Illinois
|
$597M
|
+$11.4M
|
+2%
|
2.67%
|
–
|
214
|
14.49%
|
|
|
2847
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$597M
|
-$1.52M
|
-0.3%
|
1.26%
|
86.6%
|
328
|
8.54%
|
|
|
2848
|
Pier Capital
Stamford,
Connecticut
|
$597M
|
-$104M
|
-15%
|
11.4%
|
153%
|
131
|
21.37%
|
|
|
2849
|
Clark Asset Management
Stratham,
New Hampshire
|
$596M
|
+$61M
|
+11%
|
0.36%
|
45.5%
|
165
|
21.21%
|
|
|
2850
|
Versant Capital Management
Phoenix,
Arizona
|
$596M
|
+$132M
|
+28%
|
3.25%
|
82.4%
|
2,658
|
16.18%
|
|