|
2851
|
Proficio Capital Partners
Newton,
Massachusetts
|
$229M
|
-$7.01M
|
-3%
|
5.56%
|
93.8%
|
1,425
|
23.02%
|
|
|
2852
|
|
$229M
|
+$26M
|
+13%
|
4.41%
|
41.4%
|
45
|
6.67%
|
|
|
2853
|
Univest Financial
Souderton,
Pennsylvania
|
$229M
|
-$7.55M
|
-3%
|
4.82%
|
60.6%
|
105
|
17.14%
|
|
|
2854
|
Stonehill Capital Management
New York
|
$228M
|
+$30.9M
|
+16%
|
15.5%
|
145%
|
21
|
42.86%
|
|
|
2855
|
BKS Advisors
Southfield,
Michigan
|
$228M
|
+$15.6M
|
+7%
|
7.76%
|
57.9%
|
212
|
18.4%
|
|
|
2856
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$228M
|
-$138M
|
-38%
|
8.7%
|
45.2%
|
158
|
60.13%
|
|
|
2857
|
JB Investments Management
Phoenixville,
Pennsylvania
|
$228M
|
+$19.5M
|
+9%
|
9.34%
|
–
|
1
|
0%
|
|
|
2858
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$228M
|
+$72.9M
|
+47%
|
6%
|
36.6%
|
31
|
45.16%
|
|
|
2859
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$228M
|
+$28.2M
|
+14%
|
5.54%
|
77.7%
|
2,261
|
10.08%
|
|
|
2860
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$228M
|
+$11.3M
|
+5%
|
7.01%
|
17.9%
|
325
|
14.77%
|
|
|
2861
|
Goldstein Munger & Associates
San Ramon,
California
|
$227M
|
+$2.99M
|
+1%
|
5.39%
|
11.9%
|
43
|
20.93%
|
|
|
2862
|
Buffington Mohr McNeal
Boise,
Idaho
|
$227M
|
-$34.5M
|
-13%
|
4.9%
|
29.3%
|
185
|
48.11%
|
|
|
2863
|
Edgestream Partners
Princeton,
New Jersey
|
$227M
|
+$179M
|
+371%
|
9.68%
|
32.8%
|
148
|
54.05%
|
|
|
2864
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$227M
|
+$5.75M
|
+3%
|
2.96%
|
84%
|
130
|
8.46%
|
|
|
2865
|
Sky Investment Group
Hartford,
Connecticut
|
$227M
|
+$11.1M
|
+5%
|
4.69%
|
68%
|
95
|
11.58%
|
|
|
2866
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$226M
|
+$19.9M
|
+10%
|
3.96%
|
22.7%
|
115
|
10.43%
|
|
|
2867
|
Sumway Development
Shanghai,
China
|
$226M
|
+$5.42M
|
+2%
|
21.9%
|
–
|
11
|
18.18%
|
|
|
2868
|
Filament
Seattle,
Washington
|
$226M
|
+$14.7M
|
+7%
|
5.77%
|
46.9%
|
35
|
8.57%
|
|
|
2869
|
Rikoon Group
Santa Fe,
New Mexico
|
$226M
|
-$951K
|
-0.4%
|
4.84%
|
63.3%
|
176
|
9.09%
|
|
|
2870
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$226M
|
+$18.6M
|
+9%
|
4.33%
|
16%
|
57
|
10.53%
|
|
|
2871
|
|
$226M
|
+$27.2M
|
+14%
|
10.7%
|
49.7%
|
123
|
13.01%
|
|
|
2872
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$226M
|
+$13.7M
|
+6%
|
6.52%
|
99.6%
|
82
|
7.32%
|
|
|
2873
|
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
$225M
|
+$4.43M
|
+2%
|
4.06%
|
51.1%
|
42
|
2.38%
|
|
|
2874
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$225M
|
-$482K
|
-0.2%
|
4.49%
|
48%
|
16
|
12.5%
|
|
|
2875
|
Hunting Hill Global Capital
New York
|
$225M
|
+$192M
|
+598%
|
17.8%
|
132%
|
16
|
62.5%
|
|