|
2851
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$600M
|
+$25.1M
|
+4%
|
4.29%
|
59.1%
|
87
|
20.69%
|
|
|
2852
|
Opaleye Management
Boston,
Massachusetts
|
$600M
|
+$162M
|
+37%
|
47.6%
|
486%
|
57
|
33.33%
|
|
|
2853
|
Concord Wealth Partners
Abingdon,
Virginia
|
$599M
|
+$32.2M
|
+6%
|
4.84%
|
66%
|
1,039
|
27.53%
|
|
|
2854
|
American Investment Services
Great Barrington,
Massachusetts
|
$599M
|
+$34M
|
+6%
|
7.27%
|
59.4%
|
162
|
6.79%
|
|
|
2855
|
|
$598M
|
+$250M
|
+72%
|
26.8%
|
19.8%
|
4
|
25%
|
|
|
2856
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$598M
|
+$45.6M
|
+8%
|
9%
|
50.7%
|
235
|
14.04%
|
|
|
2857
|
Meridian Wealth Advisors
Austin,
Texas
|
$598M
|
+$37.3M
|
+7%
|
6.49%
|
68.8%
|
185
|
10.27%
|
|
|
2858
|
EFG Asset Management
Portland,
Oregon
|
$598M
|
+$20.8M
|
+4%
|
9.8%
|
211%
|
204
|
13.24%
|
|
|
2859
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$598M
|
+$42M
|
+8%
|
8.98%
|
96.5%
|
141
|
7.09%
|
|
|
2860
|
Harbor Advisors
West Palm Beach,
Florida
|
$598M
|
+$52.2M
|
+10%
|
10.2%
|
125%
|
194
|
11.34%
|
|
|
2861
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$597M
|
+$27.8M
|
+5%
|
4.17%
|
107%
|
123
|
19.51%
|
|
|
2862
|
Texas Permanent School Fund
Austin,
Texas
|
$597M
|
-$354M
|
-37%
|
8.81%
|
44.6%
|
7
|
85.71%
|
|
|
2863
|
Endurance Services Ltd
Purchase,
New York
|
$597M
|
+$61.8M
|
+12%
|
4.41%
|
–
|
17
|
35.29%
|
|
|
2864
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$597M
|
+$44M
|
+8%
|
5.62%
|
115%
|
163
|
17.79%
|
|
|
2865
|
Praesidium Investment Management Company
New York
|
$596M
|
+$70.2M
|
+13%
|
13%
|
60.5%
|
14
|
21.43%
|
|
|
2866
|
Legacy Financial Advisors
Covington,
Kentucky
|
$595M
|
+$33.8M
|
+6%
|
6.46%
|
65.8%
|
367
|
11.44%
|
|
|
2867
|
Fagan Associates
Troy,
New York
|
$595M
|
+$23.6M
|
+4%
|
4.59%
|
87.7%
|
136
|
19.12%
|
|
|
2868
|
Callan Family Office
Radnor,
Pennsylvania
|
$595M
|
+$74.2M
|
+14%
|
6.74%
|
69%
|
195
|
24.62%
|
|
|
2869
|
Pacific Capital Wealth Advisors
Corona,
California
|
$595M
|
+$47.2M
|
+9%
|
6.19%
|
46.9%
|
614
|
30.78%
|
|
|
2870
|
Nelson Capital Management
Menlo Park,
California
|
$594M
|
+$30.6M
|
+5%
|
3.59%
|
121%
|
115
|
12.17%
|
|
|
2871
|
Allen Operations
New York
|
$594M
|
+$82.6M
|
+16%
|
25.8%
|
221%
|
35
|
14.29%
|
|
|
2872
|
Secure Asset Management
Troy,
Michigan
|
$594M
|
+$65M
|
+12%
|
5.75%
|
86.5%
|
327
|
19.88%
|
|
|
2873
|
12th Street Asset Management Company
Nashville,
Tennessee
|
$593M
|
+$45M
|
+8%
|
10.7%
|
81.3%
|
31
|
6.45%
|
|
|
2874
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$593M
|
+$46.3M
|
+8%
|
6.41%
|
63%
|
1,195
|
7.95%
|
|
|
2875
|
St. James Investment Company
Southlake,
Texas
|
$592M
|
+$20.4M
|
+4%
|
9.51%
|
47.7%
|
28
|
14.29%
|
|