|
2876
|
Marshwinds Advisory
St Simons Island,
Georgia
|
$195M
|
+$3.26M
|
+2%
|
3.22%
|
32.9%
|
139
|
5.04%
|
|
|
2877
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$195M
|
+$2.7M
|
+1%
|
3.6%
|
88.6%
|
79
|
13.92%
|
|
|
2878
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$195M
|
+$19.6M
|
+11%
|
2.11%
|
13%
|
34
|
8.82%
|
|
|
2879
|
ADI Capital Management
New York
|
$195M
|
+$22.6M
|
+13%
|
0.81%
|
113%
|
16
|
31.25%
|
|
|
2880
|
FAS Wealth Partners
Leawood,
Kansas
|
$195M
|
-$5.39M
|
-3%
|
2.5%
|
72.3%
|
136
|
10.29%
|
|
|
2881
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$195M
|
-$5.01M
|
-3%
|
3.79%
|
64.3%
|
62
|
6.45%
|
|
|
2882
|
LGL Partners
Philadelphia,
Pennsylvania
|
$195M
|
+$10.6M
|
+6%
|
1.98%
|
68.9%
|
111
|
24.32%
|
|
|
2883
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$194M
|
-$11.3M
|
-6%
|
0.94%
|
15.3%
|
392
|
19.9%
|
|
|
2884
|
Kemper Corp Master Retirement Trust
Chicago,
Illinois
|
$194M
|
+$4.25M
|
+2%
|
2.95%
|
21.9%
|
105
|
11.43%
|
|
|
2885
|
Doheny Asset Management
Los Angeles,
California
|
$194M
|
-$10.7M
|
-5%
|
0.58%
|
135%
|
112
|
8.93%
|
|
|
2886
|
Cadence Bank NA
Houston,
Texas
|
$194M
|
+$6.72M
|
+4%
|
3.84%
|
33.3%
|
146
|
14.38%
|
|
|
2887
|
Pivot Point Capital Partners
San Francisco,
California
|
$194M
|
-$40.8M
|
-17%
|
0.43%
|
30.3%
|
8
|
25%
|
|
|
2888
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$194M
|
-$7.99M
|
-4%
|
0.51%
|
72.5%
|
57
|
35.09%
|
|
|
2889
|
BP Capital Fund Advisors
Dallas,
Texas
|
$194M
|
+$10.9M
|
+6%
|
4.56%
|
17.9%
|
67
|
32.84%
|
|
|
2890
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$193M
|
-$2.75M
|
-1%
|
2.02%
|
78.3%
|
193
|
12.95%
|
|
|
2891
|
Permanens Capital
New York
|
$193M
|
-$44.3M
|
-19%
|
1.42%
|
76.9%
|
15
|
46.67%
|
|
|
2892
|
RMR Advisors
Newton,
Massachusetts
|
$193M
|
+$8.25M
|
+4%
|
4.69%
|
2.17%
|
113
|
2.65%
|
|
|
2893
|
Cetera Investment Management
El Segundo,
California
|
$193M
|
-$54.5M
|
-22%
|
2.09%
|
–
|
167
|
32.93%
|
|
|
2894
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$193M
|
-$55.8M
|
-22%
|
0.34%
|
17.7%
|
371
|
23.18%
|
|
|
2895
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$193M
|
+$4.36M
|
+2%
|
2.68%
|
70.9%
|
98
|
18.37%
|
|
|
2896
|
|
$193M
|
+$17M
|
+10%
|
4.39%
|
87.1%
|
27
|
22.22%
|
|
|
2897
|
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
$193M
|
+$44.8M
|
+30%
|
5.85%
|
2.37%
|
9
|
11.11%
|
|
|
2898
|
Financial Management Professionals
Austin,
Texas
|
$193M
|
-$1.83M
|
-0.9%
|
1.34%
|
62.1%
|
326
|
16.87%
|
|
|
2899
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$193M
|
-$16.6M
|
-8%
|
0.42%
|
75.8%
|
516
|
18.8%
|
|
|
2900
|
Midas Management
New York
|
$193M
|
+$24.6M
|
+15%
|
6.9%
|
43.3%
|
182
|
28.02%
|
|