|
2876
|
Dillon & Associates
Jackson,
Michigan
|
$243M
|
+$7.78M
|
+3%
|
4.32%
|
98.2%
|
75
|
8%
|
|
|
2877
|
Clarius Group LLC
Seattle,
Washington
|
$243M
|
+$512K
|
+0.2%
|
3.91%
|
92.1%
|
99
|
12.12%
|
|
|
2878
|
Argent Trust Co
Nashville,
Tennessee
|
$242M
|
+$340K
|
+0.1%
|
3.54%
|
86.2%
|
273
|
15.02%
|
|
|
2879
|
Ratan Capital Management
Miami Beach,
Florida
|
$242M
|
+$33.4M
|
+16%
|
7.55%
|
616%
|
34
|
50%
|
|
|
2880
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$241M
|
-$48.6M
|
-17%
|
3.51%
|
32.4%
|
876
|
19.06%
|
|
|
2881
|
Proficio Capital Partners
Newton,
Massachusetts
|
$241M
|
+$12M
|
+5%
|
2.5%
|
97%
|
1,401
|
8.49%
|
|
|
2882
|
Avidian Wealth Enterprises
Houston,
Texas
|
$241M
|
-$20.4M
|
-8%
|
1.92%
|
63.7%
|
104
|
33.65%
|
|
|
2883
|
American Assets Capital Advisers
San Diego,
California
|
$240M
|
+$65.7M
|
+38%
|
3.34%
|
73.5%
|
35
|
25.71%
|
|
|
2884
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$240M
|
-$5.62M
|
-2%
|
2.91%
|
63.5%
|
92
|
9.78%
|
|
|
2885
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$240M
|
+$8.6M
|
+4%
|
1.88%
|
85.2%
|
768
|
10.16%
|
|
|
2886
|
|
$240M
|
+$31.8M
|
+15%
|
7.42%
|
81%
|
94
|
20.21%
|
|
|
2887
|
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
|
$240M
|
+$5.92M
|
+3%
|
2.67%
|
–
|
5
|
20%
|
|
|
2888
|
American National Registered Investment Advisor
Galveston,
Texas
|
$239M
|
+$4.02M
|
+2%
|
2.48%
|
95.8%
|
250
|
0.8%
|
|
|
2889
|
Opaleye Management
Boston,
Massachusetts
|
$239M
|
+$38.5M
|
+19%
|
23.8%
|
748%
|
53
|
39.62%
|
|
|
2890
|
Clean Yield Group
Norwich,
Vermont
|
$239M
|
+$1.68M
|
+0.7%
|
3.77%
|
65%
|
303
|
58.75%
|
|
|
2891
|
Ackerman Capital Advisors
Dallas,
Texas
|
$239M
|
–
|
–
|
2.44%
|
40.4%
|
88
|
–
|
|
|
2892
|
Gemmer Asset Management
Walnut Creek,
California
|
$239M
|
+$14.7M
|
+7%
|
1.87%
|
90.5%
|
1,312
|
7.39%
|
|
|
2893
|
NorthRock Partners
Minneapolis,
Minnesota
|
$239M
|
+$6.72M
|
+3%
|
1.23%
|
62.8%
|
54
|
22.22%
|
|
|
2894
|
Ritholtz Wealth Management
New York
|
$238M
|
–
|
–
|
2.99%
|
93%
|
69
|
–
|
|
|
2895
|
Polianta Ltd
St Helier,
Jersey
|
$238M
|
+$71.7M
|
+43%
|
2.99%
|
31.6%
|
108
|
70.37%
|
|
|
2896
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$238M
|
+$11.4M
|
+5%
|
2.12%
|
22.7%
|
123
|
12.2%
|
|
|
2897
|
United Bank (West Virginia)
Parkersburg,
West Virginia
|
$238M
|
+$8.21M
|
+4%
|
0.5%
|
22.5%
|
109
|
4.59%
|
|
|
2898
|
Univest Financial
Souderton,
Pennsylvania
|
$238M
|
+$9.08M
|
+4%
|
4.92%
|
82.6%
|
96
|
8.33%
|
|
|
2899
|
|
$238M
|
+$8.93M
|
+4%
|
2.59%
|
41.4%
|
49
|
12.24%
|
|
|
2900
|
Pathstone Family Office
Englewood,
New Jersey
|
$237M
|
+$55.9M
|
+31%
|
3.46%
|
38.9%
|
729
|
57.48%
|
|