|
2901
|
|
$222M
|
+$22.3M
|
+11%
|
9.91%
|
92.1%
|
90
|
10%
|
|
|
2902
|
Ascent Wealth Partners
New Hartford,
New York
|
$222M
|
+$17.7M
|
+9%
|
6.9%
|
72.3%
|
124
|
11.29%
|
|
|
2903
|
Partnervest Advisory Services
Santa Barbara,
California
|
$222M
|
+$5.42M
|
+3%
|
4.11%
|
45.1%
|
218
|
18.35%
|
|
|
2904
|
Shikiar Asset Management
New York
|
$222M
|
-$6.71M
|
-3%
|
6.34%
|
97.8%
|
126
|
26.98%
|
|
|
2905
|
RMR Advisors
Newton,
Massachusetts
|
$221M
|
+$23.3M
|
+12%
|
0.5%
|
2.17%
|
125
|
19.2%
|
|
|
2906
|
Doheny Asset Management
Los Angeles,
California
|
$221M
|
+$14.8M
|
+7%
|
8.21%
|
121%
|
117
|
9.4%
|
|
|
2907
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$221M
|
+$4.84M
|
+2%
|
8.56%
|
62%
|
184
|
14.67%
|
|
|
2908
|
Bank Pictet & Cie (Asia)
Singapore
|
$221M
|
+$24.9M
|
+13%
|
8.86%
|
30.4%
|
72
|
18.06%
|
|
|
2909
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$221M
|
+$20.4M
|
+10%
|
3.73%
|
12.6%
|
138
|
7.25%
|
|
|
2910
|
SQN Investors
Menlo Park,
California
|
$221M
|
+$54.8M
|
+33%
|
2.21%
|
–
|
18
|
27.78%
|
|
|
2911
|
Benin Management Corp
Wilton,
Connecticut
|
$220M
|
+$2.43M
|
+1%
|
4.15%
|
76.3%
|
104
|
7.69%
|
|
|
2912
|
Trust Company
Manhattan,
Kansas
|
$220M
|
+$23.3M
|
+12%
|
4.64%
|
36.5%
|
386
|
15.28%
|
|
|
2913
|
Rinet Company
Boston,
Massachusetts
|
$220M
|
+$84.3M
|
+62%
|
5.44%
|
33.1%
|
20
|
15%
|
|
|
2914
|
Cutler Capital Management
Worcester,
Massachusetts
|
$220M
|
+$6.91M
|
+3%
|
1.88%
|
34%
|
85
|
11.76%
|
|
|
2915
|
Texan Capital Management
Houston,
Texas
|
$220M
|
+$5.75M
|
+3%
|
2.24%
|
19.3%
|
138
|
10.14%
|
|
|
2916
|
Vista Equity Partners Management
San Francisco,
California
|
$219M
|
-$20.2M
|
-8%
|
11.1%
|
26.5%
|
32
|
50%
|
|
|
2917
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$219M
|
+$7.68M
|
+4%
|
7.07%
|
54.6%
|
60
|
1.67%
|
|
|
2918
|
Cypress Wealth Advisors
San Francisco,
California
|
$219M
|
+$141K
|
+0.1%
|
6.67%
|
29.3%
|
224
|
10.71%
|
|
|
2919
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$219M
|
+$79.6M
|
+57%
|
6.04%
|
161%
|
698
|
77.08%
|
|
|
2920
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$219M
|
+$9.94M
|
+5%
|
5.4%
|
59.1%
|
617
|
11.18%
|
|
|
2921
|
Bank of Stockton
Stockton,
California
|
$219M
|
+$8.98M
|
+4%
|
4.58%
|
59.8%
|
106
|
8.49%
|
|
|
2922
|
Financial Enhancement Group
Anderson,
Indiana
|
$219M
|
+$25.8M
|
+13%
|
6.44%
|
57.5%
|
70
|
21.43%
|
|
|
2923
|
Karpas Strategies
Litchfield,
Connecticut
|
$219M
|
+$6.72M
|
+3%
|
4.44%
|
16.1%
|
123
|
4.88%
|
|
|
2924
|
Simcoe Capital Management
New York
|
$219M
|
+$15.3M
|
+8%
|
7.66%
|
45.9%
|
17
|
29.41%
|
|
|
2925
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$218M
|
+$2.65M
|
+1%
|
6.18%
|
75.5%
|
153
|
32.03%
|
|