|
2901
|
Formidable Asset Management
Cincinnati,
Ohio
|
$229M
|
+$31.4M
|
+16%
|
5.8%
|
52.2%
|
215
|
25.12%
|
|
|
2902
|
Tiger Legatus Capital Management
New York
|
$229M
|
-$41.5M
|
-15%
|
13.3%
|
19.1%
|
18
|
50%
|
|
|
2903
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$229M
|
+$1.54M
|
+0.7%
|
3.42%
|
61.5%
|
149
|
13.42%
|
|
|
2904
|
Oceanic Investment Management
Douglas,
Isle Of Man
|
$229M
|
-$9.11M
|
-4%
|
11.5%
|
–
|
38
|
50%
|
|
|
2905
|
Proficio Capital Partners
Newton,
Massachusetts
|
$229M
|
-$7.01M
|
-3%
|
5.56%
|
97%
|
1,425
|
23.02%
|
|
|
2906
|
|
$229M
|
+$26M
|
+13%
|
4.41%
|
41.4%
|
45
|
6.67%
|
|
|
2907
|
Univest Financial
Souderton,
Pennsylvania
|
$229M
|
-$7.55M
|
-3%
|
4.82%
|
82.6%
|
105
|
17.14%
|
|
|
2908
|
Stonehill Capital Management
New York
|
$228M
|
+$30.9M
|
+16%
|
15.5%
|
117%
|
21
|
42.86%
|
|
|
2909
|
BKS Advisors
Southfield,
Michigan
|
$228M
|
+$15.6M
|
+7%
|
7.78%
|
58%
|
212
|
18.4%
|
|
|
2910
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$228M
|
-$138M
|
-38%
|
8.7%
|
44.9%
|
158
|
60.13%
|
|
|
2911
|
JB Investments Management
Phoenixville,
Pennsylvania
|
$228M
|
+$19.5M
|
+9%
|
9.34%
|
–
|
1
|
0%
|
|
|
2912
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$228M
|
+$72.9M
|
+47%
|
6%
|
36.6%
|
31
|
45.16%
|
|
|
2913
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$228M
|
+$28.2M
|
+14%
|
5.54%
|
105%
|
2,261
|
10.08%
|
|
|
2914
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$228M
|
+$11.3M
|
+5%
|
7.01%
|
17.7%
|
325
|
14.77%
|
|
|
2915
|
Goldstein Munger & Associates
San Ramon,
California
|
$227M
|
+$2.99M
|
+1%
|
5.39%
|
11.9%
|
43
|
20.93%
|
|
|
2916
|
Buffington Mohr McNeal
Boise,
Idaho
|
$227M
|
-$34.5M
|
-13%
|
4.9%
|
29.3%
|
185
|
48.11%
|
|
|
2917
|
Edgestream Partners
Princeton,
New Jersey
|
$227M
|
+$179M
|
+371%
|
9.68%
|
41.7%
|
148
|
54.05%
|
|
|
2918
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$227M
|
+$5.75M
|
+3%
|
2.96%
|
84%
|
130
|
8.46%
|
|
|
2919
|
Sky Investment Group
Hartford,
Connecticut
|
$227M
|
+$11.1M
|
+5%
|
4.69%
|
68%
|
95
|
11.58%
|
|
|
2920
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$226M
|
+$19.9M
|
+10%
|
3.96%
|
22.7%
|
115
|
10.43%
|
|
|
2921
|
Sumway Development
Shanghai,
China
|
$226M
|
+$5.42M
|
+2%
|
21.9%
|
–
|
11
|
18.18%
|
|
|
2922
|
Filament
Seattle,
Washington
|
$226M
|
+$14.7M
|
+7%
|
5.77%
|
46.9%
|
35
|
8.57%
|
|
|
2923
|
Rikoon Group
Santa Fe,
New Mexico
|
$226M
|
-$951K
|
-0.4%
|
4.84%
|
63.3%
|
176
|
9.09%
|
|
|
2924
|
Chicago Trust
Grayslake,
Illinois
|
$226M
|
-$4.35M
|
-2%
|
3.74%
|
85.9%
|
169
|
13.61%
|
|
|
2925
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$226M
|
+$18.6M
|
+9%
|
4.33%
|
10.4%
|
57
|
10.53%
|
|