|
2901
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$233M
|
+$13.9M
|
+6%
|
6.33%
|
107%
|
36
|
5.56%
|
|
|
2902
|
|
$233M
|
+$12.3M
|
+6%
|
3.61%
|
107%
|
170
|
7.65%
|
|
|
2903
|
Highland Private Wealth Management
Bellevue,
Washington
|
$233M
|
+$23.6M
|
+11%
|
4.36%
|
19%
|
96
|
15.63%
|
|
|
2904
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$233M
|
+$14.1M
|
+6%
|
2.51%
|
41.6%
|
46
|
0%
|
|
|
2905
|
Sandia Holdings
Greenwich,
Connecticut
|
$233M
|
+$18.5M
|
+9%
|
4.29%
|
–
|
28
|
21.43%
|
|
|
2906
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$233M
|
+$121M
|
+109%
|
3.33%
|
79.9%
|
70
|
47.14%
|
|
|
2907
|
American Financial Network Advisory Services
Calabasas,
California
|
$233M
|
–
|
–
|
4.33%
|
–
|
782
|
–
|
|
|
2908
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$233M
|
+$12.6M
|
+6%
|
3.89%
|
86.2%
|
83
|
8.43%
|
|
|
2909
|
McRae Capital Management
Morristown,
New Jersey
|
$232M
|
-$14M
|
-6%
|
2.08%
|
59.2%
|
95
|
10.53%
|
|
|
2910
|
Rothschild Capital Partners
New York
|
$232M
|
-$31.2M
|
-12%
|
4.98%
|
81.8%
|
56
|
28.57%
|
|
|
2911
|
Kemnay Advisory Services
New York
|
$232M
|
+$59.6M
|
+34%
|
4.06%
|
153%
|
129
|
36.43%
|
|
|
2912
|
Domani Wealth
Lancaster,
Pennsylvania
|
$232M
|
-$10.8M
|
-4%
|
2.29%
|
48.6%
|
99
|
8.08%
|
|
|
2913
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$232M
|
+$85.1M
|
+58%
|
4.31%
|
47.2%
|
624
|
77.56%
|
|
|
2914
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$232M
|
+$15.5M
|
+7%
|
2.53%
|
34%
|
54
|
7.41%
|
|
|
2915
|
BP Capital Fund Advisors
Dallas,
Texas
|
$232M
|
+$22.9M
|
+11%
|
2.34%
|
17.9%
|
59
|
25.42%
|
|
|
2916
|
Lyell Wealth Management
Menlo Park,
California
|
$232M
|
+$26.1M
|
+13%
|
6.81%
|
99.6%
|
110
|
14.55%
|
|
|
2917
|
Tiptree Advisors
New York
|
$231M
|
-$47.7M
|
-17%
|
1.34%
|
–
|
48
|
22.92%
|
|
|
2918
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$231M
|
+$10.3M
|
+5%
|
4.31%
|
32.4%
|
363
|
19.28%
|
|
|
2919
|
Rikoon Group
Santa Fe,
New Mexico
|
$231M
|
+$5.5M
|
+2%
|
4.44%
|
63.3%
|
172
|
10.47%
|
|
|
2920
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$231M
|
+$5.61M
|
+2%
|
5.17%
|
120%
|
159
|
11.32%
|
|
|
2921
|
Dorsey Asset Management
Chicago,
Illinois
|
$231M
|
+$17.5M
|
+8%
|
12.2%
|
92.5%
|
11
|
18.18%
|
|
|
2922
|
Strategic Advisors
New York
|
$231M
|
+$11.7M
|
+5%
|
4.41%
|
78.5%
|
151
|
9.93%
|
|
|
2923
|
Watermark Asset Management
San Ramon,
California
|
$230M
|
+$8.22M
|
+4%
|
3.35%
|
–
|
260
|
6.54%
|
|
|
2924
|
Evermay Wealth Management
Arlington,
Virginia
|
$230M
|
+$4.82M
|
+2%
|
3.59%
|
51%
|
106
|
12.26%
|
|
|
2925
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$230M
|
+$8.56M
|
+4%
|
3.96%
|
59.1%
|
663
|
14.48%
|
|