|
2901
|
Rothschild Capital Partners
New York
|
$255M
|
+$22.5M
|
+10%
|
9.59%
|
81.8%
|
59
|
30.51%
|
|
|
2902
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$255M
|
+$17.4M
|
+7%
|
6.31%
|
55.2%
|
173
|
9.25%
|
|
|
2903
|
Adirondack Research & Management
Guilderland,
New York
|
$255M
|
-$1.19M
|
-0.5%
|
2.45%
|
47.8%
|
116
|
14.66%
|
|
|
2904
|
|
$255M
|
+$21.4M
|
+9%
|
8.89%
|
107%
|
171
|
8.19%
|
|
|
2905
|
Second Curve Capital
Radnor,
Pennsylvania
|
$254M
|
+$4.73M
|
+2%
|
11.6%
|
160%
|
29
|
20.69%
|
|
|
2906
|
St Louis Trust
Saint Louis,
Missouri
|
$254M
|
+$28.4M
|
+13%
|
4.61%
|
52.3%
|
91
|
41.76%
|
|
|
2907
|
WESCAP Management Group
Glendale,
California
|
$254M
|
+$31.3M
|
+14%
|
3.49%
|
40.2%
|
77
|
16.88%
|
|
|
2908
|
OTA Financial Group
Purchase,
New York
|
$254M
|
+$72.4M
|
+40%
|
10.6%
|
320%
|
100
|
84%
|
|
|
2909
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$253M
|
-$6.8M
|
-3%
|
4.88%
|
70.5%
|
229
|
26.64%
|
|
|
2910
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$253M
|
+$47.1M
|
+23%
|
3.71%
|
56.8%
|
193
|
29.02%
|
|
|
2911
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$253M
|
+$14M
|
+6%
|
5.09%
|
52%
|
598
|
8.36%
|
|
|
2912
|
|
$253M
|
-$1.03M
|
-0.4%
|
6.05%
|
108%
|
60
|
6.67%
|
|
|
2913
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$253M
|
+$11.9M
|
+5%
|
3.83%
|
37.9%
|
243
|
2.47%
|
|
|
2914
|
Hummer Winblad Equity Partners V
San Francisco,
California
|
$253M
|
–
|
–
|
0%
|
–
|
1
|
–
|
|
|
2915
|
Keywise Capital Management
Grand Cayman,
Cayman Islands
|
$253M
|
-$282K
|
-0.1%
|
1.44%
|
219%
|
19
|
47.37%
|
|
|
2916
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$253M
|
+$15.1M
|
+6%
|
7.69%
|
54.6%
|
64
|
7.81%
|
|
|
2917
|
Clean Yield Group
Norwich,
Vermont
|
$253M
|
+$7.46M
|
+3%
|
5.81%
|
44.8%
|
136
|
6.62%
|
|
|
2918
|
Hyperion Asset Management
Brisbane,
Australia
|
$253M
|
–
|
–
|
10.2%
|
138%
|
12
|
–
|
|
|
2919
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$253M
|
+$12.2M
|
+5%
|
7.35%
|
89.5%
|
386
|
13.73%
|
|
|
2920
|
Patten Group
Chattanooga,
Tennessee
|
$252M
|
+$5.28M
|
+2%
|
4.77%
|
71.1%
|
675
|
10.22%
|
|
|
2921
|
Cutler Capital Management
Worcester,
Massachusetts
|
$252M
|
+$27.7M
|
+12%
|
0.87%
|
34%
|
111
|
21.62%
|
|
|
2922
|
Conrad N. Hilton Foundation
Agoura Hills,
California
|
$252M
|
–
|
–
|
4.18%
|
–
|
6
|
–
|
|
|
2923
|
Tarbox Family Office
Newport Beach,
California
|
$252M
|
+$23.9M
|
+10%
|
5.34%
|
49.1%
|
647
|
8.35%
|
|
|
2924
|
The Family Firm
Bethesda,
Maryland
|
$252M
|
+$12.3M
|
+5%
|
3.43%
|
40.2%
|
137
|
16.06%
|
|
|
2925
|
Lyell Wealth Management
Menlo Park,
California
|
$252M
|
+$20.2M
|
+9%
|
6.69%
|
99.6%
|
111
|
9.01%
|
|