|
2901
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$422M
|
-$30.9M
|
-7%
|
10.2%
|
18.3%
|
158
|
12.03%
|
|
|
2902
|
Ionic Capital Management
New York
|
$422M
|
-$306M
|
-42%
|
6.34%
|
163%
|
516
|
39.92%
|
|
|
2903
|
D'Orazio & Associates
Falls Church,
Virginia
|
$422M
|
+$80.3M
|
+23%
|
10.2%
|
61.2%
|
161
|
28.57%
|
|
|
2904
|
RK Capital Management (Colorado)
Denver,
Colorado
|
$422M
|
+$32M
|
+8%
|
13.5%
|
89%
|
54
|
27.78%
|
|
|
2905
|
Affinity Wealth Management
Wilmington,
Delaware
|
$422M
|
+$20.2M
|
+5%
|
9.49%
|
116%
|
125
|
39.2%
|
|
|
2906
|
World Equity Group
Schaumburg,
Illinois
|
$421M
|
+$26M
|
+7%
|
6.98%
|
99%
|
347
|
13.54%
|
|
|
2907
|
Shah Capital Management
Raleigh,
North Carolina
|
$421M
|
+$71M
|
+20%
|
23.2%
|
242%
|
16
|
31.25%
|
|
|
2908
|
Capital Planning Advisors
Roseville,
California
|
$421M
|
+$48.5M
|
+13%
|
7.53%
|
64.2%
|
132
|
17.42%
|
|
|
2909
|
Wilsey Asset Management
San Diego,
California
|
$421M
|
+$40M
|
+11%
|
10.9%
|
55%
|
26
|
3.85%
|
|
|
2910
|
SYM Financial Corp
Winona Lake,
Indiana
|
$421M
|
+$214M
|
+104%
|
12.6%
|
56%
|
131
|
29.01%
|
|
|
2911
|
Gryphon Financial Partners
Columbus,
Ohio
|
$420M
|
+$23.4M
|
+6%
|
7.43%
|
93.7%
|
211
|
15.64%
|
|
|
2912
|
Sanford Advisory Services
Portage,
Michigan
|
$420M
|
+$69.7M
|
+20%
|
8.19%
|
–
|
127
|
20.47%
|
|
|
2913
|
Strid Group
Newtown Square,
Pennsylvania
|
$420M
|
+$24.8M
|
+6%
|
6.75%
|
50.4%
|
48
|
22.92%
|
|
|
2914
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$420M
|
+$14.7M
|
+4%
|
11.6%
|
76.4%
|
143
|
6.29%
|
|
|
2915
|
Fractal Investments
Glastonbury,
Connecticut
|
$420M
|
+$41.9M
|
+11%
|
11%
|
86.4%
|
96
|
14.58%
|
|
|
2916
|
Covenant Asset Management
Chester,
New Jersey
|
$419M
|
+$68.1M
|
+19%
|
7.21%
|
158%
|
181
|
12.71%
|
|
|
2917
|
CAS Investment Partners
Westport,
Connecticut
|
$419M
|
-$129M
|
-24%
|
2.23%
|
527%
|
6
|
16.67%
|
|
|
2918
|
NEPC LLC
Boston,
Massachusetts
|
$419M
|
-$320M
|
-43%
|
2.26%
|
21.3%
|
28
|
7.14%
|
|
|
2919
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$419M
|
+$51.2M
|
+14%
|
12.1%
|
64.4%
|
37
|
27.03%
|
|
|
2920
|
GRS Advisors
Chicago,
Illinois
|
$418M
|
+$89.7M
|
+27%
|
8.19%
|
54.3%
|
39
|
53.85%
|
|
|
2921
|
|
$418M
|
-$66.4M
|
-14%
|
12.9%
|
–
|
100
|
18%
|
|
|
2922
|
King Wealth Management Group
Naples,
Florida
|
$418M
|
+$24.7M
|
+6%
|
8.85%
|
86%
|
159
|
15.72%
|
|
|
2923
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$418M
|
+$32.2M
|
+8%
|
8.55%
|
100%
|
75
|
4%
|
|
|
2924
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$418M
|
-$21.9M
|
-5%
|
13.8%
|
31%
|
1,064
|
66.17%
|
|
|
2925
|
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
|
$418M
|
-$226M
|
-35%
|
23.1%
|
740%
|
3
|
0%
|
|