|
2926
|
Capital Planning Advisors
Roseville,
California
|
$525M
|
+$43.1M
|
+9%
|
8.52%
|
64.2%
|
161
|
11.18%
|
|
|
2927
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
$525M
|
-$131M
|
-20%
|
4.22%
|
555%
|
176
|
68.18%
|
|
|
2928
|
|
$525M
|
–
|
–
|
8.8%
|
–
|
1
|
–
|
|
|
2929
|
First Ascent Asset Management
Denver,
Colorado
|
$524M
|
+$74M
|
+16%
|
3.9%
|
4.15%
|
35
|
5.71%
|
|
|
2930
|
L.J. Altfest & Co
New York
|
$524M
|
+$46.9M
|
+10%
|
4.1%
|
90.3%
|
283
|
24.38%
|
|
|
2931
|
Grove Bank & Trust
Miami,
Florida
|
$524M
|
+$48.3M
|
+10%
|
8.78%
|
71.8%
|
240
|
4.58%
|
|
|
2932
|
PM Capital
Sydney,
Australia
|
$524M
|
-$9.06M
|
-2%
|
11.3%
|
105%
|
14
|
14.29%
|
|
|
2933
|
Prime Movers Lab
Jackson,
Wyoming
|
$523M
|
–
|
–
|
12.2%
|
–
|
4
|
–
|
|
|
2934
|
Speece Thorson Capital Group
Minnetonka,
Minnesota
|
$523M
|
+$45.7M
|
+10%
|
7.7%
|
34.2%
|
48
|
2.08%
|
|
|
2935
|
MIC Capital Management (UK)
London,
United Kingdom
|
$523M
|
–
|
–
|
1.82%
|
67.2%
|
23
|
–
|
|
|
2936
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$523M
|
-$57.5M
|
-10%
|
5.95%
|
45.9%
|
478
|
35.77%
|
|
|
2937
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$523M
|
–
|
–
|
8.95%
|
115%
|
104
|
–
|
|
|
2938
|
PDS Planning
Dublin,
Ohio
|
$523M
|
+$89.2M
|
+21%
|
7.02%
|
62.7%
|
232
|
14.66%
|
|
|
2939
|
AGF Investments America
Toronto,
Ontario, Canada
|
$522M
|
+$42.4M
|
+9%
|
8.72%
|
72.1%
|
75
|
9.33%
|
|
|
2940
|
Thames Capital Management
Roseland,
New Jersey
|
$522M
|
+$63.7M
|
+14%
|
12.1%
|
1,177%
|
60
|
33.33%
|
|
|
2941
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$522M
|
–
|
–
|
8.93%
|
–
|
128
|
–
|
|
|
2942
|
TFO Wealth Partners
Maumee,
Ohio
|
$521M
|
+$15.5M
|
+3%
|
5.02%
|
63.6%
|
211
|
62.09%
|
|
|
2943
|
Formidable Asset Management
Cincinnati,
Ohio
|
$521M
|
-$11.3M
|
-2%
|
9.93%
|
52.2%
|
386
|
21.24%
|
|
|
2944
|
Peavine Capital
Reno,
Nevada
|
$521M
|
+$27.5M
|
+6%
|
4.5%
|
27.7%
|
18
|
22.22%
|
|
|
2945
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$520M
|
+$40.1M
|
+8%
|
7.76%
|
55.7%
|
133
|
6.02%
|
|
|
2946
|
Titleist Capital
San Antonio,
Texas
|
$520M
|
–
|
–
|
3.81%
|
–
|
240
|
–
|
|
|
2947
|
Parkside Investments
Deerfield,
Illinois
|
$520M
|
+$42.3M
|
+9%
|
6.59%
|
70%
|
92
|
10.87%
|
|
|
2948
|
Minot Wealth Management
Westwood,
Massachusetts
|
$519M
|
+$56.5M
|
+12%
|
12.9%
|
–
|
220
|
15%
|
|
|
2949
|
OpenView Management
Boston,
Massachusetts
|
$519M
|
–
|
–
|
0.17%
|
–
|
3
|
–
|
|
|
2950
|
VPR Management
Houston,
Texas
|
$519M
|
+$6.08M
|
+1%
|
1.4%
|
54.5%
|
28
|
0%
|
|