|
2951
|
Watermark Asset Management
San Ramon,
California
|
$222M
|
+$9.96M
|
+5%
|
2.25%
|
–
|
261
|
5.75%
|
|
|
2952
|
Intellectus Partners
San Francisco,
California
|
$222M
|
+$25.3M
|
+13%
|
3.15%
|
111%
|
848
|
24.17%
|
|
|
2953
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$222M
|
+$2.73M
|
+1%
|
2.41%
|
59.1%
|
620
|
10.97%
|
|
|
2954
|
Karpas Strategies
Litchfield,
Connecticut
|
$222M
|
+$2.92M
|
+1%
|
1.73%
|
16.1%
|
124
|
4.84%
|
|
|
2955
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$222M
|
+$5.5M
|
+3%
|
5.68%
|
88.6%
|
77
|
5.19%
|
|
|
2956
|
|
$222M
|
-$17.5M
|
-7%
|
8.4%
|
72.6%
|
100
|
12%
|
|
|
2957
|
Partnervest Advisory Services
Santa Barbara,
California
|
$222M
|
+$80K
|
+0%
|
1.82%
|
45.1%
|
216
|
15.74%
|
|
|
2958
|
HT Partners
Centerbrook,
Connecticut
|
$221M
|
+$4.8M
|
+2%
|
2.72%
|
63.1%
|
23
|
13.04%
|
|
|
2959
|
Fore Research & Management
New York
|
$221M
|
+$140M
|
+172%
|
0.17%
|
1.94%
|
64
|
71.88%
|
|
|
2960
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$221M
|
+$13.4M
|
+6%
|
3.58%
|
32.4%
|
312
|
61.86%
|
|
|
2961
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$221M
|
-$3K
|
-0%
|
4.9%
|
62%
|
173
|
8.67%
|
|
|
2962
|
|
$221M
|
+$11.7M
|
+6%
|
2.32%
|
107%
|
172
|
10.47%
|
|
|
2963
|
Bard Associates
Chicago,
Illinois
|
$220M
|
+$5.25M
|
+2%
|
4%
|
200%
|
197
|
11.68%
|
|
|
2964
|
Financial Management Professionals
Austin,
Texas
|
$220M
|
+$24.4M
|
+12%
|
2.42%
|
62.1%
|
342
|
19.3%
|
|
|
2965
|
Patriot Financial Partners
Radnor,
Pennsylvania
|
$220M
|
-$81.7M
|
-27%
|
3.42%
|
16.6%
|
12
|
25%
|
|
|
2966
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$220M
|
+$12.7M
|
+6%
|
0.4%
|
86.2%
|
78
|
6.41%
|
|
|
2967
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$220M
|
+$6.56M
|
+3%
|
2.95%
|
55.2%
|
161
|
11.18%
|
|
|
2968
|
Bank of Stockton
Stockton,
California
|
$220M
|
+$891K
|
+0.4%
|
2.58%
|
59.8%
|
105
|
4.76%
|
|
|
2969
|
BSW Wealth Partners
Boulder,
Colorado
|
$220M
|
+$17.7M
|
+9%
|
3.01%
|
75.4%
|
86
|
19.77%
|
|
|
2970
|
Capital Impact Advisors
Boston,
Massachusetts
|
$220M
|
-$31.3M
|
-12%
|
9.91%
|
–
|
158
|
5.06%
|
|
|
2971
|
Legion Partners Asset Management
Los Angeles,
California
|
$220M
|
+$36.9M
|
+20%
|
14.8%
|
95.5%
|
15
|
46.67%
|
|
|
2972
|
Compton Capital Management
Providence,
Rhode Island
|
$219M
|
+$15.7M
|
+8%
|
3.29%
|
75.6%
|
153
|
13.07%
|
|
|
2973
|
Pacific Grove Capital
San Francisco,
California
|
$219M
|
+$10M
|
+5%
|
3.85%
|
9.9%
|
79
|
64.56%
|
|
|
2974
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$219M
|
+$10.9M
|
+5%
|
1.72%
|
107%
|
35
|
8.57%
|
|
|
2975
|
Cadence Bank NA
Houston,
Texas
|
$219M
|
+$2.28M
|
+1%
|
1.32%
|
33.3%
|
151
|
14.57%
|
|