|
2951
|
Tamarack Advisers
Carlsbad,
California
|
$245M
|
-$105M
|
-30%
|
21.1%
|
46.5%
|
33
|
45.45%
|
|
|
2952
|
Gideon Capital Advisors
New York
|
$245M
|
+$32.7M
|
+15%
|
12.8%
|
37.6%
|
565
|
78.41%
|
|
|
2953
|
Altavista Wealth Management
Asheville,
North Carolina
|
$245M
|
-$23.8M
|
-9%
|
9.3%
|
80.6%
|
155
|
9.03%
|
|
|
2954
|
Strid Group
Newtown Square,
Pennsylvania
|
$245M
|
-$37.7M
|
-13%
|
15.4%
|
50.4%
|
36
|
47.22%
|
|
|
2955
|
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
$245M
|
-$115M
|
-32%
|
17.4%
|
119%
|
40
|
25%
|
|
|
2956
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$244M
|
-$43.9M
|
-15%
|
11.1%
|
86%
|
334
|
21.26%
|
|
|
2957
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$244M
|
-$52M
|
-18%
|
15.2%
|
125%
|
236
|
10.17%
|
|
|
2958
|
Hardy Reed
Tupelo,
Mississippi
|
$244M
|
–
|
–
|
12.6%
|
69.7%
|
57
|
–
|
|
|
2959
|
Wealthquest
Cincinnati,
Ohio
|
$244M
|
–
|
–
|
9.06%
|
52.1%
|
132
|
–
|
|
|
2960
|
Lynrock Lake LP
Rye Brook,
New York
|
$244M
|
–
|
–
|
4.13%
|
21.2%
|
21
|
–
|
|
|
2961
|
Asset Dedication LLC
San Francisco,
California
|
$244M
|
-$22.5M
|
-8%
|
10.5%
|
67.8%
|
684
|
21.2%
|
|
|
2962
|
Institute for Wealth Management
Denver,
Colorado
|
$244M
|
-$52.7M
|
-18%
|
15.4%
|
137%
|
361
|
68.7%
|
|
|
2963
|
Asset Management Group
Stamford,
Connecticut
|
$244M
|
-$51.9M
|
-18%
|
12.8%
|
57%
|
108
|
6.48%
|
|
|
2964
|
Martel Wealth Advisors
Vancouver,
Washington
|
$243M
|
-$19M
|
-7%
|
8.09%
|
39.7%
|
42
|
16.67%
|
|
|
2965
|
Meritech Capital Associates IV
Palo Alto,
California
|
$243M
|
+$182M
|
+299%
|
5.35%
|
–
|
5
|
60%
|
|
|
2966
|
HNA Capital Group
Haikou,
China
|
$243M
|
-$96.2M
|
-28%
|
13.9%
|
–
|
1
|
0%
|
|
|
2967
|
White Pine Capital
Bloomington,
Minnesota
|
$243M
|
-$40.4M
|
-14%
|
9.89%
|
143%
|
235
|
10.21%
|
|
|
2968
|
Nexthera Capital
New York
|
$243M
|
-$279M
|
-54%
|
20.1%
|
161%
|
61
|
70.49%
|
|
|
2969
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$242M
|
-$39.5M
|
-14%
|
13.9%
|
57.9%
|
81
|
24.69%
|
|
|
2970
|
RMR Advisors
Newton,
Massachusetts
|
$242M
|
-$25.4M
|
-9%
|
7.77%
|
2.17%
|
126
|
6.35%
|
|
|
2971
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$242M
|
-$36.4M
|
-13%
|
11.8%
|
–
|
475
|
10.95%
|
|
|
2972
|
AIA Investment Management
Singapore
|
$242M
|
-$227M
|
-48%
|
17.1%
|
63.3%
|
13
|
23.08%
|
|
|
2973
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$242M
|
-$47.5M
|
-16%
|
13.7%
|
79.6%
|
216
|
13.43%
|
|
|
2974
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$242M
|
-$2.36M
|
-1%
|
13.8%
|
85.2%
|
676
|
6.36%
|
|
|
2975
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
$242M
|
-$95.2M
|
-28%
|
19.8%
|
77.1%
|
234
|
20.09%
|
|