|
2976
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$364M
|
-$37.9M
|
-9%
|
2.03%
|
97.1%
|
141
|
18.44%
|
|
|
2977
|
Bourgeon Capital Management
Darien,
Connecticut
|
$364M
|
-$14.6M
|
-4%
|
5.08%
|
117%
|
466
|
36.7%
|
|
|
2978
|
180 Wealth Advisors
Federal Way,
Washington
|
$363M
|
-$28.3M
|
-7%
|
5.09%
|
136%
|
392
|
15.05%
|
|
|
2979
|
Miramar Capital
Northbrook,
Illinois
|
$363M
|
+$9.99M
|
+3%
|
6.04%
|
47.3%
|
100
|
15%
|
|
|
2980
|
Newfoundland Capital Management
Sao Paulo,
Brazil
|
$363M
|
+$10.6M
|
+3%
|
0.63%
|
49.5%
|
56
|
71.43%
|
|
|
2981
|
Kingfisher Capital
Charlotte,
North Carolina
|
$363M
|
+$13.4M
|
+4%
|
1.72%
|
58.5%
|
190
|
18.95%
|
|
|
2982
|
Vantage Wealth
Pasadena,
California
|
$363M
|
+$8.25M
|
+2%
|
5.5%
|
56.1%
|
35
|
8.57%
|
|
|
2983
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$363M
|
-$6.52M
|
-2%
|
5.89%
|
51.5%
|
87
|
9.2%
|
|
|
2984
|
Centre Asset Management
New York
|
$362M
|
-$15M
|
-4%
|
1.43%
|
45.3%
|
83
|
26.51%
|
|
|
2985
|
American Research & Management Company
Marion,
Massachusetts
|
$362M
|
-$26.9M
|
-7%
|
4.87%
|
35.1%
|
471
|
19.75%
|
|
|
2986
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$362M
|
-$44.5M
|
-11%
|
5.25%
|
55.5%
|
166
|
33.73%
|
|
|
2987
|
Bridgewater Advisors
New York
|
$362M
|
-$121M
|
-25%
|
4.02%
|
49.8%
|
240
|
54.17%
|
|
|
2988
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$361M
|
-$11.6M
|
-3%
|
5.89%
|
51%
|
850
|
6%
|
|
|
2989
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$361M
|
+$15.6M
|
+5%
|
4.99%
|
56.7%
|
83
|
19.28%
|
|
|
2990
|
Thunderbird Partners
London,
United Kingdom
|
$360M
|
-$60.1M
|
-14%
|
6.93%
|
38%
|
14
|
57.14%
|
|
|
2991
|
Chimera Capital Management
New York
|
$360M
|
+$146M
|
+68%
|
3.69%
|
–
|
227
|
86.78%
|
|
|
2992
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$359M
|
-$9.2M
|
-2%
|
5.17%
|
45%
|
144
|
12.5%
|
|
|
2993
|
Kesler Norman & Wride
Ogden,
Utah
|
$359M
|
-$1.9M
|
-0.5%
|
5.48%
|
76%
|
159
|
8.18%
|
|
|
2994
|
Security National Bank
Omaha,
Nebraska
|
$359M
|
-$1.14M
|
-0.3%
|
2.05%
|
113%
|
107
|
14.95%
|
|
|
2995
|
HBW Advisory Services
Simi Valley,
California
|
$359M
|
-$28.6M
|
-7%
|
5.11%
|
62.1%
|
251
|
21.12%
|
|
|
2996
|
Incline Global Management
New York
|
$358M
|
+$8.24M
|
+2%
|
3.56%
|
13.6%
|
22
|
4.55%
|
|
|
2997
|
Affinity Asset Advisors
New York
|
$358M
|
+$121M
|
+51%
|
19.8%
|
1,280%
|
85
|
60%
|
|
|
2998
|
Cove Street Capital
El Segundo,
California
|
$358M
|
-$38.6M
|
-10%
|
4.75%
|
84.2%
|
88
|
15.91%
|
|
|
2999
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$358M
|
-$7.11M
|
-2%
|
1.81%
|
58.9%
|
187
|
7.49%
|
|
|
3000
|
Fagan Associates
Troy,
New York
|
$358M
|
-$16.6M
|
-4%
|
3.7%
|
87.7%
|
123
|
7.32%
|
|