|
3001
|
|
$181M
|
+$73.5M
|
+68%
|
2.78%
|
41.4%
|
40
|
12.5%
|
|
|
3002
|
King Wealth Management Group
Naples,
Florida
|
$181M
|
+$18.6M
|
+11%
|
6.79%
|
86%
|
115
|
18.26%
|
|
|
3003
|
C Partners Holding
Zurich,
Switzerland
|
$181M
|
-$141K
|
-0.1%
|
8.62%
|
25.6%
|
18
|
16.67%
|
|
|
3004
|
|
$181M
|
-$9.63M
|
-5%
|
12%
|
390%
|
64
|
51.56%
|
|
|
3005
|
Zebra Capital Management
Stamford,
Connecticut
|
$180M
|
+$18.2M
|
+11%
|
2.31%
|
142%
|
273
|
32.97%
|
|
|
3006
|
Benin Management Corp
Wilton,
Connecticut
|
$180M
|
-$4.09M
|
-2%
|
5.08%
|
76.3%
|
102
|
9.8%
|
|
|
3007
|
Partnervest Advisory Services
Santa Barbara,
California
|
$180M
|
+$4.51M
|
+3%
|
3.35%
|
45.1%
|
202
|
31.68%
|
|
|
3008
|
Talara Capital Management
Montclair,
New Jersey
|
$180M
|
+$18.7M
|
+12%
|
4.49%
|
17.4%
|
22
|
22.73%
|
|
|
3009
|
Sound Point Capital Management
New York
|
$180M
|
–
|
–
|
2.32%
|
61.5%
|
22
|
–
|
|
|
3010
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$180M
|
+$6.91M
|
+4%
|
6.27%
|
88.7%
|
104
|
11.54%
|
|
|
3011
|
Oskie Capital Management
New York
|
$180M
|
+$4.8M
|
+3%
|
1.21%
|
69.3%
|
23
|
34.78%
|
|
|
3012
|
Omega Fund Management
Boston,
Massachusetts
|
$180M
|
+$2.07M
|
+1%
|
5.86%
|
106%
|
10
|
0%
|
|
|
3013
|
TCI Wealth Advisors
Tucson,
Arizona
|
$180M
|
+$13.6M
|
+8%
|
6.84%
|
65%
|
1,147
|
17.79%
|
|
|
3014
|
Retirement Design & Management
Westport,
Connecticut
|
$179M
|
+$82.6M
|
+85%
|
6.34%
|
–
|
80
|
26.25%
|
|
|
3015
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$179M
|
–
|
–
|
6.2%
|
88.1%
|
59
|
–
|
|
|
3016
|
Ascent Wealth Partners
New Hartford,
New York
|
$179M
|
+$11.7M
|
+7%
|
6.15%
|
94.4%
|
117
|
20.51%
|
|
|
3017
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$179M
|
–
|
–
|
3.6%
|
–
|
1,164
|
–
|
|
|
3018
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$179M
|
+$9.48M
|
+6%
|
4.63%
|
70.6%
|
202
|
10.89%
|
|
|
3019
|
Strategic Investment Management
Arlington,
Virginia
|
$178M
|
-$80.4M
|
-31%
|
2.34%
|
53.3%
|
144
|
54.86%
|
|
|
3020
|
Shamrock Asset Management
Dallas,
Texas
|
$178M
|
-$10.8M
|
-6%
|
3.85%
|
31%
|
292
|
19.86%
|
|
|
3021
|
Kingdom Ridge Capital
White Plains,
New York
|
$178M
|
+$7.04M
|
+4%
|
9.75%
|
51.6%
|
23
|
65.22%
|
|
|
3022
|
Laurel Grove Capital
Los Angeles,
California
|
$178M
|
+$3.25M
|
+2%
|
5.01%
|
59.2%
|
106
|
14.15%
|
|
|
3023
|
Schaller Investment Group
Winston Salem,
North Carolina
|
$178M
|
+$31.8M
|
+22%
|
3.25%
|
21.9%
|
42
|
9.52%
|
|
|
3024
|
Pacifica Capital Investments
Leander,
Texas
|
$178M
|
+$10.8M
|
+6%
|
0.58%
|
70.4%
|
17
|
5.88%
|
|
|
3025
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$178M
|
-$22.1M
|
-11%
|
6.75%
|
58.5%
|
132
|
18.18%
|
|