|
3001
|
Court Place Advisors
Ellicott City,
Maryland
|
$225M
|
+$13.9M
|
+7%
|
5.09%
|
92%
|
169
|
5.92%
|
|
|
3002
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$225M
|
+$18.9M
|
+9%
|
3.97%
|
–
|
27
|
3.7%
|
|
|
3003
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$225M
|
+$23.7M
|
+12%
|
3.93%
|
86%
|
290
|
16.55%
|
|
|
3004
|
|
$224M
|
+$2.83M
|
+1%
|
5.64%
|
72.6%
|
100
|
18%
|
|
|
3005
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$224M
|
+$12.1M
|
+6%
|
4.27%
|
75.5%
|
180
|
9.44%
|
|
|
3006
|
CrestPoint Capital Management
Four Seasons,
Missouri
|
$224M
|
+$11.2M
|
+5%
|
5.58%
|
42.6%
|
227
|
11.45%
|
|
|
3007
|
Dalton Investments
Las Vegas,
Nevada
|
$224M
|
-$41.7M
|
-16%
|
9.4%
|
95.1%
|
33
|
24.24%
|
|
|
3008
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$224M
|
+$3.03M
|
+1%
|
8.65%
|
62%
|
172
|
6.98%
|
|
|
3009
|
Sloane Robinson
London,
United Kingdom
|
$224M
|
+$67.6M
|
+43%
|
9.01%
|
175%
|
22
|
40.91%
|
|
|
3010
|
Capital Impact Advisors
Boston,
Massachusetts
|
$224M
|
+$4.24M
|
+2%
|
7.85%
|
–
|
161
|
19.25%
|
|
|
3011
|
Goldstein Munger & Associates
San Ramon,
California
|
$223M
|
+$5.92M
|
+3%
|
3.75%
|
11.9%
|
35
|
2.86%
|
|
|
3012
|
Guardian Point Capital
Charlottesville,
Virginia
|
$223M
|
+$20.7M
|
+10%
|
10%
|
142%
|
17
|
23.53%
|
|
|
3013
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$223M
|
-$6.23M
|
-3%
|
0.57%
|
7.8%
|
110
|
24.55%
|
|
|
3014
|
Compton Capital Management
Providence,
Rhode Island
|
$223M
|
+$3.39M
|
+2%
|
4.13%
|
75.6%
|
150
|
8.67%
|
|
|
3015
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$223M
|
+$9.35M
|
+4%
|
5.36%
|
92.8%
|
149
|
14.77%
|
|
|
3016
|
Teewinot Capital Advisers
New York
|
$223M
|
+$18.2M
|
+9%
|
9.57%
|
149%
|
53
|
15.09%
|
|
|
3017
|
Doliver Advisors
Houston,
Texas
|
$223M
|
+$15.6M
|
+8%
|
0.96%
|
81%
|
318
|
38.99%
|
|
|
3018
|
Patriot Financial Partners
Radnor,
Pennsylvania
|
$223M
|
+$2.21M
|
+1%
|
2.46%
|
16.6%
|
9
|
11.11%
|
|
|
3019
|
WESCAP Management Group
Glendale,
California
|
$222M
|
+$10.5M
|
+5%
|
3.74%
|
45.7%
|
64
|
3.13%
|
|
|
3020
|
Gould Asset Management
Claremont,
California
|
$222M
|
+$15.1M
|
+7%
|
3.24%
|
42.8%
|
138
|
9.42%
|
|
|
3021
|
Aquiline Capital Partners
New York
|
$222M
|
+$13.7M
|
+7%
|
6.61%
|
14.7%
|
1
|
0%
|
|
|
3022
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$222M
|
-$1.41M
|
-0.6%
|
6.96%
|
207%
|
309
|
14.89%
|
|
|
3023
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$222M
|
+$22K
|
+0%
|
4.42%
|
88.6%
|
76
|
6.58%
|
|
|
3024
|
BFSG LLC
Irvine,
California
|
$222M
|
+$18.2M
|
+9%
|
4.64%
|
81.9%
|
151
|
22.52%
|
|
|
3025
|
Sustainable Insight Capital Management
New York
|
$222M
|
+$8.3M
|
+4%
|
2.36%
|
150%
|
53
|
41.51%
|
|