|
3001
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$240M
|
+$19.4M
|
+9%
|
6.96%
|
67.7%
|
166
|
8.43%
|
|
|
3002
|
BSW Wealth Partners
Boulder,
Colorado
|
$240M
|
+$10.9M
|
+5%
|
4.07%
|
75.4%
|
100
|
21%
|
|
|
3003
|
IPG Investment Advisors
San Diego,
California
|
$240M
|
-$50.1M
|
-17%
|
7.1%
|
78.6%
|
179
|
39.11%
|
|
|
3004
|
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
$240M
|
+$22.3M
|
+10%
|
6.63%
|
81.6%
|
114
|
20.18%
|
|
|
3005
|
Watermark Asset Management
San Ramon,
California
|
$240M
|
+$9.6M
|
+4%
|
3.74%
|
–
|
259
|
6.18%
|
|
|
3006
|
Steamboat Capital Partners
Rye,
New York
|
$240M
|
+$89.7M
|
+60%
|
18.4%
|
189%
|
29
|
13.79%
|
|
|
3007
|
Genesee Valley Trust
Pittsford,
New York
|
$239M
|
-$5.38M
|
-2%
|
3.38%
|
30.2%
|
243
|
14.81%
|
|
|
3008
|
GuardCap Asset Management
London,
United Kingdom
|
$239M
|
–
|
–
|
5.84%
|
18.5%
|
22
|
–
|
|
|
3009
|
Mariner Investment Group
Harrison,
New York
|
$239M
|
+$78.3M
|
+49%
|
1.6%
|
–
|
112
|
64.29%
|
|
|
3010
|
Pura Vida Investments
New York
|
$239M
|
-$103M
|
-30%
|
16.3%
|
26.8%
|
114
|
73.68%
|
|
|
3011
|
Whitnell & Co
Oak Brook,
Illinois
|
$238M
|
+$9.1M
|
+4%
|
5.26%
|
36.6%
|
373
|
39.95%
|
|
|
3012
|
American Financial Network Advisory Services
Calabasas,
California
|
$238M
|
+$5.56M
|
+2%
|
4.29%
|
–
|
822
|
22.51%
|
|
|
3013
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$238M
|
+$21.4M
|
+10%
|
5.8%
|
79.9%
|
183
|
10.93%
|
|
|
3014
|
Bowie Capital Management
Richardson,
Texas
|
$238M
|
-$63.2M
|
-21%
|
9.06%
|
35.8%
|
31
|
25.81%
|
|
|
3015
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$238M
|
+$13.4M
|
+6%
|
5.1%
|
86%
|
298
|
15.44%
|
|
|
3016
|
Snow Park Capital Partners
New York
|
$237M
|
–
|
–
|
3.54%
|
–
|
44
|
–
|
|
|
3017
|
Woodson Capital Management
Greenwich,
Connecticut
|
$237M
|
-$29.3M
|
-11%
|
12.1%
|
195%
|
39
|
33.33%
|
|
|
3018
|
Steinberg Asset Management
New York
|
$237M
|
-$46.7M
|
-16%
|
9.51%
|
114%
|
47
|
12.77%
|
|
|
3019
|
E&G Advisors
Houston,
Texas
|
$237M
|
+$15.8M
|
+7%
|
4.57%
|
92.3%
|
216
|
25.93%
|
|
|
3020
|
Teewinot Capital Advisers
New York
|
$237M
|
+$14.7M
|
+7%
|
5.74%
|
159%
|
50
|
14%
|
|
|
3021
|
McRae Capital Management
Morristown,
New Jersey
|
$237M
|
+$4.66M
|
+2%
|
4.59%
|
59.2%
|
97
|
10.31%
|
|
|
3022
|
Financial Management Professionals
Austin,
Texas
|
$237M
|
+$8.85M
|
+4%
|
4.89%
|
62.1%
|
291
|
9.97%
|
|
|
3023
|
BFSG LLC
Irvine,
California
|
$237M
|
+$15.3M
|
+7%
|
5.98%
|
81.9%
|
164
|
21.34%
|
|
|
3024
|
Altavista Wealth Management
Asheville,
North Carolina
|
$237M
|
+$26.3M
|
+13%
|
7.44%
|
80.6%
|
147
|
9.52%
|
|
|
3025
|
Sanders Morris Harris
Houston,
Texas
|
$237M
|
+$2.24M
|
+1%
|
1.48%
|
83.1%
|
152
|
19.74%
|
|