|
3001
|
Affinity Capital Advisors
Berkeley,
California
|
$651M
|
+$69.5M
|
+12%
|
8.15%
|
62%
|
166
|
12.05%
|
|
|
3002
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$651M
|
+$76.3M
|
+13%
|
6.79%
|
65.6%
|
147
|
33.33%
|
|
|
3003
|
Summit Asset Management
Memphis,
Tennessee
|
$650M
|
+$36.5M
|
+6%
|
5.34%
|
43.3%
|
179
|
9.5%
|
|
|
3004
|
|
$650M
|
-$47.9M
|
-7%
|
6.87%
|
86%
|
19
|
42.11%
|
|
|
3005
|
Globeflex Capital
San Diego,
California
|
$650M
|
-$558M
|
-46%
|
16%
|
135%
|
477
|
27.25%
|
|
|
3006
|
McMorgan & Co
San Francisco,
California
|
$649M
|
-$28.9M
|
-4%
|
3.95%
|
22.5%
|
60
|
6.67%
|
|
|
3007
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$649M
|
+$23.3M
|
+4%
|
7.69%
|
83.5%
|
267
|
8.99%
|
|
|
3008
|
Harbor Advisors
West Palm Beach,
Florida
|
$648M
|
+$37.3M
|
+6%
|
8.06%
|
125%
|
200
|
10%
|
|
|
3009
|
Front Street Capital Management
Missoula,
Montana
|
$648M
|
+$126M
|
+24%
|
17.5%
|
259%
|
78
|
17.95%
|
|
|
3010
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$647M
|
+$18.2M
|
+3%
|
8.61%
|
77.8%
|
247
|
36.84%
|
|
|
3011
|
Tolleson Wealth Management
Dallas,
Texas
|
$646M
|
+$61.3M
|
+10%
|
6.58%
|
48.1%
|
90
|
6.67%
|
|
|
3012
|
Aigen Investment Management
New York
|
$646M
|
-$83.4M
|
-11%
|
6.16%
|
38.8%
|
1,138
|
66.96%
|
|
|
3013
|
Point72 Asia (Singapore)
Singapore
|
$646M
|
+$82.8M
|
+15%
|
16.2%
|
–
|
1,302
|
68.13%
|
|
|
3014
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$646M
|
+$33M
|
+5%
|
8%
|
79%
|
913
|
19.17%
|
|
|
3015
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$645M
|
+$38.2M
|
+6%
|
5.61%
|
64.8%
|
107
|
18.69%
|
|
|
3016
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$645M
|
+$87.8M
|
+16%
|
6.63%
|
61.5%
|
182
|
8.79%
|
|
|
3017
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$644M
|
+$68.4M
|
+12%
|
11.3%
|
86.8%
|
136
|
10.29%
|
|
|
3018
|
Montecito Bank & Trust
Santa Barbara,
California
|
$644M
|
–
|
–
|
6.61%
|
–
|
274
|
–
|
|
|
3019
|
Great Hill Capital
New York
|
$643M
|
–
|
–
|
20.7%
|
–
|
54
|
–
|
|
|
3020
|
Maridea Wealth Management
Brooklyn,
New York
|
$643M
|
+$259M
|
+67%
|
15.9%
|
–
|
457
|
49.45%
|
|
|
3021
|
Mraz Amerine & Associates
Modesto,
California
|
$642M
|
+$18.5M
|
+3%
|
5.91%
|
69.8%
|
196
|
6.63%
|
|
|
3022
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$642M
|
+$32.9M
|
+5%
|
6.55%
|
70.2%
|
161
|
7.45%
|
|
|
3023
|
Cohen Capital Management
Corte Madera,
California
|
$642M
|
+$27.1M
|
+4%
|
6.16%
|
83.9%
|
156
|
5.77%
|
|
|
3024
|
Fox Run Management
Greenwich,
Connecticut
|
$641M
|
+$41.2M
|
+7%
|
6.18%
|
44.8%
|
1,292
|
69.58%
|
|
|
3025
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$641M
|
+$33.1M
|
+5%
|
6.38%
|
79.3%
|
169
|
8.88%
|
|