|
3051
|
Pagoda Asset Management
New York
|
$239M
|
-$61M
|
-20%
|
5.01%
|
–
|
35
|
71.43%
|
|
|
3052
|
Sanders Morris Harris
Houston,
Texas
|
$239M
|
+$2.03M
|
+0.9%
|
1.14%
|
83.1%
|
160
|
27.5%
|
|
|
3053
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$239M
|
-$9.42M
|
-4%
|
1.14%
|
32.4%
|
147
|
6.8%
|
|
|
3054
|
Simon Quick Advisors
Morristown,
New Jersey
|
$239M
|
+$14.6M
|
+6%
|
0.95%
|
69.5%
|
469
|
39.02%
|
|
|
3055
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$239M
|
+$181M
|
+312%
|
6.3%
|
–
|
104
|
33.65%
|
|
|
3056
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$239M
|
+$6.06M
|
+3%
|
0.44%
|
79.9%
|
76
|
7.89%
|
|
|
3057
|
Montgomery Investment Management
Rockville,
Maryland
|
$238M
|
-$8.19M
|
-3%
|
1.95%
|
98.4%
|
97
|
9.28%
|
|
|
3058
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$238M
|
-$3.86M
|
-2%
|
0.24%
|
73.1%
|
109
|
2.75%
|
|
|
3059
|
Western Asset Management Company
Pasadena,
California
|
$238M
|
+$16.9M
|
+8%
|
0.04%
|
2.29%
|
24
|
33.33%
|
|
|
3060
|
Thames Capital Management
Roseland,
New Jersey
|
$238M
|
+$78.5M
|
+49%
|
11.8%
|
1,177%
|
42
|
57.14%
|
|
|
3061
|
Xponance
Philadelphia,
Pennsylvania
|
$238M
|
+$70.9M
|
+43%
|
0.59%
|
144%
|
81
|
19.75%
|
|
|
3062
|
InterWest Venture Management
San Francisco,
California
|
$237M
|
-$55.1M
|
-19%
|
10.8%
|
57.6%
|
11
|
0%
|
|
|
3063
|
Chou Associates Management
Toronto,
Ontario, Canada
|
$237M
|
+$3.42M
|
+1%
|
9.49%
|
66.4%
|
24
|
0%
|
|
|
3064
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$237M
|
-$3.3M
|
-1%
|
1.57%
|
80.3%
|
167
|
5.99%
|
|
|
3065
|
Flaharty Asset Management
Clearwater,
Florida
|
$237M
|
+$9.06M
|
+4%
|
0.99%
|
33.4%
|
102
|
21.57%
|
|
|
3066
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$237M
|
+$835K
|
+0.4%
|
0.42%
|
92.8%
|
156
|
7.05%
|
|
|
3067
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$237M
|
-$6.12M
|
-3%
|
2.03%
|
107%
|
36
|
8.33%
|
|
|
3068
|
PagnatoKarp Partners
Reston,
Virginia
|
$237M
|
-$108M
|
-31%
|
1.56%
|
2.06%
|
157
|
36.94%
|
|
|
3069
|
Clean Yield Group
Norwich,
Vermont
|
$237M
|
-$15.8M
|
-6%
|
2.86%
|
65%
|
141
|
14.89%
|
|
|
3070
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$236M
|
+$10.4M
|
+5%
|
1.41%
|
82.9%
|
220
|
24.55%
|
|
|
3071
|
Altavista Wealth Management
Asheville,
North Carolina
|
$236M
|
-$484K
|
-0.2%
|
2.08%
|
80.6%
|
149
|
11.41%
|
|
|
3072
|
Compton Capital Management
Providence,
Rhode Island
|
$236M
|
+$1.6M
|
+0.7%
|
0.3%
|
75.6%
|
158
|
10.76%
|
|
|
3073
|
Symmetry Partners
Glastonbury,
Connecticut
|
$235M
|
+$19.2M
|
+9%
|
0.92%
|
58.5%
|
34
|
8.82%
|
|
|
3074
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$235M
|
+$2.32M
|
+1%
|
0.69%
|
75.5%
|
192
|
11.98%
|
|
|
3075
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$235M
|
-$1.5M
|
-0.6%
|
1.45%
|
39.1%
|
23
|
0%
|
|