|
3101
|
TCI Wealth Advisors
Tucson,
Arizona
|
$239M
|
+$14.3M
|
+6%
|
8.85%
|
54.5%
|
1,699
|
13.18%
|
|
|
3102
|
Lagoda Investment Management
New York
|
$239M
|
-$1.49M
|
-0.6%
|
12.2%
|
193%
|
37
|
5.41%
|
|
|
3103
|
Aquilo Capital Management
San Francisco,
California
|
$239M
|
+$118M
|
+97%
|
8.21%
|
6.84%
|
15
|
26.67%
|
|
|
3104
|
BTG Pactual Global Asset Management
Hamilton,
Bermuda
|
$239M
|
-$108M
|
-31%
|
6.11%
|
88.9%
|
101
|
69.31%
|
|
|
3105
|
Cynosure Advisors
Salt Lake City,
Utah
|
$238M
|
-$129M
|
-35%
|
3.01%
|
–
|
222
|
94.14%
|
|
|
3106
|
Mediatel Partners
Fort Worth,
Texas
|
$238M
|
+$16.5M
|
+7%
|
7.48%
|
22.9%
|
2
|
0%
|
|
|
3107
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$237M
|
+$10.2M
|
+4%
|
2.16%
|
42.6%
|
41
|
4.88%
|
|
|
3108
|
Berman Capital Advisors
Atlanta,
Georgia
|
$237M
|
-$50M
|
-17%
|
3.93%
|
48.2%
|
132
|
29.55%
|
|
|
3109
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$237M
|
+$9.59M
|
+4%
|
4.33%
|
33.6%
|
49
|
8.16%
|
|
|
3110
|
BFSG LLC
Irvine,
California
|
$237M
|
+$9.6M
|
+4%
|
7.33%
|
81.9%
|
144
|
27.78%
|
|
|
3111
|
Financial Sense Advisors
San Diego,
California
|
$237M
|
+$93.4M
|
+65%
|
5.34%
|
149%
|
81
|
46.91%
|
|
|
3112
|
Madison International Realty Holdings
New York
|
$236M
|
-$21M
|
-8%
|
0.13%
|
–
|
10
|
20%
|
|
|
3113
|
Goldstein Munger & Associates
San Ramon,
California
|
$236M
|
-$871K
|
-0.4%
|
3.79%
|
11.9%
|
38
|
13.16%
|
|
|
3114
|
McRae Capital Management
Morristown,
New Jersey
|
$236M
|
-$3.08M
|
-1%
|
7.63%
|
59.2%
|
101
|
8.91%
|
|
|
3115
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$236M
|
+$23.5M
|
+11%
|
7.09%
|
47%
|
79
|
8.86%
|
|
|
3116
|
Southport Capital Management
Chattanooga,
Tennessee
|
$236M
|
+$13.9M
|
+6%
|
6.28%
|
80%
|
650
|
72.46%
|
|
|
3117
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$235M
|
+$10.3M
|
+5%
|
11.9%
|
62%
|
160
|
21.88%
|
|
|
3118
|
Cutler Capital Management
Worcester,
Massachusetts
|
$234M
|
-$3.17M
|
-1%
|
0.12%
|
34%
|
94
|
17.02%
|
|
|
3119
|
Harfst & Associates
Sheridan,
Wyoming
|
$234M
|
-$2.65M
|
-1%
|
5.07%
|
70.3%
|
93
|
16.13%
|
|
|
3120
|
Brandywine Managers
Hockessin,
Delaware
|
$234M
|
-$17.3M
|
-7%
|
5.57%
|
53.1%
|
36
|
11.11%
|
|
|
3121
|
Muhlenkamp & Co
Wexford,
Pennsylvania
|
$234M
|
-$28.3M
|
-11%
|
7.72%
|
121%
|
38
|
15.79%
|
|
|
3122
|
Deer VIII & Co
Larchmont,
New York
|
$234M
|
+$65.2M
|
+39%
|
38.7%
|
–
|
1
|
0%
|
|
|
3123
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$233M
|
+$13.2M
|
+6%
|
5.62%
|
53.3%
|
238
|
10.5%
|
|
|
3124
|
Broadmark Asset Management
San Francisco,
California
|
$233M
|
+$75.3M
|
+48%
|
7.17%
|
39.6%
|
5
|
60%
|
|
|
3125
|
Domani Wealth
Lancaster,
Pennsylvania
|
$233M
|
+$15.3M
|
+7%
|
5.29%
|
48.6%
|
113
|
15.04%
|
|