|
1501
|
Crestline Management
Fort Worth,
Texas
|
$654M
|
-$479M
|
-42%
|
13.4%
|
52.5%
|
1
|
0%
|
|
|
1502
|
First National Trust
Hermitage,
Pennsylvania
|
$653M
|
+$21.2M
|
+3%
|
1.62%
|
70.6%
|
317
|
14.51%
|
|
|
1503
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$653M
|
+$76.6M
|
+13%
|
1.76%
|
93.6%
|
305
|
7.54%
|
|
|
1504
|
Foundation Capital
Palo Alto,
California
|
$653M
|
-$168M
|
-20%
|
15.7%
|
–
|
9
|
0%
|
|
|
1505
|
EP Wealth Advisors
Torrance,
California
|
$652M
|
+$57.2M
|
+10%
|
2.27%
|
–
|
171
|
35.09%
|
|
|
1506
|
Tiedemann Trust
Wilmington,
Delaware
|
$651M
|
-$37.3M
|
-5%
|
1.83%
|
18.9%
|
82
|
23.17%
|
|
|
1507
|
P2 Capital Partners
New York
|
$649M
|
+$56.1M
|
+9%
|
4.96%
|
0.1%
|
15
|
13.33%
|
|
|
1508
|
Makaira Partners
La Jolla,
California
|
$647M
|
+$41.2M
|
+7%
|
9.57%
|
22%
|
13
|
23.08%
|
|
|
1509
|
Glazer Capital LLC
New York
|
$647M
|
-$28.2M
|
-4%
|
7.55%
|
319%
|
121
|
59.5%
|
|
|
1510
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
$647M
|
-$121M
|
-16%
|
2.14%
|
555%
|
218
|
72.02%
|
|
|
1511
|
SouthState Corp
Winter Haven,
Florida
|
$643M
|
+$5.56M
|
+0.9%
|
1.89%
|
68.2%
|
222
|
13.51%
|
|
|
1512
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$643M
|
+$38.4M
|
+6%
|
1.58%
|
51.7%
|
171
|
18.13%
|
|
|
1513
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$642M
|
-$24.5M
|
-4%
|
1.86%
|
88.5%
|
141
|
17.73%
|
|
|
1514
|
Thrax Management
New York
|
$641M
|
+$156M
|
+32%
|
1.17%
|
–
|
156
|
73.72%
|
|
|
1515
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$641M
|
+$10.9M
|
+2%
|
2.35%
|
44.7%
|
49
|
30.61%
|
|
|
1516
|
Webster Bank
Waterbury,
Connecticut
|
$641M
|
+$17.4M
|
+3%
|
2.21%
|
77.5%
|
221
|
10.41%
|
|
|
1517
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$640M
|
+$20.1M
|
+3%
|
4%
|
64%
|
163
|
49.69%
|
|
|
1518
|
Westport Advisers
Westport,
Connecticut
|
$640M
|
-$51.6M
|
-7%
|
3.02%
|
39.2%
|
44
|
6.82%
|
|
|
1519
|
EAM Investors
Solana Beach,
California
|
$639M
|
-$125M
|
-16%
|
11.6%
|
5,228%
|
408
|
53.68%
|
|
|
1520
|
Portfolio Solutions
Royal Oak,
Michigan
|
$639M
|
+$12.3M
|
+2%
|
1.09%
|
11.6%
|
27
|
51.85%
|
|
|
1521
|
Murphy Capital Management
Bedminster,
New Jersey
|
$638M
|
-$17.6M
|
-3%
|
2.16%
|
41.6%
|
336
|
19.64%
|
|
|
1522
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$637M
|
+$41.9M
|
+7%
|
1.42%
|
42.3%
|
118
|
19.49%
|
|
|
1523
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$636M
|
+$37M
|
+6%
|
1.47%
|
47.8%
|
51
|
7.84%
|
|
|
1524
|
SRB Corp
Boston,
Massachusetts
|
$635M
|
+$18.9M
|
+3%
|
2.78%
|
53.1%
|
190
|
31.58%
|
|
|
1525
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$635M
|
-$738K
|
-0.1%
|
4.39%
|
128%
|
205
|
39.02%
|
|