|
1526
|
Baker Avenue Asset Management
San Francisco,
California
|
$658M
|
-$38.3M
|
-6%
|
0.27%
|
95.6%
|
209
|
31.1%
|
|
|
1527
|
Simply Money Advisors
Cincinnati,
Ohio
|
$656M
|
-$8.96M
|
-1%
|
1.04%
|
11.5%
|
26
|
11.54%
|
|
|
1528
|
Swarthmore Group
Philadelphia,
Pennsylvania
|
$655M
|
-$278M
|
-30%
|
1.9%
|
44.2%
|
58
|
25.86%
|
|
|
1529
|
Geneos Wealth Management
Englewood,
Colorado
|
$654M
|
–
|
–
|
3.54%
|
66.7%
|
1,783
|
–
|
|
|
1530
|
Crestline Management
Fort Worth,
Texas
|
$654M
|
-$479M
|
-42%
|
13.4%
|
80.2%
|
1
|
0%
|
|
|
1531
|
First National Trust
Hermitage,
Pennsylvania
|
$653M
|
+$21.2M
|
+3%
|
1.62%
|
82.9%
|
317
|
14.51%
|
|
|
1532
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$653M
|
+$76.6M
|
+13%
|
1.76%
|
101%
|
305
|
7.54%
|
|
|
1533
|
Foundation Capital
Palo Alto,
California
|
$653M
|
-$168M
|
-20%
|
15.7%
|
–
|
9
|
0%
|
|
|
1534
|
EP Wealth Advisors
Torrance,
California
|
$652M
|
+$57.2M
|
+10%
|
2.27%
|
–
|
171
|
35.09%
|
|
|
1535
|
Tiedemann Trust
Wilmington,
Delaware
|
$651M
|
-$37.3M
|
-5%
|
1.83%
|
18.9%
|
82
|
23.17%
|
|
|
1536
|
P2 Capital Partners
New York
|
$649M
|
+$56.1M
|
+9%
|
4.96%
|
7.96%
|
15
|
13.33%
|
|
|
1537
|
Makaira Partners
La Jolla,
California
|
$647M
|
+$41.2M
|
+7%
|
9.57%
|
22%
|
13
|
23.08%
|
|
|
1538
|
Glazer Capital LLC
New York
|
$647M
|
-$28.2M
|
-4%
|
7.55%
|
323%
|
121
|
59.5%
|
|
|
1539
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
$647M
|
-$121M
|
-16%
|
2.14%
|
555%
|
218
|
72.02%
|
|
|
1540
|
SouthState Corp
Winter Haven,
Florida
|
$643M
|
+$5.56M
|
+0.9%
|
1.89%
|
78.9%
|
222
|
13.51%
|
|
|
1541
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$643M
|
+$38.4M
|
+6%
|
1.58%
|
70.4%
|
171
|
18.13%
|
|
|
1542
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$642M
|
-$24.5M
|
-4%
|
1.86%
|
109%
|
141
|
17.73%
|
|
|
1543
|
Thrax Management
New York
|
$641M
|
+$156M
|
+32%
|
1.17%
|
–
|
156
|
73.72%
|
|
|
1544
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$641M
|
+$10.9M
|
+2%
|
2.35%
|
44.7%
|
49
|
30.61%
|
|
|
1545
|
Webster Bank
Waterbury,
Connecticut
|
$641M
|
+$17.4M
|
+3%
|
2.21%
|
77.5%
|
221
|
10.41%
|
|
|
1546
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$640M
|
+$20.1M
|
+3%
|
4%
|
64%
|
163
|
49.69%
|
|
|
1547
|
Westport Advisers
Westport,
Connecticut
|
$640M
|
-$51.6M
|
-7%
|
3.02%
|
39.2%
|
44
|
6.82%
|
|
|
1548
|
EAM Investors
Solana Beach,
California
|
$639M
|
-$125M
|
-16%
|
11.6%
|
6,012%
|
408
|
53.68%
|
|
|
1549
|
Portfolio Solutions
Royal Oak,
Michigan
|
$639M
|
+$12.3M
|
+2%
|
1.09%
|
11.6%
|
27
|
51.85%
|
|
|
1550
|
Murphy Capital Management
Bedminster,
New Jersey
|
$638M
|
-$17.6M
|
-3%
|
2.16%
|
41.6%
|
336
|
19.64%
|
|