|
1601
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$1.73B
|
-$55.4M
|
-3%
|
0.67%
|
46.8%
|
331
|
9.97%
|
|
|
1602
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$1.73B
|
-$96.8M
|
-5%
|
1.67%
|
68.9%
|
86
|
1.16%
|
|
|
1603
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$1.73B
|
+$20.3M
|
+1%
|
4.23%
|
77.5%
|
177
|
20.34%
|
|
|
1604
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.73B
|
+$59.7M
|
+4%
|
0.53%
|
53.9%
|
681
|
18.36%
|
|
|
1605
|
Ocean Park Asset Management
Santa Monica,
California
|
$1.73B
|
-$399M
|
-19%
|
0.98%
|
18.9%
|
98
|
56.12%
|
|
|
1606
|
Commodore Capital
New York
|
$1.73B
|
+$226M
|
+15%
|
39.1%
|
2,049%
|
45
|
46.67%
|
|
|
1607
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$1.73B
|
-$25.2M
|
-1%
|
0.9%
|
88.9%
|
277
|
7.94%
|
|
|
1608
|
Rebalance
Palo Alto,
California
|
$1.72B
|
+$11.4M
|
+0.7%
|
1.15%
|
43.3%
|
109
|
10.09%
|
|
|
1609
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.72B
|
+$23.4M
|
+1%
|
0.83%
|
76.6%
|
698
|
15.04%
|
|
|
1610
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$1.72B
|
+$30.1M
|
+2%
|
0.99%
|
75.2%
|
760
|
28.29%
|
|
|
1611
|
E.S. Barr & Co
Lexington,
Kentucky
|
$1.72B
|
-$202M
|
-11%
|
8.21%
|
72.6%
|
136
|
22.79%
|
|
|
1612
|
Main Street Research
Lakeville,
Connecticut
|
$1.72B
|
-$29.6M
|
-2%
|
5%
|
159%
|
159
|
25.79%
|
|
|
1613
|
Willis Johnson & Associates
Houston,
Texas
|
$1.72B
|
+$94.3M
|
+6%
|
0.05%
|
41.9%
|
211
|
18.96%
|
|
|
1614
|
Oasis Management Company
Grand Cayman,
Cayman Islands
|
$1.72B
|
+$174M
|
+11%
|
0.61%
|
409%
|
121
|
21.49%
|
|
|
1615
|
Glenorchy Capital
Boorolite,
Australia
|
$1.72B
|
+$66.1M
|
+4%
|
27.4%
|
–
|
72
|
15.28%
|
|
|
1616
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$1.71B
|
-$20.7M
|
-1%
|
1.94%
|
46.9%
|
31
|
3.23%
|
|
|
1617
|
Inspire Investing
Meridian,
Idaho
|
$1.71B
|
+$602M
|
+54%
|
5.48%
|
77.1%
|
1,178
|
11.88%
|
|
|
1618
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$1.71B
|
-$21.1M
|
-1%
|
1.53%
|
79.2%
|
271
|
6.64%
|
|
|
1619
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$1.71B
|
-$58.8M
|
-3%
|
0.31%
|
–
|
441
|
48.75%
|
|
|
1620
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$1.7B
|
-$168M
|
-9%
|
3.17%
|
225%
|
397
|
23.43%
|
|
|
1621
|
Segment Wealth Management
Houston,
Texas
|
$1.7B
|
-$19.9M
|
-1%
|
1.51%
|
102%
|
347
|
19.6%
|
|
|
1622
|
ADAR1 Capital Management
Austin,
Texas
|
$1.7B
|
+$337M
|
+25%
|
8.25%
|
–
|
351
|
33.9%
|
|
|
1623
|
Rock Springs Capital Management
Baltimore,
Maryland
|
$1.7B
|
-$254M
|
-13%
|
4.87%
|
228%
|
107
|
14.95%
|
|
|
1624
|
Alpine Associates Management
Palm Beach,
Florida
|
$1.7B
|
+$193M
|
+13%
|
17.7%
|
369%
|
107
|
71.96%
|
|
|
1625
|
Summit Global Investments
Bountiful,
Utah
|
$1.69B
|
+$3.36M
|
+0.2%
|
1.28%
|
47.3%
|
545
|
24.04%
|
|