|
1801
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
$976M
|
-$52.6M
|
-5%
|
3.95%
|
181%
|
164
|
20.73%
|
|
|
1802
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$976M
|
-$27.1M
|
-3%
|
1.26%
|
78.9%
|
277
|
2.89%
|
|
|
1803
|
Procyon Advisors
Shelton,
Connecticut
|
$976M
|
+$180M
|
+23%
|
2.71%
|
84.2%
|
501
|
15.17%
|
|
|
1804
|
Willis Johnson & Associates
Houston,
Texas
|
$975M
|
+$37.2M
|
+4%
|
3.51%
|
50.9%
|
143
|
19.58%
|
|
|
1805
|
Cutler Group
San Francisco,
California
|
$975M
|
+$255M
|
+35%
|
3.51%
|
57.7%
|
4,549
|
34.36%
|
|
|
1806
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$975M
|
-$56.8M
|
-6%
|
3.51%
|
87.6%
|
694
|
7.93%
|
|
|
1807
|
Himension Capital (Singapore)
Singapore
|
$974M
|
-$123M
|
-11%
|
1.35%
|
492%
|
94
|
89.36%
|
|
|
1808
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$973M
|
-$83M
|
-8%
|
1.23%
|
162%
|
238
|
11.34%
|
|
|
1809
|
SFMG Wealth Advisors
Plano,
Texas
|
$973M
|
+$1.1M
|
+0.1%
|
3.4%
|
76.1%
|
278
|
15.47%
|
|
|
1810
|
Summit Securities Group
New York
|
$972M
|
+$205M
|
+27%
|
0.29%
|
136%
|
1,121
|
70.03%
|
|
|
1811
|
Sandler Capital Management
New York
|
$971M
|
-$244M
|
-20%
|
1.65%
|
325%
|
134
|
47.76%
|
|
|
1812
|
Main Street Research
Lakeville,
Connecticut
|
$971M
|
+$343M
|
+55%
|
1.67%
|
232%
|
101
|
17.82%
|
|
|
1813
|
Litman Gregory Wealth Management
Larkspur,
California
|
$969M
|
+$168M
|
+21%
|
3.37%
|
55.5%
|
127
|
39.37%
|
|
|
1814
|
Concentric Capital Strategies
Stamford,
Connecticut
|
$968M
|
+$471M
|
+95%
|
1.77%
|
165%
|
275
|
73.09%
|
|
|
1815
|
Ensemble Capital Management
San Francisco,
California
|
$968M
|
-$67.5M
|
-7%
|
4.52%
|
36.2%
|
25
|
0%
|
|
|
1816
|
Ion Asset Management
Herzliya,
Israel
|
$968M
|
+$111M
|
+13%
|
19.1%
|
125%
|
44
|
34.09%
|
|
|
1817
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$967M
|
-$25.8M
|
-3%
|
3.31%
|
48%
|
47
|
12.77%
|
|
|
1818
|
Executive Wealth Management
Brighton,
Michigan
|
$966M
|
-$425K
|
-0%
|
4.03%
|
18.4%
|
213
|
13.15%
|
|
|
1819
|
Belpointe Asset Management
Reno,
Nevada
|
$966M
|
+$20.2M
|
+2%
|
2.9%
|
80.1%
|
726
|
26.17%
|
|
|
1820
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$965M
|
-$55.7M
|
-5%
|
2.83%
|
98.6%
|
384
|
15.63%
|
|
|
1821
|
Zazove Associates
Incline Village,
Nevada
|
$964M
|
-$133M
|
-12%
|
0.29%
|
11%
|
157
|
14.01%
|
|
|
1822
|
QV Investors
Calgary,
Alberta, Canada
|
$964M
|
-$145M
|
-13%
|
2.45%
|
66.3%
|
70
|
8.57%
|
|
|
1823
|
Adell Harriman & Carpenter
Houston,
Texas
|
$964M
|
-$20.3M
|
-2%
|
0.83%
|
176%
|
165
|
3.03%
|
|
|
1824
|
Parcion Private Wealth
Bellevue,
Washington
|
$964M
|
-$27M
|
-3%
|
3.73%
|
103%
|
194
|
12.37%
|
|
|
1825
|
Kensington Asset Management
Austin,
Texas
|
$961M
|
-$556M
|
-37%
|
3.27%
|
38.1%
|
16
|
75%
|
|