|
1801
|
Vicus Capital
State College,
Pennsylvania
|
$955M
|
-$5.71M
|
-0.6%
|
3.69%
|
48.6%
|
266
|
25.19%
|
|
|
1802
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$954M
|
-$65.3M
|
-6%
|
3.74%
|
58.4%
|
138
|
7.25%
|
|
|
1803
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$954M
|
-$28.6M
|
-3%
|
3.75%
|
60.9%
|
386
|
15.28%
|
|
|
1804
|
Tremblant Capital Group
West Palm Beach,
Florida
|
$952M
|
-$79.4M
|
-8%
|
2.49%
|
99.1%
|
48
|
25%
|
|
|
1805
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$951M
|
+$16M
|
+2%
|
3.52%
|
65.5%
|
240
|
8.33%
|
|
|
1806
|
|
$950M
|
+$325M
|
+52%
|
10.9%
|
1,447%
|
40
|
32.5%
|
|
|
1807
|
Transform Wealth
Greenwood Village,
Colorado
|
$948M
|
-$164M
|
-15%
|
1.04%
|
48.4%
|
284
|
23.94%
|
|
|
1808
|
Goldentree Asset Management
New York
|
$948M
|
-$155M
|
-14%
|
0.98%
|
41.1%
|
37
|
40.54%
|
|
|
1809
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$946M
|
-$5.29M
|
-0.6%
|
0.16%
|
163%
|
246
|
10.98%
|
|
|
1810
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$946M
|
-$15.6M
|
-2%
|
2.79%
|
76.5%
|
947
|
45.41%
|
|
|
1811
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$945M
|
-$19.5M
|
-2%
|
3.15%
|
66.8%
|
247
|
10.53%
|
|
|
1812
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$945M
|
-$39.2M
|
-4%
|
3.68%
|
36.4%
|
20
|
5%
|
|
|
1813
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$943M
|
+$35.8M
|
+4%
|
1.96%
|
89.7%
|
2,717
|
16.42%
|
|
|
1814
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$942M
|
-$59.9M
|
-6%
|
3.82%
|
39.9%
|
170
|
12.35%
|
|
|
1815
|
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
|
$942M
|
-$60.2M
|
-6%
|
6.95%
|
67.4%
|
47
|
4.26%
|
|
|
1816
|
Oberweis Asset Management
Lisle,
Illinois
|
$941M
|
+$119M
|
+14%
|
2.02%
|
312%
|
230
|
33.91%
|
|
|
1817
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$940M
|
-$26.9M
|
-3%
|
3.8%
|
20%
|
94
|
19.15%
|
|
|
1818
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$940M
|
-$77.3M
|
-8%
|
4.55%
|
43.6%
|
167
|
5.99%
|
|
|
1819
|
Trigran Investments
Northbrook,
Illinois
|
$938M
|
-$97.1M
|
-9%
|
11.1%
|
11.2%
|
23
|
13.04%
|
|
|
1820
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$938M
|
+$17.8M
|
+2%
|
2.09%
|
50.6%
|
286
|
11.54%
|
|
|
1821
|
Azora Capital LP
Miami,
Florida
|
$936M
|
+$384M
|
+69%
|
2.95%
|
155%
|
58
|
63.79%
|
|
|
1822
|
FAS Wealth Partners
Leawood,
Kansas
|
$935M
|
+$145M
|
+18%
|
3.45%
|
58%
|
439
|
15.03%
|
|
|
1823
|
Global Endowment Management
Charlotte,
North Carolina
|
$934M
|
+$92.4M
|
+11%
|
3.88%
|
35.8%
|
127
|
40.16%
|
|
|
1824
|
Petrus Trust Company
Dallas,
Texas
|
$934M
|
+$44.6M
|
+5%
|
1.12%
|
25.1%
|
769
|
54.1%
|
|
|
1825
|
Callan Capital
La Jolla,
California
|
$934M
|
+$29.8M
|
+3%
|
3.38%
|
20.1%
|
212
|
17.45%
|
|