|
1826
|
McDaniel Terry & Co
Austin,
Texas
|
$960M
|
-$22.7M
|
-2%
|
4.39%
|
57.9%
|
89
|
6.74%
|
|
|
1827
|
Delta Asset Management
Memphis,
Tennessee
|
$960M
|
-$47.9M
|
-5%
|
4.01%
|
53.8%
|
668
|
4.64%
|
|
|
1828
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$959M
|
+$2.71M
|
+0.3%
|
2.4%
|
83.8%
|
354
|
12.71%
|
|
|
1829
|
Coliseum Capital Management
Rowayton,
Connecticut
|
$959M
|
-$150M
|
-14%
|
18%
|
41.1%
|
14
|
35.71%
|
|
|
1830
|
NorthRock Partners
Minneapolis,
Minnesota
|
$959M
|
+$45.5M
|
+5%
|
4.02%
|
62.8%
|
374
|
21.66%
|
|
|
1831
|
Salomon & Ludwin
Richmond,
Virginia
|
$958M
|
+$18.2M
|
+2%
|
3.68%
|
52.6%
|
764
|
77.49%
|
|
|
1832
|
Washington Trust Bank
Spokane,
Washington
|
$957M
|
-$22.3M
|
-2%
|
2.39%
|
80.5%
|
224
|
8.04%
|
|
|
1833
|
Fir Tree Capital Management
New York
|
$957M
|
-$117M
|
-11%
|
1.53%
|
17.3%
|
291
|
35.4%
|
|
|
1834
|
Wintrust Investments
Chicago,
Illinois
|
$955M
|
-$42.3M
|
-4%
|
2.2%
|
27.5%
|
442
|
12.22%
|
|
|
1835
|
Vicus Capital
State College,
Pennsylvania
|
$955M
|
-$5.71M
|
-0.6%
|
3.69%
|
59.6%
|
266
|
25.19%
|
|
|
1836
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$954M
|
-$65.3M
|
-6%
|
3.74%
|
87.2%
|
138
|
7.25%
|
|
|
1837
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$954M
|
-$28.6M
|
-3%
|
3.75%
|
74.5%
|
386
|
15.28%
|
|
|
1838
|
Tremblant Capital Group
West Palm Beach,
Florida
|
$952M
|
-$79.4M
|
-8%
|
2.49%
|
131%
|
48
|
25%
|
|
|
1839
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$951M
|
+$16M
|
+2%
|
3.52%
|
65.5%
|
240
|
8.33%
|
|
|
1840
|
|
$950M
|
+$325M
|
+52%
|
10.9%
|
1,698%
|
40
|
32.5%
|
|
|
1841
|
Transform Wealth
Greenwood Village,
Colorado
|
$948M
|
-$164M
|
-15%
|
1.04%
|
48.4%
|
284
|
23.94%
|
|
|
1842
|
Goldentree Asset Management
New York
|
$948M
|
-$155M
|
-14%
|
0.98%
|
27.7%
|
37
|
40.54%
|
|
|
1843
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$946M
|
-$5.29M
|
-0.6%
|
0.16%
|
198%
|
246
|
10.98%
|
|
|
1844
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$946M
|
-$15.6M
|
-2%
|
2.79%
|
76.5%
|
947
|
45.41%
|
|
|
1845
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$945M
|
-$19.5M
|
-2%
|
3.15%
|
66.8%
|
247
|
10.53%
|
|
|
1846
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$945M
|
-$39.2M
|
-4%
|
3.68%
|
47.6%
|
20
|
5%
|
|
|
1847
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$943M
|
+$35.8M
|
+4%
|
1.95%
|
89.7%
|
2,717
|
16.42%
|
|
|
1848
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$942M
|
-$59.9M
|
-6%
|
3.82%
|
49.7%
|
170
|
12.35%
|
|
|
1849
|
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
|
$942M
|
-$60.2M
|
-6%
|
6.95%
|
89.9%
|
47
|
4.26%
|
|
|
1850
|
Oberweis Asset Management
Lisle,
Illinois
|
$941M
|
+$119M
|
+14%
|
2.02%
|
485%
|
230
|
33.91%
|
|