|
1851
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$821M
|
+$90.6M
|
+12%
|
7.17%
|
62%
|
99
|
16.16%
|
|
|
1852
|
Rock Creek Group
Washington,
District of Columbia
|
$820M
|
+$58.2M
|
+8%
|
9.78%
|
34.9%
|
186
|
19.89%
|
|
|
1853
|
III Capital Management
Boca Raton,
Florida
|
$820M
|
-$223M
|
-21%
|
0.27%
|
12.2%
|
153
|
24.18%
|
|
|
1854
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$819M
|
+$39.9M
|
+5%
|
5.68%
|
78.5%
|
371
|
23.72%
|
|
|
1855
|
|
$818M
|
+$73.1M
|
+10%
|
10.4%
|
156%
|
141
|
13.48%
|
|
|
1856
|
Philosophy Capital Management
Alamo,
California
|
$818M
|
-$168M
|
-17%
|
8.83%
|
41.4%
|
37
|
45.95%
|
|
|
1857
|
Smith Graham & Co Investment Advisors
Houston,
Texas
|
$817M
|
+$65.1M
|
+9%
|
12%
|
56.9%
|
142
|
4.23%
|
|
|
1858
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$817M
|
-$62.1M
|
-7%
|
7.49%
|
67.2%
|
213
|
23.47%
|
|
|
1859
|
Bristlecone Advisors
Bellevue,
Washington
|
$816M
|
+$49.8M
|
+6%
|
5.94%
|
103%
|
260
|
10.77%
|
|
|
1860
|
MKP Capital Management
New York
|
$815M
|
+$469M
|
+135%
|
8.99%
|
57.5%
|
16
|
81.25%
|
|
|
1861
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$815M
|
+$76.8M
|
+10%
|
9.8%
|
68.3%
|
917
|
73.06%
|
|
|
1862
|
Lutz Financial Services
Omaha,
Nebraska
|
$814M
|
+$82.2M
|
+11%
|
6.99%
|
28.7%
|
78
|
12.82%
|
|
|
1863
|
Wesleyan Assurance Society
Birmingham,
United Kingdom
|
$814M
|
+$163M
|
+25%
|
16.3%
|
102%
|
101
|
1.98%
|
|
|
1864
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$814M
|
+$70.4M
|
+9%
|
11.6%
|
46%
|
149
|
4.7%
|
|
|
1865
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$813M
|
+$88.1M
|
+12%
|
11.9%
|
75.2%
|
563
|
19.89%
|
|
|
1866
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$813M
|
-$212M
|
-21%
|
5.12%
|
106%
|
367
|
46.59%
|
|
|
1867
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$812M
|
+$78.2M
|
+11%
|
8.51%
|
83.6%
|
575
|
17.91%
|
|
|
1868
|
Lindbrook Capital
Calabasas,
California
|
$812M
|
+$219M
|
+37%
|
9.56%
|
35.8%
|
3,095
|
15.57%
|
|
|
1869
|
Northcape Capital
Sydney,
Australia
|
$811M
|
+$30.9M
|
+4%
|
8.75%
|
–
|
26
|
7.69%
|
|
|
1870
|
Discerene Group
Stamford,
Connecticut
|
$810M
|
+$132M
|
+19%
|
24%
|
70.3%
|
14
|
0%
|
|
|
1871
|
Callan Capital
La Jolla,
California
|
$810M
|
+$195M
|
+32%
|
10.2%
|
20.1%
|
195
|
38.46%
|
|
|
1872
|
Hollencrest Capital Management
Newport Beach,
California
|
$809M
|
+$16.9M
|
+2%
|
6.64%
|
72%
|
1,194
|
77.47%
|
|
|
1873
|
Harvard Management Company
Boston,
Massachusetts
|
$807M
|
+$2.88M
|
+0.4%
|
4.96%
|
156%
|
47
|
2.13%
|
|
|
1874
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$807M
|
+$68.7M
|
+9%
|
11%
|
49.3%
|
64
|
9.38%
|
|
|
1875
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$806M
|
+$82.8M
|
+11%
|
6.69%
|
36.7%
|
148
|
14.19%
|
|