|
2051
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$1B
|
-$9.15M
|
-0.9%
|
1.93%
|
46%
|
156
|
4.49%
|
|
|
2052
|
Gemmer Asset Management
Walnut Creek,
California
|
$1B
|
-$14.2M
|
-1%
|
2.11%
|
90.5%
|
162
|
10.49%
|
|
|
2053
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1B
|
-$51.3M
|
-5%
|
2.32%
|
65.9%
|
151
|
10.6%
|
|
|
2054
|
Cozad Asset Management
Champaign,
Illinois
|
$1B
|
-$71.8M
|
-7%
|
3.2%
|
94%
|
405
|
8.4%
|
|
|
2055
|
One Day In July LLC
Burlington,
Vermont
|
$999M
|
+$44.9M
|
+5%
|
2.77%
|
33.3%
|
141
|
9.93%
|
|
|
2056
|
Washington Trust Bank
Spokane,
Washington
|
$998M
|
-$42.8M
|
-4%
|
2.37%
|
69.3%
|
225
|
16.89%
|
|
|
2057
|
Fiduciary Group
Savannah,
Georgia
|
$998M
|
+$964K
|
+0.1%
|
0.53%
|
57.4%
|
276
|
4.35%
|
|
|
2058
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$997M
|
-$78.7M
|
-7%
|
6.97%
|
93.8%
|
109
|
11.01%
|
|
|
2059
|
AltraVue Capital
Bellevue,
Washington
|
$997M
|
-$204M
|
-17%
|
2.64%
|
175%
|
28
|
7.14%
|
|
|
2060
|
SlateStone Wealth
Jupiter,
Florida
|
$996M
|
-$23.2M
|
-2%
|
1.4%
|
79.1%
|
301
|
7.64%
|
|
|
2061
|
North Peak Capital Management
New York
|
$996M
|
+$241M
|
+32%
|
2.4%
|
21.6%
|
9
|
33.33%
|
|
|
2062
|
Savvy Advisors Inc
New York
|
$994M
|
+$163M
|
+20%
|
1.47%
|
–
|
541
|
20.89%
|
|
|
2063
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$994M
|
+$37.2M
|
+4%
|
1.76%
|
51.5%
|
209
|
16.27%
|
|
|
2064
|
Divisadero Street Capital Management
Miami,
Florida
|
$994M
|
+$138M
|
+16%
|
6.47%
|
640%
|
120
|
50.83%
|
|
|
2065
|
Kintegral Advisory
New York
|
$992M
|
-$67.1M
|
-6%
|
4.04%
|
94.4%
|
238
|
0%
|
|
|
2066
|
Summit Financial Strategies
Columbus,
Ohio
|
$992M
|
+$85.5M
|
+9%
|
1.3%
|
57.8%
|
157
|
10.83%
|
|
|
2067
|
Rational Advisors
Huntington,
New York
|
$991M
|
-$32M
|
-3%
|
0.09%
|
37.7%
|
130
|
31.54%
|
|
|
2068
|
Clearlake Capital Group
Santa Monica,
California
|
$991M
|
-$235M
|
-19%
|
18.6%
|
32.2%
|
6
|
0%
|
|
|
2069
|
QV Investors
Calgary,
Alberta, Canada
|
$990M
|
+$20.5M
|
+2%
|
0.03%
|
66.3%
|
69
|
14.49%
|
|
|
2070
|
|
$990M
|
-$24.6M
|
-2%
|
3.4%
|
156%
|
121
|
8.26%
|
|
|
2071
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$990M
|
+$11.8M
|
+1%
|
3.42%
|
68.2%
|
218
|
29.36%
|
|
|
2072
|
MBL Wealth
Charlotte,
North Carolina
|
$990M
|
-$6.92M
|
-0.7%
|
0.63%
|
47.7%
|
241
|
14.94%
|
|
|
2073
|
Liberty One Investment Management
Libertyville,
Illinois
|
$988M
|
+$65.4M
|
+7%
|
5.62%
|
38.8%
|
155
|
10.32%
|
|
|
2074
|
Garnet Equity Capital Holdings
New York
|
$988M
|
+$293M
|
+42%
|
2.54%
|
230%
|
29
|
27.59%
|
|
|
2075
|
Trinity Street Asset Management
London,
United Kingdom
|
$988M
|
-$30.9M
|
-3%
|
5.2%
|
78.9%
|
17
|
23.53%
|
|