|
2101
|
Sone Capital Management
New York
|
$971M
|
+$181M
|
+23%
|
4.61%
|
–
|
147
|
52.38%
|
|
|
2102
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$971M
|
-$166M
|
-15%
|
2.08%
|
362%
|
242
|
34.3%
|
|
|
2103
|
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
|
$971M
|
+$95M
|
+11%
|
0.01%
|
4.93%
|
46
|
10.87%
|
|
|
2104
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
$970M
|
-$4.77M
|
-0.5%
|
1.97%
|
74.8%
|
54
|
3.7%
|
|
|
2105
|
Abdiel Capital Advisors
New York
|
$970M
|
-$653M
|
-40%
|
15.3%
|
58.5%
|
8
|
25%
|
|
|
2106
|
Insigneo Advisory Services
Miami,
Florida
|
$969M
|
+$995K
|
+0.1%
|
2.21%
|
94.1%
|
689
|
17.27%
|
|
|
2107
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$969M
|
-$6.03M
|
-0.6%
|
1.65%
|
55.2%
|
493
|
20.08%
|
|
|
2108
|
Makena Capital Management
Menlo Park,
California
|
$969M
|
+$352M
|
+57%
|
1.18%
|
74.3%
|
42
|
42.86%
|
|
|
2109
|
Guardian Partners
Toronto,
Canada
|
$968M
|
-$15.1M
|
-2%
|
2.26%
|
–
|
178
|
12.36%
|
|
|
2110
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$967M
|
+$34.6M
|
+4%
|
1.13%
|
33.4%
|
33
|
6.06%
|
|
|
2111
|
Bath Savings Trust
Bath,
Maine
|
$967M
|
-$17.6M
|
-2%
|
0.93%
|
47.3%
|
166
|
7.23%
|
|
|
2112
|
FJ Capital Management
Mclean,
Virginia
|
$966M
|
+$104M
|
+12%
|
5.08%
|
63.9%
|
147
|
48.98%
|
|
|
2113
|
MONECO Advisors
Fairfield,
Connecticut
|
$966M
|
+$18M
|
+2%
|
0.9%
|
58.4%
|
502
|
16.93%
|
|
|
2114
|
Kopernik Global Investors
Tampa,
Florida
|
$965M
|
+$29.3M
|
+3%
|
13.3%
|
152%
|
36
|
19.44%
|
|
|
2115
|
Estate Counselors
Thiensville,
Wisconsin
|
$965M
|
+$29.3M
|
+3%
|
1.05%
|
52.1%
|
129
|
51.16%
|
|
|
2116
|
Clear Creek Financial Management
Silverdale,
Washington
|
$965M
|
+$39.5M
|
+4%
|
1.99%
|
81%
|
548
|
19.89%
|
|
|
2117
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$965M
|
-$14.6M
|
-1%
|
1.07%
|
61.8%
|
692
|
12.86%
|
|
|
2118
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$965M
|
-$424K
|
-0%
|
1.19%
|
45%
|
180
|
7.78%
|
|
|
2119
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$962M
|
-$13.8M
|
-1%
|
2.26%
|
54.7%
|
190
|
10.53%
|
|
|
2120
|
GRS Advisors
Chicago,
Illinois
|
$961M
|
-$52.7M
|
-5%
|
0.63%
|
41.1%
|
41
|
48.78%
|
|
|
2121
|
|
$961M
|
+$49.3M
|
+5%
|
13.1%
|
147%
|
14
|
0%
|
|
|
2122
|
Tortoise Investment Management
White Plains,
New York
|
$960M
|
+$13.1M
|
+1%
|
0.04%
|
33%
|
894
|
10.4%
|
|
|
2123
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$960M
|
-$49M
|
-5%
|
4.54%
|
51.2%
|
291
|
14.43%
|
|
|
2124
|
Moody National Bank Trust Division
Galveston,
Texas
|
$959M
|
+$3.03M
|
+0.3%
|
2.87%
|
112%
|
514
|
11.48%
|
|
|
2125
|
Townsend & Associates
Westminster,
Colorado
|
$959M
|
-$17.4M
|
-2%
|
4.35%
|
54.1%
|
106
|
10.38%
|
|