|
2101
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.15B
|
+$71.2M
|
+7%
|
7.16%
|
55.7%
|
241
|
5.81%
|
|
|
2102
|
Nexpoint Asset Management
Dallas,
Texas
|
$1.15B
|
+$55.7M
|
+5%
|
16.8%
|
209%
|
133
|
61.65%
|
|
|
2103
|
Mar Vista Investment Partners
Los Angeles,
California
|
$1.15B
|
-$155M
|
-12%
|
5.96%
|
68.8%
|
57
|
43.86%
|
|
|
2104
|
SNS Financial Group
Minneapolis,
Minnesota
|
$1.15B
|
+$98.2M
|
+9%
|
6.33%
|
41.8%
|
204
|
5.39%
|
|
|
2105
|
Park Presidio Capital
San Francisco,
California
|
$1.15B
|
+$206M
|
+22%
|
4.99%
|
96.1%
|
15
|
20%
|
|
|
2106
|
Affinity Asset Advisors
New York
|
$1.15B
|
+$416M
|
+57%
|
72.2%
|
1,280%
|
115
|
36.52%
|
|
|
2107
|
Titleist Asset Management
San Antonio,
Texas
|
$1.15B
|
+$138M
|
+14%
|
10.3%
|
88.9%
|
345
|
15.65%
|
|
|
2108
|
MBL Wealth
Charlotte,
North Carolina
|
$1.15B
|
+$99.4M
|
+10%
|
6.16%
|
47.7%
|
264
|
14.77%
|
|
|
2109
|
Dock Street Asset Management
Palm Beach,
Florida
|
$1.15B
|
+$80.9M
|
+8%
|
11.6%
|
167%
|
52
|
13.46%
|
|
|
2110
|
|
$1.15B
|
+$89.3M
|
+8%
|
3.42%
|
26.4%
|
79
|
12.66%
|
|
|
2111
|
Alta Park Capital
San Francisco,
California
|
$1.14B
|
+$264M
|
+30%
|
30.3%
|
607%
|
51
|
58.82%
|
|
|
2112
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$1.14B
|
+$107M
|
+10%
|
7.79%
|
70.4%
|
199
|
13.07%
|
|
|
2113
|
Clough Capital Partners
Boston,
Massachusetts
|
$1.14B
|
+$135M
|
+13%
|
14.9%
|
156%
|
151
|
49.67%
|
|
|
2114
|
Callodine Capital Management
Boston,
Massachusetts
|
$1.14B
|
+$176M
|
+18%
|
4.14%
|
43.6%
|
57
|
24.56%
|
|
|
2115
|
KWMG LLC
Overland Park,
Kansas
|
$1.14B
|
+$76.6M
|
+7%
|
6.3%
|
72.3%
|
153
|
6.54%
|
|
|
2116
|
North Peak Capital Management
New York
|
$1.14B
|
-$132M
|
-10%
|
0.55%
|
21.6%
|
11
|
45.45%
|
|
|
2117
|
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
$1.14B
|
+$76.1M
|
+7%
|
8.59%
|
79.2%
|
9
|
0%
|
|
|
2118
|
Fiduciary Group
Savannah,
Georgia
|
$1.14B
|
+$76M
|
+7%
|
6.9%
|
57.4%
|
293
|
4.1%
|
|
|
2119
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.14B
|
+$58M
|
+5%
|
7.04%
|
–
|
332
|
9.34%
|
|
|
2120
|
FourThought Financial Partners
Venice,
Florida
|
$1.14B
|
+$125M
|
+12%
|
7.45%
|
77.4%
|
526
|
46.58%
|
|
|
2121
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$1.14B
|
+$106M
|
+10%
|
7.76%
|
–
|
255
|
13.73%
|
|
|
2122
|
Private Trust Company
Cleveland,
Ohio
|
$1.13B
|
+$83.6M
|
+8%
|
7.96%
|
79.6%
|
2,697
|
13.5%
|
|
|
2123
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.13B
|
+$84.9M
|
+8%
|
4.89%
|
33%
|
170
|
6.47%
|
|
|
2124
|
Provident Investment Management
Novi,
Michigan
|
$1.13B
|
-$35.7M
|
-3%
|
2.78%
|
59.5%
|
84
|
14.29%
|
|
|
2125
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$1.13B
|
+$64M
|
+6%
|
8.02%
|
78.9%
|
401
|
18.2%
|
|