|
2151
|
Proficio Capital Partners
Newton,
Massachusetts
|
$908M
|
+$99.5M
|
+12%
|
11%
|
93.8%
|
346
|
19.08%
|
|
|
2152
|
Kontiki Capital Management (HK)
Hong Kong
|
$907M
|
+$59.8M
|
+7%
|
25.8%
|
130%
|
8
|
0%
|
|
|
2153
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$906M
|
+$113M
|
+14%
|
7.73%
|
–
|
70
|
5.71%
|
|
|
2154
|
Conifer Management
New York
|
$906M
|
-$124M
|
-12%
|
6.1%
|
38.1%
|
7
|
0%
|
|
|
2155
|
Verus Capital Partners
Scottsdale,
Arizona
|
$906M
|
+$88.3M
|
+11%
|
10.7%
|
83%
|
366
|
13.93%
|
|
|
2156
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$905M
|
+$31.3M
|
+4%
|
8.37%
|
107%
|
97
|
12.37%
|
|
|
2157
|
OneAscent Financial Services
Birmingham,
Alabama
|
$905M
|
+$99.1M
|
+12%
|
6.64%
|
47.1%
|
405
|
15.8%
|
|
|
2158
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$904M
|
-$58.3M
|
-6%
|
4.32%
|
67.2%
|
299
|
37.12%
|
|
|
2159
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$901M
|
+$74M
|
+9%
|
5.83%
|
42%
|
177
|
10.73%
|
|
|
2160
|
Wealthcare Capital Management
Richmond,
Virginia
|
$900M
|
+$23.4M
|
+3%
|
4.72%
|
41.4%
|
86
|
9.3%
|
|
|
2161
|
Technology Crossover Management VIII
Menlo Park,
California
|
$900M
|
-$215M
|
-19%
|
19.5%
|
59.7%
|
7
|
14.29%
|
|
|
2162
|
North Peak Capital Management
New York
|
$900M
|
-$52M
|
-5%
|
6.11%
|
21.6%
|
11
|
45.45%
|
|
|
2163
|
Tran Capital Management
San Rafael,
California
|
$898M
|
+$39.6M
|
+5%
|
11.6%
|
149%
|
50
|
22%
|
|
|
2164
|
Verity & Verity
Beaufort,
South Carolina
|
$898M
|
+$25.4M
|
+3%
|
7.04%
|
76.4%
|
122
|
20.49%
|
|
|
2165
|
Southernsun Asset Management
Memphis,
Tennessee
|
$898M
|
+$30.5M
|
+4%
|
7.94%
|
45.7%
|
29
|
6.9%
|
|
|
2166
|
Greenland Capital Management
New York
|
$897M
|
-$172M
|
-16%
|
8.33%
|
183%
|
557
|
69.12%
|
|
|
2167
|
Sunbelt Securities
Houston,
Texas
|
$896M
|
+$102M
|
+13%
|
11.5%
|
83.5%
|
1,814
|
10.86%
|
|
|
2168
|
Quest Investment Management
Lake Oswego,
Oregon
|
$896M
|
+$99.1M
|
+12%
|
12.4%
|
81.3%
|
92
|
9.78%
|
|
|
2169
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$896M
|
+$122M
|
+16%
|
6.83%
|
65.9%
|
152
|
23.03%
|
|
|
2170
|
Webster Bank
Waterbury,
Connecticut
|
$895M
|
+$78.3M
|
+10%
|
10.7%
|
77.5%
|
657
|
18.72%
|
|
|
2171
|
Private Capital Management (Florida)
Naples,
Florida
|
$894M
|
-$5.35M
|
-0.6%
|
7.59%
|
68.6%
|
155
|
19.35%
|
|
|
2172
|
Soltis Investment Advisors
St. George,
Utah
|
$893M
|
+$7.36M
|
+0.8%
|
7.93%
|
67%
|
318
|
17.61%
|
|
|
2173
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$893M
|
+$190M
|
+27%
|
8.64%
|
75.8%
|
397
|
15.62%
|
|
|
2174
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$892M
|
+$64.8M
|
+8%
|
6.99%
|
54.7%
|
187
|
12.83%
|
|
|
2175
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$892M
|
+$73.1M
|
+9%
|
9.25%
|
58.7%
|
92
|
6.52%
|
|