|
2176
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$933M
|
+$142M
|
+18%
|
6.12%
|
–
|
148
|
21.62%
|
|
|
2177
|
Private Capital Management (Florida)
Naples,
Florida
|
$933M
|
+$73.1M
|
+8%
|
22.6%
|
68.6%
|
157
|
21.66%
|
|
|
2178
|
Whitney & Co
Rochester,
New York
|
$933M
|
+$62.3M
|
+7%
|
5.31%
|
93.2%
|
132
|
9.09%
|
|
|
2179
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$931M
|
+$18.5M
|
+2%
|
6.29%
|
51.8%
|
49
|
10.2%
|
|
|
2180
|
BDF Gestion
Paris,
France
|
$931M
|
-$109M
|
-10%
|
6.94%
|
–
|
159
|
8.81%
|
|
|
2181
|
Denali Advisors
San Diego,
California
|
$931M
|
+$565M
|
+155%
|
6.6%
|
85.8%
|
307
|
54.72%
|
|
|
2182
|
Cypress Funds
Los Angeles,
California
|
$931M
|
+$185M
|
+25%
|
6.76%
|
114%
|
15
|
13.33%
|
|
|
2183
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$930M
|
+$69.1M
|
+8%
|
5.73%
|
45%
|
172
|
5.81%
|
|
|
2184
|
MBL Wealth
Charlotte,
North Carolina
|
$930M
|
+$34.1M
|
+4%
|
5%
|
47.7%
|
217
|
8.76%
|
|
|
2185
|
Technology Crossover Management VIII
Menlo Park,
California
|
$929M
|
+$37.1M
|
+4%
|
27.6%
|
59.7%
|
6
|
0%
|
|
|
2186
|
Tran Capital Management
San Rafael,
California
|
$929M
|
+$66.5M
|
+8%
|
6.81%
|
149%
|
62
|
19.35%
|
|
|
2187
|
SeaCrest Wealth Management
Purchase,
New York
|
$929M
|
+$49.8M
|
+6%
|
5.07%
|
142%
|
669
|
11.06%
|
|
|
2188
|
140 Summer Partners
New York
|
$928M
|
+$97.4M
|
+12%
|
11.9%
|
134%
|
23
|
34.78%
|
|
|
2189
|
Dorsey Asset Management
Chicago,
Illinois
|
$928M
|
+$88.2M
|
+11%
|
15.4%
|
92.5%
|
12
|
8.33%
|
|
|
2190
|
|
$927M
|
+$127M
|
+16%
|
16%
|
147%
|
14
|
0%
|
|
|
2191
|
Voya Financial Advisors
Windsor,
Connecticut
|
$927M
|
+$42.4M
|
+5%
|
6.33%
|
36.1%
|
245
|
12.65%
|
|
|
2192
|
Logos Global Management
San Francisco,
California
|
$927M
|
-$316M
|
-25%
|
10.6%
|
1,594%
|
71
|
42.25%
|
|
|
2193
|
Certuity
North Palm Beach,
Florida
|
$926M
|
-$329M
|
-26%
|
4.97%
|
190%
|
392
|
16.84%
|
|
|
2194
|
Tensile Capital Management
Larkspur,
California
|
$925M
|
+$18M
|
+2%
|
10.5%
|
33.8%
|
21
|
23.81%
|
|
|
2195
|
Beacon Financial Group
Dallas,
Texas
|
$924M
|
+$46.3M
|
+5%
|
5.99%
|
60.3%
|
338
|
8.88%
|
|
|
2196
|
Monashee Investment Management
Boston,
Massachusetts
|
$924M
|
+$150M
|
+19%
|
10.3%
|
447%
|
144
|
70.14%
|
|
|
2197
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$924M
|
+$101M
|
+12%
|
7.98%
|
87.4%
|
391
|
19.44%
|
|
|
2198
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$923M
|
-$130M
|
-12%
|
9.09%
|
38.6%
|
115
|
36.52%
|
|
|
2199
|
Carret Asset Management
New York
|
$922M
|
+$65.1M
|
+8%
|
7.34%
|
80.2%
|
293
|
8.19%
|
|
|
2200
|
Banc Funds Company
Chicago,
Illinois
|
$921M
|
+$78.4M
|
+9%
|
11.5%
|
44.9%
|
133
|
10.53%
|
|