|
2201
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$449M
|
+$1.01M
|
+0.2%
|
3.31%
|
99.5%
|
368
|
17.12%
|
|
|
2202
|
Cabot Wealth Management
Salem,
Massachusetts
|
$447M
|
-$15.2M
|
-3%
|
0.24%
|
55.6%
|
141
|
15.6%
|
|
|
2203
|
Glynn Capital Management
Menlo Park,
California
|
$447M
|
-$18M
|
-4%
|
22%
|
126%
|
43
|
9.3%
|
|
|
2204
|
Beach Point Capital Management
Santa Monica,
California
|
$447M
|
+$29.4M
|
+7%
|
5.72%
|
110%
|
40
|
42.5%
|
|
|
2205
|
Sunriver Management
Greenwich,
Connecticut
|
$447M
|
-$27.3M
|
-6%
|
2.09%
|
2.16%
|
23
|
30.43%
|
|
|
2206
|
Premier Asset Management
Chicago,
Illinois
|
$447M
|
-$1.24M
|
-0.3%
|
1.54%
|
104%
|
138
|
15.94%
|
|
|
2207
|
Tompkins Financial
Ithaca,
New York
|
$446M
|
+$10.1M
|
+2%
|
1.42%
|
74.1%
|
451
|
18.4%
|
|
|
2208
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$446M
|
+$146M
|
+49%
|
0.16%
|
78.5%
|
359
|
48.47%
|
|
|
2209
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$446M
|
+$44.6M
|
+11%
|
4.57%
|
125%
|
88
|
12.5%
|
|
|
2210
|
Klingman & Associates
New York
|
$446M
|
-$11.7M
|
-3%
|
2.64%
|
47.1%
|
116
|
10.34%
|
|
|
2211
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$445M
|
-$14.8M
|
-3%
|
1.67%
|
128%
|
264
|
8.71%
|
|
|
2212
|
First Reserve GP XI
Stamford,
Connecticut
|
$445M
|
-$3.48M
|
-0.8%
|
0.78%
|
26.4%
|
1
|
0%
|
|
|
2213
|
Pacific Global Investment Management
Glendale,
California
|
$445M
|
-$16.2M
|
-4%
|
1.45%
|
48%
|
236
|
8.05%
|
|
|
2214
|
Symetra Life Insurance
Bellevue,
Washington
|
$444M
|
+$35.7M
|
+9%
|
2.11%
|
–
|
3
|
0%
|
|
|
2215
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$444M
|
+$18.6M
|
+4%
|
6.73%
|
48.4%
|
124
|
15.32%
|
|
|
2216
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$444M
|
+$19.1M
|
+5%
|
0.68%
|
68.7%
|
192
|
16.15%
|
|
|
2217
|
First Interstate Bank
Billings,
Montana
|
$443M
|
-$28.6M
|
-6%
|
2.06%
|
48.2%
|
732
|
10.38%
|
|
|
2218
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$443M
|
+$53.7M
|
+14%
|
1.82%
|
60.4%
|
1,343
|
23.75%
|
|
|
2219
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$442M
|
+$122M
|
+38%
|
1.52%
|
48.3%
|
15
|
20%
|
|
|
2220
|
Emerging Sovereign Group
New York
|
$441M
|
+$1.38M
|
+0.3%
|
8.77%
|
66.1%
|
17
|
23.53%
|
|
|
2221
|
Alphinity Investment Management
Sydney,
Australia
|
$441M
|
+$329M
|
+295%
|
0.85%
|
110%
|
30
|
46.67%
|
|
|
2222
|
AIA Investment Management
Singapore
|
$440M
|
+$33.9M
|
+8%
|
0.01%
|
42.5%
|
16
|
25%
|
|
|
2223
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$440M
|
-$18.6M
|
-4%
|
2.8%
|
73.3%
|
170
|
8.82%
|
|
|
2224
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$439M
|
-$24.1M
|
-5%
|
0.3%
|
82.9%
|
302
|
24.17%
|
|
|
2225
|
Vista Capital Partners
Portland,
Oregon
|
$439M
|
-$2.44M
|
-0.6%
|
2.13%
|
61.2%
|
53
|
7.55%
|
|