|
2251
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$607M
|
-$16.9M
|
-3%
|
4.12%
|
90.8%
|
1,432
|
7.61%
|
|
|
2252
|
CloudAlpha Capital Management
Hong Kong
|
$607M
|
-$167M
|
-22%
|
4.97%
|
2,704%
|
29
|
72.41%
|
|
|
2253
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$607M
|
-$167M
|
-22%
|
4.49%
|
75.4%
|
482
|
18.05%
|
|
|
2254
|
Sentinel Trust
Houston,
Texas
|
$607M
|
-$42.3M
|
-7%
|
5.03%
|
79.2%
|
128
|
18.75%
|
|
|
2255
|
Circle Wealth Management
Summit,
New Jersey
|
$606M
|
-$22.4M
|
-4%
|
4.46%
|
71.8%
|
166
|
4.82%
|
|
|
2256
|
Ally Financial
Detroit,
Michigan
|
$606M
|
-$127M
|
-17%
|
8.17%
|
9.35%
|
117
|
5.98%
|
|
|
2257
|
Endurance Wealth Management
Providence,
Rhode Island
|
$605M
|
-$52.9M
|
-8%
|
4.93%
|
59%
|
656
|
6.86%
|
|
|
2258
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$605M
|
-$71.3M
|
-11%
|
6.66%
|
47.4%
|
31
|
45.16%
|
|
|
2259
|
Makaira Partners
La Jolla,
California
|
$604M
|
+$161M
|
+36%
|
8.85%
|
22%
|
10
|
10%
|
|
|
2260
|
Curi Wealth Management
Raleigh,
North Carolina
|
$604M
|
+$84.1M
|
+16%
|
5.54%
|
16.2%
|
755
|
78.54%
|
|
|
2261
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$602M
|
-$54.3M
|
-8%
|
7.13%
|
24.6%
|
340
|
61.18%
|
|
|
2262
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$602M
|
-$163M
|
-21%
|
15.7%
|
88.7%
|
327
|
9.48%
|
|
|
2263
|
Griffin Asset Management
New York
|
$602M
|
-$24.8M
|
-4%
|
2.99%
|
80.7%
|
217
|
8.29%
|
|
|
2264
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$602M
|
-$33.4M
|
-5%
|
4.83%
|
56.2%
|
129
|
6.2%
|
|
|
2265
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$602M
|
-$18.6M
|
-3%
|
5.3%
|
80.5%
|
309
|
16.5%
|
|
|
2266
|
Gemmer Asset Management
Walnut Creek,
California
|
$600M
|
-$39.3M
|
-6%
|
3.19%
|
90.5%
|
121
|
16.53%
|
|
|
2267
|
Strategic Global Advisors
Newport Beach,
California
|
$600M
|
-$55.9M
|
-9%
|
5.02%
|
137%
|
154
|
14.29%
|
|
|
2268
|
Wallace Capital Management
Dallas,
Texas
|
$600M
|
-$63.8M
|
-10%
|
6.39%
|
62.3%
|
73
|
10.96%
|
|
|
2269
|
Makena Capital Management
Menlo Park,
California
|
$600M
|
-$12.9M
|
-2%
|
1.3%
|
78.7%
|
50
|
22%
|
|
|
2270
|
Cypress Capital Group
Palm Beach,
Florida
|
$600M
|
-$56.5M
|
-9%
|
4.95%
|
97.8%
|
291
|
9.62%
|
|
|
2271
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$600M
|
-$55.3M
|
-8%
|
5.57%
|
45%
|
642
|
73.36%
|
|
|
2272
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$600M
|
-$95.4M
|
-14%
|
8.47%
|
140%
|
28
|
3.57%
|
|
|
2273
|
Fort Point Capital Partners
San Francisco,
California
|
$599M
|
-$13.1M
|
-2%
|
4.7%
|
62.2%
|
285
|
10.18%
|
|
|
2274
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$599M
|
-$8.64M
|
-1%
|
4.39%
|
75.8%
|
315
|
8.57%
|
|
|
2275
|
Progeny 3 Inc
Kirkland,
Washington
|
$599M
|
+$103M
|
+21%
|
4.42%
|
96.8%
|
31
|
41.94%
|
|