|
2251
|
Matrix Asset Advisors
White Plains,
New York
|
$837M
|
+$979K
|
+0.1%
|
1.79%
|
76.9%
|
105
|
8.57%
|
|
|
2252
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$837M
|
+$54.2M
|
+7%
|
0.65%
|
54%
|
107
|
5.61%
|
|
|
2253
|
Journey Advisory Group
Covington,
Kentucky
|
$837M
|
+$25.3M
|
+3%
|
2.42%
|
58.7%
|
241
|
7.88%
|
|
|
2254
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$837M
|
+$24.5M
|
+3%
|
0.47%
|
56.2%
|
177
|
14.12%
|
|
|
2255
|
Meridian Wealth Management
Lexington,
Kentucky
|
$837M
|
+$236M
|
+39%
|
6.59%
|
91%
|
489
|
100%
|
|
|
2256
|
Means Investment Company
Bangor,
Maine
|
$836M
|
+$63.4M
|
+8%
|
5.6%
|
79.7%
|
199
|
5.03%
|
|
|
2257
|
Harvey Investment Company
Louisville,
Kentucky
|
$836M
|
-$49.8M
|
-6%
|
2.75%
|
48.4%
|
100
|
6%
|
|
|
2258
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$836M
|
-$56.8M
|
-6%
|
1.29%
|
75.8%
|
414
|
17.39%
|
|
|
2259
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$836M
|
+$19.9M
|
+2%
|
2.88%
|
26.3%
|
139
|
9.35%
|
|
|
2260
|
Cypress Capital Group
Palm Beach,
Florida
|
$834M
|
-$266K
|
-0%
|
3.13%
|
83.9%
|
308
|
9.74%
|
|
|
2261
|
Waterloo Capital
Austin,
Texas
|
$833M
|
+$50.5M
|
+6%
|
3.02%
|
65%
|
404
|
24.75%
|
|
|
2262
|
SOL Capital Management
Rockville,
Maryland
|
$833M
|
+$38M
|
+5%
|
1.34%
|
56.6%
|
310
|
5.48%
|
|
|
2263
|
Manchester Capital Management
Manchester,
Vermont
|
$833M
|
+$18M
|
+2%
|
3.65%
|
57.7%
|
1,186
|
16.02%
|
|
|
2264
|
Keywise Capital Management (HK)
Hong Kong
|
$832M
|
+$91.7M
|
+12%
|
13.6%
|
619%
|
15
|
26.67%
|
|
|
2265
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$832M
|
+$849K
|
+0.1%
|
2.53%
|
84.3%
|
173
|
10.4%
|
|
|
2266
|
Harvey Partners
Tarrytown,
New York
|
$832M
|
-$112M
|
-12%
|
3.93%
|
124%
|
45
|
17.78%
|
|
|
2267
|
Alera Investment Advisors
Deerfield,
Illinois
|
$832M
|
+$92.1M
|
+12%
|
3.44%
|
28.9%
|
296
|
48.99%
|
|
|
2268
|
Caledonia Investments plc (UK)
London England,
United Kingdom
|
$831M
|
+$56.5M
|
+7%
|
3.35%
|
48.7%
|
14
|
7.14%
|
|
|
2269
|
140 Summer Partners
New York
|
$831M
|
+$25M
|
+3%
|
0.1%
|
134%
|
19
|
10.53%
|
|
|
2270
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$830M
|
-$11.2M
|
-1%
|
1.14%
|
51.8%
|
225
|
8%
|
|
|
2271
|
Southernsun Asset Management
Memphis,
Tennessee
|
$829M
|
-$68.9M
|
-8%
|
2.74%
|
45.7%
|
28
|
7.14%
|
|
|
2272
|
Forte Capital
Rochester,
New York
|
$828M
|
+$20M
|
+2%
|
3.8%
|
98.3%
|
245
|
11.02%
|
|
|
2273
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$828M
|
-$34.1M
|
-4%
|
1.15%
|
42.5%
|
155
|
9.68%
|
|
|
2274
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$827M
|
+$23M
|
+3%
|
1.4%
|
59.5%
|
127
|
5.51%
|
|
|
2275
|
Great Mountain Partners
New Haven,
Connecticut
|
$826M
|
-$128M
|
-13%
|
2.09%
|
92.8%
|
2
|
0%
|
|