|
2301
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$405M
|
+$48.7M
|
+14%
|
5.14%
|
54.1%
|
153
|
16.99%
|
|
|
2302
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$405M
|
+$18.6M
|
+5%
|
6.07%
|
94.6%
|
155
|
3.87%
|
|
|
2303
|
Raub Brock Capital Management
Larkspur,
California
|
$404M
|
+$13.7M
|
+4%
|
6.68%
|
56.3%
|
41
|
12.2%
|
|
|
2304
|
Petrus Trust Company
Dallas,
Texas
|
$404M
|
-$18.5M
|
-4%
|
6.13%
|
25.1%
|
234
|
57.69%
|
|
|
2305
|
361 Capital
Denver,
Colorado
|
$404M
|
-$118M
|
-23%
|
10.5%
|
118%
|
343
|
61.52%
|
|
|
2306
|
Apriem Advisors
Irvine,
California
|
$404M
|
+$1.36M
|
+0.3%
|
4.24%
|
62%
|
158
|
16.46%
|
|
|
2307
|
Stairway Partners
Chicago,
Illinois
|
$403M
|
+$12.9M
|
+3%
|
4.51%
|
43.9%
|
9
|
0%
|
|
|
2308
|
Makena Capital Management
Menlo Park,
California
|
$403M
|
-$308M
|
-43%
|
2.43%
|
74.3%
|
18
|
5.56%
|
|
|
2309
|
Trust Company of Toledo
Holland,
Ohio
|
$402M
|
+$8.78M
|
+2%
|
4.32%
|
93.8%
|
197
|
6.09%
|
|
|
2310
|
Okumus Fund Management
Grand Cayman,
Cayman Islands
|
$402M
|
-$21M
|
-5%
|
11.3%
|
8.26%
|
10
|
70%
|
|
|
2311
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$402M
|
+$13.4M
|
+3%
|
5.3%
|
36.8%
|
115
|
20%
|
|
|
2312
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$402M
|
+$29.9M
|
+8%
|
9.77%
|
125%
|
86
|
8.14%
|
|
|
2313
|
AJ Wealth Strategies
New York
|
$401M
|
+$93M
|
+30%
|
3.36%
|
32.2%
|
94
|
14.89%
|
|
|
2314
|
Fusion Family Wealth
Woodbury,
New York
|
$401M
|
+$105M
|
+36%
|
4.34%
|
45.4%
|
322
|
40.37%
|
|
|
2315
|
Sather Financial Group
Victoria,
Texas
|
$401M
|
+$35.4M
|
+10%
|
10%
|
61.5%
|
67
|
5.97%
|
|
|
2316
|
Oak Hill Capital Management
New York
|
$400M
|
+$25.1M
|
+7%
|
6.48%
|
1.19%
|
4
|
50%
|
|
|
2317
|
Koshinski Asset Management
Decatur,
Illinois
|
$400M
|
+$94.7M
|
+31%
|
5.99%
|
76.5%
|
439
|
23.92%
|
|
|
2318
|
Berkshire Money Management
Dalton,
Massachusetts
|
$399M
|
+$16.3M
|
+4%
|
5.84%
|
56.5%
|
24
|
4.17%
|
|
|
2319
|
Gratia Capital
Los Angeles,
California
|
$399M
|
+$146M
|
+58%
|
15.5%
|
43%
|
61
|
62.3%
|
|
|
2320
|
Mark Asset Management
New York
|
$399M
|
-$60.4M
|
-13%
|
9.73%
|
234%
|
61
|
32.79%
|
|
|
2321
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$399M
|
+$20.2M
|
+5%
|
5.44%
|
96.5%
|
213
|
4.69%
|
|
|
2322
|
Zuckerman Investment Group
Chicago,
Illinois
|
$399M
|
-$8.42M
|
-2%
|
4.76%
|
115%
|
55
|
9.09%
|
|
|
2323
|
12th Street Asset Management Company
Nashville,
Tennessee
|
$399M
|
+$12.3M
|
+3%
|
8.93%
|
81.3%
|
23
|
26.09%
|
|
|
2324
|
TA Associates
Boston,
Massachusetts
|
$398M
|
+$163M
|
+69%
|
69.4%
|
–
|
1
|
0%
|
|
|
2325
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$398M
|
+$7.99M
|
+2%
|
2.49%
|
51.2%
|
154
|
12.34%
|
|