|
2301
|
Private Vista
Chicago,
Illinois
|
$433M
|
+$90M
|
+26%
|
2.16%
|
10.1%
|
162
|
16.05%
|
|
|
2302
|
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
$432M
|
+$58.8M
|
+16%
|
11.4%
|
149%
|
151
|
7.95%
|
|
|
2303
|
Hawk Ridge Capital Management
Los Angeles,
California
|
$432M
|
+$89.3M
|
+26%
|
15.6%
|
84.9%
|
61
|
45.9%
|
|
|
2304
|
Cohen Capital Management
Corte Madera,
California
|
$432M
|
+$6.17M
|
+1%
|
2.8%
|
83.9%
|
147
|
6.12%
|
|
|
2305
|
United Bank (Virginia)
Vienna,
Virginia
|
$431M
|
-$1.33M
|
-0.3%
|
0.74%
|
76.1%
|
133
|
10.53%
|
|
|
2306
|
Essex Woodlands Management
The Woodlands,
Texas
|
$431M
|
-$26.3M
|
-6%
|
17.9%
|
55%
|
9
|
11.11%
|
|
|
2307
|
Twele Capital Management
Minnetonka,
Minnesota
|
$430M
|
-$1.85M
|
-0.4%
|
0.47%
|
34.9%
|
45
|
4.44%
|
|
|
2308
|
Penobscot Investment Management
Boston,
Massachusetts
|
$430M
|
+$13.2M
|
+3%
|
2.6%
|
103%
|
203
|
5.42%
|
|
|
2309
|
Narwhal Capital Management
Marietta,
Georgia
|
$430M
|
-$1.29M
|
-0.3%
|
2.29%
|
93.8%
|
145
|
6.9%
|
|
|
2310
|
Glendon Capital Management
Santa Monica,
California
|
$430M
|
+$22.1M
|
+5%
|
4.66%
|
142%
|
32
|
3.13%
|
|
|
2311
|
Jackson Wealth Management
Lake Mary,
Florida
|
$429M
|
+$71.4M
|
+20%
|
5.99%
|
72.1%
|
111
|
38.74%
|
|
|
2312
|
Menta Capital
San Francisco,
California
|
$429M
|
-$41.8M
|
-9%
|
8.14%
|
61.2%
|
847
|
54.19%
|
|
|
2313
|
Atlas Brown
Louisville,
Kentucky
|
$429M
|
-$121M
|
-22%
|
4.98%
|
102%
|
147
|
6.8%
|
|
|
2314
|
Berkshire Money Management
Dalton,
Massachusetts
|
$429M
|
+$28.2M
|
+7%
|
3.46%
|
56.5%
|
27
|
14.81%
|
|
|
2315
|
Weatherly Asset Management
Del Mar,
California
|
$429M
|
+$6.77M
|
+2%
|
6.85%
|
108%
|
197
|
5.58%
|
|
|
2316
|
CWA Asset Management Group
Naples,
Florida
|
$428M
|
+$22.1M
|
+5%
|
3.53%
|
–
|
225
|
22.67%
|
|
|
2317
|
|
$428M
|
+$123M
|
+40%
|
6.68%
|
462%
|
21
|
61.9%
|
|
|
2318
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$427M
|
+$11.1M
|
+3%
|
5.78%
|
75.8%
|
344
|
22.67%
|
|
|
2319
|
Zuckerman Investment Group
Chicago,
Illinois
|
$427M
|
+$35.6M
|
+9%
|
7.15%
|
111%
|
61
|
13.11%
|
|
|
2320
|
Toth Financial Advisory
Leesburg,
Virginia
|
$426M
|
+$15.2M
|
+4%
|
4.19%
|
82.5%
|
479
|
20.88%
|
|
|
2321
|
Centre Asset Management
New York
|
$426M
|
-$6.61M
|
-2%
|
7.35%
|
45.3%
|
62
|
35.48%
|
|
|
2322
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$426M
|
+$18M
|
+4%
|
3.81%
|
46.9%
|
14
|
14.29%
|
|
|
2323
|
First American Trust
Santa Ana,
California
|
$425M
|
+$13.3M
|
+3%
|
3.11%
|
84.6%
|
145
|
17.93%
|
|
|
2324
|
Premier Asset Management
Chicago,
Illinois
|
$425M
|
-$21.4M
|
-5%
|
2%
|
104%
|
137
|
19.71%
|
|
|
2325
|
Intel Corp
Santa Clara,
California
|
$425M
|
-$187M
|
-31%
|
32.8%
|
9.79%
|
11
|
45.45%
|
|