|
2301
|
John G. Ullman & Associates
Corning,
New York
|
$623M
|
-$98.6M
|
-14%
|
9.73%
|
156%
|
177
|
16.38%
|
|
|
2302
|
Tompkins Financial
Ithaca,
New York
|
$622M
|
-$87.2M
|
-12%
|
10.9%
|
74.1%
|
627
|
9.57%
|
|
|
2303
|
CCM Investment Advisers
Columbia,
South Carolina
|
$622M
|
-$111M
|
-15%
|
14.3%
|
170%
|
68
|
7.35%
|
|
|
2304
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$622M
|
+$46.8M
|
+8%
|
9.11%
|
48.3%
|
211
|
35.07%
|
|
|
2305
|
Harvest Volatility Management
Norwalk,
Connecticut
|
$621M
|
-$264M
|
-30%
|
19.8%
|
24.3%
|
141
|
1.42%
|
|
|
2306
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$620M
|
-$73.8M
|
-11%
|
13.2%
|
80.5%
|
311
|
18.65%
|
|
|
2307
|
Essex Investment Management
Boston,
Massachusetts
|
$619M
|
-$183M
|
-23%
|
17.2%
|
372%
|
451
|
19.51%
|
|
|
2308
|
Resources Management Corp
West Hartford,
Connecticut
|
$619M
|
-$96.9M
|
-14%
|
12.2%
|
78.5%
|
535
|
7.29%
|
|
|
2309
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$618M
|
-$31.8M
|
-5%
|
13.5%
|
54.7%
|
204
|
29.9%
|
|
|
2310
|
LGL Partners
Philadelphia,
Pennsylvania
|
$618M
|
-$129M
|
-17%
|
14.8%
|
68.9%
|
106
|
10.38%
|
|
|
2311
|
Arosa Capital Management
Miami Beach,
Florida
|
$617M
|
+$32.6M
|
+6%
|
15.4%
|
536%
|
91
|
61.54%
|
|
|
2312
|
|
$616M
|
+$287M
|
+87%
|
10%
|
5.45%
|
4
|
50%
|
|
|
2313
|
Private Asset Management
San Diego,
California
|
$616M
|
-$122M
|
-17%
|
14.1%
|
38.2%
|
148
|
5.41%
|
|
|
2314
|
Hills Bank & Trust
North Liberty,
Iowa
|
$615M
|
-$86.6M
|
-12%
|
14.6%
|
52.8%
|
267
|
11.61%
|
|
|
2315
|
Vista Capital Partners
Portland,
Oregon
|
$614M
|
-$158M
|
-20%
|
16.1%
|
61.2%
|
98
|
22.45%
|
|
|
2316
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$614M
|
-$126M
|
-17%
|
13.4%
|
127%
|
501
|
5.19%
|
|
|
2317
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$614M
|
-$21.2M
|
-3%
|
14.8%
|
72.3%
|
495
|
88.28%
|
|
|
2318
|
Lyell Wealth Management
Menlo Park,
California
|
$613M
|
-$164M
|
-21%
|
19.6%
|
128%
|
203
|
8.37%
|
|
|
2319
|
Makena Capital Management
Menlo Park,
California
|
$613M
|
-$211M
|
-26%
|
21.6%
|
78.7%
|
48
|
16.67%
|
|
|
2320
|
Permian Investment Partners
Dallas,
Texas
|
$613M
|
-$222M
|
-27%
|
17.7%
|
78.6%
|
21
|
47.62%
|
|
|
2321
|
Mane Global Capital Management
New York
|
$613M
|
+$79M
|
+15%
|
8.99%
|
423%
|
43
|
76.74%
|
|
|
2322
|
Fort Point Capital Partners
San Francisco,
California
|
$612M
|
-$105M
|
-15%
|
14.4%
|
62.2%
|
308
|
17.21%
|
|
|
2323
|
St. James Investment Company
Southlake,
Texas
|
$612M
|
-$43.5M
|
-7%
|
10.9%
|
43.8%
|
29
|
0%
|
|
|
2324
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$611M
|
-$106M
|
-15%
|
13.4%
|
81.4%
|
96
|
14.58%
|
|
|
2325
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$611M
|
-$96.8M
|
-14%
|
13.3%
|
–
|
261
|
13.41%
|
|