|
2301
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$812M
|
+$61.1M
|
+8%
|
4.95%
|
56.2%
|
162
|
11.73%
|
|
|
2302
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$812M
|
+$38.1M
|
+5%
|
7.23%
|
28.6%
|
363
|
8.26%
|
|
|
2303
|
Navellier & Associates
Reno,
Nevada
|
$812M
|
+$144M
|
+22%
|
35%
|
262%
|
377
|
27.32%
|
|
|
2304
|
Journey Advisory Group
Covington,
Kentucky
|
$811M
|
+$76.1M
|
+10%
|
8.6%
|
58.7%
|
243
|
12.35%
|
|
|
2305
|
Nadler Financial Group
Deerfield,
Illinois
|
$811M
|
+$68.7M
|
+9%
|
9.33%
|
64.4%
|
120
|
15.83%
|
|
|
2306
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$811M
|
+$397K
|
+0%
|
7.44%
|
36%
|
143
|
0%
|
|
|
2307
|
Covalis Capital
London,
United Kingdom
|
$810M
|
+$195M
|
+32%
|
2.29%
|
31.3%
|
83
|
69.88%
|
|
|
2308
|
Bracebridge Capital LLC
Boston,
Massachusetts
|
$810M
|
+$346M
|
+75%
|
44.7%
|
127%
|
51
|
33.33%
|
|
|
2309
|
Tanglewood Wealth Management
Houston,
Texas
|
$809M
|
-$7.6M
|
-0.9%
|
5.43%
|
59.7%
|
34
|
8.82%
|
|
|
2310
|
Forte Capital
Rochester,
New York
|
$808M
|
+$77.5M
|
+11%
|
10.2%
|
98.3%
|
242
|
10.74%
|
|
|
2311
|
Affinity Asset Advisors
New York
|
$808M
|
+$260M
|
+48%
|
47.8%
|
1,280%
|
122
|
54.1%
|
|
|
2312
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$807M
|
+$43.5M
|
+6%
|
13.8%
|
101%
|
301
|
19.6%
|
|
|
2313
|
140 Summer Partners
New York
|
$806M
|
+$225M
|
+39%
|
9.02%
|
134%
|
18
|
27.78%
|
|
|
2314
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$806M
|
–
|
–
|
10.5%
|
–
|
947
|
–
|
|
|
2315
|
PSG Equity
Boston,
Massachusetts
|
$805M
|
-$138M
|
-15%
|
14.6%
|
8.03%
|
1
|
0%
|
|
|
2316
|
Hardy Reed
Tupelo,
Mississippi
|
$805M
|
+$66.6M
|
+9%
|
8.36%
|
57.7%
|
132
|
23.48%
|
|
|
2317
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$804M
|
+$90.2M
|
+13%
|
6.77%
|
45%
|
174
|
14.94%
|
|
|
2318
|
CDAM (UK)
London,
United Kingdom
|
$804M
|
-$3.56M
|
-0.4%
|
0.07%
|
2.11%
|
12
|
25%
|
|
|
2319
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$804M
|
+$64.6M
|
+9%
|
9.09%
|
59.5%
|
128
|
10.16%
|
|
|
2320
|
Private Capital Advisors
Darien,
Connecticut
|
$803M
|
+$147M
|
+22%
|
18.9%
|
138%
|
94
|
25.53%
|
|
|
2321
|
JAT Capital Management
Greenwich,
Connecticut
|
$803M
|
+$273M
|
+52%
|
16.7%
|
446%
|
52
|
71.15%
|
|
|
2322
|
Atom Investors
Austin,
Texas
|
$802M
|
+$235M
|
+42%
|
9.44%
|
63.4%
|
695
|
55.68%
|
|
|
2323
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$801M
|
+$107M
|
+15%
|
9.38%
|
74.9%
|
85
|
15.29%
|
|
|
2324
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$801M
|
+$88.8M
|
+12%
|
15.6%
|
139%
|
98
|
10.2%
|
|
|
2325
|
Stokes Family Office
New Orleans,
Louisiana
|
$800M
|
+$60.3M
|
+8%
|
7.15%
|
56.9%
|
234
|
10.68%
|
|