|
2301
|
Carret Asset Management
New York
|
$1.05B
|
+$25.6M
|
+2%
|
5.09%
|
94.4%
|
300
|
6%
|
|
|
2302
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.05B
|
-$14.6M
|
-1%
|
2.47%
|
65.9%
|
152
|
5.26%
|
|
|
2303
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$1.05B
|
+$135M
|
+15%
|
8.91%
|
91.5%
|
228
|
13.16%
|
|
|
2304
|
MASTERINVEST Kapitalanlage
Vienna,
|
$1.05B
|
+$27.3M
|
+3%
|
4.64%
|
–
|
288
|
11.11%
|
|
|
2305
|
Triad Wealth Partners
Lawrence,
Kansas
|
$1.05B
|
+$277M
|
+36%
|
1.81%
|
–
|
487
|
30.39%
|
|
|
2306
|
Summit Partners
Boston,
Massachusetts
|
$1.05B
|
+$127M
|
+14%
|
17.6%
|
13.7%
|
8
|
0%
|
|
|
2307
|
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
$1.05B
|
+$736M
|
+234%
|
0.02%
|
47.9%
|
29
|
55.17%
|
|
|
2308
|
Parkman Healthcare Partners
Stamford,
Connecticut
|
$1.05B
|
+$91.8M
|
+10%
|
26.9%
|
306%
|
111
|
27.93%
|
|
|
2309
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$1.05B
|
+$12.8M
|
+1%
|
1.2%
|
68.9%
|
284
|
7.04%
|
|
|
2310
|
|
$1.05B
|
-$10.4M
|
-1%
|
1.87%
|
135%
|
9
|
0%
|
|
|
2311
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$1.05B
|
+$41.7M
|
+4%
|
4.24%
|
156%
|
223
|
38.12%
|
|
|
2312
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.05B
|
+$30.6M
|
+3%
|
2.04%
|
53.5%
|
259
|
9.65%
|
|
|
2313
|
Berkshire Money Management
Dalton,
Massachusetts
|
$1.05B
|
+$76.6M
|
+8%
|
1.99%
|
56.5%
|
132
|
64.39%
|
|
|
2314
|
Shellback Capital
Boston,
Massachusetts
|
$1.05B
|
-$530M
|
-34%
|
8.43%
|
198%
|
130
|
54.62%
|
|
|
2315
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.05B
|
+$42.1M
|
+4%
|
2.71%
|
67.9%
|
272
|
13.24%
|
|
|
2316
|
Spirepoint Private Client
Vero Beach,
Florida
|
$1.05B
|
+$95.2M
|
+10%
|
4.45%
|
–
|
325
|
17.54%
|
|
|
2317
|
CCM Investment Advisers
Columbia,
South Carolina
|
$1.04B
|
+$29.5M
|
+3%
|
5.96%
|
170%
|
98
|
14.29%
|
|
|
2318
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.04B
|
-$31.9M
|
-3%
|
0.8%
|
62.8%
|
342
|
16.96%
|
|
|
2319
|
Penn Davis McFarland
Dallas,
Texas
|
$1.04B
|
+$76.2M
|
+8%
|
7.66%
|
86.8%
|
77
|
3.9%
|
|
|
2320
|
Limestone Investment Advisors
New York
|
$1.04B
|
-$219M
|
-17%
|
0.1%
|
–
|
680
|
57.79%
|
|
|
2321
|
Randolph Company
Cincinnati,
Ohio
|
$1.04B
|
+$14.1M
|
+1%
|
2.18%
|
120%
|
45
|
11.11%
|
|
|
2322
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$1.04B
|
-$189K
|
-0%
|
2.29%
|
59.5%
|
973
|
20.66%
|
|
|
2323
|
SG Capital Management
Chicago,
Illinois
|
$1.04B
|
-$80.2M
|
-7%
|
2.7%
|
250%
|
96
|
73.96%
|
|
|
2324
|
IMA Advisory Services
Denver,
Colorado
|
$1.04B
|
+$48.9M
|
+5%
|
3.17%
|
74.5%
|
1,020
|
46.96%
|
|
|
2325
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
$1.04B
|
–
|
–
|
2.18%
|
–
|
76
|
–
|
|