|
2701
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$504M
|
+$14.6M
|
+3%
|
|
|
341
|
|
|
|
2702
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$503M
|
+$24.5M
|
+5%
|
|
|
178
|
|
|
|
2703
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$503M
|
+$29.7M
|
+6%
|
|
|
96
|
|
|
|
2704
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$502M
|
+$18.7M
|
+4%
|
|
|
175
|
|
|
|
2705
|
Siemens Pension Trust
Munich Germany,
Germany
|
$502M
|
+$120M
|
+32%
|
|
|
1
|
|
|
|
2706
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$502M
|
+$41.5M
|
+9%
|
|
|
185
|
|
|
|
2707
|
Mengis Capital Management
Portland,
Oregon
|
$501M
|
+$26.6M
|
+6%
|
|
|
171
|
|
|
|
2708
|
Cannell Capital
Alta,
Wyoming
|
$501M
|
-$16.5M
|
-3%
|
|
|
98
|
|
|
|
2709
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$500M
|
+$45.6M
|
+10%
|
|
|
77
|
|
|
|
2710
|
Advantage Alpha Capital Partners
San Francisco,
California
|
$500M
|
+$20M
|
+4%
|
|
|
120
|
|
|
|
2711
|
Harbor Capital Advisors
Chicago,
Illinois
|
$500M
|
+$153M
|
+44%
|
|
|
667
|
|
|
|
2712
|
Wexford Capital
West Palm Beach,
Florida
|
$500M
|
+$16.7M
|
+3%
|
|
|
268
|
|
|
|
2713
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$500M
|
+$18.2M
|
+4%
|
|
|
65
|
|
|
|
2714
|
Heritage Financial Services
Westwood,
Massachusetts
|
$500M
|
+$40.9M
|
+9%
|
|
|
84
|
|
|
|
2715
|
Academy Capital Management
Waco,
Texas
|
$499M
|
+$32.7M
|
+7%
|
|
|
36
|
|
|
|
2716
|
Great Point Partners
Greenwich,
Connecticut
|
$499M
|
-$6.74M
|
-1%
|
|
|
52
|
|
|
|
2717
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$499M
|
+$58.9M
|
+13%
|
|
|
101
|
|
|
|
2718
|
Bridgewater Advisors
New York
|
$499M
|
+$40.5M
|
+9%
|
|
|
119
|
|
|
|
2719
|
Harvest Volatility Management
Norwalk,
Connecticut
|
$499M
|
+$2.62M
|
+0.5%
|
|
|
135
|
|
|
|
2720
|
|
$498M
|
+$2.67M
|
+0.5%
|
|
|
5
|
|
|
|
2721
|
Zevin Asset Management
Boston,
Massachusetts
|
$498M
|
+$8.13M
|
+2%
|
|
|
82
|
|
|
|
2722
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$498M
|
+$48.9M
|
+11%
|
|
|
136
|
|
|
|
2723
|
|
$498M
|
+$109M
|
+28%
|
|
|
22
|
|
|
|
2724
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$498M
|
+$14.1M
|
+3%
|
|
|
80
|
|
|
|
2725
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$497M
|
+$54.5M
|
+12%
|
|
|
40
|
|
|