|
2901
|
Watermark Asset Management
San Ramon,
California
|
$222M
|
+$9.96M
|
+5%
|
|
|
269
|
|
|
|
2902
|
Karpas Strategies
Litchfield,
Connecticut
|
$222M
|
+$2.92M
|
+1%
|
|
|
124
|
|
|
|
2903
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$222M
|
+$5.5M
|
+3%
|
|
|
77
|
|
|
|
2904
|
|
$222M
|
-$17.5M
|
-7%
|
|
|
100
|
|
|
|
2905
|
Benefit Street Partners
New York
|
$222M
|
+$73.1M
|
+49%
|
|
|
33
|
|
|
|
2906
|
Intellectus Partners
San Francisco,
California
|
$222M
|
+$25.2M
|
+13%
|
|
|
823
|
|
|
|
2907
|
Partnervest Advisory Services
Santa Barbara,
California
|
$221M
|
+$13K
|
+0%
|
|
|
215
|
|
|
|
2908
|
HT Partners
Centerbrook,
Connecticut
|
$221M
|
+$4.8M
|
+2%
|
|
|
23
|
|
|
|
2909
|
G2 Investment Partners Management
New York
|
$221M
|
-$12.4M
|
-5%
|
|
|
80
|
|
|
|
2910
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$221M
|
+$13.4M
|
+6%
|
|
|
313
|
|
|
|
2911
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$221M
|
-$3K
|
-0%
|
|
|
172
|
|
|
|
2912
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$221M
|
+$3.84M
|
+2%
|
|
|
180
|
|
|
|
2913
|
Bard Associates
Chicago,
Illinois
|
$220M
|
+$5.25M
|
+2%
|
|
|
197
|
|
|
|
2914
|
Financial Management Professionals
Austin,
Texas
|
$220M
|
+$24.4M
|
+12%
|
|
|
342
|
|
|
|
2915
|
Patriot Financial Partners
Radnor,
Pennsylvania
|
$220M
|
-$81.7M
|
-27%
|
|
|
12
|
|
|
|
2916
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$220M
|
+$12.7M
|
+6%
|
|
|
78
|
|
|
|
2917
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$220M
|
+$6.56M
|
+3%
|
|
|
161
|
|
|
|
2918
|
Bank of Stockton
Stockton,
California
|
$220M
|
+$891K
|
+0.4%
|
|
|
105
|
|
|
|
2919
|
BSW Wealth Partners
Boulder,
Colorado
|
$220M
|
+$17.7M
|
+9%
|
|
|
86
|
|
|
|
2920
|
Capital Impact Advisors
Boston,
Massachusetts
|
$220M
|
-$31.3M
|
-12%
|
|
|
158
|
|
|
|
2921
|
Legion Partners Asset Management
Los Angeles,
California
|
$220M
|
+$53.3M
|
+32%
|
|
|
13
|
|
|
|
2922
|
Rothschild Capital Partners
New York
|
$219M
|
+$17.4M
|
+9%
|
|
|
51
|
|
|
|
2923
|
Compton Capital Management
Providence,
Rhode Island
|
$219M
|
+$15.7M
|
+8%
|
|
|
153
|
|
|
|
2924
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$219M
|
+$10.9M
|
+5%
|
|
|
35
|
|
|
|
2925
|
Cadence Bank NA
Houston,
Texas
|
$219M
|
+$2.28M
|
+1%
|
|
|
151
|
|
|