|
2251
|
AJ Wealth Strategies
New York
|
$401M
|
+$93M
|
+30%
|
3.36%
|
32.2%
|
94
|
|
|
2252
|
Fusion Family Wealth
Woodbury,
New York
|
$401M
|
+$105M
|
+36%
|
4.34%
|
44.2%
|
322
|
|
|
2253
|
Sather Financial Group
Victoria,
Texas
|
$401M
|
+$35.4M
|
+10%
|
10%
|
78.2%
|
67
|
|
|
2254
|
Oak Hill Capital Management
New York
|
$400M
|
+$25.1M
|
+7%
|
6.48%
|
1.19%
|
4
|
|
|
2255
|
Koshinski Asset Management
Decatur,
Illinois
|
$400M
|
+$94.7M
|
+31%
|
6%
|
57.4%
|
439
|
|
|
2256
|
Berkshire Money Management
Dalton,
Massachusetts
|
$399M
|
+$16.3M
|
+4%
|
5.85%
|
47.8%
|
24
|
|
|
2257
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$399M
|
+$20.2M
|
+5%
|
5.44%
|
69.4%
|
213
|
|
|
2258
|
Zuckerman Investment Group
Chicago,
Illinois
|
$399M
|
-$8.42M
|
-2%
|
4.5%
|
126%
|
55
|
|
|
2259
|
12th Street Asset Management Company
Nashville,
Tennessee
|
$399M
|
+$12.3M
|
+3%
|
8.93%
|
74.6%
|
23
|
|
|
2260
|
Periscope Capital
Toronto,
Ontario, Canada
|
$398M
|
+$104M
|
+35%
|
0.33%
|
26.3%
|
140
|
|
|
2261
|
TA Associates
Boston,
Massachusetts
|
$398M
|
+$163M
|
+69%
|
69.4%
|
–
|
1
|
|
|
2262
|
RBO & Co
Saint Helena,
California
|
$398M
|
+$13.9M
|
+4%
|
7.24%
|
28.9%
|
56
|
|
|
2263
|
Bath Savings Trust
Bath,
Maine
|
$398M
|
+$23.6M
|
+6%
|
6.64%
|
59.3%
|
126
|
|
|
2264
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$398M
|
+$7.78M
|
+2%
|
2.48%
|
37.6%
|
148
|
|
|
2265
|
Calton & Associates
Tampa,
Florida
|
$397M
|
–
|
–
|
4.88%
|
51.2%
|
1,549
|
|
|
2266
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$397M
|
+$20.1M
|
+5%
|
6.11%
|
59.9%
|
253
|
|
|
2267
|
Northcape Capital
Sydney,
Australia
|
$397M
|
+$33.8M
|
+9%
|
9.4%
|
–
|
12
|
|
|
2268
|
|
$397M
|
+$13.8M
|
+4%
|
3.87%
|
81.3%
|
44
|
|
|
2269
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$396M
|
+$32.2M
|
+9%
|
6.84%
|
102%
|
104
|
|
|
2270
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$396M
|
+$94.9M
|
+32%
|
5.67%
|
93%
|
506
|
|
|
2271
|
NWAM LLC
Mercer Island,
Washington
|
$395M
|
+$10.1M
|
+3%
|
4.73%
|
89.7%
|
344
|
|
|
2272
|
Chescapmanager
Baltimore,
Maryland
|
$394M
|
+$53.6M
|
+16%
|
4.08%
|
99.3%
|
43
|
|
|
2273
|
American Assets Capital Advisers
San Diego,
California
|
$394M
|
+$140M
|
+55%
|
10.8%
|
47%
|
33
|
|
|
2274
|
J.W. Burns & Co
Dewitt,
New York
|
$394M
|
+$19.7M
|
+5%
|
6.43%
|
74.8%
|
165
|
|
|
2275
|
Jabre Capital Partners
Geneva,
Switzerland
|
$394M
|
-$61.9M
|
-14%
|
6.09%
|
38.8%
|
136
|
|
