|
2501
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$576M
|
-$59.1M
|
-9%
|
3.85%
|
70.2%
|
11
|
18.18%
|
|
|
2502
|
De Burlo Group
Boston,
Massachusetts
|
$576M
|
-$25.4M
|
-4%
|
2.49%
|
98.1%
|
86
|
5.81%
|
|
|
2503
|
Stewart & Patten Company
Lafayette,
California
|
$576M
|
-$36.4M
|
-6%
|
5.2%
|
27.5%
|
92
|
8.7%
|
|
|
2504
|
Central Bank & Trust
Lexington,
Kentucky
|
$575M
|
-$14.8M
|
-3%
|
1.63%
|
110%
|
339
|
5.9%
|
|
|
2505
|
Keebeck Wealth Management
Chicago,
Illinois
|
$574M
|
-$154M
|
-21%
|
4.04%
|
64.6%
|
277
|
14.44%
|
|
|
2506
|
Talbot Financial
Bellevue,
Washington
|
$574M
|
-$14.3M
|
-2%
|
2.17%
|
99.9%
|
59
|
8.47%
|
|
|
2507
|
Harvest Fund Management
Beijing,
China
|
$573M
|
+$75.6M
|
+15%
|
9.12%
|
202%
|
738
|
21%
|
|
|
2508
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$572M
|
+$4.82M
|
+0.8%
|
3.15%
|
44.3%
|
109
|
11.01%
|
|
|
2509
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$572M
|
-$22.6M
|
-4%
|
3.64%
|
79%
|
1,146
|
22.16%
|
|
|
2510
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$572M
|
+$2.39M
|
+0.4%
|
3.24%
|
53.5%
|
220
|
6.82%
|
|
|
2511
|
Stansberry Asset Management
Westlake,
Texas
|
$571M
|
+$24.7M
|
+5%
|
3.51%
|
71%
|
116
|
25%
|
|
|
2512
|
Penn Davis McFarland
Dallas,
Texas
|
$571M
|
+$9.28M
|
+2%
|
1.48%
|
86.8%
|
48
|
12.5%
|
|
|
2513
|
Dock Street Asset Management
Palm Beach,
Florida
|
$571M
|
-$10.2M
|
-2%
|
0.98%
|
167%
|
45
|
11.11%
|
|
|
2514
|
LGL Partners
Philadelphia,
Pennsylvania
|
$570M
|
-$14.6M
|
-2%
|
3.29%
|
68.9%
|
106
|
14.15%
|
|
|
2515
|
Clear Creek Financial Management
Silverdale,
Washington
|
$570M
|
-$7.18M
|
-1%
|
2.28%
|
81%
|
348
|
13.22%
|
|
|
2516
|
Financial Management Professionals
Austin,
Texas
|
$569M
|
-$29.1M
|
-5%
|
2.91%
|
62.1%
|
1,118
|
21.02%
|
|
|
2517
|
Montanaro Asset Management
London,
United Kingdom
|
$568M
|
-$63.9M
|
-10%
|
8.33%
|
37.4%
|
45
|
0%
|
|
|
2518
|
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
|
$568M
|
-$11.6M
|
-2%
|
1.7%
|
269%
|
3
|
33.33%
|
|
|
2519
|
Estabrook Capital Management
New York
|
$568M
|
-$32M
|
-5%
|
2.31%
|
76.2%
|
390
|
5.13%
|
|
|
2520
|
Torray Investment Partners
Bethesda,
Maryland
|
$567M
|
-$11.2M
|
-2%
|
0.99%
|
75.2%
|
97
|
4.12%
|
|
|
2521
|
Keenan Capital
Burlingame,
California
|
$567M
|
+$8.29M
|
+1%
|
4.4%
|
118%
|
10
|
0%
|
|
|
2522
|
Inspire Advisors
Meridian,
Idaho
|
$566M
|
+$47.8M
|
+9%
|
3.09%
|
44%
|
310
|
30.97%
|
|
|
2523
|
Focused Wealth Management
Newburgh,
New York
|
$566M
|
+$10.7M
|
+2%
|
2.96%
|
57.9%
|
1,125
|
13.51%
|
|
|
2524
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$566M
|
+$230M
|
+69%
|
4.34%
|
62.6%
|
378
|
58.2%
|
|
|
2525
|
Rockbridge Investment Management
Syracuse,
New York
|
$566M
|
-$3.08M
|
-0.5%
|
4.03%
|
31.1%
|
111
|
6.31%
|
|