|
2551
|
Triple Frond Partners
San Francisco,
California
|
$740M
|
-$32.5M
|
-4%
|
5.31%
|
92.9%
|
12
|
41.67%
|
|
|
2552
|
Focused Wealth Management
Newburgh,
New York
|
$740M
|
-$1.12M
|
-0.2%
|
2.81%
|
73.9%
|
220
|
26.36%
|
|
|
2553
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$739M
|
-$6.02M
|
-0.8%
|
0.6%
|
86%
|
534
|
18.54%
|
|
|
2554
|
Tamar Securities
Woodland Hills,
California
|
$738M
|
+$13M
|
+2%
|
1.24%
|
84.8%
|
89
|
19.1%
|
|
|
2555
|
Daido Life Insurance Company
Osaka,
Japan
|
$738M
|
-$77.4M
|
-9%
|
4.51%
|
68.7%
|
6
|
0%
|
|
|
2556
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$737M
|
+$7.57M
|
+1%
|
0.78%
|
85.2%
|
154
|
8.44%
|
|
|
2557
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$736M
|
+$23.6M
|
+3%
|
0.26%
|
44.3%
|
118
|
12.71%
|
|
|
2558
|
FORM Wealth Advisors
Lake Geneva,
Wisconsin
|
$736M
|
–
|
–
|
0.32%
|
–
|
62
|
–
|
|
|
2559
|
Cahill Financial Advisors
Edina,
Minnesota
|
$736M
|
-$2.01M
|
-0.3%
|
1.27%
|
55.9%
|
270
|
4.44%
|
|
|
2560
|
Nellore Capital Management
Redwood City,
California
|
$735M
|
-$30.6M
|
-4%
|
2.66%
|
73.8%
|
19
|
26.32%
|
|
|
2561
|
Hendershot Investments
Centreville,
Virginia
|
$735M
|
+$993K
|
+0.1%
|
1.18%
|
50.5%
|
133
|
4.51%
|
|
|
2562
|
Howard Financial Services
Dallas,
Texas
|
$734M
|
-$734K
|
-0.1%
|
1.37%
|
50.2%
|
199
|
14.57%
|
|
|
2563
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$734M
|
-$22.2M
|
-3%
|
1.73%
|
68%
|
124
|
16.94%
|
|
|
2564
|
Taikang Asset Management (HK)
Hong Kong
|
$734M
|
+$53.6M
|
+8%
|
1.19%
|
172%
|
119
|
28.57%
|
|
|
2565
|
Greatmark Investment Partners
Columbus,
Georgia
|
$733M
|
-$1.03M
|
-0.1%
|
0.78%
|
62%
|
145
|
6.21%
|
|
|
2566
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$733M
|
-$28.4M
|
-4%
|
2.15%
|
–
|
113
|
19.47%
|
|
|
2567
|
TCG Crossover Management
Palo Alto,
California
|
$733M
|
-$290M
|
-28%
|
20.7%
|
3,013%
|
38
|
2.63%
|
|
|
2568
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$733M
|
-$17.5M
|
-2%
|
1.59%
|
67.2%
|
230
|
10.87%
|
|
|
2569
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$733M
|
–
|
–
|
2%
|
–
|
254
|
–
|
|
|
2570
|
INVST
Indianapolis,
Indiana
|
$733M
|
-$90.3M
|
-11%
|
1.66%
|
78.5%
|
343
|
48.69%
|
|
|
2571
|
Forest Avenue Capital Management
Miami,
Florida
|
$732M
|
-$361M
|
-33%
|
6.7%
|
415%
|
26
|
57.69%
|
|
|
2572
|
Everhart Financial Group
Dublin,
Ohio
|
$731M
|
+$245M
|
+51%
|
2.63%
|
113%
|
351
|
18.52%
|
|
|
2573
|
Vancity Investment Management
Vancouver,
British Columbia, Canada
|
$730M
|
–
|
–
|
1.36%
|
–
|
73
|
–
|
|
|
2574
|
Adams Asset Advisors
Dallas,
Texas
|
$729M
|
-$49.5M
|
-6%
|
0.88%
|
63.2%
|
80
|
7.5%
|
|
|
2575
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$729M
|
+$71.8M
|
+11%
|
0.56%
|
131%
|
117
|
17.95%
|
|